Welcome to Allokation 👋

A python package that gets stocks prices from yahoo finance and calculates how much of each stocks you must buy to have almost equal distribution between the stocks you want in your portfolio

Disclaimer

NO FINANCIAL ADVISE - This library DO NOT offer financial advises, it just calculates the amount of stocks you will need to buy based on stocks that YOU WILL INFORM and the market price of the day for these stocks, given by yahoo finance.

Requires

python >= 3.x

Install

install via pip

pip install allokation

Usage

It's quite simple to use this package, you just need to import the function allocate_money, pass a list of tickers you want and the available money you have to invest. If you want, you can also pass a list of the percentages of each stocks you want in your portfolio. This list of percentages must have the same length of the tickers.
It will return a dict containing the allocations you must need and the total money you must need to have this portfolio (This total will be less or equal than the available money you informed to the allocate_money function). For each stock, it will be returned the price that was used to calculate the portfolio, the amount of stocks you will need to buy, the total money you need to buy this amount of this stock and the percentage that this stock represents in your portfolio. For example:

{
    'allocations': {
        'B3SA3': {
            'price': 58.33,
            'amount': 3.0,
            'total': 174.99,
            'percentage': 18.14420803782506
        },
        'BBDC4': {
            'price': 21.97,
            'amount': 9.0,
            'total': 197.73,
            'percentage': 20.50205300485256
        },
        'MGLU3': {
            'price': 88.77,
            'amount': 2.0,
            'total': 177.54,
            'percentage': 18.408610177927088
        },
        'PETR4': {
            'price': 22.92,
            'amount': 9.0,
            'total': 206.28000000000003,
            'percentage': 21.388577827547596
        },
        'VVAR3': {
            'price': 18.9,
            'amount': 11.0,
            'total': 207.89999999999998,
            'percentage': 21.556550951847704
        }
    },
    'total_value': 964.4399999999999
}

Example

Check out the example available in example/example.py to see it in action.

Development Guide

Getting the project

clone this repository

git clone git@github.com:capaci/allokation.git

install dependencies

pip install -r requirements.txt
pip install -r requirements-tests.txt

Run tests

Unit tests

pytest tests/

Coverage

coverage run -m pytest tests/
coverage report

Linter

flake8

Author

👤 Rafael Capaci

Website: capaci.dev
Twitter: @capacirafael
Github: @capaci
LinkedIn: @rafaelcapaci

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capaci/allokation