{ "info": { "author": "Alvaro Bartolome", "author_email": "alvarob96@usal.es", "bugtrack_url": null, "classifiers": [ "Development Status :: 4 - Beta", "Intended Audience :: Developers", "License :: OSI Approved :: GNU General Public License v3 (GPLv3)", "Programming Language :: Python :: 3.5", "Programming Language :: Python :: 3.6", "Programming Language :: Python :: 3.7", "Programming Language :: Python :: 3 :: Only", "Topic :: Office/Business :: Financial", "Topic :: Office/Business :: Financial :: Investment", "Topic :: Scientific/Engineering :: Information Analysis" ], "description": "# investpy_portfolio - an investpy module to create custom stock portfolios\n\n[![Python Version](https://img.shields.io/pypi/pyversions/investpy_portfolio.svg)](https://pypi.org/project/investpy_portfolio/)\n[![PyPi Version](https://img.shields.io/pypi/v/investpy_portfolio.svg)](https://pypi.org/project/investpy_portfolio/)\n[![Package Status](https://img.shields.io/pypi/status/investpy_portfolio.svg)](https://pypi.org/project/investpy_portfolio/)\n[![Build Status](https://dev.azure.com/alvarob96/alvarob96/_apis/build/status/alvarob96.investpy_portfolio?branchName=master)](https://dev.azure.com/alvarob96/alvarob96/_build?definitionId=1&_a=summary)\n[![Build Status](https://img.shields.io/travis/alvarob96/investpy_portfolio/master.svg?label=Travis%20CI&logo=travis&logoColor=white)](https://travis-ci.org/alvarob96/investpy_portfolio)\n[![Documentation Status](https://readthedocs.org/projects/investpy_portfolio/badge/?version=latest)](https://investpy_portfolio.readthedocs.io/)\n[![codecov](https://codecov.io/gh/alvarob96/investpy_portfolio/branch/master/graph/badge.svg)](https://codecov.io/gh/alvarob96/investpy_portfolio)\n[![Downloads](https://img.shields.io/pypi/dm/investpy_portfolio.svg?maxAge=2592000&label=installs&color=%2327B1FF)](https://pypistats.org/packages/investpy_portfolio)\n\n## Introduction\n\n**investpy_portfolio** is a Python module created based on [investpy](https://github.com/alvarob96/investpy) data which\naims to create custom stock portfolios. In investment, a portfolio is a grouping of financial assets as well as their\nfund counterparts; note that a portfolio can also consist of non-publicly tradable securities. So on, **investpy** data \nwill be used to create custom portfolios from the data provided by the user such as the asset symbol, purchase date, \nnumber of bought shares, etc.\n\n## Installation\n\nIn order to get this package working you will need to install [**investpy_portfolio**](https://pypi.org/project/investpy_portfolio/)\nusing pip on the terminal by typing:\n\n``$ pip install investpy_portfolio==0.1``\n\nEvery package used is listed in [requirements.txt](https://github.com/alvarob96/investpy_portfolio/blob/master/requirements.txt) \nfile, which can also be installed via pip:\n\n``$ pip install -r requirements.txt``\n\n## Usage\n\nCurrently, **investpy_portfolio** can just be used for generating stock portfolios, so on, an example is proposed below\nwhich creates a new portfolio and adds some equities/stocks. Note that the returned portfolio is a :obj:`pandas.DataFrame`,\nbut the package is intended to generate either a CVS or a XLSX file.\n\n```python\nfrom investpy_portfolio.StockPortfolio import StockPortfolio\n\nportfolio = StockPortfolio()\n\nportfolio.add_stock(stock_name='bbva',\n stock_country='spain',\n purchase_date='04/01/2018',\n num_of_shares=2,\n cost_per_share=7.2)\n\nportfolio.add_stock(stock_name='endesa',\n stock_country='spain',\n purchase_date='13/06/2019',\n num_of_shares=15,\n cost_per_share=23.8)\n \nprint(portfolio.data)\n```\n```{r, engine='python', count_lines}\n stock_name stock_country purchase_date num_of_shares cost_per_share current_price gross_current_value \n0 bbva spain 04/01/2018 2 7.2 4.597 9.194 \n1 endesa spain 13/06/2019 15 23.8 23.890 358.350 \n```\n\n## Contribute\n\nAs this is an open source project it is open to contributions, bug reports, bug fixes, documentation improvements, \nenhancements and ideas.\n\nAlso there is an open tab of [issues](https://github.com/alvarob96/investpy_portfolio/issues) where anyone can \ncontribute opening new issues if needed or navigate through them in order to solve them or contribute to its solving. \nRemember that issues are not threads to describe multiple issues, this does not mean that issues can't be discussed, \nbut if new issues are reported, a new issue should be open so to keep a structured project management.", "description_content_type": "text/markdown", "docs_url": null, "download_url": "https://github.com/alvarob96/investpy_portfolio/archive/0.1.tar.gz", "downloads": { "last_day": -1, "last_month": -1, "last_week": -1 }, "home_page": "https://investpy_portfolio.readthedocs.io/", "keywords": "investing,investing-api,investpy,financial-data,stocks,portfolio", "license": "GNU General Public License v3 (GPLv3)", "maintainer": "", "maintainer_email": "", "name": "investpy-portfolio", "package_url": "https://pypi.org/project/investpy-portfolio/", "platform": "", "project_url": "https://pypi.org/project/investpy-portfolio/", "project_urls": { "Bug Reports": "https://github.com/alvarob96/investpy_portfolio/issues", "Documentation": "https://investpy_portfolio.readthedocs.io/", "Download": "https://github.com/alvarob96/investpy_portfolio/archive/0.1.tar.gz", "Homepage": "https://investpy_portfolio.readthedocs.io/", "Source": "https://github.com/alvarob96/investpy_portfolio" }, "release_url": "https://pypi.org/project/investpy-portfolio/0.1/", "requires_dist": null, "requires_python": ">=3", "summary": "investpy_portfolio - an investpy module to create custom stock portfolios", "version": "0.1" }, "last_serial": 5939588, "releases": { "0.1": [ { "comment_text": "", "digests": { "md5": "c48367955dd80829df71a7515318db99", "sha256": "2c7e88c7b4d868fba35a696f0691fad63ad6c1559941f3b8ae909ca725413e16" }, "downloads": -1, "filename": "investpy_portfolio-0.1.tar.gz", "has_sig": false, "md5_digest": "c48367955dd80829df71a7515318db99", "packagetype": "sdist", "python_version": "source", "requires_python": ">=3", "size": 4662, "upload_time": "2019-10-07T16:11:29", "url": "https://files.pythonhosted.org/packages/b6/38/beb8f2224b78ab9bfa4a65959a1a5dea65e3d6f3a1bcb2eb6172f54a0257/investpy_portfolio-0.1.tar.gz" } ] }, "urls": [ { "comment_text": "", "digests": { "md5": "c48367955dd80829df71a7515318db99", "sha256": "2c7e88c7b4d868fba35a696f0691fad63ad6c1559941f3b8ae909ca725413e16" }, "downloads": -1, "filename": "investpy_portfolio-0.1.tar.gz", "has_sig": false, "md5_digest": "c48367955dd80829df71a7515318db99", "packagetype": "sdist", "python_version": "source", "requires_python": ">=3", "size": 4662, "upload_time": "2019-10-07T16:11:29", "url": "https://files.pythonhosted.org/packages/b6/38/beb8f2224b78ab9bfa4a65959a1a5dea65e3d6f3a1bcb2eb6172f54a0257/investpy_portfolio-0.1.tar.gz" } ] }