wbportfolio 2.2.1__py2.py3-none-any.whl

wbportfolio/viewsets/configs/menu/product_groups.py

@@ -0,0 +1,10 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+PRODUCTGROUP_MENUITEM = MenuItem(
+    label="Product Groups",
+    endpoint="wbportfolio:product_group-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbportfolio.view_productgroup"]
+    ),
+)

wbportfolio/viewsets/configs/menu/product_performance.py

@@ -0,0 +1,25 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+PRODUCTPERFORMANCELIST_MENUITEM = MenuItem(
+    label="Performances",
+    endpoint="wbportfolio:productperformance-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbportfolio.view_product"]
+    ),
+)
+
+PRODUCTPERFORMANCECOMPARISONLIST_MENUITEM = MenuItem(
+    label="Performances Summary",
+    endpoint="wbportfolio:productperformancecomparison-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbportfolio.view_product"]
+    ),
+)
+PRODUCTPERFORMANCENNMLIST_MENUITEM = MenuItem(
+    label="Net new money",
+    endpoint="wbportfolio:productperformancennmlist-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbportfolio.view_product"]
+    ),
+)

wbportfolio/viewsets/configs/menu/products.py

@@ -0,0 +1,15 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+PRODUCTCUSTOMER_MENUITEM = MenuItem(
+    label="Product Lists",
+    endpoint="wbportfolio:productcustomer-list",
+    permission=ItemPermission(method=lambda request: not is_internal_user(request.user)),
+)
+PRODUCT_MENUITEM = MenuItem(
+    label="Products",
+    endpoint="wbportfolio:product-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbportfolio.view_product"]
+    ),
+)

wbportfolio/viewsets/configs/menu/reconciliations.py

@@ -0,0 +1,7 @@
+from wbcore.menus import ItemPermission, MenuItem
+
+ACCOUNT_RECONCILIATION_MENU_ITEM = MenuItem(
+    label="Account Reconciliations",
+    endpoint="wbportfolio:accountreconciliation-list",
+    permission=ItemPermission(permissions=["wbportfolio.view_accountreconciliation"]),
+)

wbportfolio/viewsets/configs/menu/registers.py

@@ -0,0 +1,10 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+REGISTER_MENUITEM = MenuItem(
+    label="Registers",
+    endpoint="wbportfolio:register-list",
+    permission=ItemPermission(
+        permissions=["wbportfolio.view_register"], method=lambda request: is_internal_user(request.user)
+    ),
+)

wbportfolio/viewsets/configs/menu/roles.py

@@ -0,0 +1,16 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+from wbportfolio.permissions import is_manager
+
+PORTFOLIOROLE_MENUITEM = MenuItem(
+    label="Portfolio Roles",
+    endpoint="wbportfolio:portfoliorole-list",
+    permission=ItemPermission(permissions=["wbportfolio.view_portfoliorole"], method=is_manager),
+    add=MenuItem(
+        label="Create Portfolio Role",
+        endpoint="wbportfolio:portfoliorole-list",
+        permission=ItemPermission(
+            method=lambda request: is_internal_user(request.user), permissions=["wbportfolio.add_portfoliorole"]
+        ),
+    ),
+)

wbportfolio/viewsets/configs/menu/trades.py

@@ -0,0 +1,18 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+TRADE_MENUITEM = MenuItem(
+    label="Trades",
+    endpoint="wbportfolio:trade-list",
+    permission=ItemPermission(
+        permissions=["wbportfolio.view_trade"], method=lambda request: is_internal_user(request.user)
+    ),
+)
+SUBSCRIPTION_REDEMPTION_MENUITEM = MenuItem(
+    label="Subscription/Redemption",
+    endpoint="wbportfolio:subscriptionredemption-list",
+    # endpoint_get_parameters={'is_customer_trade': True},
+    permission=ItemPermission(
+        permissions=["wbportfolio.view_trade"], method=lambda request: is_internal_user(request.user)
+    ),
+)

