finalynx.fetch.fetch_line

This file defines elements used to match Line instances defined in the main portfolio tree with investments fetched online (e.g. from your Finary account).

Module Contents

Classes

FetchAttribs	Abstract class that defines common attributes used to match Keys (defined in the portfolio) with FetchLines (created by fetch agents, e.g. FinaryFetch).
FetchLine	Represents each investment found in your online accounts (e.g. Finary). The instance is populated with information found online about this line. FetchLines will then be matched to Keys defined in the portfolio to populate ‘real’ Line instances with FetchLine information.

API

class finalynx.fetch.fetch_line.FetchAttribs

Abstract class that defines common attributes used to match Keys (defined in the portfolio) with FetchLines (created by fetch agents, e.g. FinaryFetch).

name: Optional[str]

None

id: Optional[str]

None

account: Optional[str]

None

custom: Optional[Dict[str, Any]]

None

__post_init__() → None

Runs after an instance is created to validate inputs. At least one field must be set.

to_dict() → Dict[str, Any]

abstract static from_dict(dict: Dict[str, Any]) → finalynx.fetch.fetch_line.FetchAttribs

class finalynx.fetch.fetch_line.FetchLine

Bases: finalynx.fetch.fetch_line.FetchAttribs

Represents each investment found in your online accounts (e.g. Finary). The instance is populated with information found online about this line. FetchLines will then be matched to Keys defined in the portfolio to populate ‘real’ Line instances with FetchLine information.

amount: float

0

currency: Optional[str]

None

matches_line(line: finalynx.portfolio.line.Line) → bool

update_line(line: finalynx.portfolio.line.Line) → None

Update a Line instance, usually matched against a FetchKe, in the portfolio, with data fetched online.

generate_line() → finalynx.portfolio.line.Line

Generate a basic Line instance from this abstract fetched line. Used when filling folders based on account filters.

to_dict() → Dict[str, Any]

static from_dict(dict: Dict[str, Any]) → finalynx.fetch.fetch_line.FetchLine