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balancetwofunds-1.0.0
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مشاهده بیشتر
تبلیغات ما
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مشاهده بیشتر
تبلیغات ما
مشتریان به طور فزاینده ای آنلاین هستند. تبلیغات می تواند به آنها کمک کند تا کسب و کار شما را پیدا کنند.
مشاهده بیشتر
تبلیغات ما
مشتریان به طور فزاینده ای آنلاین هستند. تبلیغات می تواند به آنها کمک کند تا کسب و کار شما را پیدا کنند.
مشاهده بیشترتوضیحات
A Python CLI that does the necessary math to balance two investment funds with a new deposit
| ویژگی | مقدار |
|---|---|
| سیستم عامل | - |
| نام فایل | balancetwofunds-1.0.0 |
| نام | balancetwofunds |
| نسخه کتابخانه | 1.0.0 |
| نگهدارنده | [] |
| ایمیل نگهدارنده | [] |
| نویسنده | Matt Youngberg |
| ایمیل نویسنده | matt_youngberg@outlook.com |
| آدرس صفحه اصلی | https://www.github.com/mattyoungberg/BalanceTwoFunds |
| آدرس اینترنتی | https://pypi.org/project/balancetwofunds/ |
| مجوز | LICENSE |
# BalanceTwoFunds
A Python CLI that brings balance to your portfolio, your mind, and the universe.
---
### Table of Contents
1. [Requirements](#requirements)
2. [Installation](#installation)
3. [Examples](#examples)
1. [Rebalance two funds, no deposit](#rebalance-two-funds-no-deposit)
2. [Rebalance two funds with a deposit](#rebalance-two-funds-with-a-deposit)
3. [I can't remember which one is fund one and fund two...](#i-cant-remember-which-one-is-fund-one-and-fund-two)
4. [Usage](#usage)
5. [Notes](#notes)
---
## Requirements
BalanceTwoFunds requires Python 3.6 or later.
---
## Installation
For simplicity's sake, we assume you have Python and `pip` properly configured and on your machine's path.
Download the latest source distribution or wheel and install it via `pip`:
```
pip install <distro/wheel file>
```
Alternatively, clone/fork the repository, use a terminal to change into its directory, and run
```
pip install setup.py
```
---
## Examples
### Rebalance two funds, no deposit
Say you have $55 dollars in fund one and $45 in fund two, but you want them to be balanced 50% and 50%.
Issue the following command from your terminal:
```
C:\some\dir>balancetwofunds 55 .5 45 .5
```
Which will output the following to your terminal:
```
╒════════════════╕
│ FUND ONE │
╞════════════════╡
│ ACTION: SELL │
│ MOVE: -5.00 │
├────────────────┤
│ Current: 55.00 │
│ Target: 50.00 │
└────────────────┘
╒════════════════╕
│ FUND TWO │
╞════════════════╡
│ ACTION: BUY │
│ MOVE: 5.00 │
├────────────────┤
│ Current: 45.00 │
│ Target: 50.00 │
└────────────────┘
```
### Rebalance two funds with a deposit
Let's take the last example, but this time, instead of selling, you simply want to rebalance using a deposit or cash position. For our purposes, let's say we deposited $20.
Use the optional `-d` or `--deposit` flag to provide the program with the context:
```
C:\some\dir>balancetwofunds 55 .5 45 .5 -d 20
```
Which will output:
```
╒════════════════╕
│ FUND ONE │
╞════════════════╡
│ ACTION: BUY │
│ MOVE: 5.00 │
├────────────────┤
│ Current: 55.00 │
│ Target: 60.00 │
└────────────────┘
╒════════════════╕
│ FUND TWO │
╞════════════════╡
│ ACTION: BUY │
│ MOVE: 15.00 │
├────────────────┤
│ Current: 45.00 │
│ Target: 60.00 │
└────────────────┘
```
### I can't remember which one is fund one and fund two...
Add the `-n1` and `-n2` optional arguments to provide the program with the names of your fund:
```
C:\some\dir>balancetwofunds 55 .5 -n1 FZROX 45 .5 -n2 FXNAX -d 20
```
Which will output:
```
╒════════════════╕
│ FZROX │
╞════════════════╡
│ ACTION: BUY │
│ MOVE: 5.00 │
├────────────────┤
│ Current: 55.00 │
│ Target: 60.00 │
└────────────────┘
╒════════════════╕
│ FXNAX │
╞════════════════╡
│ ACTION: BUY │
│ MOVE: 15.00 │
├────────────────┤
│ Current: 45.00 │
│ Target: 60.00 │
└────────────────┘
```
---
## Usage
```
usage: balancewithdeposit.py [-h] [-v] [-d DEPOSIT] [-n1 FUNDONENAME]
[-n2 FUNDTWONAME]
fundOneCurrentBalance fundOneTargetPercentage
fundTwoCurrentBalance fundTwoTargetPercentage
A Python CLI that does the necessary math to balance two investment funds with
a new deposit.
positional arguments:
fundOneCurrentBalance
The current value of the first fund to be rebalanced
fundOneTargetPercentage
The desired percentage of how much the first fund
should contribute to the total balance between the two
funds
fundTwoCurrentBalance
The current value of the second fund to be rebalanced
fundTwoTargetPercentage
The desired percentage of how much the second fund
should contribute to the total balance between the two
funds
optional arguments:
-h, --help show this help message and exit
-v, --version show program's version number and exit
-d DEPOSIT, --deposit DEPOSIT
An amount deposited to be accounted for the in the
rebalancing
-n1 FUNDONENAME, --fundOneName FUNDONENAME
A name for the first fund to be used in the program
output
-n2 FUNDTWONAME, --fundTwoName FUNDTWONAME
A name for the second fund to be used in the program
output
```
---
## Notes
- This program relies heavily on the `Decimal` Python standard library. It will provide up to 20 digits of precision.
- Money values will be rounded to two cents before usage in the program's math.
- Percentage values will take whatever precision you give them, but they must sum perfectly to one. The program will throw an explicit error if this is not the case.
---
The contents of this repository are distributed under the generic [MIT License](./LICENSE).
This program is maintained by Matt Youngberg. Feel free to email him with any issues at [matt_youngberg@outlook.com](mailto:matt_youngberg@outlook.com)
زبان مورد نیاز
| مقدار | نام |
|---|---|
| >=3.6.0 | Python |
نحوه نصب
نصب پکیج whl balancetwofunds-1.0.0:
pip install balancetwofunds-1.0.0.whl
نصب پکیج tar.gz balancetwofunds-1.0.0:
pip install balancetwofunds-1.0.0.tar.gz