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quantopian/zipline
zipline/finance/metrics/metric.py
_ClassicRiskMetrics.risk_metric_period
def risk_metric_period(cls, start_session, end_session, algorithm_returns, benchmark_returns, algorithm_leverages): """ Creates a dictionary representing the state of th...
python
def risk_metric_period(cls, start_session, end_session, algorithm_returns, benchmark_returns, algorithm_leverages): """ Creates a dictionary representing the state of th...
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Creates a dictionary representing the state of the risk report. Parameters ---------- start_session : pd.Timestamp Start of period (inclusive) to produce metrics on end_session : pd.Timestamp End of period (inclusive) to produce metrics on algorithm_retur...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/finance/metrics/metric.py#L559-L666
train
quantopian/zipline
zipline/assets/roll_finder.py
RollFinder._get_active_contract_at_offset
def _get_active_contract_at_offset(self, root_symbol, dt, offset): """ For the given root symbol, find the contract that is considered active on a specific date at a specific offset. """ oc = self.asset_finder.get_ordered_contracts(root_symbol) session = self.trading_cale...
python
def _get_active_contract_at_offset(self, root_symbol, dt, offset): """ For the given root symbol, find the contract that is considered active on a specific date at a specific offset. """ oc = self.asset_finder.get_ordered_contracts(root_symbol) session = self.trading_cale...
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For the given root symbol, find the contract that is considered active on a specific date at a specific offset.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/assets/roll_finder.py#L33-L45
train
quantopian/zipline
zipline/assets/roll_finder.py
RollFinder.get_contract_center
def get_contract_center(self, root_symbol, dt, offset): """ Parameters ---------- root_symbol : str The root symbol for the contract chain. dt : Timestamp The datetime for which to retrieve the current contract. offset : int The offset ...
python
def get_contract_center(self, root_symbol, dt, offset): """ Parameters ---------- root_symbol : str The root symbol for the contract chain. dt : Timestamp The datetime for which to retrieve the current contract. offset : int The offset ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/assets/roll_finder.py#L47-L64
train
quantopian/zipline
zipline/assets/roll_finder.py
RollFinder.get_rolls
def get_rolls(self, root_symbol, start, end, offset): """ Get the rolls, i.e. the session at which to hop from contract to contract in the chain. Parameters ---------- root_symbol : str The root symbol for which to calculate rolls. start : Timestamp ...
python
def get_rolls(self, root_symbol, start, end, offset): """ Get the rolls, i.e. the session at which to hop from contract to contract in the chain. Parameters ---------- root_symbol : str The root symbol for which to calculate rolls. start : Timestamp ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/assets/roll_finder.py#L66-L137
train
quantopian/zipline
zipline/assets/roll_finder.py
VolumeRollFinder._active_contract
def _active_contract(self, oc, front, back, dt): r""" Return the active contract based on the previous trading day's volume. In the rare case that a double volume switch occurs we treat the first switch as the roll. Take the following case for example: | +++++ _____...
python
def _active_contract(self, oc, front, back, dt): r""" Return the active contract based on the previous trading day's volume. In the rare case that a double volume switch occurs we treat the first switch as the roll. Take the following case for example: | +++++ _____...
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r""" Return the active contract based on the previous trading day's volume. In the rare case that a double volume switch occurs we treat the first switch as the roll. Take the following case for example: | +++++ _____ | + __ / <--- 'G' | ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/assets/roll_finder.py#L170-L241
train
quantopian/zipline
zipline/assets/roll_finder.py
VolumeRollFinder.get_contract_center
def get_contract_center(self, root_symbol, dt, offset): """ Parameters ---------- root_symbol : str The root symbol for the contract chain. dt : Timestamp The datetime for which to retrieve the current contract. offset : int The offset ...
python
def get_contract_center(self, root_symbol, dt, offset): """ Parameters ---------- root_symbol : str The root symbol for the contract chain. dt : Timestamp The datetime for which to retrieve the current contract. offset : int The offset ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/assets/roll_finder.py#L243-L276
train
quantopian/zipline
zipline/lib/adjusted_array.py
_normalize_array
def _normalize_array(data, missing_value): """ Coerce buffer data for an AdjustedArray into a standard scalar representation, returning the coerced array and a dict of argument to pass to np.view to use when providing a user-facing view of the underlying data. - float* data is coerced to float64 wi...
python
def _normalize_array(data, missing_value): """ Coerce buffer data for an AdjustedArray into a standard scalar representation, returning the coerced array and a dict of argument to pass to np.view to use when providing a user-facing view of the underlying data. - float* data is coerced to float64 wi...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/adjusted_array.py#L84-L136
train
quantopian/zipline
zipline/lib/adjusted_array.py
_merge_simple
def _merge_simple(adjustment_lists, front_idx, back_idx): """ Merge lists of new and existing adjustments for a given index by appending or prepending new adjustments to existing adjustments. Notes ----- This method is meant to be used with ``toolz.merge_with`` to merge adjustment mappings....
python
def _merge_simple(adjustment_lists, front_idx, back_idx): """ Merge lists of new and existing adjustments for a given index by appending or prepending new adjustments to existing adjustments. Notes ----- This method is meant to be used with ``toolz.merge_with`` to merge adjustment mappings....
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/adjusted_array.py#L139-L170
train
quantopian/zipline
zipline/lib/adjusted_array.py
ensure_ndarray
def ensure_ndarray(ndarray_or_adjusted_array): """ Return the input as a numpy ndarray. This is a no-op if the input is already an ndarray. If the input is an adjusted_array, this extracts a read-only view of its internal data buffer. Parameters ---------- ndarray_or_adjusted_array : nump...
python
def ensure_ndarray(ndarray_or_adjusted_array): """ Return the input as a numpy ndarray. This is a no-op if the input is already an ndarray. If the input is an adjusted_array, this extracts a read-only view of its internal data buffer. Parameters ---------- ndarray_or_adjusted_array : nump...
