def main():
log.info("Started...")
if path.exists( '/home/scanlom/simfin_data/' ):
rmtree( '/home/scanlom/simfin_data/' )
# Set your API-key for downloading data.
# If the API-key is 'free' then you will get the free data,
# otherwise you will get the data you have paid for.
# See www.simfin.com for what data is free and how to buy more.
set_api_key('free')
# Set the local directory where data-files are stored.
# The dir will be created if it does not already exist.
set_data_dir('~/simfin_data/')
rpt = report()
rpt.add_string( simfin_load("income", load_income, simfin_income_by_ticker, delete_simfin_income_by_id, post_simfin_income) )
rpt.add_string( simfin_load("balance", load_balance, simfin_balance_by_ticker, delete_simfin_balance_by_id, post_simfin_balance) )
rpt.add_string( simfin_load("cashflow", load_cashflow, simfin_cashflow_by_ticker, delete_simfin_cashflow_by_id, post_simfin_cashflow) )
subject = 'Blue Lion - Simfin Load - Financials'
send_mail_html_self(subject, rpt.get_html())
rpt2 = report()
rpt2.add_string( simfin_load_ref_data() )
rpt2.add_string( simfin_load_market_data() )
rpt2.add_string( simfin_load_market_data_historical() )
subject = 'Blue Lion - Simfin Load - Market Data'
send_mail_html_self(subject, rpt2.get_html())
log.info("Completed")
def main():
log.info("Started...")
db = database2()
rpt = report()
formats = [ rpt.CONST_FORMAT_NONE, rpt.CONST_FORMAT_CCY, rpt.CONST_FORMAT_CCY, rpt.CONST_FORMAT_CCY, rpt.CONST_FORMAT_CCY_COLOR]
table = [
[ "Category", "Spent", "Projected", "Budget", "Tracking" ],
]
append_budget_row( db, table, "Base", [0,2,3,4,5,8,12,96], 65000 )
append_budget_row( db, table, "Rent", [1], 48000 )
append_budget_row( db, table, "Travel", [7], 10000 )
append_budget_row( db, table, "Helper", [9], 12000 )
append_budget_row( db, table, "Monchichi", [94], 12000 )
append_budget_row( db, table, "Deux", [93], 1000 )
append_budget_row( db, table, "Fumi", [11], 5000 )
append_budget_row( db, table, "Mike", [6,10], 5000 )
append_budget_row( db, table, "Special", [95,97,98,99], 0 )
append_budget_row( db, table, "Total", [0,1,2,3,4,5,6,7,8,9,10,11,12,93,94,95,96,97,98,99], 158000 )
recon_projected = calculate_recon_projected( table, [2,3,4,5,7,8], 1, 6, 2, 4 )
table.append( [ "Recon", db.get_ytd_spending_sum(), recon_projected, 158000, 158000 - recon_projected ] )
fumi_projected = calculate_fumi_projected( table, 1, 6, 4 )
table.append( [ "Payout", 0, fumi_projected, 0, 0 ] )
rpt.add_table(table, formats)
subject = 'Spending Report - ' + strftime("%Y-%m-%d", localtime())
send_mail_html_self(subject, rpt.get_html())
log.info("Completed")
def main():
log.info("Started...")
db = database2()
rpt = report()
total_roe = db.get_balance(db.CONST_BALANCES_TYPE_TOTAL_ROE)
total_finish = CONST_ONE_UNIT / CONST_FINISH_PCT
index_roe = db.get_index_history(db.CONST_INDEX_ROE,
datetime.today().date())
ytd_base_index_roe = db.get_index_history(db.CONST_INDEX_ROE,
db.get_ytd_base_date())
definite_retirement_years = CONST_DEFINITE_RETIREMENT_DATE - datetime.today(
).date()
hoped_retirement_years = CONST_HOPED_RETIREMENT_DATE - datetime.today(
).date()
# Determine cash made this year
profit = total_roe - db.get_balance_history(
db.CONST_BALANCES_TYPE_TOTAL_ROE,
db.get_ytd_base_date()) - db.get_balance(
db.CONST_BALANCES_TYPE_SAVINGS)
populate_summary(db, rpt, index_roe, total_roe, total_finish,
hoped_retirement_years, profit)
populate_summary_super_inflection(db, rpt, index_roe, total_roe,
definite_retirement_years)
populate_stress_test_twenty_percent_drop(db, rpt, index_roe, total_roe,
total_finish)
# Send a summary mail
subject = "Blue Lion - " + rpt.format_ccy(profit) + " / " + rpt.format_pct(
index_roe / ytd_base_index_roe - 1)
send_mail_html_self(subject, rpt.get_html())
log.info("Completed")
def main():
log.info("Started...")
