wbportfolio 1.52.5__py2.py3-none-any.whl → 1.53.0__py2.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.
Potentially problematic release.
This version of wbportfolio might be problematic. Click here for more details.
- wbportfolio/factories/portfolios.py +1 -0
- wbportfolio/migrations/0078_trade_drift_factor.py +26 -0
- wbportfolio/models/asset.py +3 -2
- wbportfolio/models/portfolio.py +17 -2
- wbportfolio/models/transactions/trade_proposals.py +80 -71
- wbportfolio/models/transactions/trades.py +66 -32
- wbportfolio/pms/trading/handler.py +104 -55
- wbportfolio/pms/typing.py +63 -20
- wbportfolio/rebalancing/models/model_portfolio.py +11 -14
- wbportfolio/serializers/transactions/trade_proposals.py +18 -1
- wbportfolio/serializers/transactions/trades.py +33 -5
- wbportfolio/tests/models/test_portfolios.py +10 -9
- wbportfolio/tests/models/transactions/test_trade_proposals.py +230 -13
- wbportfolio/tests/rebalancing/test_models.py +10 -16
- wbportfolio/viewsets/configs/buttons/trade_proposals.py +9 -1
- wbportfolio/viewsets/configs/display/trade_proposals.py +5 -4
- wbportfolio/viewsets/configs/display/trades.py +36 -0
- wbportfolio/viewsets/transactions/trade_proposals.py +3 -1
- wbportfolio/viewsets/transactions/trades.py +53 -45
- {wbportfolio-1.52.5.dist-info → wbportfolio-1.53.0.dist-info}/METADATA +1 -1
- {wbportfolio-1.52.5.dist-info → wbportfolio-1.53.0.dist-info}/RECORD +23 -22
- {wbportfolio-1.52.5.dist-info → wbportfolio-1.53.0.dist-info}/WHEEL +0 -0
- {wbportfolio-1.52.5.dist-info → wbportfolio-1.53.0.dist-info}/licenses/LICENSE +0 -0
|
@@ -63,7 +63,7 @@ wbportfolio/factories/indexes.py,sha256=sInyNARyfUNbScxr_ng1HhxtJXIsK3awFf9BF1gr
|
|
|
63
63
|
wbportfolio/factories/portfolio_cash_flow.py,sha256=e8LWkk5Gy0FU4HoCL9xPseCtLlVIkMrvAmey5swqcfc,727
|
|
64
64
|
wbportfolio/factories/portfolio_cash_targets.py,sha256=6bYaKjV56yRbjRaQzime218Dho652pcpkAqwhq63D3g,678
|
|
65
65
|
wbportfolio/factories/portfolio_swing_pricings.py,sha256=CLT9AgZKPwChfPDATl-r2r8IVsM5U6S5gDJ8BzsweyI,828
|
|
66
|
-
wbportfolio/factories/portfolios.py,sha256=
|
|
66
|
+
wbportfolio/factories/portfolios.py,sha256=zjjbb81ZokA7vJ7SXFDOmiNqP3Aq6-ZEh2gPiaYKfkY,1550
|
|
67
67
|
wbportfolio/factories/product_groups.py,sha256=JMtG301j5XehB3qmNSbXt6af56Y9uvG3fgbCMf9FCSc,1987
|
|
68
68
|
wbportfolio/factories/products.py,sha256=N0V6sM_98sC6l8qN78wgfmtpYq7O2c5rW5hT5ZM5gsA,2880
|
|
69
69
|
wbportfolio/factories/rebalancing.py,sha256=5wlB5cT65oBFcMQDLyMn50JOJMD7GQvzpr9Pe0cqJLE,721
