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Tools For Stock Trading Applications.

Project description

trade: Tools For Stock Trading Applications.
============================================
Copyright (c) 2015 Rafael da Silva Rocha
rocha.rafaelsilva@gmail.com
http://rochars.github.io/trade/
http://trade.readthedocs.org


What is it?
-----------
trade is a Python module with functions and classes for the development
of investment applications in Python. It provides basic notions of assets,
operations, daytrades, cost deduction, asset accumulation and so on.

You may use the trade module as a framework to create applications that
implement specific rules of stock markets around the world or use it "as is"
in any application that requires the notion of buying things, selling things
and controlling how much you spent to buy and how much you profited from the
trades.


How do I install the trade module?
------------------------------
The trade module can be installated via pip:

> pip install trade

To check if everything went OK, open the Python console and import the module:

```python
import trade
asset = trade.Asset('some asset')
print(asset.name)
#>> some asset
```


How can I use it?
-----------------
A basic example of the trade module in action:

```python
import trade

# create the asset that we are going to trade
asset = trade.Asset('Some asset')

# create the accumulator to accumulate trades with the asset
accumulator = trade.Accumulator(asset)


print(accumulator.asset.name)
#>> Some asset

print(accumulator.quantity)
#>> 0

print(accumulator.price)
#>> 0

print(accumulator.results)
#>> {'trades': 0}


# create a trade operation buying the asset
purchase = trade.Operation(asset=asset, quantity=10, price=2, date='2015-09-22')

# accumulate the trade
accumulator.accumulate_operation(purchase)


print(accumulator.quantity)
#>> 10

print(accumulator.price)
#>> 2.0

print(accumulator.results)
#>> {'trades': 0}


# create a new trade operation selling the asset
sale = trade.Operation(asset=asset, quantity=-5, price=3, date='2015-09-23')

# accumulate the new trade
accumulator.accumulate_operation(sale)


print(accumulator.quantity)
#>> 5

print(accumulator.price)
#>> 2.0

print(accumulator.results)
#>> {'trades': 5.0}
```

Operation objects may include taxes and comissions that are considered by the
accumulator when calculating results and portfolio prices.

The Accumulator can also log the accumulated operations and their results.

There are more features, like rating and applying discounts automatically
to a group of operations, separating daytrades from common trades in a group of
operations, calculating the resulting position from a group of operations and so
on. Check the documentation and the examples for more information on how to
use the trade module.


What about compatibility?
-------------------------
The trade module is compatible with Python 2.7 and Python 3.x.


Version
-------------------------
The current version is 0.0.5-alpha.


License
-------
Copyright (c) 2015 Rafael da Silva Rocha

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in
all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
THE SOFTWARE.

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