PyPI - wbportfolio - Versions diffs - 1.44.5__py2.py3-none-any.whl → 1.45.0__py2.py3-none-any.whl - Mend

wbportfolio 1.44.5py2.py3-none-any.whl → 1.45.0py2.py3-none-any.whl

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.

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wbportfolio/admin/__init__.py +1 -1
wbportfolio/admin/asset.py +2 -1
wbportfolio/admin/custodians.py +1 -0
wbportfolio/admin/indexes.py +15 -0
wbportfolio/admin/portfolio.py +12 -7
wbportfolio/admin/portfolio_relationships.py +1 -0
wbportfolio/admin/product_groups.py +2 -0
wbportfolio/admin/products.py +2 -1
wbportfolio/admin/reconciliations.py +1 -0
wbportfolio/admin/registers.py +1 -0
wbportfolio/admin/roles.py +1 -0
wbportfolio/admin/transactions/__init__.py +1 -0
wbportfolio/admin/transactions/claim.py +1 -0
wbportfolio/admin/transactions/dividends.py +1 -0
wbportfolio/admin/transactions/fees.py +1 -0
wbportfolio/admin/transactions/rebalancing.py +26 -0
wbportfolio/admin/transactions/trades.py +4 -3
wbportfolio/admin/transactions/transactions.py +1 -0
wbportfolio/analysis/claims.py +2 -1
wbportfolio/contrib/company_portfolio/models.py +3 -6
wbportfolio/contrib/company_portfolio/tests/conftest.py +0 -12
wbportfolio/contrib/company_portfolio/tests/test_models.py +1 -0
wbportfolio/defaults/fees/default.py +1 -0
wbportfolio/factories/__init__.py +1 -7
wbportfolio/factories/adjustments.py +1 -0
wbportfolio/factories/assets.py +13 -7
wbportfolio/factories/claim.py +1 -0
wbportfolio/factories/custodians.py +1 -0
wbportfolio/factories/dividends.py +1 -0
wbportfolio/factories/fees.py +1 -0
wbportfolio/factories/indexes.py +1 -0
wbportfolio/factories/portfolio_cash_flow.py +1 -0
wbportfolio/factories/portfolio_cash_targets.py +1 -0
wbportfolio/factories/portfolio_swing_pricings.py +1 -0
wbportfolio/factories/portfolios.py +3 -0
wbportfolio/factories/product_groups.py +1 -0
wbportfolio/factories/products.py +1 -0
wbportfolio/factories/rebalancing.py +23 -0
wbportfolio/factories/reconciliations.py +1 -0
wbportfolio/factories/roles.py +1 -0
wbportfolio/factories/trades.py +1 -0
wbportfolio/factories/transactions.py +1 -0
wbportfolio/fdm/tasks.py +1 -0
wbportfolio/filters/__init__.py +1 -1
wbportfolio/filters/assets.py +8 -9
wbportfolio/filters/assets_and_net_new_money_progression.py +1 -0
wbportfolio/filters/custodians.py +1 -0
wbportfolio/filters/esg.py +1 -0
wbportfolio/filters/performances.py +7 -6
wbportfolio/filters/portfolios.py +21 -1
wbportfolio/filters/positions.py +1 -0
wbportfolio/filters/products.py +1 -0
wbportfolio/filters/roles.py +1 -0
wbportfolio/filters/signals.py +1 -0
wbportfolio/filters/transactions/claim.py +1 -0
wbportfolio/filters/transactions/fees.py +1 -0
wbportfolio/filters/transactions/trades.py +2 -1
wbportfolio/filters/transactions/transactions.py +1 -0
wbportfolio/import_export/backends/ubs/mixin.py +1 -0
wbportfolio/import_export/backends/wbfdm/adjustment.py +1 -0
wbportfolio/import_export/handlers/asset_position.py +11 -13
wbportfolio/import_export/handlers/fees.py +1 -0
wbportfolio/import_export/handlers/portfolio_cash_flow.py +1 -0
wbportfolio/import_export/handlers/trade.py +1 -0
wbportfolio/import_export/parsers/jpmorgan/customer_trade.py +1 -0
wbportfolio/import_export/parsers/jpmorgan/fees.py +1 -0
wbportfolio/import_export/parsers/jpmorgan/strategy.py +5 -4
wbportfolio/import_export/parsers/jpmorgan/valuation.py +1 -0
wbportfolio/import_export/parsers/leonteq/customer_trade.py +1 -0
wbportfolio/import_export/parsers/leonteq/equity.py +13 -12
wbportfolio/import_export/parsers/leonteq/fees.py +1 -0
wbportfolio/import_export/parsers/leonteq/trade.py +1 -0
wbportfolio/import_export/parsers/leonteq/valuation.py +1 -0
wbportfolio/import_export/parsers/natixis/customer_trade.py +1 -0
wbportfolio/import_export/parsers/natixis/d1_customer_trade.py +1 -0
wbportfolio/import_export/parsers/natixis/d1_equity.py +3 -2
wbportfolio/import_export/parsers/natixis/d1_fees.py +1 -0
wbportfolio/import_export/parsers/natixis/d1_trade.py +1 -0
wbportfolio/import_export/parsers/natixis/d1_valuation.py +1 -0
wbportfolio/import_export/parsers/natixis/equity.py +5 -5
wbportfolio/import_export/parsers/natixis/trade.py +1 -0
wbportfolio/import_export/parsers/natixis/utils.py +8 -7
wbportfolio/import_export/parsers/sg_lux/custodian_positions.py +1 -0
wbportfolio/import_export/parsers/sg_lux/customer_trade.py +1 -0
wbportfolio/import_export/parsers/sg_lux/customer_trade_pending_slk.py +2 -1
wbportfolio/import_export/parsers/sg_lux/customer_trade_slk.py +2 -1
wbportfolio/import_export/parsers/sg_lux/customer_trade_without_pw.py +1 -0
wbportfolio/import_export/parsers/sg_lux/equity.py +7 -8
wbportfolio/import_export/parsers/sg_lux/portfolio_cash_flow.py +1 -0
wbportfolio/import_export/parsers/sg_lux/portfolio_future_cash_flow.py +1 -0
wbportfolio/import_export/parsers/sg_lux/registers.py +2 -1
wbportfolio/import_export/parsers/societe_generale/customer_trade.py +1 -0
wbportfolio/import_export/parsers/societe_generale/strategy.py +8 -9
wbportfolio/import_export/parsers/societe_generale/valuation.py +1 -0
wbportfolio/import_export/parsers/tellco/equity.py +5 -4
wbportfolio/import_export/parsers/ubs/api/asset_position.py +15 -14
wbportfolio/import_export/parsers/ubs/api/fees.py +1 -0
wbportfolio/import_export/parsers/ubs/customer_trade.py +1 -0