wbportfolio/viewsets/configs/menu/transactions.py

@@ -0,0 +1,8 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbportfolio.permissions import is_manager
+
+TRANSACTION_MENUITEM = MenuItem(
+    label="Transactions",
+    endpoint="wbportfolio:transaction-list",
+    permission=ItemPermission(method=is_manager, permissions=["wbportfolio.view_transaction"]),
+)

wbportfolio/viewsets/configs/previews/__init__.py

@@ -0,0 +1 @@
+from .portfolios import PortfolioPreviewConfig

wbportfolio/viewsets/configs/previews/portfolios.py

@@ -0,0 +1,21 @@
+from wbcore.metadata.configs.display.instance_display.shortcuts import (
+    Display,
+    create_simple_display,
+)
+from wbcore.metadata.configs.display.instance_display.utils import repeat_field
+from wbcore.metadata.configs.preview import PreviewViewConfig
+
+
+class PortfolioPreviewConfig(PreviewViewConfig):
+    def get_display(self) -> Display:
+        return create_simple_display(
+            [
+                [
+                    "name",
+                    "name",
+                    "currency",
+                ],
+                [repeat_field(2, "portfolio_synchronization"), "last_synchronization"],
+                [repeat_field(3, "depends_on")],
+            ]
+        )

wbportfolio/viewsets/configs/titles/__init__.py

@@ -0,0 +1,65 @@
+from .adjustments import AdjustmentTitleConfig
+from .assets import (
+    AssetPositionInstrumentTitleConfig,
+    AssetPositionPortfolioTitleConfig,
+    AssetPositionTitleConfig,
+    AssetPositionUnderlyingInstrumentChartTitleConfig,
+    CashPositionPortfolioTitleConfig,
+    CompositionModelPortfolioPandasTitleConfig,
+    ContributorPortfolioChartTitleConfig,
+    DistributionChartTitleConfig,
+    DistributionTableTitleConfig,
+)
+
+from .claim import (
+    ConsolidatedTradeSummaryTitleConfig,
+    ConsolidatedTradeSummaryDistributionChartTitleConfig,
+    CumulativeNNMChartTitleConfig,
+    ClaimAccountTitleConfig,
+    ClaimEntryTitleConfig,
+    ClaimProductTitleConfig,
+    ClaimTitleConfig,
+    ClaimTradeTitleConfig,
+    NegativeTermimalAccountPerProductTitleConfig,
+    ProfitAndLossPandasTitleConfig,
+)
+
+from .custodians import CustodianTitleConfig
+
+from .fees import (
+    FeesAggregatedPortfolioTitleConfig,
+    FeesPortfolioTitleConfig,
+    FeesTitleConfig,
+)
+
+from .instrument_prices import (
+    AUMProductTitleConfig,
+    InstrumentPriceAUMDataTitleConfig,
+    NominalProductTitleConfig,
+)
+
+from .portfolios import ModelPortfolioTitleConfig, PortfolioTitleConfig, DailyPortfolioCashFlowTitleConfig
+from .positions import (
+    AggregatedAssetPositionLiquidityTitleConfig,
+    AssetPositionPandasTitleConfig,
+)
+from .product_groups import ProductGroupTitleConfig
+from .product_performance import (
+    PerformanceComparisonTitleConfig,
+    PerformancePandasTitleConfig,
+    ProductPerformanceNetNewMoneyTitleConfig,
+)
+from .products import ProductPerformanceFeesTitleConfig
+from .registers import RegisterTitleConfig
+from .roles import PortfolioRoleInstrumentTitleConfig, PortfolioRoleTitleConfig
+from .trades import (
+    CustodianDistributionInstrumentTitleConfig,
+    CustomerDistributionInstrumentTitleConfig,
+    SubscriptionRedemptionTitleConfig,
+    TradeInstrumentTitleConfig,
+    TradePortfolioTitleConfig,
+    TradeTitleConfig,
+)
+from .transactions import TransactionPortfolioTitleConfig
+from .esg import ESGMetricAggregationPortfolioPandasTitleConfig
+from .assets_and_net_new_money_progression import AssetAndNetNewMoneyProgressionChartTitleConfig

