portfolio

utils.portfolio.calculate_aggregate_portfolio(portfolio_data)

Calculate the aggregate portfolio.

Parameters:

portfolio_data (pandas.DataFrame) – the portfolio_data as a pandas DataFrame.

Returns:

the aggregate portfolio as a pandas Series.

Return type:

pandas.Series

utils.portfolio.calculate_groupby_portfolio(portfolio_data)

Calculate the groupby portfolio.

Parameters:

portfolio_data (pandas.DataFrame) – the portfolio_data as a pandas DataFrame.

Returns:

the groupby portfolio as a pandas DataFrame.

Return type:

pandas.DataFrame

utils.portfolio.format_portfolio_data(portfolio_data)

Format the portfolio data.

Parameters:

portfolio_data (pandas.DataFrame) – the portfolio_data as a pandas DataFrame.

Returns:

the formatted portfolio data as a pandas DataFrame.

Return type:

pandas.DataFrame