wbportfolio/import_export/parsers/ubs/equity.py +3 -2
wbportfolio/import_export/parsers/ubs/historical_customer_trade.py +1 -0
wbportfolio/import_export/parsers/ubs/valuation.py +1 -0
wbportfolio/import_export/parsers/vontobel/asset_position.py +19 -19
wbportfolio/import_export/parsers/vontobel/customer_trade.py +1 -0
wbportfolio/import_export/parsers/vontobel/historical_customer_trade.py +1 -0
wbportfolio/import_export/parsers/vontobel/management_fees.py +1 -0
wbportfolio/import_export/parsers/vontobel/performance_fees.py +1 -0
wbportfolio/import_export/parsers/vontobel/trade.py +1 -0
wbportfolio/import_export/parsers/vontobel/valuation_api.py +20 -0
wbportfolio/import_export/resources/assets.py +4 -3
wbportfolio/import_export/resources/trades.py +1 -0
wbportfolio/metric/backends/base.py +1 -0
wbportfolio/metric/backends/portfolio_base.py +1 -0
wbportfolio/metric/backends/portfolio_esg.py +1 -0
wbportfolio/metric/tests/test_portfolio_base.py +1 -0
wbportfolio/migrations/0052_remove_cash_instrument_ptr_and_more.py +1 -131
wbportfolio/migrations/0067_assetposition_unique_asset_position.py +1 -1
wbportfolio/migrations/0070_remove_assetposition_unique_asset_position_and_more.py +1 -1
wbportfolio/migrations/0073_remove_product_price_computation_and_more.py +407 -0
wbportfolio/models/__init__.py +0 -5
wbportfolio/models/adjustments.py +8 -2
wbportfolio/models/asset.py +117 -98
wbportfolio/models/graphs/portfolio.py +144 -0
wbportfolio/models/graphs/utils.py +83 -0
wbportfolio/models/indexes.py +2 -13
wbportfolio/models/mixins/instruments.py +28 -8
wbportfolio/models/portfolio.py +538 -332
wbportfolio/models/portfolio_cash_flow.py +1 -0
wbportfolio/models/portfolio_relationship.py +6 -2
wbportfolio/models/product_groups.py +3 -2
wbportfolio/models/products.py +3 -17
wbportfolio/models/reconciliations/account_reconciliation_lines.py +1 -0
wbportfolio/models/reconciliations/account_reconciliations.py +1 -0
wbportfolio/models/registers.py +1 -0
wbportfolio/models/transactions/__init__.py +1 -0
wbportfolio/models/transactions/claim.py +8 -8
wbportfolio/models/transactions/dividends.py +1 -0
wbportfolio/models/transactions/fees.py +1 -0
wbportfolio/models/transactions/rebalancing.py +153 -0
wbportfolio/models/transactions/trade_proposals.py +153 -155
wbportfolio/models/transactions/trades.py +48 -40
wbportfolio/models/transactions/transactions.py +6 -12
wbportfolio/models/utils.py +1 -0
wbportfolio/pms/analytics/__init__.py +0 -0
wbportfolio/pms/analytics/portfolio.py +28 -0
wbportfolio/pms/trading/handler.py +13 -16
wbportfolio/pms/typing.py +13 -29
wbportfolio/rebalancing/__init__.py +0 -0
wbportfolio/rebalancing/base.py +16 -0
wbportfolio/rebalancing/decorators.py +17 -0
wbportfolio/rebalancing/models/__init__.py +3 -0
wbportfolio/rebalancing/models/composite.py +31 -0
wbportfolio/rebalancing/models/equally_weighted.py +21 -0
wbportfolio/rebalancing/models/model_portfolio.py +35 -0
wbportfolio/reports/monthly_position_report.py +1 -1
wbportfolio/risk_management/backends/accounts.py +7 -6
wbportfolio/risk_management/backends/controversy_portfolio.py +1 -0
wbportfolio/risk_management/backends/exposure_portfolio.py +1 -0
wbportfolio/risk_management/backends/instrument_list_portfolio.py +1 -0
wbportfolio/risk_management/backends/liquidity_risk.py +1 -0
wbportfolio/risk_management/backends/liquidity_stress_instrument.py +1 -0
wbportfolio/risk_management/backends/mixins.py +1 -0
wbportfolio/risk_management/backends/product_integrity.py +6 -1
wbportfolio/risk_management/backends/stop_loss_instrument.py +1 -0
wbportfolio/risk_management/backends/stop_loss_portfolio.py +1 -0
wbportfolio/risk_management/backends/ucits_portfolio.py +1 -0
wbportfolio/risk_management/tests/test_accounts.py +1 -0
wbportfolio/risk_management/tests/test_controversy_portfolio.py +1 -0
wbportfolio/risk_management/tests/test_exposure_portfolio.py +1 -0
wbportfolio/risk_management/tests/test_instrument_list_portfolio.py +1 -0
wbportfolio/risk_management/tests/test_liquidity_risk.py +1 -0
wbportfolio/risk_management/tests/test_product_integrity.py +1 -0
wbportfolio/risk_management/tests/test_stop_loss_instrument.py +1 -0
wbportfolio/risk_management/tests/test_stop_loss_portfolio.py +1 -0
wbportfolio/risk_management/tests/test_ucits_portfolio.py +1 -0
wbportfolio/serializers/__init__.py +5 -5
wbportfolio/serializers/adjustments.py +1 -0
wbportfolio/serializers/assets.py +18 -19
wbportfolio/serializers/custodians.py +1 -0
wbportfolio/serializers/portfolio_cash_flow.py +1 -0
wbportfolio/serializers/portfolio_cash_targets.py +1 -0
wbportfolio/serializers/portfolio_relationship.py +1 -0
wbportfolio/serializers/portfolio_swing_pricing.py +1 -0
wbportfolio/serializers/portfolios.py +61 -40
wbportfolio/serializers/positions.py +1 -0
wbportfolio/serializers/product_group.py +1 -0
wbportfolio/serializers/products.py +4 -7
wbportfolio/serializers/rebalancing.py +57 -0
wbportfolio/serializers/reconciliations.py +2 -1
wbportfolio/serializers/registers.py +1 -0
wbportfolio/serializers/roles.py +1 -0
wbportfolio/serializers/signals.py +10 -15
wbportfolio/serializers/transactions/__init__.py +1 -1
wbportfolio/serializers/transactions/claim.py +1 -0
wbportfolio/serializers/transactions/fees.py +1 -0
wbportfolio/serializers/transactions/trade_proposals.py +85 -0
wbportfolio/serializers/transactions/trades.py +9 -51