wbportfolio/viewsets/configs/titles/adjustments.py

@@ -0,0 +1,19 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbfdm.models import Instrument
+
+
+class AdjustmentTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        if instrument_id := self.view.kwargs.get("instrument_id", None):
+            return f"Adjustments of {str(Instrument.objects.get(id=instrument_id))}"
+        return "Adjustments"
+
+    def get_instance_title(self):
+        try:
+            obj = self.view.get_object()
+            return f"Adjustment: {str(obj)}"
+        except AssertionError:
+            return "Adjustment {{factor}} - {{date}} ({{_equity.computed_str}})"
+
+    def get_create_title(self):
+        return "New Adjustment"

wbportfolio/viewsets/configs/titles/assets.py

@@ -0,0 +1,57 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbfdm.models import Instrument
+from wbportfolio.models import Portfolio
+
+
+class AssetPositionTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Asset Position"
+
+
+class AssetPositionPortfolioTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        portfolio = Portfolio.objects.get(id=self.view.kwargs["portfolio_id"])
+        return f"Asset Positions for Portfolio: {str(portfolio)}"
+
+
+class AssetPositionInstrumentTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"Implemented Portfolios for Instrument: {instrument.computed_str}"
+
+
+class ContributorPortfolioChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        portfolio = Portfolio.objects.get(id=self.view.kwargs["portfolio_id"])
+        return f"Contributors: {str(portfolio)}"
+
+
+class AssetPositionUnderlyingInstrumentChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Allocation charts"
+
+
+class CashPositionPortfolioTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Cash Positions per Portfolio"
+
+
+class DistributionChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        portfolio = Portfolio.objects.get(id=self.view.kwargs["portfolio_id"])
+        return f"Distribution Chart - {str(portfolio)}"
+
+
+class DistributionTableTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        portfolio = Portfolio.objects.get(id=self.view.kwargs["portfolio_id"])
+        return f"Distribution Table - {str(portfolio)}"
+
+
+class CompositionModelPortfolioPandasTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        portfolio = Portfolio.objects.get(id=self.view.kwargs["portfolio_id"])
+        if instrument_id := self.request.GET.get("portfolio_instrument"):
+            instrument = Instrument.objects.get(id=instrument_id)
+            return f"Composition between {str(portfolio)} and instrument portfolio {str(instrument)}"
+        return f"Composition between {str(portfolio)} and related portfolios"

wbportfolio/viewsets/configs/titles/assets_and_net_new_money_progression.py

@@ -0,0 +1,6 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class AssetAndNetNewMoneyProgressionChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "AUM/NNM Progression"

