finalynx.analyzer.asset_subclass

Module Contents

Classes

AnalyzeAssetSubclasses

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

API

class finalynx.analyzer.asset_subclass.AnalyzeAssetSubclasses(node: finalynx.portfolio.Node)[source]

Bases: finalynx.analyzer.analyzer.Analyzer

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

Returns:

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

Initialization

SUBASSET_COLORS_FINARY

None

SUBASSET_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 Sub asset class names and values as the sum of investments corresponding to each subclass.

_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.