finalynx.analyzer.investment_state

Module Contents

Classes

AnalyzeInvestmentStates

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

API

class finalynx.analyzer.investment_state.AnalyzeInvestmentStates(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

GRAPH_COLORS

None

analyze(target_date: datetime.date) → 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(node: finalynx.portfolio.Node, target_date: datetime.date) → Dict[str, float][source]

Internal method for recursive searching.

chart(target_date: datetime.date) → Dict[str, Any][source]
Returns:

A Highcharts configuration with the data to be displayed.