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Return the input as a numpy ndarray. This is a no-op if the input is already an ndarray. If the input is an adjusted_array, this extracts a read-only view of its internal data buffer. Parameters ---------- ndarray_or_adjusted_array : numpy.ndarray | zipline.data.adjusted_array Returns --...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/adjusted_array.py#L345-L368
train
quantopian/zipline
zipline/lib/adjusted_array.py
_check_window_params
def _check_window_params(data, window_length): """ Check that a window of length `window_length` is well-defined on `data`. Parameters ---------- data : np.ndarray[ndim=2] The array of data to check. window_length : int Length of the desired window. Returns ------- ...
python
def _check_window_params(data, window_length): """ Check that a window of length `window_length` is well-defined on `data`. Parameters ---------- data : np.ndarray[ndim=2] The array of data to check. window_length : int Length of the desired window. Returns ------- ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/lib/adjusted_array.py
AdjustedArray.update_adjustments
def update_adjustments(self, adjustments, method): """ Merge ``adjustments`` with existing adjustments, handling index collisions according to ``method``. Parameters ---------- adjustments : dict[int -> list[Adjustment]] The mapping of row indices to lists of...
python
def update_adjustments(self, adjustments, method): """ Merge ``adjustments`` with existing adjustments, handling index collisions according to ``method``. Parameters ---------- adjustments : dict[int -> list[Adjustment]] The mapping of row indices to lists of...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/lib/adjusted_array.py
AdjustedArray._iterator_type
def _iterator_type(self): """ The iterator produced when `traverse` is called on this Array. """ if isinstance(self._data, LabelArray): return LabelWindow return CONCRETE_WINDOW_TYPES[self._data.dtype]
python
def _iterator_type(self): """ The iterator produced when `traverse` is called on this Array. """ if isinstance(self._data, LabelArray): return LabelWindow return CONCRETE_WINDOW_TYPES[self._data.dtype]
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/adjusted_array.py#L253-L259
train
quantopian/zipline
zipline/lib/adjusted_array.py
AdjustedArray.traverse
def traverse(self, window_length, offset=0, perspective_offset=0): """ Produce an iterator rolling windows rows over our data. Each emitted window will have `window_length` rows. Parameters ---------- window_length : int...
python
def traverse(self, window_length, offset=0, perspective_offset=0): """ Produce an iterator rolling windows rows over our data. Each emitted window will have `window_length` rows. Parameters ---------- window_length : int...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/adjusted_array.py#L261-L289
train
quantopian/zipline
zipline/lib/adjusted_array.py
AdjustedArray.inspect
def inspect(self): """ Return a string representation of the data stored in this array. """ return dedent( """\ Adjusted Array ({dtype}): Data: {data!r} Adjustments: {adjustments} """ ).format( ...
python
def inspect(self): """ Return a string representation of the data stored in this array. """ return dedent( """\ Adjusted Array ({dtype}): Data: {data!r} Adjustments: {adjustments} """ ).format( ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/lib/adjusted_array.py
AdjustedArray.update_labels
def update_labels(self, func): """ Map a function over baseline and adjustment values in place. Note that the baseline data values must be a LabelArray. """ if not isinstance(self.data, LabelArray): raise TypeError( 'update_labels only supported if da...
python
def update_labels(self, func): """ Map a function over baseline and adjustment values in place. Note that the baseline data values must be a LabelArray. """ if not isinstance(self.data, LabelArray): raise TypeError( 'update_labels only supported if da...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/finance/controls.py
TradingControl.handle_violation
def handle_violation(self, asset, amount, datetime, metadata=None): """ Handle a TradingControlViolation, either by raising or logging and error with information about the failure. If dynamic information should be displayed as well, pass it in via `metadata`. """ ...
python
def handle_violation(self, asset, amount, datetime, metadata=None): """ Handle a TradingControlViolation, either by raising or logging and error with information about the failure. If dynamic information should be displayed as well, pass it in via `metadata`. """ ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/finance/controls.py#L79-L99
train
quantopian/zipline
zipline/finance/controls.py
MaxOrderCount.validate
def validate(self, asset, amount, portfolio, algo_datetime, algo_current_data): """ Fail if we've already placed self.max_count orders today. """ algo_date = algo_datetime.date() # Reset order c...
python
def validate(self, asset, amount, portfolio, algo_datetime, algo_current_data): """ Fail if we've already placed self.max_count orders today. """ algo_date = algo_datetime.date() # Reset order c...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/finance/controls.py#L119-L137
train
quantopian/zipline
zipline/finance/controls.py
RestrictedListOrder.validate
def validate(self, asset, amount, portfolio, algo_datetime, algo_current_data): """ Fail if the asset is in the restricted_list. """ if self.restrictions.is_restricted(asset, algo_datetime): ...
python
def validate(self, asset, amount, portfolio, algo_datetime, algo_current_data): """ Fail if the asset is in the restricted_list. """ if self.restrictions.is_restricted(asset, algo_datetime): ...
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Fail if the asset is in the restricted_list.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/finance/controls.py#L154-L164
train
quantopian/zipline
zipline/finance/controls.py
MaxOrderSize.validate
def validate(self, asset, amount, portfolio, algo_datetime, algo_current_data): """ Fail if the magnitude of the given order exceeds either self.max_shares or self.max_notional. """ if self.asse...
python
def validate(self, asset, amount, portfolio, algo_datetime, algo_current_data): """ Fail if the magnitude of the given order exceeds either self.max_shares or self.max_notional. """ if self.asse...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/finance/controls.py#L199-L223
train
quantopian/zipline
zipline/finance/controls.py
MaxPositionSize.validate
def validate(self, asset, amount, portfolio, algo_datetime, algo_current_data): """ Fail if the given order would cause the magnitude of our position to be greater in shares than self.max_shares or greater in do...
python
def validate(self, asset, amount, portfolio, algo_datetime, algo_current_data): """ Fail if the given order would cause the magnitude of our position to be greater in shares than self.max_shares or greater in do...
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Fail if the given order would cause the magnitude of our position to be greater in shares than self.max_shares or greater in dollar value than self.max_notional.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/finance/controls.py#L257-L287
train
quantopian/zipline
zipline/finance/controls.py
LongOnly.validate
def validate(self, asset, amount, portfolio, algo_datetime, algo_current_data): """ Fail if we would hold negative shares of asset after completing this order. """ if portfolio.positions[asset].a...
python
def validate(self, asset, amount, portfolio, algo_datetime, algo_current_data): """ Fail if we would hold negative shares of asset after completing this order. """ if portfolio.positions[asset].a...
