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[FEAT]: create QueryParams + Data for NEW portfolio_analytics function #27

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jjfantini opened this issue Jun 12, 2024 · 0 comments
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@jjfantini
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jjfantini commented Jun 12, 2024

Main Goal

Create a new function in humblDATA that pulls in and returns a row of data for each ticker. This should be vectorizsed to optimize when fetching multiple tickers.

Tasks

  • Create Query Params & Data standard models for portfolio_analytics
    Fields of Data:
    - ticker
    - last close
    - Mandelbrot_channel
    - up/down
    - R/R
    - asset class
    - sector
    - momentum
    - trend
    - humblSuggestion
    • Add user_table() to Portfolio() class
      • This function should gather all required information asynchronously/concurrently
    • Collect the sector and asset class for each symbol
      • correctly filter all stocks to their asset class and sector from the choices
      • [ ]
    • collect statistics about Mandelbrot range vs current (upside/downside/ratio)
    • add momentum and trend calculation (3m ROC vs 1/3yr ROC )
@jjfantini jjfantini added this to the Portfolio Management milestone Jun 13, 2024
@jjfantini jjfantini self-assigned this Jun 13, 2024
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