Exemplo n.º 1
0
def appreciation(money_transactions, stocks, owner):
    m = prg.to_dataframe(money_transactions)
    m = m[m.owner == owner]
    m['neg'] = m.apply(lambda x: (x.quantity * (-1)), axis=1)
    subset = m[['dt_date', 'neg']]
    investments = [tuple(x) for x in subset.values]
    assets = st.worth_at_date_czk(stocks, date.today())
    assets = assets.loc[owner]
    assets = assets.iloc[0]
    assetss = (date.today(), assets)
    investments.append(assetss)
    return xirr(investments)
Exemplo n.º 2
0
import money as mn
import read_transaction as rt
import stocks as st
import report as rp


## This is how the lambda is done
# ds['total_czk'] = ds.total_value.apply(lambda x: x * cv.getUSDCZK())

## Bezny check
print "Akcie v USD"
print "Dne: " + str(date.today())
print str(st.worth_at_date('../transactions/us_stocks', date.today()))
print "V czk:"
print str(st.worth_at_date_czk('../transactions/us_stocks', date.today()))

print "Investovane penize"
print mn.invested(rt.read_file('../transactions/czk'))

print "Prodat lze"
print str(st.three_years_test('../transactions/us_stocks'))

print "Zhodnoceni"
print "Honza"
print str(rp.appreciation(rt.read_file('../transactions/czk'), '../transactions/us_stocks', 'jd'))
print "Deni"
print str(rp.appreciation(rt.read_file('../transactions/czk'), '../transactions/us_stocks', 'deni'))
print "Mama"
print str(rp.appreciation(rt.read_file('../transactions/czk'), '../transactions/us_stocks', 'mama'))
print "Terka"
Exemplo n.º 3
0
def test_worth_at_date_czk():
    res = str(st.worth_at_date_czk('transactions', date(2014, 4, 10)))
    assert "alice  26071.359935" in res
    assert "bob    26071.359935" in res