def test_total3():
port = Portfolio()
h0 = Holding(hold0)
h1 = Holding(hold1)
h2 = Holding(hold2)
port.append(h0)
port.append(h1)
port.append(h2)
assert 18099 == port.total(lambda k: k[1] == 'g')
def test_total4():
port = Portfolio()
h0 = Holding(hold0)
h1 = Holding(hold1)
h2 = Holding(hold2)
port.append(h0)
port.append(h1)
port.append(h2)
# 0.110908286 0.111018918 0.111240181 for mv mb mg
expect = {'mv': .110908286, 'mb': .111018918, 'mg': .111240181}
ratio = port.ratio(lambda k: k[0] == 'm')
assert len(ratio) == 3
assert pytest.approx(expect['mv']) == ratio['mv']
assert pytest.approx(expect['mb']) == ratio['mb']
assert pytest.approx(expect['mg']) == ratio['mg']
def test_total2():
port = Portfolio()
h0 = Holding(hold0)
h1 = Holding(hold1)
h2 = Holding(hold2)
port.append(h0)
port.append(h1)
port.append(h2)
subp = port.sub_port(lambda h: h['ticker'] == 'DFEOX' or h['ticker'] == 'DFEVX')
assert h0.total() + h1.total() == subp.total()
def test_total1():
port = Portfolio()
h0 = Holding(hold0)
h1 = Holding(hold1)
port.append(h0)
port.append(h1)
assert h0.total() + h1.total() == port.total()
def csv_to_port(filename):
# ignore the first row, and all rows after the # appears
row_type = Enum('row_type', 'init, port, ignore')
this_row = row_type.init
port = Portfolio()
with open(filename) as fil:
csv_reader = csv.DictReader(fil, all_titles)
titles = csv_reader.fieldnames
# print(titles)
for row in csv_reader:
if this_row == row_type.init:
this_row = row_type.port
elif row['ticker'] == "#":
this_row = row_type.ignore
# print(row)
elif this_row == row_type.port:
holding = Holding(row)
port.append(holding)
return port
def make_a_holding(row):
return Holding(row)
def test_total0():
holding = Holding(hold0)
assert 9078 == holding.total()
def test_total3():
holding = Holding(hold0)
assert 3033 == holding.total(lambda k: k[1] == 'g')
def test_total2():
holding = Holding(hold2)
assert 9049 == holding.total(lambda k: k[0] == 'l')
def test_total1():
holding = Holding(hold1)
assert 2007 == holding.total(lambda k: k == 'mb')
def test_total0():
port = Portfolio()
h0 = Holding(hold0)
port.append(h0)
assert h0.total() == port.total()