def main(args):
""" Main entry point. Useful for calling from cli script or unit tests """
from pydatum import Datum
from gnucash_portfolio.reports import portfolio_value
from gnucash_portfolio.reports.portfolio_models import PortfolioValueInputModel
parameters = PortfolioValueInputModel()
today = Datum()
today.today()
parameters.as_of_date = today.value
model = portfolio_value.run(parameters)
# Display
print_row("security", "cost", "balance", "gain/loss", "%", "income", "inc.12m", "%")
print("-" * 120)
rows = sorted(model.stock_rows, key=lambda row: f"{row.exchange}:{row.symbol}")
for row in rows:
col1 = f"{row.exchange}:{row.symbol}"
col2 = f"{row.shares_num:,} @ {row.avg_price:,.2f} {row.currency} = {row.cost:>7,.2f}"
col3 = f"@ {row.price:,.2f} = {row.balance:>9,.2f}"
col4 = f"{row.gain_loss:,.2f}"
col5 = f"{row.gain_loss_perc:,.2f}%"
col6 = f"{row.income:,.2f}"
col7 = f"{row.income_last_12m:,.2f}"
col8 = f"{row.income_last_12m_perc:,.2f}"
print_row(col1, col2, col3, col4, col5, col6, col7, col8)
def get_todays_file_path(self):
""" path to today's cached file """
datum = Datum()
datum.today()
today = datum.get_iso_date_string()
return self.__get_rate_file_path(today)
def __init__(self):
from pydatum import Datum
today = Datum()
today.today()
self.as_of_date: datetime = today.value
# Only the stock symbols, without exchange, comma-separated.
self.stock: str = ""
def get_quantity(self) -> Decimal:
"""
Returns the number of shares for the given security.
It gets the number from all the accounts in the book.
"""
from pydatum import Datum
# Use today's date but reset hour and lower.
today = Datum()
today.today()
today.end_of_day()
return self.get_num_shares_on(today.value)
def test_add_days():
datum = Datum()
datum.today()
datum.start_of_day()
today = datetime.today()
#day = today.day + 1
tomorrow = today + relativedelta(days=1)
tomorrow = tomorrow.replace(hour=0, minute=0, second=0, microsecond=0)
actual = datum.add_days(1)
assert actual == tomorrow
def main(args=None):
""" Show the list of favorite accounts """
print("Favourite accounts:\n")
book = BookAggregate()
favourites = book.accounts.get_favourite_account_aggregates()
favourites = sorted(favourites,
key=lambda aggregate: aggregate.account.name)
for aggregate in favourites:
#balance = aggregate.get_balance()
today = Datum()
today.today()
balance = aggregate.get_balance_on(today.value)
currency = aggregate.account.commodity.mnemonic
print(f"{aggregate.account.name:<25}{balance:>10,.2f} {currency}")
def get_balance(self):
""" Current account balance """
on_date = Datum()
on_date.today()
return self.get_balance_on(on_date.value)