class PortfolioCreatorTestCase(unittest.TestCase):
def setUp(self):
self.portfolio = PortfolioCreator().create(MockDataSource())
def test_it_creates_a_portfolio(self):
self.assertAlmostEqual(self.portfolio.total_value(), -1019.34)
self.assertEqual(self.portfolio.percentages(), {"CASHX": 1.0})
self.assertEqual(
self.portfolio.asset_classes(), {
'Annuities': 0.0,
'Cash Equivalents': 1.0,
'Commodities': 0.0,
'Equities': 0.0,
'Fixed Assets': 0.0,
'Fixed Income': 0.0,
'Real Estate': 0.0
})
def test_it_assigns_the_correct_names_to_the_accounts(self):
accounts = self.portfolio.accounts
first_account = accounts[0]
self.assertEqual(first_account.name(), "Checking")
second_account = accounts[1]
self.assertEqual(second_account.name(), "Credit Card")
third_account = accounts[2]
self.assertEqual(third_account.name(), "Credit Card")
def test_it_assigns_the_correct_update_frequencies_to_the_accounts(self):
accounts = self.portfolio.accounts
first_account = accounts[0]
self.assertEqual(first_account.update_frequency(), 12)
second_account = accounts[1]
self.assertEqual(second_account.update_frequency(), 22)
third_account = accounts[2]
self.assertEqual(third_account.update_frequency(), 195)
def test_it_assigns_the_correct_open_dates_to_the_accounts(self):
accounts = self.portfolio.accounts
first_account = accounts[0]
self.assertEqual(first_account.open_date(), None)
second_account = accounts[1]
self.assertEqual(second_account.open_date(), "2000-11-12")
third_account = accounts[2]
self.assertEqual(third_account.open_date(), "2017-1-1")
def test_it_assigns_the_correct_terms_to_the_accounts(self):
accounts = self.portfolio.accounts
first_account = accounts[0]
self.assertEqual(first_account.term(), "none")
second_account = accounts[1]
self.assertEqual(second_account.term(), "medium")
third_account = accounts[2]
self.assertEqual(third_account.term(), "none")
import csv
import matplotlib.pyplot as plt
from portfolio_creator.portfolio_creator import PortfolioCreator
from portfolio_creator.data_source import DataSource
from utilities.presenter import Presenter
portfolio = PortfolioCreator().create(DataSource())
unsorted_data = portfolio.percentages()
percentages = {}
sorted_names = sorted(unsorted_data, key=unsorted_data.__getitem__)
for k in sorted_names:
percentages[k] = unsorted_data[k]
with open("percentages.csv", 'w', newline='') as csvfile:
writer = csv.writer(csvfile, delimiter=',')
writer.writerow(['Symbol', 'Weight'])
for symbol, percentage in percentages.items():
writer.writerow([symbol, Presenter.decimal_as_percentage(percentage)])
plt.bar(range(len(percentages)), percentages.values(), align='center')
plt.xticks(range(len(percentages)), percentages.keys(), rotation=90)
plt.ylabel('Weight (% of Portfolio)')
plt.title('Asset Weights')
plt.show()