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Fail if we would hold negative shares of asset after completing this order.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/finance/controls.py#L298-L309
train
quantopian/zipline
zipline/finance/controls.py
AssetDateBounds.validate
def validate(self, asset, amount, portfolio, algo_datetime, algo_current_data): """ Fail if the algo has passed this Asset's end_date, or before the Asset's start date. """ # If the order is for ...
python
def validate(self, asset, amount, portfolio, algo_datetime, algo_current_data): """ Fail if the algo has passed this Asset's end_date, or before the Asset's start date. """ # If the order is for ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/finance/controls.py#L321-L354
train
quantopian/zipline
zipline/finance/controls.py
MaxLeverage.validate
def validate(self, _portfolio, _account, _algo_datetime, _algo_current_data): """ Fail if the leverage is greater than the allowed leverage. """ if _account.leverage > self.max_leverage: self.fail()
python
def validate(self, _portfolio, _account, _algo_datetime, _algo_current_data): """ Fail if the leverage is greater than the allowed leverage. """ if _account.leverage > self.max_leverage: self.fail()
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/finance/controls.py#L424-L433
train
quantopian/zipline
zipline/finance/controls.py
MinLeverage.validate
def validate(self, _portfolio, account, algo_datetime, _algo_current_data): """ Make validation checks if we are after the deadline. Fail if the leverage is less than the min leverage. """ if (algo_datetime > sel...
python
def validate(self, _portfolio, account, algo_datetime, _algo_current_data): """ Make validation checks if we are after the deadline. Fail if the leverage is less than the min leverage. """ if (algo_datetime > sel...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/finance/controls.py#L463-L474
train
quantopian/zipline
zipline/assets/asset_db_migrations.py
alter_columns
def alter_columns(op, name, *columns, **kwargs): """Alter columns from a table. Parameters ---------- name : str The name of the table. *columns The new columns to have. selection_string : str, optional The string to use in the selection. If not provided, it will select ...
python
def alter_columns(op, name, *columns, **kwargs): """Alter columns from a table. Parameters ---------- name : str The name of the table. *columns The new columns to have. selection_string : str, optional The string to use in the selection. If not provided, it will select ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/assets/asset_db_migrations.py#L13-L61
train
quantopian/zipline
zipline/assets/asset_db_migrations.py
downgrade
def downgrade(engine, desired_version): """Downgrades the assets db at the given engine to the desired version. Parameters ---------- engine : Engine An SQLAlchemy engine to the assets database. desired_version : int The desired resulting version for the assets database. """ ...
python
def downgrade(engine, desired_version): """Downgrades the assets db at the given engine to the desired version. Parameters ---------- engine : Engine An SQLAlchemy engine to the assets database. desired_version : int The desired resulting version for the assets database. """ ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/assets/asset_db_migrations.py#L65-L109
train
quantopian/zipline
zipline/assets/asset_db_migrations.py
downgrades
def downgrades(src): """Decorator for marking that a method is a downgrade to a version to the previous version. Parameters ---------- src : int The version this downgrades from. Returns ------- decorator : callable[(callable) -> callable] The decorator to apply. ""...
python
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/assets/asset_db_migrations.py#L133-L158
train
quantopian/zipline
zipline/assets/asset_db_migrations.py
_downgrade_v1
def _downgrade_v1(op): """ Downgrade assets db by removing the 'tick_size' column and renaming the 'multiplier' column. """ # Drop indices before batch # This is to prevent index collision when creating the temp table op.drop_index('ix_futures_contracts_root_symbol') op.drop_index('ix_fu...
python
def _downgrade_v1(op): """ Downgrade assets db by removing the 'tick_size' column and renaming the 'multiplier' column. """ # Drop indices before batch # This is to prevent index collision when creating the temp table op.drop_index('ix_futures_contracts_root_symbol') op.drop_index('ix_fu...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/assets/asset_db_migrations.py#L162-L189
train
quantopian/zipline
zipline/assets/asset_db_migrations.py
_downgrade_v2
def _downgrade_v2(op): """ Downgrade assets db by removing the 'auto_close_date' column. """ # Drop indices before batch # This is to prevent index collision when creating the temp table op.drop_index('ix_equities_fuzzy_symbol') op.drop_index('ix_equities_company_symbol') # Execute batc...
python
def _downgrade_v2(op): """ Downgrade assets db by removing the 'auto_close_date' column. """ # Drop indices before batch # This is to prevent index collision when creating the temp table op.drop_index('ix_equities_fuzzy_symbol') op.drop_index('ix_equities_company_symbol') # Execute batc...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/assets/asset_db_migrations.py#L193-L212
train
quantopian/zipline
zipline/assets/asset_db_migrations.py
_downgrade_v3
def _downgrade_v3(op): """ Downgrade assets db by adding a not null constraint on ``equities.first_traded`` """ op.create_table( '_new_equities', sa.Column( 'sid', sa.Integer, unique=True, nullable=False, primary_key=True, ...
python
def _downgrade_v3(op): """ Downgrade assets db by adding a not null constraint on ``equities.first_traded`` """ op.create_table( '_new_equities', sa.Column( 'sid', sa.Integer, unique=True, nullable=False, primary_key=True, ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/assets/asset_db_migrations.py
_downgrade_v4
def _downgrade_v4(op): """ Downgrades assets db by copying the `exchange_full` column to `exchange`, then dropping the `exchange_full` column. """ op.drop_index('ix_equities_fuzzy_symbol') op.drop_index('ix_equities_company_symbol') op.execute("UPDATE equities SET exchange = exchange_full")...
python
def _downgrade_v4(op): """ Downgrades assets db by copying the `exchange_full` column to `exchange`, then dropping the `exchange_full` column. """ op.drop_index('ix_equities_fuzzy_symbol') op.drop_index('ix_equities_company_symbol') op.execute("UPDATE equities SET exchange = exchange_full")...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/assets/asset_db_migrations.py#L264-L282
train
quantopian/zipline
zipline/finance/metrics/core.py
_make_metrics_set_core
def _make_metrics_set_core(): """Create a family of metrics sets functions that read from the same metrics set mapping. Returns ------- metrics_sets : mappingproxy The mapping of metrics sets to load functions. register : callable The function which registers new metrics sets in...
