finkrit 0.3.0__tar.gz
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- finkrit-0.3.0/.gitignore +262 -0
- finkrit-0.3.0/CHANGELOG.md +492 -0
- finkrit-0.3.0/LICENSE +202 -0
- finkrit-0.3.0/PKG-INFO +557 -0
- finkrit-0.3.0/README.md +530 -0
- finkrit-0.3.0/apps/finkritweb/.gitignore +23 -0
- finkrit-0.3.0/apps/finkritweb/.npmrc +1 -0
- finkrit-0.3.0/apps/finkritweb/.prettierignore +9 -0
- finkrit-0.3.0/apps/finkritweb/README.md +42 -0
- finkrit-0.3.0/apps/finkritweb/package-lock.json +1900 -0
- finkrit-0.3.0/apps/finkritweb/package.json +32 -0
- finkrit-0.3.0/apps/finkritweb/pnpm-workspace.yaml +3 -0
- finkrit-0.3.0/apps/finkritweb/prettier.config.js +12 -0
- finkrit-0.3.0/apps/finkritweb/src/api/client.ts +339 -0
- finkrit-0.3.0/apps/finkritweb/src/app.d.ts +13 -0
- finkrit-0.3.0/apps/finkritweb/src/app.html +15 -0
- finkrit-0.3.0/apps/finkritweb/src/components/chat/ChatDock.svelte +24 -0
- finkrit-0.3.0/apps/finkritweb/src/components/chat/ChatInput.svelte +71 -0
- finkrit-0.3.0/apps/finkritweb/src/components/chat/ChatMessage.svelte +163 -0
- finkrit-0.3.0/apps/finkritweb/src/components/chat/ChatPanel.svelte +167 -0
- finkrit-0.3.0/apps/finkritweb/src/components/chat/ChatProgress.svelte +146 -0
- finkrit-0.3.0/apps/finkritweb/src/components/layout/AppShell.svelte +58 -0
- finkrit-0.3.0/apps/finkritweb/src/components/layout/LeftSidebar.svelte +81 -0
- finkrit-0.3.0/apps/finkritweb/src/components/layout/SidebarItem.svelte +62 -0
- finkrit-0.3.0/apps/finkritweb/src/components/layout/SidebarSection.svelte +66 -0
- finkrit-0.3.0/apps/finkritweb/src/components/portfolio/AllocationBar.svelte +96 -0
- finkrit-0.3.0/apps/finkritweb/src/components/portfolio/HoldingRow.svelte +181 -0
- finkrit-0.3.0/apps/finkritweb/src/components/portfolio/HoldingsTable.svelte +162 -0
- finkrit-0.3.0/apps/finkritweb/src/components/portfolio/PortfolioSummary.svelte +49 -0
- finkrit-0.3.0/apps/finkritweb/src/components/portfolio/PortfolioUpload.svelte +144 -0
- finkrit-0.3.0/apps/finkritweb/src/components/portfolio/PortfolioView.svelte +172 -0
- finkrit-0.3.0/apps/finkritweb/src/components/portfolio/PositionRow.svelte +173 -0
- finkrit-0.3.0/apps/finkritweb/src/components/portfolio/ReviewNotes.svelte +29 -0
- finkrit-0.3.0/apps/finkritweb/src/components/portfolio/RiskCard.svelte +39 -0
- finkrit-0.3.0/apps/finkritweb/src/components/portfolio/RiskView.svelte +113 -0
- finkrit-0.3.0/apps/finkritweb/src/components/portfolio/Section.svelte +44 -0
- finkrit-0.3.0/apps/finkritweb/src/components/rebalance/RebalanceView.svelte +421 -0
- finkrit-0.3.0/apps/finkritweb/src/components/rebalance/StrategyCard.svelte +202 -0
- finkrit-0.3.0/apps/finkritweb/src/components/tax/SignalCard.svelte +136 -0
- finkrit-0.3.0/apps/finkritweb/src/components/tax/TaxView.svelte +287 -0
- finkrit-0.3.0/apps/finkritweb/src/components/ui/Button.svelte +58 -0
- finkrit-0.3.0/apps/finkritweb/src/components/ui/DownloadOverlay.svelte +151 -0
- finkrit-0.3.0/apps/finkritweb/src/components/ui/Icon.svelte +48 -0
- finkrit-0.3.0/apps/finkritweb/src/components/ui/MeterBar.svelte +30 -0
- finkrit-0.3.0/apps/finkritweb/src/components/ui/StatCard.svelte +62 -0
- finkrit-0.3.0/apps/finkritweb/src/lib/format.ts +45 -0
- finkrit-0.3.0/apps/finkritweb/src/lib/index.ts +1 -0
- finkrit-0.3.0/apps/finkritweb/src/lib/portfolio/metrics.ts +133 -0
- finkrit-0.3.0/apps/finkritweb/src/routes/+layout.svelte +10 -0