wbportfolio/serializers/transactions/transactions.py +4 -3
wbportfolio/tasks.py +1 -78
wbportfolio/tests/conftest.py +6 -13
wbportfolio/tests/models/test_account_reconciliation.py +2 -0
wbportfolio/tests/models/test_assets.py +27 -19
wbportfolio/tests/models/test_customer_trades.py +1 -0
wbportfolio/tests/models/test_imports.py +5 -1
wbportfolio/tests/models/test_merge.py +5 -4
wbportfolio/tests/models/test_portfolio_cash_flow.py +8 -6
wbportfolio/tests/models/test_portfolios.py +594 -154
wbportfolio/tests/models/test_product_groups.py +1 -0
wbportfolio/tests/models/test_products.py +6 -3
wbportfolio/tests/models/test_roles.py +1 -0
wbportfolio/tests/models/test_splits.py +1 -0
wbportfolio/tests/models/transactions/test_claim.py +1 -0
wbportfolio/tests/models/transactions/test_fees.py +1 -0
wbportfolio/tests/models/transactions/test_rebalancing.py +81 -0
wbportfolio/tests/models/transactions/test_trades.py +1 -0
wbportfolio/tests/models/utils.py +1 -0
wbportfolio/tests/pms/__init__.py +0 -0
wbportfolio/tests/pms/test_analytics.py +35 -0
wbportfolio/tests/rebalancing/__init__.py +0 -0
wbportfolio/tests/rebalancing/test_models.py +127 -0
wbportfolio/tests/serializers/test_claims.py +1 -0
wbportfolio/tests/signals.py +1 -7
wbportfolio/tests/tests.py +2 -0
wbportfolio/tests/viewsets/test_assets.py +1 -0
wbportfolio/tests/viewsets/test_performances.py +1 -0
wbportfolio/tests/viewsets/test_products.py +1 -0
wbportfolio/tests/viewsets/transactions/test_claims.py +1 -0
wbportfolio/urls.py +26 -12
wbportfolio/viewsets/__init__.py +2 -5
wbportfolio/viewsets/adjustments.py +1 -0
wbportfolio/viewsets/assets.py +62 -51
wbportfolio/viewsets/assets_and_net_new_money_progression.py +1 -0
wbportfolio/viewsets/charts/assets.py +3 -1
wbportfolio/viewsets/configs/buttons/__init__.py +1 -1
wbportfolio/viewsets/configs/buttons/assets.py +1 -0
wbportfolio/viewsets/configs/buttons/custodians.py +1 -0
wbportfolio/viewsets/configs/buttons/mixins.py +1 -20
wbportfolio/viewsets/configs/buttons/portfolios.py +90 -76
wbportfolio/viewsets/configs/buttons/signals.py +1 -0
wbportfolio/viewsets/configs/buttons/trades.py +1 -0
wbportfolio/viewsets/configs/display/__init__.py +2 -1
wbportfolio/viewsets/configs/display/adjustments.py +1 -0
wbportfolio/viewsets/configs/display/assets.py +7 -6
wbportfolio/viewsets/configs/display/claim.py +1 -0
wbportfolio/viewsets/configs/display/portfolios.py +127 -79
wbportfolio/viewsets/configs/display/product_performance.py +1 -0
wbportfolio/viewsets/configs/display/rebalancing.py +27 -0
wbportfolio/viewsets/configs/display/trade_proposals.py +7 -4
wbportfolio/viewsets/configs/display/trades.py +75 -42
wbportfolio/viewsets/configs/endpoints/__init__.py +3 -1
wbportfolio/viewsets/configs/endpoints/claim.py +1 -0
wbportfolio/viewsets/configs/endpoints/portfolios.py +23 -7
wbportfolio/viewsets/configs/endpoints/rebalancing.py +6 -0
wbportfolio/viewsets/configs/endpoints/reconciliations.py +1 -0
wbportfolio/viewsets/configs/endpoints/trade_proposals.py +1 -0
wbportfolio/viewsets/configs/endpoints/trades.py +1 -0
wbportfolio/viewsets/configs/menu/adjustments.py +1 -0
wbportfolio/viewsets/configs/menu/assets.py +1 -0
wbportfolio/viewsets/configs/menu/fees.py +1 -0
wbportfolio/viewsets/configs/menu/portfolio_cash_flow.py +1 -0
wbportfolio/viewsets/configs/menu/portfolios.py +4 -2
wbportfolio/viewsets/configs/menu/positions.py +1 -0
wbportfolio/viewsets/configs/menu/roles.py +1 -0
wbportfolio/viewsets/configs/menu/transactions.py +1 -0
wbportfolio/viewsets/configs/previews/portfolios.py +1 -6
wbportfolio/viewsets/configs/titles/__init__.py +1 -1
wbportfolio/viewsets/configs/titles/assets.py +1 -0
wbportfolio/viewsets/configs/titles/fees.py +1 -0
wbportfolio/viewsets/configs/titles/instrument_prices.py +1 -0
wbportfolio/viewsets/configs/titles/portfolios.py +13 -11
wbportfolio/viewsets/configs/titles/roles.py +1 -0
wbportfolio/viewsets/configs/titles/trades.py +1 -0
wbportfolio/viewsets/configs/titles/transactions.py +1 -0
wbportfolio/viewsets/custodians.py +1 -0
wbportfolio/viewsets/esg.py +1 -0
wbportfolio/viewsets/mixins.py +1 -0
wbportfolio/viewsets/portfolio_cash_flow.py +1 -0
wbportfolio/viewsets/portfolio_cash_targets.py +1 -0
wbportfolio/viewsets/portfolio_relationship.py +1 -0
wbportfolio/viewsets/portfolio_swing_pricing.py +1 -0
wbportfolio/viewsets/portfolios.py +228 -61
wbportfolio/viewsets/positions.py +3 -2
wbportfolio/viewsets/product_groups.py +1 -0
wbportfolio/viewsets/product_performance.py +1 -0
wbportfolio/viewsets/products.py +1 -0
wbportfolio/viewsets/reconciliations.py +1 -0
wbportfolio/viewsets/registers.py +1 -0
wbportfolio/viewsets/roles.py +1 -0
wbportfolio/viewsets/signals.py +1 -0
wbportfolio/viewsets/transactions/__init__.py +1 -0
wbportfolio/viewsets/transactions/claim.py +2 -1
wbportfolio/viewsets/transactions/fees.py +1 -0
wbportfolio/viewsets/transactions/mixins.py +1 -0
wbportfolio/viewsets/transactions/rebalancing.py +31 -0
wbportfolio/viewsets/transactions/trade_proposals.py +25 -5
wbportfolio/viewsets/transactions/trades.py +16 -9
wbportfolio/viewsets/transactions/transactions.py +1 -0
{wbportfolio-1.44.5.dist-info → wbportfolio-1.45.0.dist-info}/METADATA +4 -1
{wbportfolio-1.44.5.dist-info → wbportfolio-1.45.0.dist-info}/RECORD +301 -288
wbportfolio/admin/synchronization/__init__.py +0 -2
wbportfolio/admin/synchronization/admin.py +0 -114
