Portfolio Analytics Utilities
Project description
Money Counter
Portfolio analytics utilities
This is the beginning of a work in progress. I expect it will be in pretty good shape early in 2023 and then evolve from there.
This is a supporting package for a larger project I am working on and should be useful to others as is.
$ pip install moneycounter
from datetime import date
from moneycounter import fifo, realized_gains
# Given pandas df of trades calculate realized gains from sells after d
realized = fifo(df, d=date(2022, 1, 1))
# Given a pandas df of trades calculate realized gains.
realized = realized_gains(df)
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