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")
def update_frequency():
global portfolio
request_body = UpdateFrequencyFormatter().format(request.form.to_dict())
json_body = json.dumps(request_body)
requests.post(Constants.DATA_URL + "/update_frequency", data=json_body)
portfolio = PortfolioCreator().create(DataSource())
return redirect("/accounts", code=302)
def append_snapshot():
global portfolio
request_body = AppendSnapshotFormatter(EpochDateConverter()).format(
request.form.to_dict())
json_body = json.dumps(request_body)
requests.post(Constants.DATA_URL + "/append_snapshot", data=json_body)
portfolio = PortfolioCreator().create(DataSource())
return redirect("/accounts", code=302)
def setUp(self):
self.portfolio = PortfolioCreator().create(MockDataSource())
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()
import matplotlib.pyplot as plt
from portfolio_creator.data_source import DataSource
from portfolio_creator.portfolio_creator import PortfolioCreator
portfolio = PortfolioCreator().create(DataSource())
unsorted_data = portfolio.asset_classes()
asset_classes = {}
sorted_names = sorted(unsorted_data, key=unsorted_data.__getitem__)
for k in sorted_names:
asset_classes[k] = unsorted_data[k]
plt.bar(range(len(asset_classes)), asset_classes.values(), align='center')
plt.xticks(range(len(asset_classes)), asset_classes.keys())
plt.ylabel('Weight (% of Portfolio)')
plt.title('Asset Class Weights')
plt.show()
from pylab import plot, xlabel, ylabel, title, show
from portfolio_creator.data_source import DataSource
from portfolio_creator.portfolio_creator import PortfolioCreator
from report.line_graph import LineGraph
from utilities.epoch_date_converter import EpochDateConverter
portfolio = PortfolioCreator().create(DataSource())
data = LineGraph(portfolio).net_worth_vs_time(
"2003-01-01",
EpochDateConverter().epoch_to_date())
plot(data["times"], data["values"])
xlabel('Date')
ylabel("Owner's Equity")
title("Owner's Equity vs. Time")
show()
import datetime
from portfolio_analysis.portfolio_analyzer import PortfolioAnalyzer
from portfolio_creator.data_source import DataSource
from portfolio_creator.portfolio_creator import PortfolioCreator
from pylab import plot, xlabel, ylabel, title, show
from utilities.constants import Constants
from utilities.epoch_date_converter import EpochDateConverter
portfolio = PortfolioCreator().create(DataSource())
analyzer = PortfolioAnalyzer(portfolio)
number_of_days = round(Constants.DAYS_PER_YEAR)
times = []
debt = []
for day in range(0, number_of_days):
historical_time = EpochDateConverter().date_to_epoch(
) - day * Constants.SECONDS_PER_DAY
formatted_date = EpochDateConverter().epoch_to_date(historical_time)
times.append(datetime.datetime.fromtimestamp(historical_time))
debt.append(portfolio.liabilities_without_mortgage(formatted_date))
plot(times, debt)
xlabel('Date')
ylabel("Debt")
title("Debt vs. Time")
show()