Comments (5)
I suppose we can just put all the analysis
bits into the CLI and notebooks repo for now, since those things will all be used in concert anyways (and the value of analysis
to other software is dubious).
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Creating things under https://github.com/bankroll-py
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Started thinking about how to isolate third-party dependencies to as small a region as possible, so I ended up adding a marketdata
component:
digraph {
rankdir = BT;
{ rank = min; model; }
{ rank = same; ibkr; schwab; fidelity; vanguard; }
{ rank = max; cli, notebooks }
ibkr, schwab, fidelity, vanguard, marketdata -> model
ibkr, schwab, fidelity, vanguard -> "plugin framework" [style=dashed]
ibkr -> marketdata [style=dashed]
ibkr -> ib_insync
marketdata -> rx
rx [style=dotted]
ib_insync [style=dotted]
analysis -> model
analysis -> pandas
pandas [style=dotted]
notebooks -> analysis, "plugin framework", marketdata
cli -> analysis, "plugin framework", marketdata
}
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Not really happy with this generic analysis
component, though. Feels like it'll just be a dumping ground. @joshvera, any thoughts on how to proceed in that area specifically?
from bankroll.
To do:
-
bankroll.model
-
bankroll.broker
("plugin framework") -
bankroll.brokers.fidelity
-
bankroll.brokers.ibkr
-
bankroll.brokers.schwab
-
bankroll.brokers.vanguard
-
bankroll.marketdata
- Update
bankroll
repo to just contain CLI and notebooks: #102 -
analysis?
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Related Issues (20)
- Calculate lots from transaction log HOT 1
- ValueError(f"Unexpected type of activity: {activity}") HOT 1
- Track interest paid (or charged) on cash and stock
- @dataclass all the things
- Standardized, lazy brokerage data loading
- Fails to connect when TWS' API is in read-only mode
- Calculate realized basis even when only options positions are open
- Automatically add CLI settings from defined Settings classes
- Portfolio net P/L % is incorrect when realized basis is negative
- "Downloading report" spinner only spins with --verbose
- Country exposure
- Schwab transaction parsing fails on unrecognized actions even with --lenient
- Calculate CashPayments for Fidelity interest earned
- Calculate CashPayments for Schwab interest earned
- Trade journal support
- Use proper Python docstrings
- Reformat function/method names to be more Pythonic
- UnboundLocalError on clean install
- Plugin architecture? HOT 1
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