wbportfolio/admin/synchronization/portfolio_synchronization.py +0 -18
wbportfolio/admin/synchronization/price_computation.py +0 -21
wbportfolio/defaults/portfolio/default_rebalancing.py +0 -45
wbportfolio/factories/pytest_utils.py +0 -121
wbportfolio/factories/synchronization.py +0 -40
wbportfolio/models/synchronization/__init__.py +0 -3
wbportfolio/models/synchronization/portfolio_synchronization.py +0 -292
wbportfolio/models/synchronization/price_computation.py +0 -200
wbportfolio/models/synchronization/synchronization.py +0 -188
wbportfolio/serializers/synchronization.py +0 -18
wbportfolio/tests/models/test_synchronization.py +0 -617
wbportfolio/viewsets/synchronization.py +0 -25
/wbportfolio/{defaults/portfolio → models/graphs}/__init__.py +0 -0
{wbportfolio-1.44.5.dist-info → wbportfolio-1.45.0.dist-info}/WHEEL +0 -0
{wbportfolio-1.44.5.dist-info → wbportfolio-1.45.0.dist-info}/licenses/LICENSE +0 -0

{wbportfolio-1.44.5.dist-info → wbportfolio-1.45.0.dist-info}/RECORD RENAMED Viewed

@@ -3,31 +3,29 @@ wbportfolio/apps.py,sha256=Oa_0SF-vaNEii5e27xw6kZ-UsqlE8XHqzuhFP_KG8SQ,97
 wbportfolio/dynamic_preferences_registry.py,sha256=iPGAiCScrIADX2NA8oChpQquAmTxVLO6O6ty_1n5dFg,2030
 wbportfolio/permissions.py,sha256=F147DXfitbw6IdMQGEFfymCJkiG5YGkWKsLdVVliPyw,320
 wbportfolio/preferences.py,sha256=yS3a7wmFdFTLJwus2dmg2oHbSSUL2lXNzHCVKGgUKGY,246
-wbportfolio/tasks.py,sha256=WuzxiAhreQ_6IA261WAUpvEXfOJZuuNcEBTjSYKnyxU,5010
-wbportfolio/urls.py,sha256=GT05LcA_zjWhQ1Pw1aXH48yDesdXu2lcZg1hJVdyLiE,10510
+wbportfolio/tasks.py,sha256=z_nrf60dsl3mlp_6PEJ5754k4CiAuACzVfqs_UVuJxI,1907
+wbportfolio/urls.py,sha256=YAd1OyvXIyHVwBY6s8E74qIQQ8Pz3Myq89GIjM1A2vY,10765
 wbportfolio/utils.py,sha256=QZ4t0j2NwKYmgWJM77yvXSp-8wVcZmFvNi5_v7YA3ac,750
-wbportfolio/admin/__init__.py,sha256=aBc9PQceaD03RP0QYqwFj4pAe1eB_4VxzsZeZ_7P_uc,594
-wbportfolio/admin/asset.py,sha256=CQf5y21U5cxdRxF_jp0qD1fbJAaTKTehC9JMMCtBlYg,1258
-wbportfolio/admin/custodians.py,sha256=dA-CRXcg-r4lZax0EtJw82g11wwCRNNz2pV4qTz7YOE,331
-wbportfolio/admin/portfolio.py,sha256=vE0FnNQR5gCL28gKnrVeZqD2E-4_mENUnpdmzKDT2bo,3863
-wbportfolio/admin/portfolio_relationships.py,sha256=XVpP70bv0rRnOz48Yb_gaNq9kpUhuZ8xCvq-LisHVTo,710
-wbportfolio/admin/product_groups.py,sha256=dZTmketgYyjJtvgoMzI4XNw2EeUEQMWs_yoO4x_MTtI,1276
-wbportfolio/admin/products.py,sha256=W5k0xjiKdh7GSIkYxpLY2NA7WjjEKGrwyBjNwzlo8nE,2447
-wbportfolio/admin/reconciliations.py,sha256=YSR8BuG3iL1iGLMrQ1FBht6vvyNYZjIN8AFp4YpoG4w,510
-wbportfolio/admin/registers.py,sha256=XsnXpMtbLs_pg97kcpcodDofbzuJ6ixm0pcTJt7Fa-U,504
-wbportfolio/admin/roles.py,sha256=vHkxt_Aq6JBLig5XEY4N6ZJbATauMEdfOOm1diogtdc,445
-wbportfolio/admin/synchronization/__init__.py,sha256=BPo1ADh3Sqc2_L7F4wlBEHsDqTUy0C-5hTHlh2LGR1I,132
-wbportfolio/admin/synchronization/admin.py,sha256=sKynmXqmcHXl9qVYTo5V_-voIYctZ5D-iOkzWciJSqQ,3108
-wbportfolio/admin/synchronization/portfolio_synchronization.py,sha256=xGp7Z_WR4CMBvXtJ0hKcKWSCqPUpcOSWe2PBRMZu1ks,524
-wbportfolio/admin/synchronization/price_computation.py,sha256=QhxI1frjpjZs-hXTds3LfNs-7Vdgh4gMj_vbbE8wWxQ,532
-wbportfolio/admin/transactions/__init__.py,sha256=qt9hgB_xx0dr8jmi8AekB2M4a4iVWn4Jo3vnqsfg3xk,193
-wbportfolio/admin/transactions/claim.py,sha256=PKnX8pD5KgxNOXly8JYJ8YHHqXEOe0SPm6pUA8vfki8,612
-wbportfolio/admin/transactions/dividends.py,sha256=55OzgXgrkw1kwJSs-LOZ4k2XIn6thm56SVGIRDTx_xo,436
-wbportfolio/admin/transactions/fees.py,sha256=_r0nPN9d2UM0Ef4axmh0GMZW13HlOCW9TyBLTBJz0Lk,1324
-wbportfolio/admin/transactions/trades.py,sha256=Di_dq6wCUy2ZwOBTCOVckzNsTUGBb4wvdcYANK5yMVI,1728
-wbportfolio/admin/transactions/transactions.py,sha256=nsUjfZ5wDCD6vdj4aBgYo8h9ZtyZ3HC1cH7H2XBvOww,1274
+wbportfolio/admin/__init__.py,sha256=6mHM6lwUsLOlfMic0OthH_eM4VNlduYOrBptfQUoF9w,595
+wbportfolio/admin/asset.py,sha256=Nukw4axCnctQFlAtPkPJyalEga7RtTp7jr138MOdWSM,1254
+wbportfolio/admin/custodians.py,sha256=rJ9wFdiFM5t3WrmAfNXWzjxDAWrbnlSstfNjQxSmTNE,332
+wbportfolio/admin/indexes.py,sha256=Psn6yd8ceBySSKWQlbwBq0Y6Jkxg1e1HcMrpO0Wirl8,406
+wbportfolio/admin/portfolio.py,sha256=ihAYlvx7vvRbFMIKobo-VokYfvlTowGDzcSmlXHCJDY,3873
+wbportfolio/admin/portfolio_relationships.py,sha256=mLRQUvezcUQfEls0p6pe0P1qVf335zD5pX4eRVf119M,711
+wbportfolio/admin/product_groups.py,sha256=_jks3MF1kMOBQPcjWaSD-bkZU268WRyZADSx32gct6k,1356
+wbportfolio/admin/products.py,sha256=NLceny44B0WOZ66I-0D8aBWz8ST7aJM4XVy2NibeRxI,2491
+wbportfolio/admin/reconciliations.py,sha256=s7aYxdJE6jX72bnKCrj-YdZBl9bFV_n44Bo28RZMKvg,511
+wbportfolio/admin/registers.py,sha256=N5zcfFgxR9H37YEJxFIBif7v5uLN2mGNV3lf9c5OYnw,505
+wbportfolio/admin/roles.py,sha256=h7d0aYBctghj1zFphWkMVHywnCjF8bewVbk8lq1IX8U,446
+wbportfolio/admin/transactions/__init__.py,sha256=rBmfgIEBZMbcUvSdFsxp7qfmoUQrFvfq2VHsiPW06Qc,257
+wbportfolio/admin/transactions/claim.py,sha256=DaE5vtmSlt_ya55bCAM75UD8smNisA5kl5jrAANm0yA,613
+wbportfolio/admin/transactions/dividends.py,sha256=6gGqbWpYur5C_3gpEN1mJp9jsJujRN9tPl34Q-d11eA,437
+wbportfolio/admin/transactions/fees.py,sha256=doukqnlm9LGZynH_sLbEcBgtJ7W8T2hJxWAijibpWu4,1325
+wbportfolio/admin/transactions/rebalancing.py,sha256=FUMazUUxp7P2M9YhWpqKCS-Em4mVYvCyUczY6uY-AEc,611
+wbportfolio/admin/transactions/trades.py,sha256=QCYMtP6ZBEEy6iMTdFKg3HjTe5DvXdPu5PqNmEwB0Cw,1708
+wbportfolio/admin/transactions/transactions.py,sha256=xxy9J8zO0gtqzVUP_Y2OjTXfkNGqrW9f4wWmITir7HQ,1275
