execute

class execute.execute.Execute(etrade)

Bases: object

Description:

Execute trades

Parameters:

etrade (pyetrade.ETradeAccounts, required) – Etrade API object

calculate_shares(weights, buying_power, reinvest=True, prints=False)
Description:

Calculate shares to buy or sell

Parameters:

  • weights (pandas.core.series.Series, required) – Weights of new portfolio

  • buying_power (float, required) – Buying power

  • reinvest (bool, optional) – Reinvest cash from short position, default is True

  • prints (bool, optional) – Prints, default is False

Returns:

Shares to buy or sell

Return type:

dict

execute_trade(account_id_key, ticker, order_action, quantity, preview, prints=False)
Description:

Helper function to execute trades

Parameters:

  • account_id_key (str, required) – Account ID key

  • ticker (str, required) – Ticker

  • order_action (str, required) – Order action

  • quantity (int, required) – Quantity

  • preview (bool, optional) – Preview trades, default is True. If False, trades will be executed.

  • prints (bool, optional) – Prints, default is False

Returns:

Trade response

Return type:

dict

execute_trades(current_portfolio, new_allocation, account_id_key, preview=True, prints=False)
Description:

Execute trades

Parameters:

  • current_portfolio (pandas.core.frame.DataFrame, required) – Current portfolio

  • new_allocation (pandas.core.series.Series, required) – New allocation

  • account_id_key (str, required) – Account ID key

  • preview (bool, optional) – Preview trades, default is True. If False, trades will be executed.

  • prints (bool, optional) – Prints, default is False

Returns:

Trade responses

Return type:

dict

generate_trades(account_id_key, symbol, order_action, quantity, price_type='MARKET', order_term='GOOD_FOR_DAY', market_session='REGULAR', preview=True, prints=False)
Description:

Generate trades. If preview is True, trades will be previewed. If False, trades will be executed.

Parameters:

  • account_id_key (str, required) – Account ID key

  • symbol (str, required) – Ticker

  • order_action (str, required) – Order action

  • quantity (int, required) – Quantity

  • price_type (str, optional) – Price type, default is ‘MARKET’.

  • order_term (str, optional) – Order term, default is ‘GOOD_FOR_DAY’

  • market_session (str, optional) – Market session, default is ‘REGULAR’

  • preview (bool, optional) – Preview trades, default is True. If False, trades will be executed.

  • prints (bool, optional) – Prints, default is False

Returns:

Trade response

Return type:

dict