A package for a quick and dirty portfolio analysis.
Project description
stockeasy
Quick and Easy Stock Portfolio Analysis - FOR ENTERTAINMENT PURPOSES ONLY!!
Introduction
All exposed functions in this package have been designed with the intent that they can be strung together in a DAG; as such, they all follow a consistent contract.
function contract
def function_name (data: Dict, config: dict, logging: logging.Logger)
return results: dict
data contract
data = {'name': pandas dataframe}
config contract
config = {'setting': setting values}
Example Code
import stockeasy
import pandas as pd
df_stocklist = pd.DataFrame([['VTSAX', 120], ['MSFT', 100]], columns=['symbol', 'sharesOwned'])
config = {
'symbolField': 'symbol',
'sharesField': 'sharesOwned',
'dataFields': ['exchange', 'symbol', 'shortName', 'sector', 'country', 'marketCap']
}
results = stockeasy.get_info({'input': df_stocklist}, config=config)
print(results.get('output').head())
logging
Standard python logging object
Notes
- I use Docker for enviroment management; as such, my build process will deviate from more classical approaches.
- I attempt to follow functional programming style
Getting Started Contributing
for windows create a env.bat file after pulling with the mount path to the current directory. In windows, you can't use relative paths with Docker Volume mounts, so...
set LOCAL_MOUNT=C:\Users\ablac\OneDrive\Documents\stockeasy\
then run
make DOCKER
cd stockeasy
doit
Available doit tasks
lint -- runs linting setup_tool -- installs local tool unit_tests -- runs unit tests
Project details
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