wbportfolio/viewsets/configs/titles/claim.py

@@ -0,0 +1,81 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class ClaimTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Claims"
+
+    def get_instance_title(self):
+        return "{{_claimant.computed_str}}: {{shares}} of {{_product.name}} ({{bank}} - {{date}})"
+
+    def get_create_title(self):
+        return "New Claim"
+
+
+class ClaimProductTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"Claims for Product {self.view.product.computed_str}"
+
+    def get_instance_title(self):
+        return f"Claim for Product {self.view.product.computed_str}"
+
+    def get_create_title(self):
+        return f"New Claim for Product {self.view.product.computed_str}"
+
+
+class ClaimAccountTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"Claims for Account {self.view.account.computed_str}"
+
+    def get_instance_title(self):
+        return f"Claim for Account {self.view.account.computed_str}"
+
+    def get_create_title(self):
+        return f"New Claim for Account {self.view.account.computed_str}"
+
+
+class ClaimEntryTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"Claims from {self.view.entry.computed_str}"
+
+    def get_instance_title(self):
+        return f"Claim from {self.view.entry.computed_str}"
+
+    def get_create_title(self):
+        return f"New Claim for {self.view.entry.computed_str}"
+
+
+class ClaimTradeTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"Claims for Customer Trade {str(self.view.trade)}"
+
+    def get_instance_title(self):
+        return f"Claim for Customer Trade {str(self.view.trade)}"
+
+    def get_create_title(self):
+        return f"New Claim for Customer Trade {str(self.view.trade)}"
+
+
+class ConsolidatedTradeSummaryTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Consolidated Trade Summary"
+
+
+class CumulativeNNMChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Cumulative NNM Chart"
+
+
+class ConsolidatedTradeSummaryDistributionChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Consolidated Trade Summary Distribution Chart"
+
+
+class ProfitAndLossPandasTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Profit & Loss - Averaging Method (Experimental)"
+
+
+class NegativeTermimalAccountPerProductTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Negative Sub-Accounts"

wbportfolio/viewsets/configs/titles/custodians.py

@@ -0,0 +1,12 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class CustodianTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Custodians"
+
+    def get_instance_title(self):
+        return "Custodian"
+
+    def get_create_title(self):
+        return "New Custodian"

wbportfolio/viewsets/configs/titles/esg.py

@@ -0,0 +1,10 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class ESGMetricAggregationPortfolioPandasTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        if esg_aggregation := self.view.esg_aggregation:
+            metric_label = f"{esg_aggregation.value} ({esg_aggregation.get_aggregation().value})"
+        else:
+            metric_label = "ESG metric"
+        return f"{self.view.portfolio}: {metric_label}"

wbportfolio/viewsets/configs/titles/fees.py

@@ -0,0 +1,25 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbportfolio.models import Portfolio
+
+
+class FeesTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Fees"
+
+    def get_instance_title(self):
+        return "Fees: {{_product.name}} {{date}}"
+
+    def get_create_title(self):
+        return "New Fees"
+
+
+class FeesPortfolioTitleConfig(FeesTitleConfig):
+    def get_list_title(self):
+        portfolio = Portfolio.objects.get(id=self.view.kwargs["portfolio_id"])
+        return f"Fees: {portfolio.name}"
+
+
+class FeesAggregatedPortfolioTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        portfolio = Portfolio.objects.get(id=self.view.kwargs["portfolio_id"])
+        return f"Aggregated Fees for {portfolio.name}"

wbportfolio/viewsets/configs/titles/instrument_prices.py

@@ -0,0 +1,20 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbportfolio.models import Product
+
+
+class InstrumentPriceAUMDataTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Assets under Management"
+
+
+# Product Portfolio Viewsets
+class NominalProductTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        product = Product.objects.get(id=self.view.kwargs["product_id"])
+        return f"{str(product)}: Nominal Value"
+
+
+class AUMProductTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        product = Product.objects.get(id=self.view.kwargs["product_id"])
+        return f"{str(product)}: Assets under Management"

wbportfolio/viewsets/configs/titles/portfolios.py

@@ -0,0 +1,32 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbportfolio.models.portfolio import Portfolio
+
+
+class PortfolioTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Portfolios"
+
+    def get_instance_title(self):
+        return "Portfolio {{name}}"
+
+    def get_create_title(self):
+        return "New Portfolio"
+
+
+class ModelPortfolioTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Model Portfolios"
+
+    def get_instance_title(self):
+        return "Model Portfolio: {{ name }}"
+
+    def get_create_title(self):
+        return "New Model Portfolio"
+
+
+class DailyPortfolioCashFlowTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        if portfolio_id := self.view.kwargs.get("portfolio_id", None):
+            portfolio = Portfolio.objects.get(id=portfolio_id)
+            return f"{portfolio}: Daily Portfolio Cash Flow"
+        return "Daily Portfolio Cash Flow"

