def removeBondsToBalance(self,
security_dict,
bonds_alloc,
recommended_bonds_alloc,
exposure=True):
recommendations = recom.rank_etfs()
pop = recom.reversed_recommend_etf(recommendations)
while (bonds_alloc > recommended_bonds_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,
bonds_alloc - recommended_bonds_alloc)
else:
fit_exposure = bonds_alloc - recommended_bonds_alloc
if (fit_exposure <= security_exposure):
# delete dictionary entry
self.deleteSecurity(security, security_dict)
bonds_alloc -= security_exposure
elif (fit_exposure < security_exposure):
# delete some of the shares
self.setExposure(security, security_exposure - fit_exposure)
bonds_alloc -= fit_exposure
def removeBondsToBalance(self,
security_dict,
bonds_alloc,
recommended_bonds_alloc,
bonds_preferences,
exposure=True):
pop = recom.reversed_recommend_etf(bonds_preferences)
while (bonds_alloc > recommended_bonds_alloc):
security = next(pop)
while (not self.security_exists_in_portfolio(
self.portfolio, security)):
security = next(pop)
security_exposure = self.portfolio[security]
fit_exposure = min(security_exposure,
bonds_alloc - recommended_bonds_alloc)
if (fit_exposure <= security_exposure):
self.deleteSecurity(security, security_dict)
bonds_alloc -= security_exposure
elif (fit_exposure < security_exposure):
self.setExposure(security, security_exposure - fit_exposure)
bonds_alloc -= fit_exposure
def removeBondsToBalance(self, security_dict, bonds_alloc,
recommended_bonds_alloc):
recommendations = recom.rank_etfs('Mid')
pop = recom.reversed_recommend_etf(recommendations)
while (bonds_alloc > recommended_bonds_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,
bonds_alloc - recommended_bonds_alloc)
if (fit_exposure == security_exposure):
# delete dictionary entry
self.deteleSecurity(security)
bonds_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)
bonds_alloc -= fit_exposure