def update_asset(managed_portfolio: portfolio.Portfolio,
managed_asset: asset.Asset,
asset_name: Optional[Text] = None,
asset_price: Optional[float] = None,
asset_currency: Optional[Text] = None) -> asset.Asset:
"""Updates an asset information.
Args:
managed_asset: Asset to update.
asset_name: New name of the asset.
asset_price: Price of the asset.
asset_currency: Currency of the asset price.
Returns:
Asset updated.
"""
if asset_name and asset_name != managed_asset.name:
managed_asset.name = asset_name
if asset_price and asset_price != managed_asset.current_price:
managed_asset.current_price = asset_price
if asset_currency and asset_currency != managed_asset.currency:
managed_asset.currency = asset_currency
portfolio_manager.store_portfolio(managed_portfolio)
return managed_asset
def update_asset_stats(managed_asset: asset.Asset) -> stats.AssetStats:
"""Updates stats of given assets.
Args:
managed_asset: Asset for which to update stats.
Returns:
Stats of the given asset.
"""
tracker = managed_asset.get_tracker()
price = managed_asset.current_price
if not tracker:
return stats.StockStats(managed_asset=managed_asset, price=price)
try:
fetched_price = _parse_and_format_value(
stock_info.get_live_price(tracker))
except AssertionError:
fetched_price = None
if not fetched_price:
return stats.StockStats(managed_asset=managed_asset, price=price)
price = fetched_price
managed_asset.current_price = price
stock_data = stock_info.get_stats(tracker)
if stock_data.empty:
return stats.StockStats(managed_asset=managed_asset, price=price)
try: # TODO: handle all types of assets instead of only stocks.
stock_stats = stats.StockStats(
managed_asset=managed_asset,
price=price,
debt_to_equity=_get_stock_stat_value(
stock_data, StockAttribute.DEBT_TO_EQUITY),
dividend_yield=_get_stock_stat_value(
stock_data, StockAttribute.DIVIDEND_YIELD),
eps=_get_stock_stat_value(stock_data, StockAttribute.EPS),
pe=_get_stock_stat_value(stock_data, StockAttribute.PE),
profit_margin=_get_stock_stat_value(stock_data,
StockAttribute.PROFIT_MARGIN),
return_on_equity=_get_stock_stat_value(
stock_data, StockAttribute.RETURN_ON_EQUITY),
revenue_growth=_get_stock_stat_value(
stock_data, StockAttribute.REVENUE_GROWTH),
value_over_ebitda=_get_stock_stat_value(
stock_data, StockAttribute.VALUE_OVER_EBITDA),
)
managed_asset.stats = stock_stats
return stock_stats
except Exception:
return stats.StockStats(managed_asset=managed_asset, price=price)