python
def _make_metrics_set_core(): """Create a family of metrics sets functions that read from the same metrics set mapping. Returns ------- metrics_sets : mappingproxy The mapping of metrics sets to load functions. register : callable The function which registers new metrics sets in...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
validate_column_specs
def validate_column_specs(events, columns): """ Verify that the columns of ``events`` can be used by a EarningsEstimatesLoader to serve the BoundColumns described by `columns`. """ required = required_estimates_fields(columns) received = set(events.columns) missing = required - received ...
python
def validate_column_specs(events, columns): """ Verify that the columns of ``events`` can be used by a EarningsEstimatesLoader to serve the BoundColumns described by `columns`. """ required = required_estimates_fields(columns) received = set(events.columns) missing = required - received ...
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Verify that the columns of ``events`` can be used by a EarningsEstimatesLoader to serve the BoundColumns described by `columns`.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/loaders/earnings_estimates.py#L74-L92
train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
EarningsEstimatesLoader.get_requested_quarter_data
def get_requested_quarter_data(self, zero_qtr_data, zeroth_quarter_idx, stacked_last_per_qtr, num_announcements, dates): """ Sele...
python
def get_requested_quarter_data(self, zero_qtr_data, zeroth_quarter_idx, stacked_last_per_qtr, num_announcements, dates): """ Sele...
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Selects the requested data for each date. Parameters ---------- zero_qtr_data : pd.DataFrame The 'time zero' data for each calendar date per sid. zeroth_quarter_idx : pd.Index An index of calendar dates, sid, and normalized quarters, for only the rows...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/loaders/earnings_estimates.py#L190-L253
train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
EarningsEstimatesLoader.get_split_adjusted_asof_idx
def get_split_adjusted_asof_idx(self, dates): """ Compute the index in `dates` where the split-adjusted-asof-date falls. This is the date up to which, and including which, we will need to unapply all adjustments for and then re-apply them as they come in. After this date, adjustm...
python
def get_split_adjusted_asof_idx(self, dates): """ Compute the index in `dates` where the split-adjusted-asof-date falls. This is the date up to which, and including which, we will need to unapply all adjustments for and then re-apply them as they come in. After this date, adjustm...
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Compute the index in `dates` where the split-adjusted-asof-date falls. This is the date up to which, and including which, we will need to unapply all adjustments for and then re-apply them as they come in. After this date, adjustments are applied as normal. Parameters ----------...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/loaders/earnings_estimates.py#L255-L280
train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
EarningsEstimatesLoader.collect_overwrites_for_sid
def collect_overwrites_for_sid(self, group, dates, requested_qtr_data, last_per_qtr, sid_idx, columns, ...
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def collect_overwrites_for_sid(self, group, dates, requested_qtr_data, last_per_qtr, sid_idx, columns, ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/loaders/earnings_estimates.py#L282-L353
train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
EarningsEstimatesLoader.merge_into_adjustments_for_all_sids
def merge_into_adjustments_for_all_sids(self, all_adjustments_for_sid, col_to_all_adjustments): """ Merge adjustments for a particular sid into a dictionary containing adjustments for all sids. Param...
python
def merge_into_adjustments_for_all_sids(self, all_adjustments_for_sid, col_to_all_adjustments): """ Merge adjustments for a particular sid into a dictionary containing adjustments for all sids. Param...
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Merge adjustments for a particular sid into a dictionary containing adjustments for all sids. Parameters ---------- all_adjustments_for_sid : dict[int -> AdjustedArray] All adjustments for a particular sid. col_to_all_adjustments : dict[int -> AdjustedArray] ...
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
EarningsEstimatesLoader.get_adjustments
def get_adjustments(self, zero_qtr_data, requested_qtr_data, last_per_qtr, dates, assets, columns, **kwargs): """ Creates an AdjustedArr...
python
def get_adjustments(self, zero_qtr_data, requested_qtr_data, last_per_qtr, dates, assets, columns, **kwargs): """ Creates an AdjustedArr...
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Creates an AdjustedArray from the given estimates data for the given dates. Parameters ---------- zero_qtr_data : pd.DataFrame The 'time zero' data for each calendar date per sid. requested_qtr_data : pd.DataFrame The requested quarter data for each calen...
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
EarningsEstimatesLoader.create_overwrites_for_quarter
def create_overwrites_for_quarter(self, col_to_overwrites, next_qtr_start_idx, last_per_qtr, quarters_with_estimates_for_sid, requ...
python
def create_overwrites_for_quarter(self, col_to_overwrites, next_qtr_start_idx, last_per_qtr, quarters_with_estimates_for_sid, requ...
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Add entries to the dictionary of columns to adjustments for the given sid and the given quarter. Parameters ---------- col_to_overwrites : dict [column_name -> list of ArrayAdjustment] A dictionary mapping column names to all overwrites for those columns. ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
EarningsEstimatesLoader.get_last_data_per_qtr
def get_last_data_per_qtr(self, assets_with_data, columns, dates, data_query_cutoff_times): """ Determine the last piece of information we know for each column on each date in ...
python
def get_last_data_per_qtr(self, assets_with_data, columns, dates, data_query_cutoff_times): """ Determine the last piece of information we know for each column on each date in ...
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Determine the last piece of information we know for each column on each date in the index for each sid and quarter. Parameters ---------- assets_with_data : pd.Index Index of all assets that appear in the raw data given to the loader. columns : iterable o...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
PreviousEarningsEstimatesLoader.get_zeroth_quarter_idx
def get_zeroth_quarter_idx(self, stacked_last_per_qtr): """ Filters for releases that are on or after each simulation date and determines the previous quarter by picking out the most recent release relative to each date in the index. Parameters ---------- stacked...
python
def get_zeroth_quarter_idx(self, stacked_last_per_qtr): """ Filters for releases that are on or after each simulation date and determines the previous quarter by picking out the most recent release relative to each date in the index. Parameters ---------- stacked...