db = database2()
rpt = report()
CONST_PORTFOLIO = 1
CONST_START = date(2020, 1, 21)
CONST_END = date(2017, 1, 1)
contributors = {}
start = db.get_portfolio_history_by_date(CONST_PORTFOLIO, CONST_START)
for row in start:
contributors[row.symbol] = [row.symbol, row.value, 0, 0, 0, 0, 0, 0]
end = db.get_portfolio_history_by_date(CONST_PORTFOLIO, CONST_END)
for row in end:
if row.symbol in contributors:
contributors[row.symbol][5] = row.value
else:
contributors[row.symbol] = [
row.symbol, 0, 0, 0, 0, row.value, 0, 0
]
divs = db.get_actions_by_date_range_type(
CONST_START, CONST_END, db.CONST_ACTION_TYPE_DIVIDEND_PORTFOLIO)
for row in divs:
if row.symbol in contributors:
contributors[row.symbol][4] += row.value1
buys = db.get_actions_by_date_range_type(
CONST_START, CONST_END, db.CONST_ACTION_TYPE_BOUGHT_PORTFOLIO)
for row in buys:
if row.symbol in contributors:
contributors[row.symbol][2] += row.value1
sells = db.get_actions_by_date_range_type(
CONST_START, CONST_END, db.CONST_ACTION_TYPE_SOLD_PORTFOLIO)
for row in sells:
if row.symbol in contributors:
contributors[row.symbol][3] += row.value1
for key, value in contributors.items():
value[6] = value[3] + value[4] + value[5] - value[1] - value[2]
value[7] = (value[1] + value[2] + value[6]) / (value[1] + value[2]) - 1
formats = [
rpt.CONST_FORMAT_NONE, rpt.CONST_FORMAT_CCY, rpt.CONST_FORMAT_CCY,
rpt.CONST_FORMAT_CCY, rpt.CONST_FORMAT_CCY, rpt.CONST_FORMAT_CCY,
rpt.CONST_FORMAT_CCY_COLOR, rpt.CONST_FORMAT_PCT_COLOR
]
table = []
for key, value in contributors.items():
table.append(value)
table.sort(key=lambda a: a[7] * -1)
table.insert(0,
["Symbol", "Start", "Buy", "Sell", "Div", "End", "Diff", "%"])
rpt.add_table(table, formats)
subject = 'Blue Lion - Contributors'
send_mail_html_self(subject, rpt.get_html())
log.info("Completed")
def main():
log.info("Started...")
db = database2()
rpt = report()
populate_max_movers( db, rpt )
subject = 'Health Check - ' + strftime("%Y-%m-%d", localtime())
send_mail_html_self(subject, rpt.get_html())
log.info("Completed")
def main():
log.info("Started...")
db = database2()
rpt = report()
populate_five_cagr(db, rpt)
populate_magic(rpt)
subject = 'Blue Lion - Search'
send_mail_html_self(subject, rpt.get_html())
log.info("Completed")
def main():
log.info("Started...")
db = database2()
rpt = report()
formats = [
rpt.CONST_FORMAT_NONE, rpt.CONST_FORMAT_CCY, rpt.CONST_FORMAT_CCY,
rpt.CONST_FORMAT_CCY, rpt.CONST_FORMAT_CCY_COLOR
]
table = [
["Category", "Spent", "Projected", "Budget", "Tracking"],
]
append_budget_row(db, table, "Base", [0, 2, 3, 4, 5, 8, 12, 96], 75000)
append_budget_row(db, table, "Rent", [1], 73000)
append_budget_row(db, table, "Travel", [7], 10000)
append_budget_row(db, table, "Helper", [9], 12000)
append_budget_row(db, table, "Monchichi", [94], 12000)
append_budget_row(db, table, "Deux", [93], 12000)
append_budget_row(db, table, "Fumi", [11], 5000)
append_budget_row(db, table, "Mike", [6, 10], 5000)
append_budget_row(db, table, "Special", [95, 97, 98, 99], 0)
append_budget_row(
db, table, "Total",
[0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 93, 94, 95, 96, 97, 98, 99],
CONST_BUDGET)
recon_projected = calculate_recon_projected(table, [2, 3, 4, 5, 6, 8, 9],
1, 7, 2, 4)
table.append([
"Recon",
db.get_ytd_spending_sum(), recon_projected, CONST_BUDGET,
CONST_BUDGET - recon_projected
])
fumi_projected = calculate_fumi_projected(table, 1, 7, 4)
table.append(["Payout", 0, fumi_projected, 0, 0])
rpt.add_table(table, formats)
plan_projected = (recon_projected + CONST_FIXED) / (1 - CONST_TAX_RATE)
rpt.add_string("BLRP " + rpt.format_ccy(plan_projected) + "=(" +
rpt.format_ccy(recon_projected) + "+" +
rpt.format_ccy(CONST_FIXED) + ")/(1-" +
rpt.format_ccy(CONST_TAX_RATE) + ")")
rpt.add_string("BLRB " + rpt.format_ccy(CONST_ONE_UNIT) + "=(" +
rpt.format_ccy(CONST_BUDGET) + "+" +
rpt.format_ccy(CONST_FIXED) + ")/(1-" +
rpt.format_ccy(CONST_TAX_RATE) + ")")
subject = 'Blue Tree - ' + rpt.format_ccy(
plan_projected) + ' / ' + rpt.format_ccy(CONST_ONE_UNIT)
send_mail_html_self(subject, rpt.get_html())
log.info("Completed")
def main():
log.info("Started...")
db = database2()
rpt = report()
rpt.add_heading("Trade")
populate_cash(db, rpt)
rpt.add_string("")
populate_allocations(db, rpt)
rpt.add_heading("Upgrade")
populate_thirty_pe( db, rpt )
rpt.add_string("")
populate_five_cagr(db, rpt)
rpt.add_heading("Research")
populate_reds(db, rpt)
rpt.add_string("")
populate_max_movers( db, rpt )
subject = 'Blue Lion - Health Check'
send_mail_html_self(subject, rpt.get_html())
log.info("Completed")