p123api 2.1.0__tar.gz → 2.3.0__tar.gz

{p123api-2.1.0 → p123api-2.3.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: p123api
-Version: 2.1.0
+Version: 2.3.0
 Summary: Portfolio123 API wrapper
 Home-page: https://github.com/portfolio-123/p123api-py
 Author: Portfolio123

{p123api-2.1.0 → p123api-2.3.0}/p123api/client.py

@@ -3,7 +3,7 @@ import requests
 import time
 import pandas
 from string import Template
-from typing import IO, Callable, List, Literal, Optional, Union
+from typing import IO, Any, Callable, List, Literal, Optional, Union, overload
 
 
 ENDPOINT = "https://api.portfolio123.com"
@@ -21,6 +21,10 @@ DATA_UNIVERSE_PATH = "/data/universe"
 DATA_PRICES_PATH = Template("/data/prices/$identifier")
 STRATEGY_DETAILS_PATH = Template("/strategy/$id")
 STRATEGY_HOLDINGS_PATH = Template("/strategy/$id/holdings")
+STRATEGY_TRADING_SYSTEM_PATH = Template("/strategy/$id/trading-system")
+BOOK_TRADING_SYSTEM_PATH = Template("/strategy/$id/book-trading-system")
+SIM_RERUN_PATH = Template("/strategy/$id/rerun")
+BOOK_SIM_RERUN_PATH = Template("/strategy/$id/book-rerun")
 STRATEGY_REBALANCE_PATH = Template("/strategy/$id/rebalance")
 STRATEGY_REBALANCE_COMMIT_PATH = Template("/strategy/$id/rebalance/commit")
 STRATEGY_TRANS_PATH = Template("/strategy/$id/transactions")
@@ -28,6 +32,7 @@ STOCK_FACTOR_UPLOAD_PATH = Template("/stockFactor/upload/$id")
 STOCK_FACTOR_CREATE_UPDATE_PATH = "/stockFactor"
 STOCK_FACTOR_DOWNLOAD_PATH = Template("/stockFactor/$id")
 STOCK_FACTOR_DELETE_PATH = STOCK_FACTOR_DOWNLOAD_PATH
+STOCK_FACTOR_INFO_PATH = STOCK_FACTOR_CREATE_UPDATE_PATH
 DATA_SERIES_UPLOAD_PATH = Template("/dataSeries/upload/$id")
 DATA_SERIES_CREATE_UPDATE_PATH = "/dataSeries"
 DATA_SERIES_DELETE_PATH = Template("/dataSeries/$id")
@@ -625,6 +630,77 @@ class Client:
         ).json()
 
         return pandas.DataFrame(ret["holdings"]) if to_pandas else ret
+    
+    def strategy_trading_system(
+        self, strategy_id: int
+    ):
+        """
+        Strategy trading system
+        :param strategy_id:
+        :return:
+        """
+
+        return self._req_with_auth_fallback(
+            name="strategy trading system",
+            method="GET",
+            url=self._endpoint + STRATEGY_TRADING_SYSTEM_PATH.substitute(id=strategy_id)
+        ).json()
+    
+    def strategy_trading_system_update(self, strategy_id: int, params: dict):
+        """
+        Live strategy trading system update
+        :param strategy_id:
+        :param params:
+        :return:
+        """
+
+        return self._req_with_auth_fallback(
+            name="live strategy trading system update",
+            url=self._endpoint + STRATEGY_TRADING_SYSTEM_PATH.substitute(id=strategy_id),
+            json=params,
+        ).json()
+    
+    def book_trading_system_update(self, strategy_id: int, params: dict):
+        """
+        Live book trading system update
+        :param strategy_id:
+        :param params:
+        :return:
+        """
+
+        return self._req_with_auth_fallback(
+            name="live book trading system update",
+            url=self._endpoint + BOOK_TRADING_SYSTEM_PATH.substitute(id=strategy_id),
+            json=params,
+        ).json()
+    
+    def strategy_rerun(self, strategy_id: int, params: dict):
+        """
+        Simulated strategy rerun
+        :param strategy_id:
+        :param params:
+        :return:
+        """
+
+        return self._req_with_auth_fallback(
+            name="simulated strategy rerun",
+            url=self._endpoint + SIM_RERUN_PATH.substitute(id=strategy_id),
+            json=params,
+        ).json()
+    
+    def book_rerun(self, strategy_id: int, params: dict):
+        """
+        Simulated book rerun
+        :param strategy_id:
+        :param params:
+        :return:
+        """
+
+        return self._req_with_auth_fallback(
+            name="simulated book rerun",
+            url=self._endpoint + BOOK_SIM_RERUN_PATH.substitute(id=strategy_id),
+            json=params,
+        ).json()
 
     def strategy_rebalance(self, strategy_id: int, params: dict):
         """
@@ -868,6 +944,24 @@ class Client:
             params=get_params
         ).json()
         return pandas.DataFrame(ret["prices"]) if to_pandas else ret
+    
+
+    @overload 
+    def stock_factor_info(self, *, factor_id: int) -> Any:
+        ...
+    @overload 
+    def stock_factor_info(self, *, name: str) -> Any:
+        ...
+    def stock_factor_info(self, *, factor_id: Optional[int] = None, name: Optional[str] = None):
+        """
+        Stock factor info, only specify factor_id or name
+        """
+        return self._req_with_auth_fallback(
+            name="stock factor info",
+            method="GET",
+            url=self._endpoint + STOCK_FACTOR_INFO_PATH,
+            params={"name": name} if factor_id is None else {"id": factor_id}
+        ).json()
 
 
 def req_with_retry(req: Callable[..., requests.Response], max_tries=None, **kwargs):

{p123api-2.1.0 → p123api-2.3.0}/p123api.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: p123api
-Version: 2.1.0
+Version: 2.3.0
 Summary: Portfolio123 API wrapper
 Home-page: https://github.com/portfolio-123/p123api-py
 Author: Portfolio123

{p123api-2.1.0 → p123api-2.3.0}/setup.py

@@ -5,7 +5,7 @@ with open("README.md", "r") as fh:
 
 setuptools.setup(
     name="p123api",
-    version="2.1.0",
+    version="2.3.0",
     author="Portfolio123",
     author_email="info@portfolio123.com",
     description="Portfolio123 API wrapper",