- finkrit-0.3.0/apps/finkritweb/src/routes/+layout.ts +3 -0
- finkrit-0.3.0/apps/finkritweb/src/routes/+page.svelte +20 -0
- finkrit-0.3.0/apps/finkritweb/src/stores/chat.svelte.ts +120 -0
- finkrit-0.3.0/apps/finkritweb/src/stores/dashdata.svelte.ts +24 -0
- finkrit-0.3.0/apps/finkritweb/src/stores/lots.svelte.ts +50 -0
- finkrit-0.3.0/apps/finkritweb/src/stores/portfolio.svelte.ts +40 -0
- finkrit-0.3.0/apps/finkritweb/src/stores/prefetch.svelte.ts +30 -0
- finkrit-0.3.0/apps/finkritweb/src/stores/ui.svelte.ts +29 -0
- finkrit-0.3.0/apps/finkritweb/src/theme/theme.css +121 -0
- finkrit-0.3.0/apps/finkritweb/src/utils/date.ts +16 -0
- finkrit-0.3.0/apps/finkritweb/static/logo/finkrit-avatar-1024.png +0 -0
- finkrit-0.3.0/apps/finkritweb/static/logo/finkrit-avatar-256.png +0 -0
- finkrit-0.3.0/apps/finkritweb/static/logo/finkrit-avatar-512.png +0 -0
- finkrit-0.3.0/apps/finkritweb/static/logo/finkrit-logo-horizontal-dark.png +0 -0
- finkrit-0.3.0/apps/finkritweb/static/logo/finkrit-logo-horizontal-light.png +0 -0
- finkrit-0.3.0/apps/finkritweb/static/logo/finkrit-mark-emerald.png +0 -0
- finkrit-0.3.0/apps/finkritweb/static/logo/finkrit-mark-white.png +0 -0
- finkrit-0.3.0/apps/finkritweb/static/robots.txt +3 -0
- finkrit-0.3.0/apps/finkritweb/svelte.config.js +28 -0
- finkrit-0.3.0/apps/finkritweb/tsconfig.json +20 -0
- finkrit-0.3.0/apps/finkritweb/vite.config.ts +16 -0
- finkrit-0.3.0/finkrit/__init__.py +18 -0
- finkrit-0.3.0/finkrit/cli.py +47 -0
- finkrit-0.3.0/finkrit/web.py +248 -0
- finkrit-0.3.0/packages/__init__.py +0 -0
- finkrit-0.3.0/packages/finagent/__init__.py +64 -0
- finkrit-0.3.0/packages/finagent/__main__.py +5 -0
- finkrit-0.3.0/packages/finagent/adapter/__init__.py +43 -0
- finkrit-0.3.0/packages/finagent/adapter/compiler.py +203 -0
- finkrit-0.3.0/packages/finagent/adapter/output.py +95 -0
- finkrit-0.3.0/packages/finagent/adapter/resolve.py +108 -0
- finkrit-0.3.0/packages/finagent/agent/__init__.py +35 -0
- finkrit-0.3.0/packages/finagent/agent/base.py +232 -0
- finkrit-0.3.0/packages/finagent/agent/optimization.py +65 -0
- finkrit-0.3.0/packages/finagent/agent/orchestrator.py +224 -0
- finkrit-0.3.0/packages/finagent/agent/performance.py +86 -0
- finkrit-0.3.0/packages/finagent/agent/risk.py +110 -0
- finkrit-0.3.0/packages/finagent/agent/tax.py +49 -0
- finkrit-0.3.0/packages/finagent/assistant.py +211 -0
- finkrit-0.3.0/packages/finagent/cli.py +610 -0
- finkrit-0.3.0/packages/finagent/conversation.py +270 -0
- finkrit-0.3.0/packages/finagent/deps.py +20 -0
- finkrit-0.3.0/packages/finagent/examples/portfolio.csv +17 -0
- finkrit-0.3.0/packages/finagent/ingest.py +84 -0
- finkrit-0.3.0/packages/finagent/logging_model.py +78 -0
- finkrit-0.3.0/packages/finagent/progress.py +228 -0
- finkrit-0.3.0/packages/finagent/provenance.py +292 -0
- finkrit-0.3.0/packages/finagent/tests/__init__.py +7 -0
- finkrit-0.3.0/packages/finagent/tests/adapter/__init__.py +2 -0
- finkrit-0.3.0/packages/finagent/tests/adapter/test_compiler.py +279 -0
- finkrit-0.3.0/packages/finagent/tests/adapter/test_output.py +70 -0
- finkrit-0.3.0/packages/finagent/tests/adapter/test_resolve.py +64 -0
- finkrit-0.3.0/packages/finagent/tests/agent/__init__.py +2 -0
- finkrit-0.3.0/packages/finagent/tests/agent/test_base.py +134 -0
- finkrit-0.3.0/packages/finagent/tests/agent/test_budget.py +157 -0
- finkrit-0.3.0/packages/finagent/tests/agent/test_optimization_agent.py +58 -0
