def reset_app():
'''
Deletes all portfolios and respective holdings that are of type 'user_portfolio', 'benchmark', and 'root' (instrument universe)
'''
portfolios = investmentportfolio.Get_Portfolios_by_Selector('type','user_portfolio')['portfolios']
portfolios += investmentportfolio.Get_Portfolios_by_Selector('type','benchmark')['portfolios']
portfolios += investmentportfolio.Get_Portfolios_by_Selector('type','root')['portfolios']
for p in portfolios:
holdings = investmentportfolio.Get_Portfolio_Holdings(p['name'],False)
# delete all holdings
for h in holdings['holdings']:
timestamp = h['timestamp']
rev = h['_rev']
investmentportfolio.Delete_Portfolio_Holdings(p['name'],timestamp,rev)
investmentportfolio.Delete_Portfolio(p['name'],p['timestamp'],p['_rev'])
return "Portfolios deleted successfully."
def get_unit_test_delete():
'''
Deletes all portfolios and respective holdings that are of type 'unit test'
'''
portfolios = investmentportfolio.Get_Portfolios_by_Selector('type','unit test portfolio')['portfolios']
print(portfolios)
for p in portfolios:
holdings = investmentportfolio.Get_Portfolio_Holdings(p['name'],False)
# delete all holdings
for h in holdings['holdings']:
timestamp = h['timestamp']
rev = h['_rev']
investmentportfolio.Delete_Portfolio_Holdings(p['name'],timestamp,rev)
investmentportfolio.Delete_Portfolio(p['name'],p['timestamp'],p['_rev'])
return "Portfolios deleted successfully."
def get_unit_test_portfolios():
'''
Returns the available user portfolio names in the Investment Portfolio service.
Uses type='user_portfolio' to specify.
'''
portfolio_names = []
res = investmentportfolio.Get_Portfolios_by_Selector('type','unit test portfolio')
try:
for portfolios in res['portfolios']:
portfolio_names.append(portfolios['name'])
#returns the portfolio names as list
print("Portfolio_names:" + str(portfolio_names))
return json.dumps(portfolio_names)
except:
return "No portfolios found."
def get_look_through_portfolios():
'''
Returns the available user portfolio names in the Investment Portfolio service.
Uses type='user_portfolio' to specify.
'''
portfolio_names = []
res = investmentportfolio.Get_Portfolios_by_Selector('type','User Portfolio') #Filters out look-through portfolios
try:
for portfolios in res['portfolios']:
portfolio_names.append(portfolios['name'])
#returns the portfolio names as list
print("Portfolio_names:" + str(portfolio_names))
return Response(json.dumps(portfolio_names), mimetype='application/json')
except:
return "No portfolios found."
def get_benchmark_list():
'''
Returns the available benchmark portfolio names in the Investment Portfolio service.
Uses type='bechmark' to specify.
'''
names = []
res = investmentportfolio.Get_Portfolios_by_Selector('type','benchmark')
p = json.loads(json.dumps(res))
try:
for b in p['portfolios']:
names.append(b['name'])
#Gather only unique names, as there's likely history for the benchmarks.
names = list(set(names))
return names
except:
return names
