def upload_portfolio_allocations(user_id, portfolio_id, filename, name):
df = pd.read_excel(filename)
db = Connection()
table = db.get_table("Portfolio")
info = lambda f: {
"HashKey": f["CoinID"],
"Name": f["Name"],
"Allocation": Decimal(str(f["Allocation"]))
}
allocs = [info(df.iloc[i]) for i in range(len(df))]
for a in allocs:
coin = db.get_coin(a['HashKey'], get_ts=True)
if len(coin.Performance) < 6:
a['Allocation'] = Decimal(0)
updates = {"Allocations": {"Value": allocs, "Action": "PUT"}}
key = {"CompanyID": user_id, "HashKey": portfolio_id}
table.update_item(Key=key, AttributeUpdates=updates)
port = Portfolio({
"HashKey": portfolio_id,
"Allocations": allocs,
"Name": name
})
proforma = port.calc_proforma(db)
recalculate_portfolio_coin(portfolio_id, user_id, proforma, name, db)
def create_allocation_template(userid, portfolio_id, target_file):
"""
Creates excel file with current allocations as well as all Coins
that can be included in portfolios
"""
try:
db = Connection()
watched_coins = sorted(db.get_watched_coins(userid, get_ts=True),
key=alloc_sort)
port = db.get_portfolio(userid, portfolio_id)
allocs = port.Allocations
alloc_ids = [a['HashKey'] for a in allocs]
wb = xlwt.Workbook()
wsh = wb.add_sheet('Allocations')
wsh.write(0, 0, "CoinID")
wsh.write(0, 1, "Name")
wsh.write(0, 2, "Allocation")
wsh.write(0, 3, "T")
wsh.write(0, 4, "Start Date")
wsh.write(0, 5, "End Date")
wsh.write(0, 6, "Frequency")
def write_coin_stats(coin, i):
wsh.write(i + 1, 3, len(coin.Performance))
if (len(coin.Performance)) > 0:
wsh.write(
i + 1, 4,
min(coin.Performance.index).to_datetime().strftime(
"%m/%d/%Y"))
wsh.write(
i + 1, 5,
max(coin.Performance.index).to_datetime().strftime(
"%m/%d/%Y"))
wsh.write(i + 1, 6, get_frequency(coin.Performance))
for i, alloc in enumerate(allocs):
hashkey = alloc['HashKey']
name = alloc['Name']
coin = db.get_coin(hashkey)
w = alloc['Allocation']
wsh.write(i + 1, 0, hashkey)
wsh.write(i + 1, 1, name)
wsh.write(i + 1, 2, w)
write_coin_stats(coin, i)
i = len(allocs)
for coin in watched_coins:
if coin.HashKey not in alloc_ids:
wsh.write(i + 1, 0, coin.HashKey)
wsh.write(i + 1, 1, coin.Name)
wsh.write(i + 1, 2, 0)
write_coin_stats(coin, i)
i = i + 1
wb.save(target_file)
except Exception as ex:
return False
return True
for field_info in fields:
field_name = field_info['Key']
field_label = field_info['Label']
if 'Format' in field_info:
fmt = field_info['Format']
else:
fmt = "{0}"
field = FieldInfo(field_name, field_label, fmt)
self.field_list.append(field_name)
self.help_dict[field_name] = field
def help(self, obj):
obj_dict = obj.__dict__
fields = [self.help_dict[f] for f in self.field_list if f in obj_dict]
return [(f.label, f.format(obj_dict[f.key])) for f in fields]
if __name__ == '__main__':
helper = StatsHelper()
from analytics.basicstats import BasicStats
from datalib.datalib import Connection
coinid = 'e042001c-9a43-11e6-bfb2-14109fdf0df7'
db = Connection()
coin = db.get_coin(coinid)
stats = BasicStats(coin.Performance)
res = helper.help(stats)