- finkrit-0.3.0/packages/finagent/tests/agent/test_orchestrator.py +110 -0
- finkrit-0.3.0/packages/finagent/tests/agent/test_performance_agent.py +102 -0
- finkrit-0.3.0/packages/finagent/tests/agent/test_risk_agent.py +126 -0
- finkrit-0.3.0/packages/finagent/tests/test_assistant.py +199 -0
- finkrit-0.3.0/packages/finagent/tests/test_cli_csv.py +126 -0
- finkrit-0.3.0/packages/finagent/tests/test_cli_flags.py +74 -0
- finkrit-0.3.0/packages/finagent/tests/test_cli_steps.py +137 -0
- finkrit-0.3.0/packages/finagent/tests/test_conversation.py +329 -0
- finkrit-0.3.0/packages/finagent/tests/test_deps.py +31 -0
- finkrit-0.3.0/packages/finagent/tests/test_ingest.py +71 -0
- finkrit-0.3.0/packages/finagent/tests/test_language.py +65 -0
- finkrit-0.3.0/packages/finagent/tests/test_progress.py +253 -0
- finkrit-0.3.0/packages/finagent/tests/test_provenance.py +250 -0
- finkrit-0.3.0/packages/finkritcore/__init__.py +68 -0
- finkrit-0.3.0/packages/finkritcore/desk.py +196 -0
- finkrit-0.3.0/packages/finkritcore/ingest.py +224 -0
- finkrit-0.3.0/packages/finkritcore/report/__init__.py +70 -0
- finkrit-0.3.0/packages/finkritcore/report/composer.py +154 -0
- finkrit-0.3.0/packages/finkritcore/report/metric.py +40 -0
- finkrit-0.3.0/packages/finkritcore/report/performance.py +180 -0
- finkrit-0.3.0/packages/finkritcore/report/report.py +75 -0
- finkrit-0.3.0/packages/finkritcore/report/tax_signals.py +187 -0
- finkrit-0.3.0/packages/finkritcore/store/__init__.py +40 -0
- finkrit-0.3.0/packages/finkritcore/store/memory.py +98 -0
- finkrit-0.3.0/packages/finkritcore/store/protocol.py +35 -0
- finkrit-0.3.0/packages/finkritcore/tests/__init__.py +2 -0
- finkrit-0.3.0/packages/finkritcore/tests/fixtures.py +89 -0
- finkrit-0.3.0/packages/finkritcore/tests/report/__init__.py +2 -0
- finkrit-0.3.0/packages/finkritcore/tests/report/test_composer.py +144 -0
- finkrit-0.3.0/packages/finkritcore/tests/report/test_metric.py +38 -0
- finkrit-0.3.0/packages/finkritcore/tests/report/test_performance_composer.py +99 -0
- finkrit-0.3.0/packages/finkritcore/tests/report/test_report.py +150 -0
- finkrit-0.3.0/packages/finkritcore/tests/report/test_tax_signals.py +128 -0
- finkrit-0.3.0/packages/finkritcore/tests/store/__init__.py +2 -0
- finkrit-0.3.0/packages/finkritcore/tests/store/test_memory.py +109 -0
- finkrit-0.3.0/packages/finkritcore/tests/test_desk.py +106 -0
- finkrit-0.3.0/packages/finkritcore/tests/test_ingest.py +159 -0
- finkrit-0.3.0/packages/finkritintel/LICENSE +202 -0
- finkrit-0.3.0/packages/finkritintel/README.md +46 -0
- finkrit-0.3.0/packages/finkritintel/__init__.py +28 -0
- finkrit-0.3.0/packages/finkritintel/capability/__init__.py +19 -0
- finkrit-0.3.0/packages/finkritintel/capability/base.py +36 -0
- finkrit-0.3.0/packages/finkritintel/capability/optimization.py +31 -0
- finkrit-0.3.0/packages/finkritintel/capability/performance.py +28 -0
- finkrit-0.3.0/packages/finkritintel/capability/risk.py +32 -0
- finkrit-0.3.0/packages/finkritintel/capability/tax.py +24 -0