 wbportfolio/analysis/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/analysis/claims.py,sha256=TKw1T1BHeJuFflUpszjsbOdO5MeOKew8yIU5f-JOCdQ,10597
+wbportfolio/analysis/claims.py,sha256=XKJDZNNjTR87w6UMDMxx8tCHi7bQu0HaFdaiIAcO4_U,10598
 wbportfolio/contrib/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/contrib/company_portfolio/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/contrib/company_portfolio/admin.py,sha256=roUsuOjYDWX0OGWVBjCcW3MAcwJHJYHnqZ_pLpwakmQ,549
@@ -37,7 +35,7 @@ wbportfolio/contrib/company_portfolio/dynamic_preferences_registry.py,sha256=k69
 wbportfolio/contrib/company_portfolio/factories.py,sha256=LvEYhBURUz3aK5KtTshBZpU66ph_DbLXKKDzf3Sw4Vo,1243
 wbportfolio/contrib/company_portfolio/filters.py,sha256=dSFPojkTJaHlXyi8CTLii64ilBEV14Z8uKPlHOIOhDY,4850
 wbportfolio/contrib/company_portfolio/management.py,sha256=CofBifGGGKfA06uWRDWXY_9y7y-PGNRz3VhsVaDeAz8,857
-wbportfolio/contrib/company_portfolio/models.py,sha256=fIVWXnxu_NcIrSd3XOZYLyH5srQDCcPlmBhvaJxT1ZA,12980
+wbportfolio/contrib/company_portfolio/models.py,sha256=dfrIR6sI3He1TIHCjdAP3yIZ0cPvc97ZUX_ZzkkhzGg,12943
 wbportfolio/contrib/company_portfolio/scripts.py,sha256=THDWK967NdEOD9gtAjIgtJzZAvu1FAQjp58VIZLyQpo,2304
 wbportfolio/contrib/company_portfolio/serializers.py,sha256=Y4Osxp0M7m_wy7DSbOt7ESfbob8KrfPBCnbzAuEsmmk,12160
 wbportfolio/contrib/company_portfolio/tasks.py,sha256=fEnLS_gnxnRYWHqQyWxUTi2-dJwsEuQAhgwoV-dRGQY,651
@@ -50,52 +48,49 @@ wbportfolio/contrib/company_portfolio/configs/previews.py,sha256=UwJ2kMEkV2bszlm
 wbportfolio/contrib/company_portfolio/migrations/0001_initial.py,sha256=WAB7FJL4PdMhQAB-k_tZcMZ2SjAOmqHKj86NrzxWbXE,9856
 wbportfolio/contrib/company_portfolio/migrations/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/contrib/company_portfolio/tests/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/contrib/company_portfolio/tests/conftest.py,sha256=vGhJlH3jJvVxHfOrMrzggJeLKavMCiMndvEL5mZlpmk,4382
-wbportfolio/contrib/company_portfolio/tests/test_models.py,sha256=vSEPVwdOy4Chi_mygNfQpKF1g-kRn_EjblcOwCAWUMQ,7712
+wbportfolio/contrib/company_portfolio/tests/conftest.py,sha256=JFz2KC9YvT1YJ6JFBn_MzHqkvDXVP0gHcGuZfv-WCWg,4001
+wbportfolio/contrib/company_portfolio/tests/test_models.py,sha256=K72dFNMzf5Cpwez24AHFVo_dLpVUswyq8-Ovs0Ai1Ek,7713
 wbportfolio/defaults/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/defaults/fees/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/defaults/fees/default.py,sha256=97zkwM_5Cs5nFVXGSoRwAqi2Q-Bb-2BnReaneQ4MdZA,4206
-wbportfolio/defaults/portfolio/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/defaults/portfolio/default_rebalancing.py,sha256=YfTNau0uNyCsA8NDW2c7ZmFuAdhxiw9yjaKdYAnFUeM,2022
-wbportfolio/factories/__init__.py,sha256=AFnmFlZkQFeojwYLoUE7a1sCXnd5SDSxjOif67JtMW0,1423
-wbportfolio/factories/adjustments.py,sha256=XLpsPuIOmdtg3jkLONl3CpOgTMXjfQpy0tKqIw_LAgE,614
-wbportfolio/factories/assets.py,sha256=jE4A74EjOXLxYgpiK7EJh68iUE6sRcAHWgaI__it7UI,2979
-wbportfolio/factories/claim.py,sha256=8u1MofP_18N3hi5sjW7xRDVSPPI5xs_wz7rJFNUvJhg,1628
-wbportfolio/factories/custodians.py,sha256=GYi4v90DOs5eg0sffKGt9BQD6Ny1nGFcYZYaxgcYC8o,310
-wbportfolio/factories/dividends.py,sha256=x1EfdHpxVgtRL8KolzvTvR2DJcoAvG0X20fel8ScMuY,380
-wbportfolio/factories/fees.py,sha256=lopa7H8QjSIII-UGf7gtSkTxjYkHG4innq9oNAz6ibo,399
-wbportfolio/factories/indexes.py,sha256=RKeNdiDWV0qGYvp0pfmkNt0RofMBcb922KnG1Txoq5k,439
-wbportfolio/factories/portfolio_cash_flow.py,sha256=x3QlP1DMeYnSk5o58fn0bu19GdHClsBifnpuB3ETWsw,726
-wbportfolio/factories/portfolio_cash_targets.py,sha256=qCRJS-dix6YBcxEDIZn9QltgWX-JxOGbmmPQLpugZKc,670
-wbportfolio/factories/portfolio_swing_pricings.py,sha256=rZYUD0HKXx4Nk0uSzOBvuwgHEY1SP1dmm2J__X7ST1Q,820
-wbportfolio/factories/portfolios.py,sha256=2fgXpOa_PnWByFl8nEoxtdSpcoXKy5wJCLp4rp0_WVU,1892
-wbportfolio/factories/product_groups.py,sha256=B05NVqkbl1clkRr2h3CDEf324_mmHeDA2iSx49bAzjQ,1579
-wbportfolio/factories/products.py,sha256=70f9dyM8h0sw-OAdsTAbvr3D5uMfXPtg5oJ14oAMjqw,2063
-wbportfolio/factories/pytest_utils.py,sha256=N1Jg-8GKS79Rix0iNkcPNxHUFU0vYDyRELVr5x_U6Rc,4985
-wbportfolio/factories/reconciliations.py,sha256=okbS9gNpi74-ckD_rjaXQRbSKI7gA3DjPi66qynAJIM,915
-wbportfolio/factories/roles.py,sha256=hY0h5TuyABI56lWtZS2bjKpnJ2OXZyJuiVGUl16KIis,856
-wbportfolio/factories/synchronization.py,sha256=7YcfRo_kME6VNJC7AXD035OejKXo5hOFJtzy3GLjQEs,1007
-wbportfolio/factories/trades.py,sha256=nw6w4rQXI9GdVZNhGQyF0CuvOwdFQz5GniQJsG0oZ5U,1245
-wbportfolio/factories/transactions.py,sha256=lSvsjNBdvZuoo0wF_gUf8p0RelYUf3uQgrE_zmVFIzY,994
+wbportfolio/defaults/fees/default.py,sha256=1hf1MkY40cmChu-NvoyMTYJMOtG0w-jwbH08BJeYJRg,4207
+wbportfolio/factories/__init__.py,sha256=_NICzD6M4X0gGrhP8VmHRlwECoyQrdCDkn1p2KYmx-k,1309
+wbportfolio/factories/adjustments.py,sha256=aOHXJLy7DW4k1hcRBZteEe2mKe_wQg7z0bVnzvXCl4A,615
+wbportfolio/factories/assets.py,sha256=1i7xDT6bpvnYQiEJpmukWadSvS1asQC-QuUJ1PCll0U,3173
+wbportfolio/factories/claim.py,sha256=LQzz8EbIveOYpMY-JOMR8ba-taoX3u53zjBwxiydtrM,1629
+wbportfolio/factories/custodians.py,sha256=XrNcpNhE4Rbv0y159E_MbP1TAQwe9POab-_RHOHy1Uk,311
+wbportfolio/factories/dividends.py,sha256=QqZy-Spdjv9I-dnFAuJUaWFZ5uEuWP-bkZMZ_RMuy64,381
+wbportfolio/factories/fees.py,sha256=2B2ebj06a0ZI1ra2-TXtW5e0aQ9sXT-Plw6CzV-3_1c,400