|
|
@@ -247,14 +247,15 @@ wbportfolio/migrations/0074_alter_rebalancer_frequency_and_more.py,sha256=o01rBj
|
|
|
247
247
|
wbportfolio/migrations/0075_portfolio_initial_position_date_and_more.py,sha256=rXRpsraVlmueAlO2UpBZV4qMf7dtPuptrhfLblZcJDo,1099
|
|
248
248
|
wbportfolio/migrations/0076_alter_dividendtransaction_price_and_more.py,sha256=4g3ok79nw8mTAxHFAqBAdpGKetaPAjv06YSywywt4aU,6106
|
|
249
249
|
wbportfolio/migrations/0077_remove_transaction_currency_and_more.py,sha256=Yf4a3zn2siDtWdIEPEIsj_W87jxOIBwiFVATneU8FxU,29597
|
|
250
|
+
wbportfolio/migrations/0078_trade_drift_factor.py,sha256=26Z3yoiBhMueB-k2R9HaIzg5Qr7BYpdtzlU-65T_cH0,999
|
|
250
251
|
wbportfolio/migrations/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
|
251
252
|
wbportfolio/models/__init__.py,sha256=HSpa5xwh_MHQaBpNrq9E0CbdEE5Iq-pDLIsPzZ-TRTg,904
|
|
252
253
|
wbportfolio/models/adjustments.py,sha256=osXWkJZOiansPWYPyHtl7Z121zDWi7u1YMtrBQtbHVo,10272
|
|
253
|
-
wbportfolio/models/asset.py,sha256=
|
|
254
|
+
wbportfolio/models/asset.py,sha256=9wD7d8rfK8MEogj0WgaZud9wQs5JGPR61gDQRU3W5as,45522
|
|
254
255
|
wbportfolio/models/custodians.py,sha256=owTiS2Vm5CRKzh9M_P9GOVg-s-ndQ9UvRmw3yZP7cw0,3815
|
|
255
256
|
wbportfolio/models/exceptions.py,sha256=3ix0tWUO-O6jpz8f07XIwycw2x3JFRoWzjwil8FVA2Q,52
|
|
256
257
|
wbportfolio/models/indexes.py,sha256=gvW4K9U9Bj8BmVCqFYdWiXvDWhjHINRON8XhNsZUiQY,639
|
|
257
|
-
wbportfolio/models/portfolio.py,sha256=
|
|
258
|
+
wbportfolio/models/portfolio.py,sha256=evF-_6lhVdo-fs0Y9-J6EQYO8HlOEHoayrALVbT6UgY,56822
|
|
258
259
|
wbportfolio/models/portfolio_cash_flow.py,sha256=uElG7IJUBY8qvtrXftOoskX6EA-dKgEG1JJdvHeWV7g,7336
|
|
259
260
|
wbportfolio/models/portfolio_cash_targets.py,sha256=WmgG-etPisZsh2yaFQpz7EkpvAudKBEzqPsO715w52U,1498
|
|
260
261
|
wbportfolio/models/portfolio_relationship.py,sha256=ZGECiPZiLdlk4uSamOrEfuzO0hduK6OMKJLUSnh5_kc,5190
|
|
@@ -281,16 +282,16 @@ wbportfolio/models/transactions/claim.py,sha256=SF2FlwG6SRVmA_hT0NbXah5-fYejccWK
|
|
|
281
282
|
wbportfolio/models/transactions/dividends.py,sha256=mmOdGWR35yndUMoCuG24Y6BdtxDhSk2gMQ-8LVguqzg,1890
|
|
282
283
|
wbportfolio/models/transactions/fees.py,sha256=wJtlzbBCAq1UHvv0wqWTE2BEjCF5RMtoaSDS3kODFRo,7112
|
|
283
284
|
wbportfolio/models/transactions/rebalancing.py,sha256=obzgewWKOD4kJbCoF5fhtfDk502QkbrjPKh8T9KDGew,7355
|
|
284
|
-
wbportfolio/models/transactions/trade_proposals.py,sha256=
|
|
285
|
-
wbportfolio/models/transactions/trades.py,sha256=
