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

LinePerf

Represents a Line’s expected performance.

AssetClass

Enumeration that defines the asset class for each line.

AssetSubclass

Default collection of assets used as asset subclasses (for easier visualization and analysis).

EnvelopeClass

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.Enum

Enumeration 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.Enum

Default 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’

PASSIVE

‘Passif’

UNKNOWN

‘Unknown’

class finalynx.portfolio.constants.EnvelopeClass[source]

Bases: enum.Enum

Enumeration that defines the envelope types that hold each line.

CCP

‘CCP’

LIVRET

‘Livret’

AV

‘AV’

PEA

‘PEA’

CTO

‘CTO’

PER

‘PER’

WALLET

‘Wallet’

PLATFORM

‘Plateforme’

PHYSICAL

‘Physique’

PASSIVE

‘Passif’