def test_portfolio_profile(self):
profile = r.load_portfolio_profile(info=None)
assert profile
assert ('url' in profile)
assert ('account' in profile)
assert ('start_date' in profile)
assert ('market_value' in profile)
assert ('equity' in profile)
assert ('extended_hours_market_value' in profile)
assert ('extended_hours_equity' in profile)
assert ('extended_hours_portfolio_equity' in profile)
assert ('last_core_market_value' in profile)
assert ('last_core_equity' in profile)
assert ('last_core_portfolio_equity' in profile)
assert ('excess_margin' in profile)
assert ('excess_maintenance' in profile)
assert ('excess_margin_with_uncleared_deposits' in profile)
assert ('excess_maintenance_with_uncleared_deposits' in profile)
assert ('equity_previous_close' in profile)
assert ('portfolio_equity_previous_close' in profile)
assert ('adjusted_equity_previous_close' in profile)
assert ('adjusted_portfolio_equity_previous_close' in profile)
assert ('withdrawable_amount' in profile)
assert ('unwithdrawable_deposits' in profile)
assert ('unwithdrawable_grants' in profile)
def get_total_gains_minus_dividends():
""" Returns the amount of money you've gained/lost through trading since the creation of your account, minus dividends
"""
profileData = r.load_portfolio_profile()
print(profileData)
allTransactions = r.get_bank_transfers()
deposits = sum(
float(x['amount']) for x in allTransactions
if (x['direction'] == 'deposit')) # and (x['state'] == 'completed'))
withdrawals = sum(
float(x['amount']) for x in allTransactions
if (x['direction'] == 'withdraw') and (x['state'] == 'completed'))
money_invested = deposits - withdrawals
print(deposits)
dividends = r.get_total_dividends()
percentDividend = dividends / money_invested * 100
totalGainMinusDividends = float(
profileData['extended_hours_equity']) - dividends - money_invested
return totalGainMinusDividends
dividends from net gain to figure out how much your stocks/options have paid
off.
Note: load_portfolio_profile() contains some other useful breakdowns of equity.
Print profileData and see what other values you can play around with.
'''
#!!! Fill out username and password
username = ''
password = ''
#!!!
login = r.login(username, password)
profileData = r.load_portfolio_profile()
allTransactions = r.get_bank_transfers()
cardTransactions = r.get_card_transactions()
deposits = sum(
float(x['amount']) for x in allTransactions
if (x['direction'] == 'deposit') and (x['state'] == 'completed'))
withdrawals = sum(
float(x['amount']) for x in allTransactions
if (x['direction'] == 'withdraw') and (x['state'] == 'completed'))
debits = sum(
float(x['amount']['amount']) for x in cardTransactions
if (x['direction'] == 'debit' and (x['transaction_type'] == 'settled')))
reversal_fees = sum(
float(x['fees']) for x in allTransactions
if (x['direction'] == 'deposit') and (x['state'] == 'reversed'))