|
|
285
|
+
wbportfolio/models/transactions/trade_proposals.py,sha256=ikc3QMSBBWcBwCdl67_G-OomHuC-Tb9I-KttKkbgWwc,32399
|
|
286
|
+
wbportfolio/models/transactions/trades.py,sha256=gJdJ4fcqBR73XzNPYg6mPGMgk4z8DAtcgkUSPGcj5LM,33323
|
|
286
287
|
wbportfolio/models/transactions/transactions.py,sha256=XTcUeMUfkf5XTSZaR2UAyGqCVkOhQYk03_vzHLIgf8Q,3807
|
|
287
288
|
wbportfolio/pms/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
|
288
|
-
wbportfolio/pms/typing.py,sha256=
|
|
289
|
+
wbportfolio/pms/typing.py,sha256=izDCw5g6AUpqXriDDWa9KHpx7D7PSGLddBqhzXgryNQ,7875
|
|
289
290
|
wbportfolio/pms/analytics/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
|
290
291
|
wbportfolio/pms/analytics/portfolio.py,sha256=vE0KA6Z037bUdmBTkYuBqXElt80nuYObNzY_kWvxEZY,1360
|
|
291
292
|
wbportfolio/pms/statistics/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
|
292
293
|
wbportfolio/pms/trading/__init__.py,sha256=R_yLKc54sCak8A1cW0O1Aszrcv5KV8mC_3h17Hr20e4,36
|
|
293
|
-
wbportfolio/pms/trading/handler.py,sha256=
|
|
294
|
+
wbportfolio/pms/trading/handler.py,sha256=kKUPuZ7bVmvzVteVQWPsmcPxBHpUAjRgO66P5Lfi7NY,8619
|
|
294
295
|
wbportfolio/rebalancing/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
|
295
296
|
wbportfolio/rebalancing/base.py,sha256=NwTGZtBm1f35gj5Jp6iTyyFvDT1GSIztN990cKBvYzQ,637
|
|
296
297
|
wbportfolio/rebalancing/decorators.py,sha256=JhQ2vkcIuGBTGvNmpkQerdw2-vLq-RAb0KAPjOrETkw,515
|
|
@@ -298,7 +299,7 @@ wbportfolio/rebalancing/models/__init__.py,sha256=AQjG7Tu5vlmhqncVoYOjpBKU2UIvgo
|
|
|
298
299
|
wbportfolio/rebalancing/models/composite.py,sha256=XEgK3oMurrE_d_l5uN0stBKRrtvnKQzRWyXNXuBYfmc,1818
|
|
299
300
|
wbportfolio/rebalancing/models/equally_weighted.py,sha256=FCpSKOs49ckNYVgoYIiHB0BqPT9OeCMuFoet4Ixbp-Y,1210
|
|
300
301
|
wbportfolio/rebalancing/models/market_capitalization_weighted.py,sha256=6ZsR8iJg6l89CsxHqoxJSXlTaj8Pmb8_bFPrXhnxaRs,5295
|
|
301
|
-
wbportfolio/rebalancing/models/model_portfolio.py,sha256=
|
|
302
|
+
wbportfolio/rebalancing/models/model_portfolio.py,sha256=Dk3tw9u3WG1jCP3V2-R05GS4-DmDBBtxH4h6p7pRe4g,1393
|
|
302
303
|
wbportfolio/reports/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
|
303
304
|
wbportfolio/reports/monthly_position_report.py,sha256=e7BzjDd6eseUOwLwQJXKvWErQ58YnCsznHU2VtR6izM,2981
|
|
304
305
|
wbportfolio/risk_management/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
|
@@ -346,8 +347,8 @@ wbportfolio/serializers/transactions/__init__.py,sha256=oAfidhjjCKP0exeHbzJgGuBd
