.gitignore
LICENSE
README.md
docs-requirements.txt
main.py
pyproject.toml
requirements.txt
setup.cfg
setup.py
.github/workflows/docs.yml
.github/workflows/publish.yml
.github/workflows/python-package.yml
.github/workflows/tests.yml
docs/Makefile
docs/conf.py
docs/index.rst
docs/_static/.nojekyll
docs/_static/custom.css
docs/examples/basic_usage.rst
docs/examples/cli_usage.rst
docs/examples/multi_currency.rst
docs/user_guide/optimization_format.rst
docs/user_guide/portfolio_format.rst
docs/user_guide/watchlist_format.rst
examples/optimization_example.json
examples/portfolio_example.json
examples/watchlist_example.json
portfolio_toolkit/__init__.py
portfolio_toolkit.egg-info/PKG-INFO
portfolio_toolkit.egg-info/SOURCES.txt
portfolio_toolkit.egg-info/dependency_links.txt
portfolio_toolkit.egg-info/entry_points.txt
portfolio_toolkit.egg-info/requires.txt
portfolio_toolkit.egg-info/top_level.txt
portfolio_toolkit/account/__init__.py
portfolio_toolkit/account/account.py
portfolio_toolkit/account/transaction.py
portfolio_toolkit/asset/__init__.py
portfolio_toolkit/asset/create.py
portfolio_toolkit/asset/market_asset.py
portfolio_toolkit/asset/optimization_asset.py
portfolio_toolkit/asset/portfolio_asset.py
portfolio_toolkit/asset/portfolio_asset_transaction.py
portfolio_toolkit/cli/__init__.py
portfolio_toolkit/cli/cli.py
portfolio_toolkit/cli/main.py
portfolio_toolkit/cli/commands/__init__.py
portfolio_toolkit/cli/commands/clear_cache.py
portfolio_toolkit/cli/commands/utils.py
portfolio_toolkit/cli/commands/optimization/__init__.py
portfolio_toolkit/cli/commands/optimization/frontier.py
portfolio_toolkit/cli/commands/optimization/optimization.py
portfolio_toolkit/cli/commands/optimization/risk.py
portfolio_toolkit/cli/commands/portfolio/__init__.py
portfolio_toolkit/cli/commands/portfolio/dump_data_frame.py
portfolio_toolkit/cli/commands/portfolio/evolution.py
portfolio_toolkit/cli/commands/portfolio/performance.py
portfolio_toolkit/cli/commands/portfolio/portfolio.py
portfolio_toolkit/cli/commands/portfolio/positions.py
portfolio_toolkit/cli/commands/portfolio/tax_report.py
portfolio_toolkit/cli/commands/portfolio/transactions.py
portfolio_toolkit/cli/commands/ticker/__init__.py
portfolio_toolkit/cli/commands/ticker/beta.py
portfolio_toolkit/cli/commands/ticker/compare.py
portfolio_toolkit/cli/commands/ticker/correlation.py
portfolio_toolkit/cli/commands/ticker/evolution.py
portfolio_toolkit/cli/commands/ticker/export_data.py
portfolio_toolkit/cli/commands/ticker/info.py
portfolio_toolkit/cli/commands/ticker/returns.py
portfolio_toolkit/cli/commands/ticker/returns_distribution.py
portfolio_toolkit/cli/commands/ticker/stats.py
portfolio_toolkit/cli/commands/ticker/ticker.py
portfolio_toolkit/cli/commands/ticker/volatility.py
portfolio_toolkit/cli/commands/watchlist/__init__.py
portfolio_toolkit/cli/commands/watchlist/performance.py
portfolio_toolkit/cli/commands/watchlist/watchlist.py
portfolio_toolkit/data_provider/__init__.py
portfolio_toolkit/data_provider/data_provider.py
portfolio_toolkit/data_provider/yf_data_provider.py
portfolio_toolkit/math/__init__.py
portfolio_toolkit/math/get_log_returns.py
portfolio_toolkit/math/get_matrix_returns.py
portfolio_toolkit/math/get_var.py
portfolio_toolkit/optimization/__init__.py
portfolio_toolkit/optimization/compute_var.py
portfolio_toolkit/optimization/efficient_frontier.py
portfolio_toolkit/optimization/optimization.py
portfolio_toolkit/optimization/parser.py