- finkrit-0.3.0/packages/finkritintel/integration/__init__.py +0 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/__init__.py +154 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/asset.py +106 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/asset_live.py +102 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/asset_schema.py +80 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/asset_schema_live.py +117 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/optimization_live.py +56 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/optimization_schema_live.py +32 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/performance.py +61 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/performance_live.py +112 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/performance_schema.py +47 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/performance_schema_live.py +68 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/portfolio.py +136 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/portfolio_live.py +240 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/portfolio_schema.py +95 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/portfolio_schema_live.py +138 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/rebalance_live.py +207 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/rebalance_schema_live.py +61 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/risk_live.py +368 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/risk_schema_live.py +50 -0
- finkrit-0.3.0/packages/finkritintel/integration/finkritq/tax_live.py +202 -0
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- finkrit-0.3.0/packages/finkritintel/pyproject.toml +58 -0
- finkrit-0.3.0/packages/finkritintel/tests/__init__.py +0 -0
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- finkrit-0.3.0/packages/finkritintel/tests/integration/test_portfolio.py +167 -0
- finkrit-0.3.0/packages/finkritintel/tests/integration/test_portfolio_live.py +145 -0
- finkrit-0.3.0/packages/finkritintel/tests/integration/test_rebalance_live.py +218 -0
- finkrit-0.3.0/packages/finkritintel/tests/integration/test_risk_live.py +300 -0
- finkrit-0.3.0/packages/finkritintel/tests/integration/test_tax_live.py +130 -0
- finkrit-0.3.0/packages/finkritintel/tests/test_public_api.py +18 -0
- finkrit-0.3.0/packages/finkritintel/tests/tool/__init__.py +0 -0
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- finkrit-0.3.0/packages/finkritintel/tests/tool/test_binding.py +98 -0
- finkrit-0.3.0/packages/finkritintel/tests/tool/test_binding_contract.py +55 -0
- finkrit-0.3.0/packages/finkritintel/tests/tool/test_contract.py +54 -0
- finkrit-0.3.0/packages/finkritintel/tests/tool/test_portfolio.py +140 -0
- finkrit-0.3.0/packages/finkritintel/tool/__init__.py +2 -0
- finkrit-0.3.0/packages/finkritintel/tool/asset.py +68 -0
- finkrit-0.3.0/packages/finkritintel/tool/binding.py +30 -0
- finkrit-0.3.0/packages/finkritintel/tool/contract.py +22 -0
- finkrit-0.3.0/packages/finkritintel/tool/optimization.py +36 -0
- finkrit-0.3.0/packages/finkritintel/tool/performance.py +84 -0
- finkrit-0.3.0/packages/finkritintel/tool/portfolio.py +82 -0
- finkrit-0.3.0/packages/finkritintel/tool/rebalance.py +57 -0
- finkrit-0.3.0/packages/finkritintel/tool/risk.py +50 -0
- finkrit-0.3.0/packages/finkritintel/tool/tax.py +50 -0
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- finkrit-0.3.0/packages/finkritq/anal/risk/semivariance.py +139 -0
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- finkrit-0.3.0/packages/finkritq/asset/__init__.py +7 -0
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- finkrit-0.3.0/packages/finkritq/data/providers/__init__.py +7 -0
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+
celerybeat.pid
|
|
145
|
+
|
|
146
|