|
|
|
346
347
|
wbportfolio/serializers/transactions/claim.py,sha256=kC4E2RZRrpd9i8tGfoiV-gpWDk3ikR5F1Wf0v_IGIvw,11599
|
|
347
348
|
wbportfolio/serializers/transactions/dividends.py,sha256=ADXf9cXe8rq55lC_a8vIzViGLmQ-yDXkgR54k2m-N0w,1814
|
|
348
349
|
wbportfolio/serializers/transactions/fees.py,sha256=3mBzs6vdfST9roeQB-bmLJhipY7i5jBtAXjoTTE-GOg,2388
|
|
349
|
-
wbportfolio/serializers/transactions/trade_proposals.py,sha256=
|
|
350
|
-
wbportfolio/serializers/transactions/trades.py,sha256=
|
|
350
|
+
wbportfolio/serializers/transactions/trade_proposals.py,sha256=ufYBYiSttz5KAlAaaXbnf98oUFT_qNfxF_VUM4ClXE8,4072
|
|
351
|
+
wbportfolio/serializers/transactions/trades.py,sha256=YVccQpP480P4-0uVaRfnmpPFoIdW2U0c92kJBR_fPLo,16889
|
|
351
352
|
wbportfolio/static/wbportfolio/css/macro_review.css,sha256=FAVVO8nModxwPXcTKpcfzVxBGPZGJVK1Xn-0dkSfGyc,233
|
|
352
353
|
wbportfolio/static/wbportfolio/markdown/documentation/account_holding_reconciliation.md,sha256=MabxOvOne8s5gl6osDoow6-3ghaXLAYg9THWpvy6G5I,921
|
|
353
354
|
wbportfolio/static/wbportfolio/markdown/documentation/aggregate_asset_position_liquidity.md,sha256=HEgXB7uqmqfty-GBCCXYxrAN-teqmxWuqDLK_liKWVc,1090
|
|
@@ -377,7 +378,7 @@ wbportfolio/tests/models/test_merge.py,sha256=sdsjiZsmR6vsUKwTa5kkvL6QTeAZqtd_EP
|
|
|
377
378
|
wbportfolio/tests/models/test_portfolio_cash_flow.py,sha256=X8dsXexsb1b0lBiuGzu40ps_Az_1UmmKT0eo1vbXH94,5792
|
|
378
379
|
wbportfolio/tests/models/test_portfolio_cash_targets.py,sha256=q8QWAwt-kKRkLC0E05GyRhF_TTQXIi8bdHjXVU0fCV0,965
|
|
379
380
|
wbportfolio/tests/models/test_portfolio_swing_pricings.py,sha256=kr2AOcQkyg2pX3ULjU-o9ye-NVpjMrrfoe-DVbYCbjs,1656
|
|
380
|
-
wbportfolio/tests/models/test_portfolios.py,sha256=
|
|
381
|
+
wbportfolio/tests/models/test_portfolios.py,sha256=L_NTLYdLgKkllXlnjX8aBOFl95zBJq8gjQySuhQG1T0,53320
|
|
381
382
|
wbportfolio/tests/models/test_product_groups.py,sha256=AcdxhurV-n_bBuUsfD1GqVtwLFcs7VI2CRrwzsIUWbU,3337
|
|
382
383
|
wbportfolio/tests/models/test_products.py,sha256=IcBzw9hrGiWFMRwPBTMukCMWrhqnjOVA2hhb90xYOW8,9580
|
|
383
384
|
wbportfolio/tests/models/test_roles.py,sha256=4Cn7WyrA2ztJNeWLk5cy9kYo5XLWMbFSvo1O-9JYxeA,3323
|
|
@@ -387,12 +388,12 @@ wbportfolio/tests/models/transactions/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCe
|
|
|
387
388
|
wbportfolio/tests/models/transactions/test_claim.py,sha256=NG3BKB-FVcIDgHSJHCjImxgMM3ISVUMl24xUPmEcPec,5570
|
|
388
389
