Пример #1
0
df = pd.read_csv(filename, usecols=columns, delimiter='\t', encoding='utf-16')
print(df.to_string())

pf = Portfolio()
for index, row in df.iterrows():
    ticker = row['Verdipapir']
    amount = float(row['Antall'].replace(',', '.').replace(' ', ''))
    kurs = float(row['Kurs'].replace(',', '.').replace(' ', ''))
    vekslingskurs = float(row['Vekslingskurs'].replace(',',
                                                       '.').replace(' ', ''))
    transaksjonstype = row['Transaksjonstype']
    belop = float(row['Beløb'].replace(',', '.').replace(' ', ''))

    if transaksjonstype == 'KJØPT' or transaksjonstype == 'SALG':
        a = Asset(ticker)
        pf.add_asset(a)
        pf_asset = pf.get_asset(ticker)
        pf_asset.buy(amount, kurs *
                     vekslingskurs) if belop < 0 else pf_asset.sell(
                         amount, kurs * vekslingskurs)

    if transaksjonstype == 'INNSKUDD' or transaksjonstype == 'UTTAK INTERNET':
        if transaksjonstype == 'INNSKUDD':
            print(f"DEPOSIT: {belop}")
            pf.deposit(belop)

for a in pf.get_assets():
    print(a)

print(pf)
Пример #2
0
my_portfolio = Portfolio()
# Create Assets
asset_one = Asset(7000, 'Equity', 'US', .5, .1)
asset_two = Asset(1000, 'Fixed', 'EM', .3, .2)
asset_three = Asset(2000, 'Equity', 'DM', .08, .075)
asset_four = Asset(30000, 'Equity', 'US', .06, .085)
asset_five = Asset(6000, 'Fixed', 'EM', .05, .03)
asset_six = Asset(2000, 'Equity', 'DM', .08, .075)
asset_seven = Asset(30000, 'Equity', 'US', .06, .085)

# Create Liabilities
liability_one = Liability(1500, .03, 30)
liability_two = Liability(6500, .03, 30)

# Add Assets to Portfolio
my_portfolio.add_asset(asset_one)
my_portfolio.add_asset(asset_two)
my_portfolio.add_asset(asset_three)
my_portfolio.add_asset(asset_four)
my_portfolio.add_asset(asset_five)
my_portfolio.add_asset(asset_six)
#my_portfolio.add_asset(asset_seven)

# Add Liabilities to Portfolio
my_portfolio.add_liability(liability_one)
my_portfolio.add_liability(liability_two)

# Create Asset and Liabilities Dataframes
pd_assets = my_portfolio.asset_dataframe()
pd_liability = my_portfolio.liability_dataframe()