+wbportfolio/factories/indexes.py,sha256=sInyNARyfUNbScxr_ng1HhxtJXIsK3awFf9BF1gr9zU,440
+wbportfolio/factories/portfolio_cash_flow.py,sha256=e8LWkk5Gy0FU4HoCL9xPseCtLlVIkMrvAmey5swqcfc,727
+wbportfolio/factories/portfolio_cash_targets.py,sha256=CoH6xUNtIKW4k88MAhB18CRhzZ349IZxmvlPOi3dbHY,671
+wbportfolio/factories/portfolio_swing_pricings.py,sha256=UNxnSL23WDCS0QBzbS2JUTfbg4th7wS0Fy9ok9OUFeg,821
+wbportfolio/factories/portfolios.py,sha256=1buCuI9yqEsHFupoUil_dR-nzwtL6jueixwIbDhqJ8s,1942
+wbportfolio/factories/product_groups.py,sha256=Ouc0A6q89pJN7kbfHAzSvQHxO9Qpdu0y2SljRSCuGpY,1580
+wbportfolio/factories/products.py,sha256=ki8G6OTiBqpZV5goXjI5DViefmtxBbcNNMba0Ko1Z_8,2064
+wbportfolio/factories/rebalancing.py,sha256=5wlB5cT65oBFcMQDLyMn50JOJMD7GQvzpr9Pe0cqJLE,721
+wbportfolio/factories/reconciliations.py,sha256=Ne3rBZ_yvjlAtWW7qDLprHrLhNCtLL_RXU3yDHc3s3c,916
+wbportfolio/factories/roles.py,sha256=tot54YX70sNqZrAg5zGJTHd7_PFjZed_mny4lGlnwEA,857
+wbportfolio/factories/trades.py,sha256=D48r3Js75TPUqUaYQrr9bVNlkcG7HZvDw_wZ8hastkc,1246
+wbportfolio/factories/transactions.py,sha256=jZqTNRpW344DSYjV5tAqU5y30Kc7GRGbZ3BN9hacKpQ,995
 wbportfolio/fdm/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/fdm/tasks.py,sha256=OBfu4-YUpuKuLrS_AeUNJU18GFr5PEcgw1dYCSOh4P8,532
-wbportfolio/filters/__init__.py,sha256=AI99i3KHuv3Qdm7gV8tOtS5H8NJpj0IeV8dtP3KKaUE,1300
-wbportfolio/filters/assets.py,sha256=knDdLAahP8o8AmXDI30BzCilV6Y-RMc0Z8zA2PqKkaw,17996
-wbportfolio/filters/assets_and_net_new_money_progression.py,sha256=QIYojUQoDuwUor1vDXsMTX-oMweEu5re9j_2iGq-nv8,1402
-wbportfolio/filters/custodians.py,sha256=a4_z-R2kxxG7pDox6QR2PyNJ5dyBOD48yzOEMvcSv-k,286
-wbportfolio/filters/esg.py,sha256=UaJEX-oT4TNVE1CgUf7nDxzyFXEMvuSqwvM4GSuTjBg,687
-wbportfolio/filters/performances.py,sha256=wIcaAfFLz31g7gBniW1c4EfRnLJ9WmiaJi7Dsdu6iOE,7324
-wbportfolio/filters/portfolios.py,sha256=aK1bI7G7ffwWGUAg5A-JmMEBu2azJjnqBoNsAUqtxcc,818
-wbportfolio/filters/positions.py,sha256=3JQE0CPdFTGTUBVm3VsBr86XgZIsU-u7Y_IfQcyIomg,7899
-wbportfolio/filters/products.py,sha256=mE1cLExkUWJ3ZYGNdUuwLPZ2wBsEBEOsMjxx_oSXlx4,6491
-wbportfolio/filters/roles.py,sha256=-yDD_18nFL7aGGiIlO2R0SrFDV8eXD_9vnT_u9-6q-g,919
-wbportfolio/filters/signals.py,sha256=eukEjQCPOHYeMTGhq5Fm6YLoSCq71cTim-XAF6SB9cQ,3143
+wbportfolio/fdm/tasks.py,sha256=59hXt3TOJaM8KpUaKdBNAGsO7NFMHaAlNA0T3FTUau0,533
+wbportfolio/filters/__init__.py,sha256=ygkjTc5ZZOkzqwKi4fJ6K_ryx2IclgAKY5MeVGfEY_0,1334
+wbportfolio/filters/assets.py,sha256=NlZO9o7UzQPGEt3nbpRKwSiEt0GSeV77OMcx2igwdfU,17934
+wbportfolio/filters/assets_and_net_new_money_progression.py,sha256=dgI3WWlfYjaDg15-C4Sh2HQoY0kQh9mQUWxn4SAPLnM,1403
+wbportfolio/filters/custodians.py,sha256=pStQgPQPhPpnt57_V7BuXbFXmRiZBEAiEeMFuQmt2NE,287
+wbportfolio/filters/esg.py,sha256=sQ5HwiUlhfKeFqJ2O5koXyTscpN21UKRUSi8d90jSlI,688
+wbportfolio/filters/performances.py,sha256=fAMb8HkWSmBl1xg5P4MZ8WJsV5x7uCcBf7ETHdfXjkI,7325
+wbportfolio/filters/portfolios.py,sha256=IqkDj3POQ1MHGZO9k7TNuhf5fZ_yR9vPPcMFELkQsnQ,1469
+wbportfolio/filters/positions.py,sha256=ENUEtrlGIJSUEe8bhgebXp0ZHskPDM2Nh5qT72_sbTc,7900
+wbportfolio/filters/products.py,sha256=_QFL3I132q-3JUDji_Wh2Qkv45DKnQrR3N8_luGK0K0,6492
+wbportfolio/filters/roles.py,sha256=-0tOl-WJDqwXAfcJePpkjQfZB9o13I99euem5XGpMjk,920
+wbportfolio/filters/signals.py,sha256=3GrsxPwZg-6bvvZ222VfF212yNTJYQP4n5hWIEnTtpA,3144
 wbportfolio/filters/transactions/__init__.py,sha256=WHAwqZLRTAS46lLscGJYtKYWyEknsY5MqeSD0ue1r-o,662
-wbportfolio/filters/transactions/claim.py,sha256=3lnS0aCFjsnt1rCNZj3JOb6cEiA18kJZTjqbvBKaWW0,16640
-wbportfolio/filters/transactions/fees.py,sha256=9iqJuF31pf8C18OyNseSIgBZPDyWxgpBWu6S7nEJaoo,2133
+wbportfolio/filters/transactions/claim.py,sha256=WCglwAycHGuEVVwsxeSHcxWlY2_qj7ohCjjFBqAMN1k,16641
+wbportfolio/filters/transactions/fees.py,sha256=4EDmwgianx0iIIaIx7XgEjRDPI9nqBUq1zL1FpdtYAg,2134
 wbportfolio/filters/transactions/mixins.py,sha256=TEV3MUsiQTeu4NdFYHMIIMonmC7CdFF80JTpWYIvfRQ,550
-wbportfolio/filters/transactions/trades.py,sha256=wXWBKe-yv2ihpOlccRvQoyMQ6Oi_JSiIvGV6mtdqpfA,9341
-wbportfolio/filters/transactions/transactions.py,sha256=zkaEkYRXAMtF6U0iyOAdB44mFmRhaoE6czOVSgtlWVM,3537
+wbportfolio/filters/transactions/trades.py,sha256=87a9rPCEC0P2Hv1Mx_Tukgmm-jQIZfFkZrpTV6cOx9A,9342
+wbportfolio/filters/transactions/transactions.py,sha256=TQNusdKIit_JKWFRVk3JERmHd4YvxLq-NiyEShJ_eDI,3538
 wbportfolio/fixtures/product_factsheets.yaml,sha256=z5o-viDbgwWkssDJXZYayasFgw1nJ0uiOiYrJNDkRtg,5455
 wbportfolio/fixtures/wbportfolio.yaml.gz,sha256=902nxQZM6VcVcc0wI9AYaSedcJIfsK5letLF31j1Jdg,1479453
 wbportfolio/fixtures/wbrisk_management.yaml.gz,sha256=alFDRu8S9R6IsaIkpJe_v36B2GvHgHeNJVumUB5m_NQ,155413
@@ -108,104 +103,105 @@ wbportfolio/import_export/backends/ubs/__init__.py,sha256=jHm6zfyZPfvdzyMfJGngGb
 wbportfolio/import_export/backends/ubs/asset_position.py,sha256=xN9VBsl8wdXDbfQOKS_tOlmlwuNqv-yGGg20QUBbavI,1901
 wbportfolio/import_export/backends/ubs/fees.py,sha256=wKGWyzmtvXloUYeMN6mkfoAwtn4qVqyw0OX3e8qGtrw,2863
 wbportfolio/import_export/backends/ubs/instrument_price.py,sha256=urIvmZlETWD8oftv5zAqyg83K0x4D5O5iau-GHxUeos,1932
-wbportfolio/import_export/backends/ubs/mixin.py,sha256=6y6fVC8hiHgh4cHWbNU_kz0d7jLMEEXShxXo7FJ6dos,482
+wbportfolio/import_export/backends/ubs/mixin.py,sha256=Y0od5nmGwwUN7Bh7UYYbebLNrfpx0PaM1KhCRymNu10,483