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Filters for releases that are on or after each simulation date and determines the previous quarter by picking out the most recent release relative to each date in the index. Parameters ---------- stacked_last_per_qtr : pd.DataFrame A DataFrame with index of calendar ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
SplitAdjustedEstimatesLoader.get_adjustments_for_sid
def get_adjustments_for_sid(self, group, dates, requested_qtr_data, last_per_qtr, sid_to_idx, columns, ...
python
def get_adjustments_for_sid(self, group, dates, requested_qtr_data, last_per_qtr, sid_to_idx, columns, ...
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Collects both overwrites and adjustments for a particular sid. Parameters ---------- split_adjusted_asof_idx : int The integer index of the date on which the data was split-adjusted. split_adjusted_cols_for_group : list of str The names of requested columns that ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/loaders/earnings_estimates.py#L907-L965
train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
SplitAdjustedEstimatesLoader.get_adjustments
def get_adjustments(self, zero_qtr_data, requested_qtr_data, last_per_qtr, dates, assets, columns, **kwargs): """ Calculates both split ...
python
def get_adjustments(self, zero_qtr_data, requested_qtr_data, last_per_qtr, dates, assets, columns, **kwargs): """ Calculates both split ...
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Calculates both split adjustments and overwrites for all sids.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
SplitAdjustedEstimatesLoader.determine_end_idx_for_adjustment
def determine_end_idx_for_adjustment(self, adjustment_ts, dates, upper_bound, requested_quarter, sid_estimates): ...
python
def determine_end_idx_for_adjustment(self, adjustment_ts, dates, upper_bound, requested_quarter, sid_estimates): ...
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Determines the date until which the adjustment at the given date index should be applied for the given quarter. Parameters ---------- adjustment_ts : pd.Timestamp The timestamp at which the adjustment occurs. dates : pd.DatetimeIndex The calendar dates ov...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
SplitAdjustedEstimatesLoader.collect_pre_split_asof_date_adjustments
def collect_pre_split_asof_date_adjustments( self, split_adjusted_asof_date_idx, sid_idx, pre_adjustments, requested_split_adjusted_columns ): """ Collect split adjustments that occur before the split-adjusted-asof-date. All those a...
python
def collect_pre_split_asof_date_adjustments( self, split_adjusted_asof_date_idx, sid_idx, pre_adjustments, requested_split_adjusted_columns ): """ Collect split adjustments that occur before the split-adjusted-asof-date. All those a...
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Collect split adjustments that occur before the split-adjusted-asof-date. All those adjustments must first be UN-applied at the first date index and then re-applied on the appropriate dates in order to match point in time share pricing data. Parameters ---------- split_a...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
SplitAdjustedEstimatesLoader.collect_post_asof_split_adjustments
def collect_post_asof_split_adjustments(self, post_adjustments, requested_qtr_data, sid, sid_idx, si...
python
def collect_post_asof_split_adjustments(self, post_adjustments, requested_qtr_data, sid, sid_idx, si...
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Collect split adjustments that occur after the split-adjusted-asof-date. Each adjustment needs to be applied to all dates on which knowledge for the requested quarter was older than the date of the adjustment. Parameters ---------- post_adjustments : tuple(list(float), l...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
SplitAdjustedEstimatesLoader.retrieve_split_adjustment_data_for_sid
def retrieve_split_adjustment_data_for_sid(self, dates, sid, split_adjusted_asof_idx): """ dates : pd.DatetimeIndex The calendar dates. sid : i...
python
def retrieve_split_adjustment_data_for_sid(self, dates, sid, split_adjusted_asof_idx): """ dates : pd.DatetimeIndex The calendar dates. sid : i...
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dates : pd.DatetimeIndex The calendar dates. sid : int The sid for which we want to retrieve adjustments. split_adjusted_asof_idx : int The index in `dates` as-of which the data is split adjusted. Returns ------- pre_adjustments : tuple(list(f...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
SplitAdjustedEstimatesLoader.merge_split_adjustments_with_overwrites
def merge_split_adjustments_with_overwrites( self, pre, post, overwrites, requested_split_adjusted_columns ): """ Merge split adjustments with the dict containing overwrites. Parameters ---------- pre : dict[str -> dict[int -> list]] ...
python
def merge_split_adjustments_with_overwrites( self, pre, post, overwrites, requested_split_adjusted_columns ): """ Merge split adjustments with the dict containing overwrites. Parameters ---------- pre : dict[str -> dict[int -> list]] ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
PreviousSplitAdjustedEarningsEstimatesLoader.collect_split_adjustments
def collect_split_adjustments(self, adjustments_for_sid, requested_qtr_data, dates, sid, sid_idx, sid_estimates, ...
python
def collect_split_adjustments(self, adjustments_for_sid, requested_qtr_data, dates, sid, sid_idx, sid_estimates, ...
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Collect split adjustments for previous quarters and apply them to the given dictionary of splits for the given sid. Since overwrites just replace all estimates before the new quarter with NaN, we don't need to worry about re-applying split adjustments. Parameters ---------- ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/loaders/earnings_estimates.py
NextSplitAdjustedEarningsEstimatesLoader.collect_split_adjustments
def collect_split_adjustments(self, adjustments_for_sid, requested_qtr_data, dates, sid, sid_idx, sid_estimates, ...
python
def collect_split_adjustments(self, adjustments_for_sid, requested_qtr_data, dates, sid, sid_idx, sid_estimates, ...
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Collect split adjustments for future quarters. Re-apply adjustments that would be overwritten by overwrites. Merge split adjustments with overwrites into the given dictionary of splits for the given sid. Parameters ---------- adjustments_for_sid : dict[str -> dict[int -> list]] ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/factors/basic.py
_ExponentialWeightedFactor.from_span
def from_span(cls, inputs, window_length, span, **kwargs): """ Convenience constructor for passing `decay_rate` in terms of `span`. Forwards `decay_rate` as `1 - (2.0 / (1 + span))`. This provides the behavior equivalent to passing `span` to pandas.ewma. Examples -----...
python
def from_span(cls, inputs, window_length, span, **kwargs): """ Convenience constructor for passing `decay_rate` in terms of `span`. Forwards `decay_rate` as `1 - (2.0 / (1 + span))`. This provides the behavior equivalent to passing `span` to pandas.ewma. Examples -----...
