portfolio-toolkit 0.2.0

A comprehensive toolkit for portfolio analysis and management

Portfolio-tools Library Documentation

This library provides tools for financial analysis, portfolio management, and market data visualization with comprehensive multi-currency support and FIFO cost calculation.

📚 Documentation

📖 Full Documentation - Complete API reference, user guides, and examples

Quick Documentation Links

• Getting Started - Basic usage examples
• CLI Usage Guide - Complete command-line interface reference
• Multi-Currency Support - Working with multiple currencies
• Portfolio JSON Format - Complete format specification
• API Reference - Full API documentation

Building Documentation Locally

# Install documentation dependencies
pip install sphinx sphinx-rtd-theme

# Build documentation
./manage_docs.sh build

# Serve documentation locally
./manage_docs.sh serve

# Auto-rebuild on changes
./manage_docs.sh watch

Code Quality

This project maintains high code quality standards using:

• Black - Code formatting
• isort - Import sorting
• flake8 - Linting
• pytest - Testing

Quick Quality Checks

# Run all quality checks
./check_quality.sh

# Auto-format code
./format_code.sh

# Individual tools
black portfolio_toolkit/      # Format code
isort portfolio_toolkit/      # Sort imports
flake8 portfolio_toolkit/     # Lint code
pytest tests/              # Run tests

Configuration

Code quality tools are configured in pyproject.toml and setup.cfg:

• Line length: 88 characters
• Black and isort profiles: compatible
• flake8 ignores: E203, E501, W503

Installation

Install from the project root (local development):

pip install .

Or in editable mode (recommended for development):

pip install -e .

To uninstall:

pip uninstall portfolio-toolkit

Testing

Running Tests

# Run all tests and checks
./run_tests.sh

# Run specific test suites
./run_tests.sh unit         # Unit tests only
./run_tests.sh coverage     # Tests with coverage report
./run_tests.sh examples     # Validate example portfolios
./run_tests.sh cli          # Test CLI commands
./run_tests.sh lint         # Code quality checks

Manual Testing

# Run unit tests directly
python -m pytest tests/ -v

# Validate example portfolios
python tests/validate_examples.py

# Test CLI commands
portfolio-tools print-positions -f tests/examples/basic_portfolio.json

# Or using the module directly
python -m portfolio_toolkit.cli.cli portfolio print performance-summary tests/examples/basic_portfolio.json

Documentation

# Local development
./manage_docs.sh build      # Build documentation
./manage_docs.sh serve      # Serve locally
./manage_docs.sh watch      # Auto-rebuild on changes

# Deploy
./manage_docs.sh deploy     # Deploy to GitHub Pages

To Do

• Add unit and integration tests for all modules
• Document all public methods with usage examples
• Support multi-currency portfolios and automatic currency conversion
• Add support for more data providers (e.g., Alpha Vantage, IEX Cloud)
• Allow loading portfolios from Excel and ODS files natively
• Implement portfolio performance metrics (Sharpe, Sortino, drawdown, etc.)
• Add interactive visualizations (e.g., with Plotly or Dash)
• Document all public methods with usage examples
• Add export to PDF/Excel reports
• Allow portfolio rebalancing and optimization simulations
• Add risk analysis and Value at Risk (VaR)
• Improve CLI interface for task automation (migrated to Click framework)