|
wbportfolio/tests/models/transactions/test_fees.py,sha256=tAp18x2wCNQr11LUnLtHNbBDbbX0v1DZnmW7i-cEi5Q,2423
|
|
389
390
|
wbportfolio/tests/models/transactions/test_rebalancing.py,sha256=fZ5tx6kByEGXD6nhapYdvk9HOjYlmjhU2w6KlQJ6QE4,4061
|
|
390
|
-
wbportfolio/tests/models/transactions/test_trade_proposals.py,sha256=
|
|
391
|
+
wbportfolio/tests/models/transactions/test_trade_proposals.py,sha256=eXSs_xjmfdmmkKy6_MMWpyzir6j2FIhKsBQUpzrHNMo,28370
|
|
391
392
|
wbportfolio/tests/models/transactions/test_trades.py,sha256=vqvOqUY_uXvBp8YOKR0Wq9ycA2oeeEBhO3dzV7sbXEU,9863
|
|
392
393
|
wbportfolio/tests/pms/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
|
393
394
|
wbportfolio/tests/pms/test_analytics.py,sha256=fAuY1zcXibttFpBh2GhKVyzdYfi1kz_b7SPa9xZQXY0,1086
|
|
394
395
|
wbportfolio/tests/rebalancing/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
|
395
|
-
wbportfolio/tests/rebalancing/test_models.py,sha256=
|
|
396
|
+
wbportfolio/tests/rebalancing/test_models.py,sha256=4rSb05xKH881ft12G0B8ZSeFgJvutKcW_7vFgVQa0DI,7813
|
|
396
397
|
wbportfolio/tests/serializers/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
|
397
398
|
wbportfolio/tests/serializers/test_claims.py,sha256=vQrg73xQXRFEgvx3KI9ivFre_wpBFzdO0p0J13PkvdY,582
|
|
398
399
|
wbportfolio/tests/viewsets/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
|
|
@@ -436,7 +437,7 @@ wbportfolio/viewsets/configs/buttons/products.py,sha256=bHOs2ftfaLbIbJ7E8yFqQqSu
|
|
|
436
437
|
wbportfolio/viewsets/configs/buttons/reconciliations.py,sha256=lw4r22GHpqKPUF1MrB6P9dOkL-FHe5iiBJ0--f8D74E,3145
|
|
437
438
|
wbportfolio/viewsets/configs/buttons/registers.py,sha256=aS89TsYHql83k-NHojOrLDqtBpnpsUUO8x63PiMfrXM,445
|
|
438
439
|
wbportfolio/viewsets/configs/buttons/signals.py,sha256=6sKBQI_eDvZuZR5bUUwvur5R67A3oChAGxPfayWUelE,2739
|
|
439
|
-
wbportfolio/viewsets/configs/buttons/trade_proposals.py,sha256=
|
|
440
|
+
wbportfolio/viewsets/configs/buttons/trade_proposals.py,sha256=Os5jT-aL0jMNkdm2sJpGRZvY4OzreR6Ah7eHex_6zB4,3383
|
|
440
441
|
wbportfolio/viewsets/configs/buttons/trades.py,sha256=bPOqqwdgadSUbU9l5aSirqr5UAMFe2AiFNsXLRsKwn8,2535
|
|
441
442
|
wbportfolio/viewsets/configs/display/__init__.py,sha256=jJqSCCAfw_vjbcsIkzKr39LdAZA810LUBfSH1EA7MAI,2086
|
|
442
443
|
wbportfolio/viewsets/configs/display/adjustments.py,sha256=jIOEc23OCYBguLaZRlZxC916kocYT35ZV9Jsiocs9nk,3334
|
|
@@ -456,8 +457,8 @@ wbportfolio/viewsets/configs/display/rebalancing.py,sha256=yw9X1Nf2-V_KP_mCX4pVK