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Convenience constructor for passing `decay_rate` in terms of `span`. Forwards `decay_rate` as `1 - (2.0 / (1 + span))`. This provides the behavior equivalent to passing `span` to pandas.ewma. Examples -------- .. code-block:: python # Equivalent to: # ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/factors/basic.py
_ExponentialWeightedFactor.from_halflife
def from_halflife(cls, inputs, window_length, halflife, **kwargs): """ Convenience constructor for passing ``decay_rate`` in terms of half life. Forwards ``decay_rate`` as ``exp(log(.5) / halflife)``. This provides the behavior equivalent to passing `halflife` to pandas.ewma. ...
python
def from_halflife(cls, inputs, window_length, halflife, **kwargs): """ Convenience constructor for passing ``decay_rate`` in terms of half life. Forwards ``decay_rate`` as ``exp(log(.5) / halflife)``. This provides the behavior equivalent to passing `halflife` to pandas.ewma. ...
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Convenience constructor for passing ``decay_rate`` in terms of half life. Forwards ``decay_rate`` as ``exp(log(.5) / halflife)``. This provides the behavior equivalent to passing `halflife` to pandas.ewma. Examples -------- .. code-block:: python # Equival...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/pipeline/factors/basic.py
_ExponentialWeightedFactor.from_center_of_mass
def from_center_of_mass(cls, inputs, window_length, center_of_mass, **kwargs): """ Convenience constructor for passing `decay_rate` in terms of center of mass. Forwards `decay...
python
def from_center_of_mass(cls, inputs, window_length, center_of_mass, **kwargs): """ Convenience constructor for passing `decay_rate` in terms of center of mass. Forwards `decay...
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Convenience constructor for passing `decay_rate` in terms of center of mass. Forwards `decay_rate` as `1 - (1 / 1 + center_of_mass)`. This provides behavior equivalent to passing `center_of_mass` to pandas.ewma. Examples -------- .. code-block:: python # E...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
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train
quantopian/zipline
zipline/utils/math_utils.py
tolerant_equals
def tolerant_equals(a, b, atol=10e-7, rtol=10e-7, equal_nan=False): """Check if a and b are equal with some tolerance. Parameters ---------- a, b : float The floats to check for equality. atol : float, optional The absolute tolerance. rtol : float, optional The relative ...
python
def tolerant_equals(a, b, atol=10e-7, rtol=10e-7, equal_nan=False): """Check if a and b are equal with some tolerance. Parameters ---------- a, b : float The floats to check for equality. atol : float, optional The absolute tolerance. rtol : float, optional The relative ...
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Check if a and b are equal with some tolerance. Parameters ---------- a, b : float The floats to check for equality. atol : float, optional The absolute tolerance. rtol : float, optional The relative tolerance. equal_nan : bool, optional Should NaN compare equal?...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/utils/math_utils.py#L21-L47
train
quantopian/zipline
zipline/utils/math_utils.py
round_if_near_integer
def round_if_near_integer(a, epsilon=1e-4): """ Round a to the nearest integer if that integer is within an epsilon of a. """ if abs(a - round(a)) <= epsilon: return round(a) else: return a
python
def round_if_near_integer(a, epsilon=1e-4): """ Round a to the nearest integer if that integer is within an epsilon of a. """ if abs(a - round(a)) <= epsilon: return round(a) else: return a
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Round a to the nearest integer if that integer is within an epsilon of a.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/utils/math_utils.py#L72-L80
train
quantopian/zipline
zipline/pipeline/factors/factor.py
coerce_numbers_to_my_dtype
def coerce_numbers_to_my_dtype(f): """ A decorator for methods whose signature is f(self, other) that coerces ``other`` to ``self.dtype``. This is used to make comparison operations between numbers and `Factor` instances work independently of whether the user supplies a float or integer literal...
python
def coerce_numbers_to_my_dtype(f): """ A decorator for methods whose signature is f(self, other) that coerces ``other`` to ``self.dtype``. This is used to make comparison operations between numbers and `Factor` instances work independently of whether the user supplies a float or integer literal...
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A decorator for methods whose signature is f(self, other) that coerces ``other`` to ``self.dtype``. This is used to make comparison operations between numbers and `Factor` instances work independently of whether the user supplies a float or integer literal. For example, if I write:: my_fi...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L70-L91
train
quantopian/zipline
zipline/pipeline/factors/factor.py
binop_return_dtype
def binop_return_dtype(op, left, right): """ Compute the expected return dtype for the given binary operator. Parameters ---------- op : str Operator symbol, (e.g. '+', '-', ...). left : numpy.dtype Dtype of left hand side. right : numpy.dtype Dtype of right hand sid...
python
def binop_return_dtype(op, left, right): """ Compute the expected return dtype for the given binary operator. Parameters ---------- op : str Operator symbol, (e.g. '+', '-', ...). left : numpy.dtype Dtype of left hand side. right : numpy.dtype Dtype of right hand sid...
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Compute the expected return dtype for the given binary operator. Parameters ---------- op : str Operator symbol, (e.g. '+', '-', ...). left : numpy.dtype Dtype of left hand side. right : numpy.dtype Dtype of right hand side. Returns ------- outdtype : numpy.dtyp...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L101-L138
train
quantopian/zipline
zipline/pipeline/factors/factor.py
binary_operator
def binary_operator(op): """ Factory function for making binary operator methods on a Factor subclass. Returns a function, "binary_operator" suitable for implementing functions like __add__. """ # When combining a Factor with a NumericalExpression, we use this # attrgetter instance to defer...
python
def binary_operator(op): """ Factory function for making binary operator methods on a Factor subclass. Returns a function, "binary_operator" suitable for implementing functions like __add__. """ # When combining a Factor with a NumericalExpression, we use this # attrgetter instance to defer...
