def remove_one_item(self, recommendations, asset_type, allSecurities):
stocks_alloc, bonds_alloc = self.current_allocation(allSecurities)
if (asset_type == 'Equity' or asset_type == 'equity'
or asset_type == 'stock'):
if stocks_alloc == 0:
print("You have no stocks to delete")
else:
pop = recom.reverse_recommend_stock(recommendations)
security = next(pop)
while not self.check_security_in_portfolio(
self.portfolio, security):
security = next(pop)
self.deleteSecurity(security, allSecurities)
print("You now have {} % exposure in CASH.".format(
self.extra_exposure))
elif (asset_type == 'Bond' or asset_type == 'bond'):
if bonds_alloc == 0:
print("You have no bonds to delete")
else:
recommendations = recom.rank_etfs()
pop = recom.reverse_recommend_stock(recommendations)
security = next(pop)
while not self.check_security_in_portfolio(
self.portfolio, security):
security = next(pop)
self.deleteSecurity(security, allSecurities)
print("You now have {} % exposure in CASH.".format(
self.extra_exposure))
def cutExposureOnCriterion(self,
new_exposure,
region,
all_preferences,
allSecurities,
criterion='Sector'):
region_dict = self.extract_securities_by_criterion(
region, allSecurities, criterion)
current_exposure = sum(region_dict.values())
diff = current_exposure - new_exposure
while (diff > 0):
pop = recom.reverse_recommend_stock(all_preferences)
security = next(pop)
while (not self.security_exists_in_portfolio(
region_dict, security)):
security = next(pop)
if (diff >= region_dict[security]):
diff = diff - region_dict[security]
self.deleteSecurity(security, allSecurities)
region_dict.pop(security, None)
else:
self.setExposure(security, region_dict[security] - diff)
region_dict[security] = region_dict[security] - diff
diff = 0
return True
def removeStocksToBalance(self,
security_dict,
stocks_alloc,
recommended_stock_alloc,
recommendations,
exposure=True):
pop = recom.reverse_recommend_stock(recommendations)
while (stocks_alloc > recommended_stock_alloc):
security = next(pop)
while (not self.check_security_in_portfolio(
self.portfolio, security)):
security = next(pop)
security_exposure = self.portfolio[security]
if (exposure):
fit_exposure = min(security_exposure,
stocks_alloc - recommended_stock_alloc)
else:
fit_exposure = stocks_alloc - recommended_stock_alloc
if (fit_exposure >= security_exposure):
# delete dictionary entry
self.deleteSecurity(security, security_dict)
stocks_alloc -= security_exposure
elif (fit_exposure < security_exposure):
# delete some of the shares
self.setExposure(security, security_exposure - fit_exposure)
stocks_alloc -= fit_exposure
def removeStocksToBalance(security_dict,
stocks_alloc,
recommended_stock_alloc,
recommendations,
exposure=True):
recommendations = recom.rank_stocks('Mid')
pop = recom.reverse_recommend_stock(recommendations)
while (stocks_alloc > recommended_stock_alloc):
security = next(pop)
while (not client_portfolio.check_security_in_portfolio(
client_portfolio.portfolio, security)):
security = next(pop)
security_exposure = client_portfolio.portfolio[security]
if (exposure):
fit_exposure = min(security_exposure,
stocks_alloc - recommended_stock_alloc)
else:
fit_exposure = stocks_alloc - recommended_stock_alloc
if (fit_exposure == security_exposure):
# delete dictionary entry
client_portfolio.deteleSecurity(security)
stocks_alloc -= fit_exposure
elif (fit_exposure < security_exposure):
# delete some of the shares
client_portfolio.setExposure(security, fit_exposure)
stocks_alloc -= fit_exposure
def removeStocksToBalance(self, security_dict, stocks_alloc,
recommended_stock_alloc):
recommendations = recom.rank_stocks('Mid')
pop = recom.reverse_recommend_stock(recommendations)
while (stocks_alloc > recommended_stock_alloc):
security = next(pop)
while (not ut.check_security_in_portfolio(self.portfolio,
security)):
security = next(pop)
security_exposure = self.portfolio[security] * security_dict[
security]['Price'] / self.client['Capital'] * 100
fit_exposure = min(security_exposure,
stocks_alloc - recommended_stock_alloc)
if (fit_exposure == security_exposure):
# delete dictionary entry
self.deteleSecurity(security)
stocks_alloc -= fit_exposure
elif (fit_exposure < security_exposure):
# delete some of the shares
shares_to_delete = fit_exposure / 100 * self.client[
'Capital'] / security_dict[security]['Price']
self.deleteSharesFromSecurity(shares_to_delete, security)
stocks_alloc -= fit_exposure