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Okama 1.0.0
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@chilango74 chilango74 released this 16 Aug 15:58
· 469 commits to master since this release
v1.0.0
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Learn about vigilant mode.

Several important updates in Portfolio and AssetList classes:

  • Portfolio is an asset (like stocks, ETF or commodities) and can be included in the AssetList
  • Portfolio has a symbol (.PF namespace)
  • Rebalancing period is an attribute of Portfolio
  • Asset has .close and .adj_close properties (close time series)
  • Dividend time series are adjusted to the base currency in Portfolio and AssetList
  • .dividend_yield for Portfolio is a weighted sum of the assets dividend yields (adjusted to the base currency)
  • Portfolio has .dividends method (dividends history time series)
  • New notebook in examples for investment portfolios (examples/03 investment portfolios.ipynb)
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