Metadata-Version: 2.1
Name: stockmanager
Version: 0.1.0
Summary: Stock Manager
Home-page: https://github.com/wiccy46/stockmanager
Author: Jiajun Yang
Author-email: thejyang@gmail.com
License: mit
Project-URL: Documentation, https://github.com/wiccy46/stockmanager
Description: # stockmanager
        
        
        Manager, Analyze, Stimulate stock information.
        
        .. image:: https://travis-ci.com/wiccy46/stockmanager.svg?branch=master
            :target: https://travis-ci.com/wiccy46/stockmanager
        
        
        ## Installation
        
        
        Using pip::
        
            pip install stockmanager
        
        ## Example
        
        
        Load a stock info::
        
            from stockmanager import Ticker
        
            mystock = Ticker(symbol='MSFT')  # Give a ticker string
        
            # result is a pandas DataFrame
            info_pd = mystock.get_price(start='2020-03-01', end='2020-03-19')
        
            # Or use period and interval
            # valid period: 1d,5d,1mo,3mo,6mo,1y,2y,5y,10y,ytd,max
            # valid interval: 1m,2m,5m,15m,30m,60m,90m,1h,1d,5d,1wk,1mo,3mo
            info_pd = mystock.get_price(period='1mo', interval='1d')
        
            earnings = mystock.get_earings(freq='yearly')
            cashflow = mystock.get_cashflow(freq='quarterly')
            balancesheet = mystock.get_balancesheet()
        
        Other attributes: institutional_holders, major_holders, mutual_fund_holders,
        sustainability, company_information,
        
        Visualization:
        
            from stockmanager import Ticker, visualization
        
            mystock = Ticker(symbol='MSFT')  # Give a ticker string
            # result is a pandas DataFrame
            info_pd = mystock.get_price(start='2020-03-01', end='2020-03-19')
        
            # Accept matplotlib and plotly (interactive) backend 
            visualization.plot_price(info_pd)
        
            # or use plotly
            visualization.plot_price(info_pd, backend='plotly')
        
        Portfolio is a class that let you add holdings of certain stocks and add trade 
        records. It has two main attributes, 
        
        * Portfolio.summary as your holding summary
        * Portfolio.record as a table of all the trade record. 
        
        Example: 
        
            from stockmanager import Portfolio
        
            myportfolio = Portfolio()
            myportfolio.add('AAPL', holdings=200)
            myportfolio.add('ZM', holdings=200)
            myportfolio.summary # This is a DataFrame view of your holdings.
        
            # typ is buy or sell, price by default will try to get the current price
            # update_summary will modified self.summary according to amount. 
            myportfolio.trade(typ='buy'|'sell', symbol='AAPL', amount=20,
                              prince=200., update_summary=True)
            
            myportfolio.save(filepath='./', summary_name='portfolio',
                             record_name='record', format='csv')
            
            myportfolio.load(summary_path='./portfolio.csv', record_path='./record.csv')
Platform: any
Classifier: Development Status :: 3 - Alpha
Classifier: Programming Language :: Python
Classifier: Programming Language :: Python :: 3
Classifier: Operating System :: OS Independent
Classifier: Topic :: Office/Business :: Financial
Classifier: Topic :: Office/Business :: Financial :: Investment
Description-Content-Type: text/markdown
Provides-Extra: testing
