finalynx.portfolio.constants
Tip
These enumerations are not yet used in Finalynx, but will serve as the basis for the Analyzer
subpackage to classify lines and show relevant statistics.
Module Contents
Classes
Represents a Line’s expected performance. |
|
Enumeration that defines the asset class for each line. |
|
Default collection of assets used as asset subclasses (for easier visualization and analysis). |
|
Enumeration that defines the envelope types that hold each line. |
API
- class finalynx.portfolio.constants.LinePerf[source]
Represents a Line’s expected performance.
- Parameters:
expected – this investment’s expected yearly return (e.g. 2 for 2%/yr)
skip – Don’t use this line when calculating the performance in upper nodes
- expected: float
None
- pessimistic: Optional[float]
0
- optimistic: Optional[float]
0
- skip: bool
False
- static from_dict(dict: Dict[str, Any]) finalynx.portfolio.constants.LinePerf[source]
- class finalynx.portfolio.constants.AssetClass[source]
Bases:
enum.EnumEnumeration that defines the asset class for each line.
- CASH
‘Cash’
- GUARANTEED
‘Garanti’
- BOND
‘Obligations’
- STOCK
‘Actions’
- REAL_ESTATE
‘Immobilier’
- MATERIAL
‘Métaux’
- CRYPTO
‘Cryptos’
- PASSIVE
‘Passifs’
- EXOTIC
‘Exotiques’
- UNKNOWN
‘Inconnu’
- DIVERSIFIED
‘Diversifié’
- class finalynx.portfolio.constants.AssetSubclass[source]
Bases:
enum.EnumDefault collection of assets used as asset subclasses (for easier visualization and analysis).
- CCP
‘Comptes courants’
- MONETARY
‘Monétaire’
- LIQUIDITY
‘Liquidités’
- LIVRET
‘Livrets’
- LIVRET_TAXED
‘Livrets imposables’
- FOND_EURO
‘Fonds euro’
- BOND_DATED
‘Fonds datés’
- STOCK_SHARE
‘Titres vifs’
- ETF
‘ETF’
- PHYSICAL
‘Immobilier physique’
- SCPI
‘SCPI’
- SCI
‘SCI’
- GOLD
‘Or’
- SILVER
‘Argent’
- RAW
‘Matières premières’
- L1
‘L1’
- STABLECOINS
‘Stablecoins’
- DEFI
‘DeFi’
- GFI
‘Forêts’
- ART
‘Art’
- WATCH
‘Watches’
- CROWDLENDING
‘Crowdlending’
- STARTUP
‘Startup’
- DIVERSIFIED
‘Diversifié’
- OPCVM
‘OPCVM’
- VEHICLE
‘Véhicule’
- UNKNOWN
‘Unknown’