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Factory function for making binary operator methods on a Factor subclass. Returns a function, "binary_operator" suitable for implementing functions like __add__.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L141-L201
train
quantopian/zipline
zipline/pipeline/factors/factor.py
reflected_binary_operator
def reflected_binary_operator(op): """ Factory function for making binary operator methods on a Factor. Returns a function, "reflected_binary_operator" suitable for implementing functions like __radd__. """ assert not is_comparison(op) @with_name(method_name_for_op(op, commute=True)) @...
python
def reflected_binary_operator(op): """ Factory function for making binary operator methods on a Factor. Returns a function, "reflected_binary_operator" suitable for implementing functions like __radd__. """ assert not is_comparison(op) @with_name(method_name_for_op(op, commute=True)) @...
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Factory function for making binary operator methods on a Factor. Returns a function, "reflected_binary_operator" suitable for implementing functions like __radd__.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L204-L240
train
quantopian/zipline
zipline/pipeline/factors/factor.py
unary_operator
def unary_operator(op): """ Factory function for making unary operator methods for Factors. """ # Only negate is currently supported. valid_ops = {'-'} if op not in valid_ops: raise ValueError("Invalid unary operator %s." % op) @with_doc("Unary Operator: '%s'" % op) @with_name(u...
python
def unary_operator(op): """ Factory function for making unary operator methods for Factors. """ # Only negate is currently supported. valid_ops = {'-'} if op not in valid_ops: raise ValueError("Invalid unary operator %s." % op) @with_doc("Unary Operator: '%s'" % op) @with_name(u...
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Factory function for making unary operator methods for Factors.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L243-L282
train
quantopian/zipline
zipline/pipeline/factors/factor.py
function_application
def function_application(func): """ Factory function for producing function application methods for Factor subclasses. """ if func not in NUMEXPR_MATH_FUNCS: raise ValueError("Unsupported mathematical function '%s'" % func) @with_doc(func) @with_name(func) def mathfunc(self): ...
python
def function_application(func): """ Factory function for producing function application methods for Factor subclasses. """ if func not in NUMEXPR_MATH_FUNCS: raise ValueError("Unsupported mathematical function '%s'" % func) @with_doc(func) @with_name(func) def mathfunc(self): ...
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Factory function for producing function application methods for Factor subclasses.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L285-L308
train
quantopian/zipline
zipline/pipeline/factors/factor.py
winsorize
def winsorize(row, min_percentile, max_percentile): """ This implementation is based on scipy.stats.mstats.winsorize """ a = row.copy() nan_count = isnan(row).sum() nonnan_count = a.size - nan_count # NOTE: argsort() sorts nans to the end of the array. idx = a.argsort() # Set value...
python
def winsorize(row, min_percentile, max_percentile): """ This implementation is based on scipy.stats.mstats.winsorize """ a = row.copy() nan_count = isnan(row).sum() nonnan_count = a.size - nan_count # NOTE: argsort() sorts nans to the end of the array. idx = a.argsort() # Set value...
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This implementation is based on scipy.stats.mstats.winsorize
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L1671-L1698
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Factor.demean
def demean(self, mask=NotSpecified, groupby=NotSpecified): """ Construct a Factor that computes ``self`` and subtracts the mean from row of the result. If ``mask`` is supplied, ignore values where ``mask`` returns False when computing row means, and output NaN anywhere the mask ...
python
def demean(self, mask=NotSpecified, groupby=NotSpecified): """ Construct a Factor that computes ``self`` and subtracts the mean from row of the result. If ``mask`` is supplied, ignore values where ``mask`` returns False when computing row means, and output NaN anywhere the mask ...
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Construct a Factor that computes ``self`` and subtracts the mean from row of the result. If ``mask`` is supplied, ignore values where ``mask`` returns False when computing row means, and output NaN anywhere the mask is False. If ``groupby`` is supplied, compute by partitioning each row...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L402-L524
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Factor.zscore
def zscore(self, mask=NotSpecified, groupby=NotSpecified): """ Construct a Factor that Z-Scores each day's results. The Z-Score of a row is defined as:: (row - row.mean()) / row.stddev() If ``mask`` is supplied, ignore values where ``mask`` returns False when compu...
python
def zscore(self, mask=NotSpecified, groupby=NotSpecified): """ Construct a Factor that Z-Scores each day's results. The Z-Score of a row is defined as:: (row - row.mean()) / row.stddev() If ``mask`` is supplied, ignore values where ``mask`` returns False when compu...
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Construct a Factor that Z-Scores each day's results. The Z-Score of a row is defined as:: (row - row.mean()) / row.stddev() If ``mask`` is supplied, ignore values where ``mask`` returns False when computing row means and standard deviations, and output NaN anywhere the mas...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L531-L591
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Factor.rank
def rank(self, method='ordinal', ascending=True, mask=NotSpecified, groupby=NotSpecified): """ Construct a new Factor representing the sorted rank of each column within each row. Parameters ---------- method : str, {'or...
python
def rank(self, method='ordinal', ascending=True, mask=NotSpecified, groupby=NotSpecified): """ Construct a new Factor representing the sorted rank of each column within each row. Parameters ---------- method : str, {'or...
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Construct a new Factor representing the sorted rank of each column within each row. Parameters ---------- method : str, {'ordinal', 'min', 'max', 'dense', 'average'} The method used to assign ranks to tied elements. See `scipy.stats.rankdata` for a full descripti...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L593-L651
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Factor.pearsonr
def pearsonr(self, target, correlation_length, mask=NotSpecified): """ Construct a new Factor that computes rolling pearson correlation coefficients between `target` and the columns of `self`. This method can only be called on factors which are deemed safe for use as inputs to o...
python
def pearsonr(self, target, correlation_length, mask=NotSpecified): """ Construct a new Factor that computes rolling pearson correlation coefficients between `target` and the columns of `self`. This method can only be called on factors which are deemed safe for use as inputs to o...
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Construct a new Factor that computes rolling pearson correlation coefficients between `target` and the columns of `self`. This method can only be called on factors which are deemed safe for use as inputs to other factors. This includes `Returns` and any factors created from `Factor.rank...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L656-L716
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Factor.spearmanr
def spearmanr(self, target, correlation_length, mask=NotSpecified): """ Construct a new Factor that computes rolling spearman rank correlation coefficients between `target` and the columns of `self`. This method can only be called on factors which are deemed safe for use as inpu...
python
def spearmanr(self, target, correlation_length, mask=NotSpecified): """ Construct a new Factor that computes rolling spearman rank correlation coefficients between `target` and the columns of `self`. This method can only be called on factors which are deemed safe for use as inpu...