wbportfolio/viewsets/configs/titles/positions.py

@@ -0,0 +1,11 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class AssetPositionPandasTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Invested Asset Positions"
+
+
+class AggregatedAssetPositionLiquidityTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Aggregated Asset Position Liquidity Table"

wbportfolio/viewsets/configs/titles/product_groups.py

@@ -0,0 +1,12 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class ProductGroupTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Product Groups"
+
+    def get_instance_title(self):
+        return "Product Group: {{title}} {{umbrella}}"
+
+    def get_create_title(self):
+        return "New Product Group"

wbportfolio/viewsets/configs/titles/product_performance.py

@@ -0,0 +1,16 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class PerformancePandasTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Product Performances & AuM"
+
+
+class PerformanceComparisonTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Product Performances Summary"
+
+
+class ProductPerformanceNetNewMoneyTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Product Performance New Money"

wbportfolio/viewsets/configs/titles/products.py

@@ -0,0 +1,6 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class ProductPerformanceFeesTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Product Fees"

wbportfolio/viewsets/configs/titles/registers.py

@@ -0,0 +1,12 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class RegisterTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Registers"
+
+    def get_instance_title(self):
+        return "Register: {{register_reference}}"
+
+    def get_create_title(self):
+        return "New Register"

wbportfolio/viewsets/configs/titles/roles.py

@@ -0,0 +1,23 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbportfolio.models import Product
+
+
+class PortfolioRoleTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Portfolio Roles"
+
+    def get_instance_title(self):
+        return "Portfolio Role"
+
+    def get_create_title(self):
+        return "Create New Role"
+
+
+class PortfolioRoleInstrumentTitleConfig(PortfolioRoleTitleConfig):
+    def get_list_title(self):
+        product = Product.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"Portfolio Role for {product.name}"
+
+    def get_create_title(self):
+        product = Product.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"New Portfolio Role for {product.name}"

wbportfolio/viewsets/configs/titles/trades.py

@@ -0,0 +1,51 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbfdm.models import Instrument
+from wbportfolio.models import Portfolio
+
+
+class TradeTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        if self.request.GET.get("is_customer_trade", "False") == "True":
+            return "Subscription / Redemption"
+        return "Trade"
+
+    def get_instance_title(self):
+        return "Trade: {{shares}} {{bank}} - {{transaction_date}} ({{_product.name}})"
+
+    def get_create_title(self):
+        return "New Trade"
+
+
+class TradeInstrumentTitleConfig(TradeTitleConfig):
+    def get_list_title(self):
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"Trades of Instrument {instrument.name} ({instrument.isin})"
+
+
+class TradePortfolioTitleConfig(TradeTitleConfig):
+    def get_list_title(self):
+        portfolio = Portfolio.objects.get(id=self.view.kwargs["portfolio_id"])
+        return f"Trades within Portfolio {str(portfolio)})"
+
+
+class CustodianDistributionInstrumentTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"Custodians Distribution {instrument.computed_str}"
+
+
+class CustomerDistributionInstrumentTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"Customer Distribution {instrument.computed_str}"
+
+
+class SubscriptionRedemptionTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        if instrument_id := self.view.kwargs.get("instrument_id", None):
+            instrument = Instrument.objects.get(id=instrument_id)
+            return f"Subscription / Redemption of {instrument.computed_str}"
+        return "Subscription / Redemption"
+
+    def get_instance_title(self):
+        return "Subscription / Redemption: {{shares}} {{bank}} - {{transaction_date}} ({{_product.name}})"

wbportfolio/viewsets/configs/titles/transactions.py

@@ -0,0 +1,8 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbportfolio.models import Portfolio
+
+
+class TransactionPortfolioTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        portfolio = Portfolio.objects.get(id=self.view.kwargs["portfolio_id"])
+        return f"Transactions for Product {str(portfolio)}"