openseries 1.7.8__py3-none-any.whl → 1.8.1__py3-none-any.whl

{openseries-1.7.8.dist-info → openseries-1.8.1.dist-info}/METADATA

@@ -1,37 +1,66 @@
-Metadata-Version: 2.1
+Metadata-Version: 2.3
 Name: openseries
-Version: 1.7.8
+Version: 1.8.1
 Summary: Tools for analyzing financial timeseries.
-Home-page: https://github.com/CaptorAB/openseries
-License: BSD-3-Clause
+License: # BSD 3-Clause License
+         
+         ## Copyright (c) Captor Fund Management AB
+         
+         Redistribution and use in source and binary forms, with or without modification, are
+         permitted provided that the following conditions are met:
+         
+         1. Redistributions of source code must retain the above copyright notice, this list of
+            conditions and the following disclaimer.
+         
+         2. Redistributions in binary form must reproduce the above copyright notice, this list
+            of conditions and the following disclaimer in the documentation and/or other
+            materials provided with the distribution.
+         
+         3. Neither the name of the copyright holder nor the names of its contributors may be
+            used to endorse or promote products derived from this software without specific prior
+            written permission.
+         
+         This software is provided by the copyright holders and contributors “as is” and any
+         express or implied warranties, including, but not limited to, the implied warranties of
+         merchantability and fitness for a particular purpose, are disclaimed. In no event shall
+         the copyright holder or contributors be liable for any direct, indirect, incidental,
+         special, exemplary, or consequential damages (including, but not limited to, procurement
+         of substitute goods or services; loss of use, data, or profits; or business interruption)
+         however caused and on any theory of liability, whether in contract, strict liability,
+         or tort (including negligence or otherwise) arising in any way out of the use of this
+         software, even if advised of the possibility of such damage.
 Keywords: python,finance,fintech,data-science,timeseries,timeseries-data,timeseries-analysis,investment,investment-analysis,investing
 Author: Martin Karrin
 Author-email: martin.karrin@captor.se
+Maintainer: Martin Karrin
+Maintainer-email: martin.karrin@captor.se
 Requires-Python: >=3.10,<3.14
-Classifier: Development Status :: 5 - Production/Stable
-Classifier: Framework :: Pydantic
-Classifier: Intended Audience :: Financial and Insurance Industry
-Classifier: License :: OSI Approved :: BSD License
-Classifier: Natural Language :: English
-Classifier: Operating System :: OS Independent
-Classifier: Programming Language :: Python :: 3
 Classifier: Programming Language :: Python :: 3.10
 Classifier: Programming Language :: Python :: 3.11
 Classifier: Programming Language :: Python :: 3.12
 Classifier: Programming Language :: Python :: 3.13
+Classifier: License :: OSI Approved :: BSD License
+Classifier: Intended Audience :: Financial and Insurance Industry
 Classifier: Topic :: Office/Business :: Financial :: Investment
+Classifier: Natural Language :: English
+Classifier: Development Status :: 5 - Production/Stable
+Classifier: Operating System :: OS Independent
+Classifier: Framework :: Pydantic
 Requires-Dist: holidays (>=0.30,<1.0)
 Requires-Dist: numpy (>=1.23.2,<3.0.0)
-Requires-Dist: openpyxl (>=3.1.2,<4.0.0)
+Requires-Dist: openpyxl (>=3.1.2,<5.0.0)
 Requires-Dist: pandas (>=2.1.2,<3.0.0)
-Requires-Dist: plotly (>=5.18.0,<6.0.0)
-Requires-Dist: pyarrow (>=14.0.2,<19.0.0)
+Requires-Dist: plotly (>=5.18.0,<7.0.0)
+Requires-Dist: pyarrow (>=14.0.2,<21.0.0)
 Requires-Dist: pydantic (>=2.5.2,<3.0.0)
-Requires-Dist: python-dateutil (>=2.8.2,<3.0.0)
+Requires-Dist: python-dateutil (>=2.8.2,<4.0.0)
 Requires-Dist: requests (>=2.20.0,<3.0.0)
 Requires-Dist: scipy (>=1.11.4,<2.0.0)
 Requires-Dist: statsmodels (>=0.14.0,!=0.14.2,<1.0.0)
-Project-URL: Repository, https://github.com/CaptorAB/openseries
+Project-URL: Homepage, https://github.com/CaptorAB/openseries
+Project-URL: Issue Tracker, https://github.com/CaptorAB/openseries/issues
+Project-URL: Release Notes, https://github.com/CaptorAB/openseries/releases
+Project-URL: Source, https://github.com/CaptorAB/openseries
 Description-Content-Type: text/markdown
 