 wbportfolio/import_export/backends/wbfdm/__init__.py,sha256=k02E8ynHxTo65JV_TJ1ng6mpLuWomFpLFkyaRxr9SE4,50
-wbportfolio/import_export/backends/wbfdm/adjustment.py,sha256=2VtIpnCsKZ71A91m2Weg40LxvWD53vO-vqXEaDKCk_E,1821
+wbportfolio/import_export/backends/wbfdm/adjustment.py,sha256=CpkVNNlDSVui00Aihq-1i_Vc_kqi2gjODxWb7K0vsWM,1822
 wbportfolio/import_export/backends/wbfdm/dividend.py,sha256=iAQXnYPXmtG_Jrc8THAJ5laSKGgDcrlkxhQTD8rZEhg,526
 wbportfolio/import_export/backends/wbfdm/mixin.py,sha256=JNtjgqGLson1nu_Chqb8MWyuiF3Ws8ox2vapxIRBYKE,400
 wbportfolio/import_export/handlers/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/handlers/adjustment.py,sha256=6bdTIYFmc8_HFxcdwtnYwglMyCfAD8XrTIrEb2zWY0g,1757
-wbportfolio/import_export/handlers/asset_position.py,sha256=fj9ywxvfQfyQi7RZC5NmeKb4hb18atx0P8QHmnrc0Ks,8692
+wbportfolio/import_export/handlers/asset_position.py,sha256=z74ew0XBEemNLELsuwKeLXOMDXeeWyTWium6LEIw7CA,8645
 wbportfolio/import_export/handlers/dividend.py,sha256=tftdVdAzNpKSSvouOtvJfzWL362HUPIC94F6Noha8CE,3998
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 wbportfolio/metric/backends/constants.py,sha256=NU5BlMb_HIiN9NWtw_hSfWK0y0q4W9-HQG7eJoZqI_g,7373
-wbportfolio/metric/backends/portfolio_base.py,sha256=jTYs-9SBCmYYn22w9msB5GUVJMTPBK0cwIMzh-Rem-4,10011
-wbportfolio/metric/backends/portfolio_esg.py,sha256=dVZf7yuaIOgtO3o2LReKrpgVQk77rFfmN5pejVH9U2c,2441
+wbportfolio/metric/backends/portfolio_base.py,sha256=9gC2RhBVt9R38rEIvBmWdgUC6mEOP5vFqEEew_sWIeU,10012
+wbportfolio/metric/backends/portfolio_esg.py,sha256=MSiki-ZN-7YF0gev1kGFDrbfBi8Nfw6yJeLZlSRy6tw,2442
 wbportfolio/metric/tests/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/metric/tests/conftest.py,sha256=1ZPoaY4tMXJ70lDBaPrWuPVmwLXwrVczIDxkIeNl6iU,151
-wbportfolio/metric/tests/test_portfolio_base.py,sha256=1RAG4ueoNyRv_DX-ZZms2ftrD2TX3UiIeg2unw44lLs,6185
+wbportfolio/metric/tests/test_portfolio_base.py,sha256=HqcBlNTeINg0JF6PnoBiC6KkRTZ_PXnStGSfu2hvbKk,6186
 wbportfolio/metric/tests/test_portfolio_esg.py,sha256=YMoKVLJ9kS13mBGHvmhe1mXD5qxhTAI_41zaTPh23Mc,2730
 wbportfolio/migrations/0001_initial_squashed.py,sha256=hYYeKSOeB8KOt0e0o_H4xjAMZKxUXps54XFEGdu7JbM,546590
 wbportfolio/migrations/0002_product_default_sub_account_squashed_0039_alter_assetallocation_company_and_more.py,sha256=pqUF_FmeUNffB3Jqv3I4_QIHPTP-lxR1-7hQS3jFN4A,146093
@@ -221,7 +217,7 @@ wbportfolio/migrations/0048_alter_trade_status.py,sha256=SMuxgSsWk-n9ac2cvLRvhCa
 wbportfolio/migrations/0049_trade_claimed_shares.py,sha256=CwD26xLWA-IWGmNKfrbbatZFmOS67Tff-UdvLAad5-g,645
 wbportfolio/migrations/0050_fees_fee_date_fees_wbportfolio_transac_1f7a29_idx.py,sha256=E_2wSHl8ovn_vdu5sMZqk1tRRo_IipX2OQHOMUpzQ6Y,1293
 wbportfolio/migrations/0051_delete_macroreview.py,sha256=vHwXAaWJOkWnd-BplIA0oBCJcfC51nfw72jpSnBmeFA,254
-wbportfolio/migrations/0052_remove_cash_instrument_ptr_and_more.py,sha256=eRhsBjNNkHEJt36593XOCT64fCDYI8GCl8qTvrz1-HQ,34033
+wbportfolio/migrations/0052_remove_cash_instrument_ptr_and_more.py,sha256=RVC0H0LlJvm9TXLul5OruwPkatvVjgjeki_rQKq195A,27964
 wbportfolio/migrations/0053_remove_product_group.py,sha256=zPoOapF3-0vMdLYIqPQWR1L0WaSErDgzCAVb5qSrUJ0,5317
 wbportfolio/migrations/0054_portfolioinstrumentpreferredclassificationthroughmodel_and_more.py,sha256=5tVsYVeV3stci6MzitjjD88NtZz9erLLULDpYUBRAvA,11947
 wbportfolio/migrations/0055_remove_product__custom_management_rebates_and_more.py,sha256=dU-5j-Wanw_CWui9y9YenCJj_vGCg_XHQvi_GvLJ53c,5053
@@ -236,103 +232,114 @@ wbportfolio/migrations/0063_accountreconciliation_accountreconciliationline_and_
 wbportfolio/migrations/0064_alter_portfolio_managers_portfolio_is_tracked_and_more.py,sha256=y2VSsUwF9VmM0q2vZlIY8ycbmgByXnYiTAAtsQTd5ZI,1379
 wbportfolio/migrations/0065_alter_portfolio_managers_claim_as_shares_and_more.py,sha256=uNlkvRDslMDHw9-3dgV2KoxpseB1l3LhH8kGuaz2Ug8,2573
 wbportfolio/migrations/0066_assetposition_initial_shares_at_custodian_and_more.py,sha256=93-L-p6sNBeUAYTI42-z-8c3IgKG2viZJAyCGcs2Jf8,4224
-wbportfolio/migrations/0067_assetposition_unique_asset_position.py,sha256=ZiXnrGuaqjxtoBuMPQQSsuI5jKGGGKIRMPneq5LOBDc,3059
+wbportfolio/migrations/0067_assetposition_unique_asset_position.py,sha256=6--j68pouNcXCg1umg8c_2B3uNKPAu_Wz84spc6FC-Q,2982
 wbportfolio/migrations/0068_trade_internal_trade_trade_marked_as_internal_and_more.py,sha256=xCeKVoSmzzWS-heQnEZPog1-6-D8MS78Uxk4wZGF3R0,2088
 wbportfolio/migrations/0069_remove_portfolio_is_invested_and_more.py,sha256=yIW_OLyGjX8OdgcDXUU5OXgAm9vlsYwQm5KG4tgXPqI,2106
-wbportfolio/migrations/0070_remove_assetposition_unique_asset_position_and_more.py,sha256=O4YNqVhCIA5o_KkY82eJchFmec-qGl-FOYgahkYwyHE,3222
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 wbportfolio/migrations/0071_alter_trade_options_alter_trade_order.py,sha256=QjAyQr1eSs2X73zL03uG_MjfcGZhSJV9YQ0UJ39FpVk,695
 wbportfolio/migrations/0072_trade_diff_shares.py,sha256=aTKa1SbIiwmlXaFtBg-ENrSxfM_cf3RPNQBQlk2VEZ0,635
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 wbportfolio/migrations/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
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 wbportfolio/models/custodians.py,sha256=owTiS2Vm5CRKzh9M_P9GOVg-s-ndQ9UvRmw3yZP7cw0,3815
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 wbportfolio/models/portfolio_cash_targets.py,sha256=WmgG-etPisZsh2yaFQpz7EkpvAudKBEzqPsO715w52U,1498
