def get_portfolio_assets(portfolio_id):
managed_portfolio = portfolio_manager.get_portfolio(portfolio_id)
portfolio_assets = asset_manager.get_assets(managed_portfolio)
return flask.jsonify([
portfolio_asset.to_dict()
for portfolio_asset in portfolio_assets.values()
])
def get_operations(managed_portfolio: portfolio.Portfolio
) -> Mapping[Text, operation.Operation]:
"""Gets all the position of all assets in the portfolio.
Args:
managed_portfolio: Portfolio from which to obtain operations.
Returns:
Map of portfolio operations to its ids.
"""
managed_assets = asset_manager.get_assets(managed_portfolio)
portfolio_operations = {}
for managed_asset in managed_assets.values():
asset_operations = asset_manager.get_operations(managed_asset)
portfolio_operations.update(asset_operations)
return portfolio_operations
def get_positions(managed_portfolio: portfolio.Portfolio
) -> Mapping[asset.Asset, position.Position]:
"""Gets the position of all assets in the portfolio.
Args:
managed_portfolio: Portfolio from which to obtain position.
Returns:
Map of assets and their current positions.
"""
portfolio_assets = asset_manager.get_assets(managed_portfolio)
portfolio_positions = {
managed_asset: get_position(managed_asset)
for managed_asset in portfolio_assets.values()
}
return portfolio_positions
def get_portfolio_stats(
managed_portfolio: portfolio.Portfolio
) -> Mapping[asset.Asset, stats.AssetStats]:
"""Gets the stats for all assets in the portfolio.
Args:
managed_portfolio: Portfolio from which to obtain stats.
Returns:
Map of asssets and their stats.
"""
portfolio_assets = asset_manager.get_assets(managed_portfolio)
portfolio_stats = {
managed_asset: get_asset_stats(managed_asset)
for managed_asset in portfolio_assets.values()
}
return portfolio_stats
def get_positions(
managed_portfolio: portfolio.Portfolio,
valuation_method: ValuationMethod = ValuationMethod.FIFO
) -> Mapping[asset.Asset, position.Position]:
"""Gets the position of all assets in the portfolio.
Args:
managed_portfolio: Portfolio from which to obtain position.
valuation_method: Inventory valuation method to calculate returns.
Returns:
Map of assets and their current positions.
"""
portfolio_assets = asset_manager.get_assets(managed_portfolio)
portfolio_positions = {
managed_asset: get_position(managed_asset, valuation_method)
for managed_asset in portfolio_assets.values()
}
return portfolio_positions