alensiljak / asset-allocation-python

Asset Allocation implementation in Python

ToC:

• Asset-Allocation
  • Introduction
• Development
  • Configuration
  • Data Store
• Tests

Asset-Allocation

Asset Allocation implementation in Python

Introduction

The idea here is to encapsulate Asset Allocation logic into a separate component and make it available to other projects (GnuCash Portfolio, and Android apps).

This will include its own data storage.

Dependencies will include:

• price database, for calculation of current value
• transaction database for securities, for calculation of current value

Development

Requirements are generated with pipreqs. Install requirements from requirements.txt.

Configuration

On the first run, a config file will be created in the user's directory, based on the template in project's data directory.

Data Store

Data storage is in a SQLite database, which allows for portability, easy queries and relatively easy editing. The sample data file is in "data" folder.

Tests

To lint the code, execute pylint from the project root directory. To run tests, execute pytest from the project root directory.