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 wbportfolio/models/portfolio_swing_pricings.py,sha256=_LqYC1VRjnnFFmVqFPRdnbgYsVxocMVpClTk2dnooig,1778
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 wbportfolio/models/llm/wbcrm/analyze_relationship.py,sha256=_y2Myc-M2hXQDkRGXvzsM0ZNC31dmxSHHz5BKMtymww,2106
 wbportfolio/models/mixins/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
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 wbportfolio/models/mixins/liquidity_stress_test.py,sha256=whkzjtbOyl_ncNyaQBORb_Z_rDgcvfdTYPgqPolu7dA,58865
 wbportfolio/models/reconciliations/__init__.py,sha256=MXH5fZIPGDRBgJkO6wVu_NLRs8fkP1im7G6d-h36lQY,127
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 wbportfolio/models/reconciliations/reconciliations.py,sha256=kF-BNhUoT4TCn1RIgPSkdEk1iX4NQeZlGGFd_ZulAZU,686
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 wbportfolio/models/transactions/expiry.py,sha256=vnNHdcC1hf2HP4rAbmoGgOfagBYKNFytqOwzOI0MlVI,144
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 wbportfolio/pms/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
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 wbportfolio/pms/statistics/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
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 wbportfolio/reports/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
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 wbportfolio/risk_management/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/risk_management/backends/__init__.py,sha256=4N3GYcIb0XgZUQWEHxCejOCRabUtLM6ha9UdOWJKUfI,368
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+wbportfolio/viewsets/configs/previews/portfolios.py,sha256=uAQfvChGcBaVW-oNyXqByjGGMupvW288-2nxpkU41Kw,523
+wbportfolio/viewsets/configs/titles/__init__.py,sha256=1cBWQ_xiR7eT3-YENOzIQo4ZKdxRwGwmMndNOtmNCew,2225
 wbportfolio/viewsets/configs/titles/adjustments.py,sha256=ZAOkUXa1L4H5iDtoSx2etWSafC1NdYQi9fDq0HP9Tr4,671
-wbportfolio/viewsets/configs/titles/assets.py,sha256=SMN8-hbWKvXoa4-yPBIHY4xxcSOWd5-0n-0TtSLhOV8,2175
+wbportfolio/viewsets/configs/titles/assets.py,sha256=5DamEo8U61XxhQlQW59IhjnBi2PhKRoltmdN_lxy2sI,2176
 wbportfolio/viewsets/configs/titles/assets_and_net_new_money_progression.py,sha256=867LgalhyPetkO6Kltjfy9gr20ab2p15_muXcWGzjfs,199
 wbportfolio/viewsets/configs/titles/claim.py,sha256=hbDzusUnzDdnW5ieuAgilKnozvPlDaJ4S71K4flhzNo,2473
 wbportfolio/viewsets/configs/titles/custodians.py,sha256=nP_MmnVkeYsfrtMb9PNjTdgG8hoME5v7oWJIoyJ3QoA,290
 wbportfolio/viewsets/configs/titles/esg.py,sha256=88nrt0X4XQhvv6TViRcDwvl12oNe_DA8Ijqlatxi7Hs,427
-wbportfolio/viewsets/configs/titles/fees.py,sha256=6o0g7zi8DFnt430NIUc7lTCskh76-4Jepc6KFlpBDtg,764
-wbportfolio/viewsets/configs/titles/instrument_prices.py,sha256=KP10Z2KhTaE_MAz0CGRh7NrGNmbQ5Gwtiqr96GlkvMY,670
-wbportfolio/viewsets/configs/titles/portfolios.py,sha256=dr8n-D_gXaQxxUZJNIr7O8c6Oyiy97pMcSZBYvlfkxc,944
+wbportfolio/viewsets/configs/titles/fees.py,sha256=McDcxVcH2BVdzKA9r_F9JDM1SuEBIwdGNpNEMiQxgD0,765
+wbportfolio/viewsets/configs/titles/instrument_prices.py,sha256=1GTjfpCpqz-VGCHyegQBlBmgDOZVdB5NJrPU3gSvDZo,671
+wbportfolio/viewsets/configs/titles/portfolios.py,sha256=M9zN2C2M7N07N67r4uC5k6cXVWTEihfTAz5e25_mQns,1057
 wbportfolio/viewsets/configs/titles/positions.py,sha256=nHhQ5Sq8AEe3hGUozoMBm83MOVHykSNPrCN-yJknT1A,347
 wbportfolio/viewsets/configs/titles/product_groups.py,sha256=UMv0U6rfQGplK8wNmPLolIDhcJMDpG8VPyNtVQooF88,329
 wbportfolio/viewsets/configs/titles/product_performance.py,sha256=A-kCh1m09HmmTm6-GU9N24RgHnv5OsswS1n-TtmP6dE,467
 wbportfolio/viewsets/configs/titles/products.py,sha256=jKiMTumLrDA68oCqSFO8H-hgb3_DUzO-flcn2g7TN1Y,179
 wbportfolio/viewsets/configs/titles/registers.py,sha256=-C-YeGBhGva48oER6EIQ8CxWnaWyK3QvyISU5jYeHZI,310
-wbportfolio/viewsets/configs/titles/roles.py,sha256=0HNUY3W7EFw36GMmz5zplwloU1ySImvP-doc18aH6fI,738
-wbportfolio/viewsets/configs/titles/trades.py,sha256=_mx27Oy2nFFEm8GyC4dnpYATpG2qnQDjaUapTxA_OPo,1985
-wbportfolio/viewsets/configs/titles/transactions.py,sha256=y33FHEnd_S37vQpL2ZMevHfYF24DOANRCqBJ7HNZqQU,327
-wbportfolio/viewsets/transactions/__init__.py,sha256=3diCf2o_2AtZbUgAnm61Ntt8-a4dNwwnDfBLe_Cm6Ag,1174
-wbportfolio/viewsets/transactions/claim.py,sha256=RwCR-7JPJD9l_DT5tefm32viJ4kWcFd0dwUlKhpbzBU,38772
-wbportfolio/viewsets/transactions/fees.py,sha256=GR7Cikz4Adv9R5KQSj6IUubxhjCrfDgrDKoIrnxo7N4,7030
-wbportfolio/viewsets/transactions/mixins.py,sha256=i9ICaUXZfryIrbgS-bdCcoBJO-pTnnoFKvW5zK3qRKQ,635
-wbportfolio/viewsets/transactions/trade_proposals.py,sha256=5mgAk60cINZHd2HfTu7StFOc882FGakNcIVZpNSwBCs,3528
-wbportfolio/viewsets/transactions/trades.py,sha256=GcVwfjU4N_BKXEjoKYnrtfey9tUj0-H3vdnEZfzTJy0,15457
-wbportfolio/viewsets/transactions/transactions.py,sha256=HIQPGH5oDDGo1e2r3NbHXh68-yZcWhHmUBqOcwcjCRU,4449
-wbportfolio-1.44.5.dist-info/METADATA,sha256=uYDlQGOLCPtxyHj5cEeT5fFHFtLRaYHPitKM5TRCtLc,645
-wbportfolio-1.44.5.dist-info/WHEEL,sha256=tkmg4JIqwd9H8mL30xA7crRmoStyCtGp0VWshokd1Jc,105
-wbportfolio-1.44.5.dist-info/licenses/LICENSE,sha256=jvfVH0SY8_YMHlsJHKe_OajiscQDz4lpTlqT6x24sVw,172
-wbportfolio-1.44.5.dist-info/RECORD,,
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wbportfolio 1.44.5__py2.py3-none-any.whl → 1.45.0__py2.py3-none-any.whl

Potentially problematic release.

wbportfolio 1.44.5py2.py3-none-any.whl → 1.45.0py2.py3-none-any.whl