finalynx.analyzer.asset_class

Module Contents

Classes

AnalyzeAssetClasses

Aims to agglomerate the children’s asset classes and return the amount represented by each asset class.

API

class finalynx.analyzer.asset_class.AnalyzeAssetClasses(node: finalynx.portfolio.Node)[source]

Bases: finalynx.analyzer.analyzer.Analyzer

Aims to agglomerate the children’s asset classes and return the amount represented by each asset class.

Returns:

a dictionary with asset classes as keys and the corresponding total amount contained in the children.

Initialization

ASSET_COLORS_FINARY

None

ASSET_COLORS_CUSTOM

None

analyze() → Dict[str, Any][source]
Returns:

A dictionary with keys as the asset class names and values as the sum of investments corresponding to each class. Two-layer dictionary with classes and subclasses.

analyze_flat() → Dict[str, float][source]
Returns:

A dictionary with keys as the asset class names and values as the sum of investments corresponding to each class.

_recursive_merge_flat(node: finalynx.portfolio.Node) → Dict[str, Any][source]

Internal method for recursive searching.

_recursive_merge(node: finalynx.portfolio.Node) → Dict[str, Any][source]

Internal method for recursive searching.

chart(color_map: str = 'finary') → Dict[str, Any][source]
Returns:

A Highcharts configuration with the data to be displayed.