def calculate_sim_traces(
account_names: Tuple[str],
sim_symbol: str,
start_time=None,
stop_time=None,
date_range=None,
) -> pd.DataFrame:
"""As `calculate_traces`, but return a table of traces for a portfolio
which has all of the same purchases and withdrawals as the input accounts,
but in which all transactions are for the `sim_symbol` security.
"""
if not account_names or not sim_symbol:
raise NoUpdate()
if "All Accounts" in account_names:
account_names = db.get_account_names(simulated=False)
# First get the real account, and cut it to the desired time window.
account_names = tuple(sorted(account_names))
_, max_range, latest_time = _calculate_traces(account_names)
acct = db.sum_accounts(account_names)
start_time = pd.to_datetime(start_time)
start_time = start_time or get_start_time(date_range, max_range)
stop_time = pd.to_datetime(stop_time)
stop_time = stop_time or get_stop_time(date_range, latest_time)
acct = acct[start_time:stop_time]
# Now convert the read portfolio to a simulated portfolio
sim_acct = create_simulated_portfolio(acct, sim_symbol=sim_symbol)
all_traces, _, _ = _portfolio_to_traces(sim_acct)
return all_traces.loc[start_time:stop_time]
def calculate_traces(account_names, start_time=None, stop_time=None, date_range=None):
if not account_names:
raise NoUpdate()
if "All Accounts" in account_names:
account_names = db.get_account_names(simulated=False)
account_names = tuple(sorted(account_names))
all_traces, max_range, latest_time = _calculate_traces(account_names)
start_time = pd.to_datetime(start_time)
start_time = start_time or get_start_time(date_range, max_range)
stop_time = pd.to_datetime(stop_time)
stop_time = stop_time or get_stop_time(date_range, latest_time)
return all_traces.loc[start_time:stop_time]
from dash import html
import pandas as pd
from config import conf
from portdash import database as db
layout = html.Div(
children=[
html.Div(
[
html.H4(
"Account(s) to display", style={"margin-bottom": 0, "margin-top": 0}
),
dcc.Dropdown(
id="portfolio-selector",
options=[{"label": n, "value": n} for n in db.get_account_names()]
+ [{"label": "All Accounts", "value": "All Accounts"}],
multi=True,
placeholder="Select an account",
value=["All Accounts"],
),
],
style={"text-align": "left"},
),
html.Div(
[
html.H4("Value to chart", style={"margin-bottom": 0, "margin-top": 0}),
dcc.Dropdown(
id="line-selector",
options=[
{"label": v, "value": k} for k, v in conf("lines").items()
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
from config import conf
from portdash import database as db
layout = html.Div(children=[
html.Div([
html.H4('Account(s) to display',
style={'margin-bottom': 0, 'margin-top': 0}),
dcc.Dropdown(id='portfolio-selector',
options=[{'label': n, 'value': n}
for n in db.get_account_names()] +
[{'label': 'All Accounts',
'value': 'All Accounts'}],
multi=True,
placeholder='Select an account',
value=['All Accounts']),
], style={'text-align': 'left'}),
html.Div([
html.H4('Value to chart',
style={'margin-bottom': 0, 'margin-top': 0}),
dcc.Dropdown(id='line-selector',
options=[{'label': v, 'value': k}
for k, v in conf('lines').items()],
multi=True,
value=['_total:1']),
], style={'text-align': 'left'}),
html.Div([
dcc.RadioItems(