PyQuantimClient 2.0.5__tar.gz → 2.0.7__tar.gz

{pyquantimclient-2.0.5 → pyquantimclient-2.0.7}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: PyQuantimClient
-Version: 2.0.5
+Version: 2.0.7
 Summary: Python client to access quantIM services
 Author: Daniel Velasquez
 Author-email: daniel.velasquez@sura-im.com

{pyquantimclient-2.0.5 → pyquantimclient-2.0.7}/PyQuantimClient.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: PyQuantimClient
-Version: 2.0.5
+Version: 2.0.7
 Summary: Python client to access quantIM services
 Author: Daniel Velasquez
 Author-email: daniel.velasquez@sura-im.com

{pyquantimclient-2.0.5 → pyquantimclient-2.0.7}/setup.py

@@ -4,7 +4,7 @@ setup(
    name='PyQuantimClient',
    packages=['PyQuantimClient'],
    package_dir={'PyQuantimClient': 'src'},
-   version='2.0.5',
+   version='2.0.7',
    description='Python client to access quantIM services',
    author='Daniel Velasquez',
    author_email='daniel.velasquez@sura-im.com',

{pyquantimclient-2.0.5 → pyquantimclient-2.0.7}/src/api.py

@@ -82,6 +82,18 @@ class quantim:
             resp = {'success':False, 'message':'Check permissions!'}
         return resp
 
+    def load_portfolio(self, port_df, port_name, ref_date=None):
+        '''
+        Load portfolio to WM database.
+        '''
+        weights = port_df.to_dict(orient='records')
+        data = {'port_name':port_name, 'ref_date':ref_date, 'weights':weights}
+        try:
+            resp = self.api_call('load_portfolio', method="post", data=data, verify=False)
+        except:
+            resp = {'msg':'Check permissions!'}
+        return resp['msg']
+
     def upload_with_presigned_url(self, local_file_path, bucket, key):
         """
         Upload a local file to S3 using a presigned URL.

{pyquantimclient-2.0.5 → pyquantimclient-2.0.7}/src/returns.py

@@ -24,7 +24,7 @@ class returns(quantim):
         Estimate expected returns.
         '''
         views = views_df.to_dict(orient="records") if views_df is not None else None
-        views_fx = views_fx.to_dict(orient="records") if views_fx is not None else None
+        views_fx = views_fx.to_dict() if views_fx is not None else None
         data = {'ref_curr':ref_curr, 'views':views, "views_fx":views_fx, "ref_curr":ref_curr, "tickers":tickers, "assets":assets, "horizon_in_months":horizon_in_months, "views_conf":views_conf, "conf_interv":conf_interv, "median":median, "period":period, "since_date":since_date}
         try:
             resp = self.api_call('expected_returns', method="post", data=data, verify=False)

{pyquantimclient-2.0.5 → pyquantimclient-2.0.7}/src/risk.py

@@ -138,12 +138,12 @@ class risk_data(quantim):
             resp = self.upload_with_presigned_url(file_path_peers, "condor-sura", "inputs/benchmarks/peers/cl/peers.csv")
         return resp
 
-    def load_pat_co(self, file_path):
+    def load_pat_co(self, file_path, country="CO"):
         '''
         Load series Chile to s3.
         '''
         # Load data
-        resp = self.upload_with_presigned_url(file_path, "condor-pat", "inputs/asulado/BD_Isin.csv")
+        resp = self.upload_with_presigned_url(file_path, "condor-pat", f"inputs/portfolio_ledger/{country}/BD_Isin.csv")
         return resp
 
     def load_bs(self, file_path):