portfolio_toolkit/plot/__init__.py
portfolio_toolkit/plot/bar_chart_data.py
portfolio_toolkit/plot/engine.py
portfolio_toolkit/plot/line_chart_data.py
portfolio_toolkit/plot/pie_chart_data.py
portfolio_toolkit/plot/plot_assets.py
portfolio_toolkit/plot/plot_base.py
portfolio_toolkit/plot/scatter_plot_data.py
portfolio_toolkit/portfolio/__init__.py
portfolio_toolkit/portfolio/get_stats.py
portfolio_toolkit/portfolio/load_portfolio_json.py
portfolio_toolkit/portfolio/plot.py
portfolio_toolkit/portfolio/plot_evolution.py
portfolio_toolkit/portfolio/portfolio.py
portfolio_toolkit/portfolio/portfolio_stats.py
portfolio_toolkit/portfolio/preprocesador.py
portfolio_toolkit/portfolio/print_date_frame.py
portfolio_toolkit/portfolio/time_series_portfolio.py
portfolio_toolkit/portfolio/utils.py
portfolio_toolkit/position/__init__.py
portfolio_toolkit/position/closed_position.py
portfolio_toolkit/position/compare_open_positions.py
portfolio_toolkit/position/get_asset_closed_positions.py
portfolio_toolkit/position/get_asset_open_positions.py
portfolio_toolkit/position/get_closed_positions.py
portfolio_toolkit/position/get_closed_positions_stats.py
portfolio_toolkit/position/get_open_positions.py
portfolio_toolkit/position/get_valuation.py
portfolio_toolkit/position/plot_closed_positions.py
portfolio_toolkit/position/plot_open_positions.py
portfolio_toolkit/position/position.py
portfolio_toolkit/position/print_open_positions.py
portfolio_toolkit/position/valued_position.py
portfolio_toolkit/transaction/__init__.py
portfolio_toolkit/transaction/get_ticker.py
portfolio_toolkit/transaction/validate.py
portfolio_toolkit/utils/__init__.py
portfolio_toolkit/utils/correlation.py
portfolio_toolkit/utils/log_returns.py
portfolio_toolkit/utils/period/__init__.py
portfolio_toolkit/utils/period/get_current_month.py
portfolio_toolkit/utils/period/get_current_period.py
portfolio_toolkit/utils/period/get_current_quarter.py
portfolio_toolkit/utils/period/get_current_week.py
portfolio_toolkit/utils/period/get_current_year.py
portfolio_toolkit/utils/period/get_last_months.py
portfolio_toolkit/utils/period/get_last_periods.py
portfolio_toolkit/utils/period/get_last_quarters.py
portfolio_toolkit/utils/period/get_last_weeks.py
portfolio_toolkit/utils/period/get_last_years.py
portfolio_toolkit/utils/period/period.py
portfolio_toolkit/watchlist/__init__.py
portfolio_toolkit/watchlist/parser.py
portfolio_toolkit/watchlist/performance.py
portfolio_toolkit/watchlist/watchlist.py
scripts/check_quality.sh
scripts/deploy.sh
scripts/format_code.sh
scripts/manage_docs.sh
scripts/run_tests.sh
tests/__init__.py
tests/test_cli_basic.py
tests/test_cli_click.py
tests/validate_examples.py
tests/cli/__init__.py
tests/data_provider/__init__.py
tests/data_provider/test_currency_conversion.py
tests/data_provider/test_ticker_currency.py
tests/data_provider/test_yf_data_provider.py
tests/examples/README.md
tests/examples/basic_portfolio.json
tests/examples/cash_only_portfolio.json
tests/examples/fifo_test_portfolio.json
tests/examples/multi_currency_portfolio.json
tests/examples/test_portfolio_v2.json
tests/portfolio/__init__.py
tests/position/__init__.py
tests/position/test_get_asset_closed_positions.py
tests/position/test_get_asset_open_positions.py
tests/position/test_get_closed_positions.py
tests/position/test_get_open_positions.py
tests/transaction/__init__.py
tests/transaction/test_validate.py
tests/utils/__init__.py
tests/utils/test_correlation.py
tests/utils/test_log_returns.py