|
|
|
456
457
|
wbportfolio/viewsets/configs/display/reconciliations.py,sha256=YvMAuwmpX0HExvGsuf5UvcRQxe4eMo1iyNJX68GGC_k,6021
|
|
457
458
|
wbportfolio/viewsets/configs/display/registers.py,sha256=1np75exIk5rfct6UkVN_RnfJ9ozvIkcWJgFV4_4rJns,3182
|
|
458
459
|
wbportfolio/viewsets/configs/display/roles.py,sha256=SFUyCdxSlHZ3NsMrJmpVBSlg-XKGaEFteV89nyLMMAQ,1815
|
|
459
|
-
wbportfolio/viewsets/configs/display/trade_proposals.py,sha256=
|
|
460
|
-
wbportfolio/viewsets/configs/display/trades.py,sha256=
|
|
460
|
+
wbportfolio/viewsets/configs/display/trade_proposals.py,sha256=gM5CuUmNcVtwJHYE9Myg-RR_WmAc6VDJztwUqQ1uZ7g,4335
|
|
461
|
+
wbportfolio/viewsets/configs/display/trades.py,sha256=ZYZ2ceE4Hyw2SpQjW00VDnzGz7Wlu3jjPoK_J2GZLyk,19181
|
|
461
462
|
wbportfolio/viewsets/configs/endpoints/__init__.py,sha256=KR3AsSxl71VAVkYBRVowgs3PZB8vaKa34WHHUvC-2MY,2807
|
|
462
463
|
wbportfolio/viewsets/configs/endpoints/adjustments.py,sha256=KRZLqv4ZeB27d-_s7Qlqj9LI3I9WFJkjc6Mw8agDueE,606
|
|
463
464
|
wbportfolio/viewsets/configs/endpoints/assets.py,sha256=B8W6ATQQfT292TllE4sUDYv5wHUCo99HEqymJuMtFAc,1909
|
|
@@ -517,9 +518,9 @@ wbportfolio/viewsets/transactions/claim.py,sha256=Pb1WftoO-w-ZSTbLRhmQubhy7hgd68
|
|
|
517
518
|
wbportfolio/viewsets/transactions/fees.py,sha256=WT2bWWfgozz4_rpyTKX7dgBBTXD-gu0nlsd2Nk2Zh1Q,7028
|
|
518
519
|
wbportfolio/viewsets/transactions/mixins.py,sha256=WipvJoi5hylkpD0y9VATe30WAcwIHUIroVkK10FYw7k,636
|
|
519
520
|
wbportfolio/viewsets/transactions/rebalancing.py,sha256=6rIrdK0rtKL1afJ-tYfAGdQVTN2MH1kG_yCeVkmyK8k,1263
|
|
520
|
-
wbportfolio/viewsets/transactions/trade_proposals.py,sha256=
|
|
521
|
-
wbportfolio/viewsets/transactions/trades.py,sha256=
|
|
522
|
-
wbportfolio-1.
|
|
523
|
-
wbportfolio-1.
|
|
524
|
-
wbportfolio-1.
|
|
525
|
-
wbportfolio-1.
|
|
521
|
+
wbportfolio/viewsets/transactions/trade_proposals.py,sha256=zdb9yqyAE1-hcMmxxN3CYePWoPVWIW3WP3v8agErDeY,6210
|
|
522
|
+
wbportfolio/viewsets/transactions/trades.py,sha256=GHOw5jtcqoaHiRrxxxL29c9405QiPisEn4coGELKDrE,22146
|
|
523
|
+
wbportfolio-1.53.0.dist-info/METADATA,sha256=OWTBERfDBEZ3lznF4KBNs4pV6Y9hyoKlrLTHZjawV_E,702
|
|
524
|
+
wbportfolio-1.53.0.dist-info/WHEEL,sha256=tkmg4JIqwd9H8mL30xA7crRmoStyCtGp0VWshokd1Jc,105
|
|
525
|
+
wbportfolio-1.53.0.dist-info/licenses/LICENSE,sha256=jvfVH0SY8_YMHlsJHKe_OajiscQDz4lpTlqT6x24sVw,172
|
|
526
|
+
wbportfolio-1.53.0.dist-info/RECORD,,
|
|
File without changes
|
|
File without changes
|