rebalance.assets

Submodules

rebalance.assets.asset

class Asset(ticker, quantity=0)[source]

Bases: object

Asset class.

Holds the name, number of units, and the Price of the asset.

__init__(ticker, quantity=0)[source]

Initialization.

Parameters:
  • ticker (str) – Ticker of the asset.
  • quantity (int, optional) – Number of units of the asset. Default is zero.
buy(quantity, currency=None)[source]

Buys (or sells) a specified amount of the asset.

Parameters:
  • quantity (int) – If positive, it is the quantity to buy. If negative, it is the quantity to sell.
  • currency (str, optional) – Currency in which to obtain cost. Defaults to asset’s own currency.
Returns:

(float) – Cost of the units bought in specified currency.
cost_of(units, currency=None)[source]

Computes the cost to purchase the specified number of units.

Parameters:
  • units (int) – Units interested in purchasing.
  • currency (str, optional) – Currency in which to convert the cost. Default is asset’s own currency.
Returns:

(float) – Cost of the purchase.
currency

Currency of the asset.

Type:(str)
market_value()[source]

Computes the market value of the asset.

Returns:float – Market value of the asset (in asset’s own currency).
market_value_in(currency)[source]

Computes the market value of the asset in specified currency.

Parameters:currency (str) – Currency in which to obtain market value.
Returns:float – Market value of the asset.
mer
price

Price of the asset (in asset’s own currency).

Type:(float)
price_in(currency)[source]

Price of the asset in specified currency.

Parameters:currency (str) – Currency in which to obtain price of asset.
quantity

Number of units of the asset.

Type:(int)
ticker

Ticker of the asset.

Type:(str)