 <a href="https://captor.se/"><img src="https://sales.captor.se/captor_logo_sv_1600_icketransparent.png" alt="Captor Fund Management AB" width="81" height="100" align="left" float="right"/></a><br/>
@@ -43,6 +72,7 @@ Description-Content-Type: text/markdown
 [![PyPI version](https://img.shields.io/pypi/v/openseries.svg)](https://pypi.org/project/openseries/)
 [![Conda Version](https://img.shields.io/conda/vn/conda-forge/openseries.svg)](https://anaconda.org/conda-forge/openseries)
 [![Conda platforms](https://img.shields.io/conda/pn/conda-forge/openseries.svg)](https://anaconda.org/conda-forge/openseries)
+[![Code Sample](https://img.shields.io/badge/-Code%20Sample-blue)](https://nbviewer.org/github/karrmagadgeteer2/NoteBook/blob/master/openseriesnotebook.ipynb)
 [![Python version](https://img.shields.io/pypi/pyversions/openseries.svg)](https://www.python.org/)
 [![GitHub Action Test Suite](https://github.com/CaptorAB/openseries/actions/workflows/test.yml/badge.svg)](https://github.com/CaptorAB/openseries/actions/workflows/test.yml)
 [![Coverage](https://cdn.jsdelivr.net/gh/CaptorAB/openseries@master/coverage.svg)](https://github.com/CaptorAB/openseries/actions/workflows/test.yml)
@@ -80,10 +110,10 @@ Install openseries and yfinance first.
 from openseries import OpenTimeSeries
 import yfinance as yf
 
-move=yf.Ticker("^MOVE")
+move=yf.Ticker(ticker="^MOVE")
 history=move.history(period="max")
-series=OpenTimeSeries.from_df(history.loc[:, "Close"])
-_=series.set_new_label("ICE BofAML MOVE Index")
+series=OpenTimeSeries.from_df(dframe=history.loc[:, "Close"])
+_=series.set_new_label(lvl_zero="ICE BofAML MOVE Index")
 _,_=series.plot_series()
 
 ```
@@ -117,11 +147,6 @@ first indices                                        2006-01-03
 last indices                                         2023-04-05                       2023-04-05
 ```
 
-### Usage example on Jupyter Nbviewer
-
-[![nbviewer](https://raw.githubusercontent.com/jupyter/design/master/logos/Badges/nbviewer_badge.svg)](https://nbviewer.org/github/karrmagadgeteer2/NoteBook/blob/master/openseriesnotebook.ipynb)
-
-
 ## Development Instructions
 
 These instructions assume that you have a compatible Python version installed on
@@ -196,11 +221,12 @@ make lint
 
 ### On some files in the project
 
-| File                                                                                                             | Description                                                                                                                                                                                                                               |
-|:-----------------------------------------------------------------------------------------------------------------|:------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
-| [series.py](https://github.com/CaptorAB/openseries/blob/master/openseries/series.py)                             | Defines the class _OpenTimeSeries_ for managing and analyzing a single timeseries. The module also defines a function `timeseries_chain` that can be used to chain two timeseries objects together.                                       |
-| [frame.py](https://github.com/CaptorAB/openseries/blob/master/openseries/frame.py)                               | Defines the class _OpenFrame_ for managing a group of timeseries, and e.g. calculate a portfolio timeseries from a rebalancing strategy between timeseries. The module also defines functions to simulate, optimize, and plot portfolios. |
-| [simulation.py](https://github.com/CaptorAB/openseries/blob/master/openseries/simulation.py)                     | Defines the class _ReturnSimulation_ to create simulated financial timeseries. Used in the project's test suite                                                                                                                           |
+| File                                                                                                 | Description                                                                                                                                                                                         |
+|:-----------------------------------------------------------------------------------------------------|:----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
+| [series.py](https://github.com/CaptorAB/openseries/blob/master/openseries/series.py)                 | Defines the class _OpenTimeSeries_ for managing and analyzing a single timeseries. The module also defines a function `timeseries_chain` that can be used to chain two timeseries objects together. |
+| [frame.py](https://github.com/CaptorAB/openseries/blob/master/openseries/frame.py)                   | Defines the class _OpenFrame_ for managing a group of timeseries, and e.g. calculate a portfolio timeseries from a rebalancing strategy between timeseries.                                         |
+| [portfoliotools.py](https://github.com/CaptorAB/openseries/blob/master/openseries/portfoliotools.py) | Defines functions to simulate, optimize, and plot portfolios.                                                                                                                                       |
+| [simulation.py](https://github.com/CaptorAB/openseries/blob/master/openseries/simulation.py)         | Defines the class _ReturnSimulation_ to create simulated financial timeseries. Used in the project's test suite                                                                                     |
 