+
# Redis
|
|
147
|
+
*.rdb
|
|
148
|
+
*.aof
|
|
149
|
+
*.pid
|
|
150
|
+
|
|
151
|
+
# RabbitMQ
|
|
152
|
+
mnesia/
|
|
153
|
+
rabbitmq/
|
|
154
|
+
rabbitmq-data/
|
|
155
|
+
|
|
156
|
+
# ActiveMQ
|
|
157
|
+
activemq-data/
|
|
158
|
+
|
|
159
|
+
# SageMath parsed files
|
|
160
|
+
*.sage.py
|
|
161
|
+
|
|
162
|
+
# Environments
|
|
163
|
+
.env
|
|
164
|
+
.envrc
|
|
165
|
+
.venv
|
|
166
|
+
env/
|
|
167
|
+
venv/
|
|
168
|
+
ENV/
|
|
169
|
+
env.bak/
|
|
170
|
+
venv.bak/
|
|
171
|
+
|
|
172
|
+
# Spyder project settings
|
|
173
|
+
.spyderproject
|
|
174
|
+
.spyproject
|
|
175
|
+
|
|
176
|
+
# Rope project settings
|
|
177
|
+
.ropeproject
|
|
178
|
+
|
|
179
|
+
# mkdocs documentation
|
|
180
|
+
/site
|
|
181
|
+
|
|
182
|
+
# mypy
|
|
183
|
+
.mypy_cache/
|
|
184
|
+
.dmypy.json
|
|
185
|
+
dmypy.json
|
|
186
|
+
|
|
187
|
+
# Pyre type checker
|
|
188
|
+
.pyre/
|
|
189
|
+
|
|
190
|
+
# pytype static type analyzer
|
|
191
|
+
.pytype/
|
|
192
|
+
|
|
193
|
+
# Cython debug symbols
|
|
194
|
+
cython_debug/
|
|
195
|
+
|
|
196
|
+
# PyCharm
|
|
197
|
+
# JetBrains specific template is maintained in a separate JetBrains.gitignore that can
|
|
198
|
+
# be found at https://github.com/github/gitignore/blob/main/Global/JetBrains.gitignore
|
|
199
|
+
# and can be added to the global gitignore or merged into this file. For a more nuclear
|
|
200
|
+
# option (not recommended) you can uncomment the following to ignore the entire idea folder.
|
|
201
|
+
# .idea/
|
|
202
|
+
|
|
203
|
+
# Abstra
|
|
204
|
+
# Abstra is an AI-powered process automation framework.
|
|
205
|
+
# Ignore directories containing user credentials, local state, and settings.
|
|
206
|
+
# Learn more at https://abstra.io/docs
|
|
207
|
+
.abstra/
|
|
208
|
+
|
|
209
|
+
# Visual Studio Code
|
|
210
|
+
# Visual Studio Code specific template is maintained in a separate VisualStudioCode.gitignore
|
|
211
|
+
# that can be found at https://github.com/github/gitignore/blob/main/Global/VisualStudioCode.gitignore
|
|
212
|
+
# and can be added to the global gitignore or merged into this file. However, if you prefer,
|
|
213
|
+
# you could uncomment the following to ignore the entire vscode folder
|
|
214
|
+
# .vscode/
|
|
215
|
+
# Temporary file for partial code execution
|
|
216
|
+
tempCodeRunnerFile.py
|
|
217
|
+
|
|
218
|
+
# Ruff stuff:
|
|
219
|
+
.ruff_cache/
|
|
220
|
+
|
|
221
|
+
# PyPI configuration file
|
|
222
|
+
.pypirc
|
|
223
|
+
|
|
224
|
+
# Marimo
|
|
225
|
+
marimo/_static/
|
|
226
|
+
marimo/_lsp/
|
|
227
|
+
__marimo__/
|
|
228
|
+
|
|
229
|
+
# Streamlit
|
|
230
|
+
.streamlit/secrets.toml
|
|
231
|
+
|
|
232
|
+
# macOS
|
|
233
|
+
.DS_Store
|
|
234
|
+
.AppleDouble
|
|
235
|
+
.LSOverride
|
|
236
|
+
|
|
237
|
+
# macOS resource forks
|
|
238
|
+
._*
|
|
239
|
+
|
|
240
|
+
# Spotlight
|
|
241
|
+
.Spotlight-V100
|
|
242
|
+
|
|
243
|
+
# Trash
|
|
244
|
+
.Trashes
|
|
245
|
+
|
|
246
|
+
# Files that might appear on external disks
|
|
247
|
+
.DocumentRevisions-V100
|
|
248
|
+
.fseventsd
|
|
249
|
+
.VolumeIcon.icns
|
|
250
|
+
.TemporaryItems
|
|
251
|
+
.apdisk
|
|
252
|
+
|
|
253
|
+
|
|
254
|
+
# Private/local project files
|
|
255
|
+
/private/
|
|
256
|
+
|
|
257
|
+
# Bazel build outputs (symlinks created at workspace root)
|
|
258
|
+
/bazel-*
|
|
259
|
+
.bazel/
|
|
260
|
+
|
|
261
|
+
# Virtual environment
|
|
262
|
+
.finkritvenv/
|