https://github.com/alensiljak/asset-allocation-python

Asset Allocation implementation in Python
https://github.com/alensiljak/asset-allocation-python

asset-allocation gnucash python

Last synced: 5 days ago
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Asset Allocation implementation in Python

• Host: GitHub
• URL: https://github.com/alensiljak/asset-allocation-python
• Owner: alensiljak
• License: gpl-3.0
• Archived: true
• Created: 2018-02-09T11:37:42.000Z (over 6 years ago)
• Default Branch: master
• Last Pushed: 2019-06-03T10:00:56.000Z (over 5 years ago)
• Last Synced: 2024-05-06T15:19:21.138Z (6 months ago)
• Topics: asset-allocation, gnucash, python
• Language: Python
• Size: 141 KB
• Stars: 7
• Watchers: 4
• Forks: 4
• Open Issues: 8
• Metadata Files:
  • Readme: README.md
  • License: LICENSE

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README

        
ToC:

- [Asset-Allocation](#asset-allocation)

    - [Introduction](#introduction)

- [Development](#development)

    - [Configuration](#configuration)

    - [Data Store](#data-store)

- [Tests](#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.