 ### Class methods used to construct objects.
 

openseries-1.8.1.dist-info/RECORD

@@ -0,0 +1,16 @@
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+openseries/_risk.py,sha256=5Lu4vK2oQlDdtv5WKD2ZTGrMIlsa0TiPxk6opgtnVlA,2084
+openseries/datefixer.py,sha256=w_3lH9cmAm-Xl8t8-X3FdW22AA3zb5OqS0A4FrgS9vc,12479
+openseries/frame.py,sha256=j5kD6s6kXLDjlSQEpKaFzT1bDN9Pmb2PbAF-hSf-NGc,55894
+openseries/load_plotly.py,sha256=CzD-ZJNk6WGzIkzIHso4aULDpoWXsjH3xL7p7MP0lqY,1998
+openseries/owntypes.py,sha256=aqidJ09w3autlgLD6fVEtANbgzh28K53gWDB6j_P4T4,9047
+openseries/plotly_captor_logo.json,sha256=F5nhMzEyxKywtjvQqMTKgKRCJQYMDIiBgDSxdte8Clo,178
+openseries/plotly_layouts.json,sha256=im8QZPRB--zV_rOu1OiSbvJPA52oJ6QZRFzkwB1C708,1430
+openseries/portfoliotools.py,sha256=8XTjPMPHuazh20LeYj-y4hTZnGX8hrArLwS9Ot_MufM,19261
+openseries/series.py,sha256=rwd-J_cD1lElC7W65kt2xGLPHFRfmWAwxe_KEJvi3Pc,27099
+openseries/simulation.py,sha256=TLEsIZq8SzQ5BRQqjQMIeCY8ibPX5tkftnx4R-zLspQ,13905
+openseries-1.8.1.dist-info/LICENSE.md,sha256=wNupG-KLsG0aTncb_SMNDh1ExtrKXlpxSJ6RC-g-SWs,1516
+openseries-1.8.1.dist-info/METADATA,sha256=JcL-WQlrWAvJu2cfcxNwqDKsIrSgFrK6Uad2jqC-Xzs,45658
+openseries-1.8.1.dist-info/WHEEL,sha256=XbeZDeTWKc1w7CSIyre5aMDU_-PohRwTQceYnisIYYY,88
+openseries-1.8.1.dist-info/RECORD,,

{openseries-1.7.8.dist-info → openseries-1.8.1.dist-info}/WHEEL

@@ -1,4 +1,4 @@
 Wheel-Version: 1.0
-Generator: poetry-core 1.9.1
+Generator: poetry-core 2.1.1
 Root-Is-Purelib: true
 Tag: py3-none-any

openseries-1.7.8.dist-info/LICENSE.md

@@ -1,27 +0,0 @@
-# BSD 3-Clause License
-
-## Copyright (c) Captor Fund Management AB
-
-Redistribution and use in source and binary forms, with or without modification, are
-permitted provided that the following conditions are met:
-
-1. Redistributions of source code must retain the above copyright notice, this list of
-   conditions and the following disclaimer.
-
-2. Redistributions in binary form must reproduce the above copyright notice, this list
-   of conditions and the following disclaimer in the documentation and/or other
-   materials provided with the distribution.
-
-3. Neither the name of the copyright holder nor the names of its contributors may be
-   used to endorse or promote products derived from this software without specific prior
-   written permission.
-
-THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS “AS IS” AND ANY
-EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF
-MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL
-THE COPYRIGHT HOLDER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL,
-SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT
-OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS
-INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT
-LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE
-OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

openseries-1.7.8.dist-info/RECORD

@@ -1,16 +0,0 @@
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-openseries/frame.py,sha256=nGqqLlENLuSj0YuR1AXtgLg-w8kPCfUQf6xkjGiOTEI,55378
-openseries/load_plotly.py,sha256=vL4nZuX20d3F5q-NbaHldIsKInUc9tXOu6S-rDGHuDw,1956
-openseries/plotly_captor_logo.json,sha256=F5nhMzEyxKywtjvQqMTKgKRCJQYMDIiBgDSxdte8Clo,178
-openseries/plotly_layouts.json,sha256=ahx8-dL4_RPzvHtBOX0SiL0AH7xQJzNRSDhGrSmU-Og,1429
-openseries/portfoliotools.py,sha256=B4oJkT_j44h3IsRsFAQcepGonvXda8uriAWGXEHyWmE,19087
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-openseries/simulation.py,sha256=Gc5h3KD3K5AySWqXzm1lbsn2_mwOEWjHr6EVNHb1R-w,13878
-openseries/types.py,sha256=J102TI1x1X6BQxsF65RN3U1heBUfzrCFVRwXAJj_R7k,7302
-openseries-1.7.8.dist-info/LICENSE.md,sha256=IQ8_IMXgHxyv4M48G14fJsjcrkiSASdalASTXWCOsj4,1515
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