class TestRebalance(unittest.TestCase):
def setUp(self):
self.p = Portfolio()
self.p.build_portfolio(generate_tickers_string())
self.p.set_ticker_data()
self.allocations, self.balances = generate_portfolio_inputs(
self.p.get_portfolio())
self.p.set_ticker_balance(self.balances)
self.p.set_target_allocation(self.allocations)
def test_rebalance_with_multiple_contributions(self):
contributions = [
round(random.uniform(0.0, 7000.0), 2)
for _ in range(random.randint(1, 20))
]
print(contributions)
for contribution in contributions:
# Default portfolio before rebalance
default = copy.deepcopy(self.p)
with self.subTest(contribution=contribution):
default.set_total_balance(contribution)
default.rebalance()
for d in default.get_portfolio():
new_balance = d["Balance"] + d["BalanceDifference"]
new_allocation = new_balance / default.get_total()
test_balance = round(new_balance, 2)
result_balance = d["NewBalance"]
self.assertEqual(test_balance, result_balance)
test_allocation = round(new_allocation, 4)
result_allocation = d["NewAllocation"]
self.assertEqual(test_allocation, result_allocation)
class TestPortfolioCalculations(unittest.TestCase):
def setUp(self):
self.p = Portfolio()
self.p.build_portfolio(generate_tickers_string())
self.p.set_ticker_data()
self.allocations, self.balances = generate_portfolio_inputs(
self.p.get_portfolio())
self.p.set_ticker_balance(self.balances)
self.p.set_target_allocation(self.allocations)
self.p.set_total_balance()
self.p.calculate_data()
def tearDown(self):
del self.p
del self.allocations
del self.balances
def test_calculate_total(self):
test = sum([float(i) for i in self.balances])
result = self.p.get_total()
self.assertEqual(test, result)
def test_calculate_current_allocations(self):
for i, d in enumerate(self.p.get_portfolio()):
test = round(d["Balance"] / self.p.get_total(), 4)
result = d["Current"]
self.assertEqual(test, result)
def test_calculate_balance_difference(self):
for i, d in enumerate(self.p.get_portfolio()):
difference = d["Target"] - d["Current"]
test = round(difference * self.p.get_total(), 2)
result = d["BalanceDifference"]
self.assertAlmostEqual(test, result)
class TestAccessTickerData(unittest.TestCase):
def setUp(self):
self.p = Portfolio()
def tearDown(self):
del self.p
def test_one_invalid(self):
self.p.build_portfolio("zzzzz")
self.p.set_ticker_data()
test = ["ZZZZZ"]
result = self.p.get_invalid()
self.assertEqual(test, result)
def test_multiple_invalids(self):
self.p.build_portfolio("algaksd, !#%021348, lhganl")
self.p.set_ticker_data()
test = ['ALGAKSD', 'LHGANL']
result = self.p.get_invalid()
self.assertEqual(test, result)
def test_expected_keys(self):
self.p.build_portfolio(generate_tickers_string())
self.p.set_ticker_data()
test = ["Ticker", "Name", "Type", "Price"]
self.p.set_ticker_data()
for d in self.p.get_portfolio():
result = list(d.keys())
self.assertEqual(test, result)
def test_one_ticker(self):
self.p.build_portfolio("tsla")
self.p.set_ticker_data()
for d in self.p.get_portfolio():
for k, v in d.items():
self.assertIsNotNone(k)
self.assertIsNotNone(v)
def test_multiple_tickers(self):
self.p.build_portfolio(generate_tickers_string())
self.p.set_ticker_data()
for d in self.p.get_portfolio():
for k, v in d.items():
self.assertIsNotNone(k)
self.assertIsNotNone(v)
class TestNewPortfolio(unittest.TestCase):
def setUp(self):
self.p = Portfolio()
def tearDown(self):
del self.p
def test_no_ticker(self):
self.p.build_portfolio("")
test = []
result = self.p.get_portfolio()
self.assertEqual(test, result)
def test_one_ticker(self):
test = [{"Ticker": "A"}]
self.p.build_portfolio('a')
result = self.p.get_portfolio()
self.assertEqual(test, result)
def test_multiple_tickers(self):
test = [{'Ticker': 'A'}, {'Ticker': 'BC'}, {'Ticker': 'DEF'}]
self.p.build_portfolio("a, bc, def")
result = self.p.get_portfolio()
self.assertEqual(test, result)
def test_random_symbols(self):
self.p.build_portfolio("!\"#$%&'()*+,-./:;<=>?@[\\]^_`{|}~0123456789")
test = []
result = self.p.get_portfolio()
self.assertEqual(test, result)
def test_combinations(self):
test = [{'Ticker': 'ABC'}, {'Ticker': 'XYZ'}]
self.p.build_portfolio("abc, xyz, ;<=>?@, !@%, ^@#4590")
result = self.p.get_portfolio()
self.assertEqual(test, result)
class TestUserInputs(unittest.TestCase):
def setUp(self):
self.p = Portfolio()
self.p.build_portfolio(generate_tickers_string())
self.p.set_ticker_data()
self.allocations, self.balances = generate_portfolio_inputs(
self.p.get_portfolio())
def tearDown(self):
del self.p
def test_correct_target_allocation(self):
self.p.set_target_allocation(self.allocations)
p = self.p.get_portfolio()
for i, d in enumerate(p):
test = round(float(self.allocations[i]) / 100, 4)
result = d["Target"]
self.assertEqual(test, result)
def test_ticker_balance(self):
self.p.set_ticker_balance(self.balances)
p = self.p.get_portfolio()
for i, d in enumerate(p):
test = round(float(self.balances[i]), 2)
result = d["Balance"]
self.assertEqual(test, result)
def test_incorrect_target_allocation(self):
allocations_1 = ["1", "2", "3"]
result = self.p.set_target_allocation(allocations_1)
self.assertFalse(result)
allocations_2 = ["101", "102", "103"]
result = self.p.set_target_allocation(allocations_2)
self.assertFalse(result)
class TestResetPortfolio(unittest.TestCase):
def setUp(self):
self.p = Portfolio()
self.test = []
def tearDown(self):
del self.p
def test_one_ticker(self):
self.p.build_portfolio(random.choice(TICKERS))
self.p.reset_portfolio()
result = self.p.get_portfolio()
self.assertEqual(self.test, result)
def test_multiple_tickers(self):
self.p.build_portfolio(generate_tickers_string())
self.p.reset_portfolio()
result = self.p.get_portfolio()
self.assertEqual(self.test, result)
def test_one_invalid(self):
self.p.build_portfolio("eeeeee")
self.p.set_ticker_data()
self.p.reset_portfolio()
result = self.p.get_portfolio()
self.assertEqual(self.test, result)
def test_multiple_invalids(self):
self.p.build_portfolio("alsdrhgla, 027043o15h, !#%#$asdgfhjka")
self.p.set_ticker_data()
self.p.reset_portfolio()
result = self.p.get_portfolio()
self.assertEqual(self.test, result)