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Construct a new Factor that computes rolling spearman rank correlation coefficients between `target` and the columns of `self`. This method can only be called on factors which are deemed safe for use as inputs to other factors. This includes `Returns` and any factors created from `Facto...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L721-L781
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Factor.linear_regression
def linear_regression(self, target, regression_length, mask=NotSpecified): """ Construct a new Factor that performs an ordinary least-squares regression predicting the columns of `self` from `target`. This method can only be called on factors which are deemed safe for use as inp...
python
def linear_regression(self, target, regression_length, mask=NotSpecified): """ Construct a new Factor that performs an ordinary least-squares regression predicting the columns of `self` from `target`. This method can only be called on factors which are deemed safe for use as inp...
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Construct a new Factor that performs an ordinary least-squares regression predicting the columns of `self` from `target`. This method can only be called on factors which are deemed safe for use as inputs to other factors. This includes `Returns` and any factors created from `Factor.rank...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L786-L843
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Factor.winsorize
def winsorize(self, min_percentile, max_percentile, mask=NotSpecified, groupby=NotSpecified): """ Construct a new factor that winsorizes the result of this factor. Winsorizing changes values ranked less than the minimum per...
python
def winsorize(self, min_percentile, max_percentile, mask=NotSpecified, groupby=NotSpecified): """ Construct a new factor that winsorizes the result of this factor. Winsorizing changes values ranked less than the minimum per...
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Construct a new factor that winsorizes the result of this factor. Winsorizing changes values ranked less than the minimum percentile to the value at the minimum percentile. Similarly, values ranking above the maximum percentile are changed to the value at the maximum percentile. ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L852-L947
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Factor.quantiles
def quantiles(self, bins, mask=NotSpecified): """ Construct a Classifier computing quantiles of the output of ``self``. Every non-NaN data point the output is labelled with an integer value from 0 to (bins - 1). NaNs are labelled with -1. If ``mask`` is supplied, ignore data p...
python
def quantiles(self, bins, mask=NotSpecified): """ Construct a Classifier computing quantiles of the output of ``self``. Every non-NaN data point the output is labelled with an integer value from 0 to (bins - 1). NaNs are labelled with -1. If ``mask`` is supplied, ignore data p...
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Construct a Classifier computing quantiles of the output of ``self``. Every non-NaN data point the output is labelled with an integer value from 0 to (bins - 1). NaNs are labelled with -1. If ``mask`` is supplied, ignore data points in locations for which ``mask`` produces False, and ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L950-L974
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Factor.top
def top(self, N, mask=NotSpecified, groupby=NotSpecified): """ Construct a Filter matching the top N asset values of self each day. If ``groupby`` is supplied, returns a Filter matching the top N asset values for each group. Parameters ---------- N : int ...
python
def top(self, N, mask=NotSpecified, groupby=NotSpecified): """ Construct a Filter matching the top N asset values of self each day. If ``groupby`` is supplied, returns a Filter matching the top N asset values for each group. Parameters ---------- N : int ...
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Construct a Filter matching the top N asset values of self each day. If ``groupby`` is supplied, returns a Filter matching the top N asset values for each group. Parameters ---------- N : int Number of assets passing the returned filter each day. mask : zipl...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L1048-L1074
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Factor.bottom
def bottom(self, N, mask=NotSpecified, groupby=NotSpecified): """ Construct a Filter matching the bottom N asset values of self each day. If ``groupby`` is supplied, returns a Filter matching the bottom N asset values for each group. Parameters ---------- N : in...
python
def bottom(self, N, mask=NotSpecified, groupby=NotSpecified): """ Construct a Filter matching the bottom N asset values of self each day. If ``groupby`` is supplied, returns a Filter matching the bottom N asset values for each group. Parameters ---------- N : in...
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Construct a Filter matching the bottom N asset values of self each day. If ``groupby`` is supplied, returns a Filter matching the bottom N asset values for each group. Parameters ---------- N : int Number of assets passing the returned filter each day. mask ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L1076-L1098
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Factor.percentile_between
def percentile_between(self, min_percentile, max_percentile, mask=NotSpecified): """ Construct a new Filter representing entries from the output of this Factor that fall within the percentile range defined by min_pe...
python
def percentile_between(self, min_percentile, max_percentile, mask=NotSpecified): """ Construct a new Filter representing entries from the output of this Factor that fall within the percentile range defined by min_pe...
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Construct a new Filter representing entries from the output of this Factor that fall within the percentile range defined by min_percentile and max_percentile. Parameters ---------- min_percentile : float [0.0, 100.0] Return True for assets falling above this percenti...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L1103-L1139
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Rank._validate
def _validate(self): """ Verify that the stored rank method is valid. """ if self._method not in _RANK_METHODS: raise UnknownRankMethod( method=self._method, choices=set(_RANK_METHODS), ) return super(Rank, self)._validate()
python
def _validate(self): """ Verify that the stored rank method is valid. """ if self._method not in _RANK_METHODS: raise UnknownRankMethod( method=self._method, choices=set(_RANK_METHODS), ) return super(Rank, self)._validate()
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L1382-L1391
train
quantopian/zipline
zipline/pipeline/factors/factor.py
Rank._compute
def _compute(self, arrays, dates, assets, mask): """ For each row in the input, compute a like-shaped array of per-row ranks. """ return masked_rankdata_2d( arrays[0], mask, self.inputs[0].missing_value, self._method, se...
python
def _compute(self, arrays, dates, assets, mask): """ For each row in the input, compute a like-shaped array of per-row ranks. """ return masked_rankdata_2d( arrays[0], mask, self.inputs[0].missing_value, self._method, se...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/factors/factor.py#L1393-L1404
train
quantopian/zipline
zipline/utils/pandas_utils.py
_time_to_micros
def _time_to_micros(time): """Convert a time into microseconds since midnight. Parameters ---------- time : datetime.time The time to convert. Returns ------- us : int The number of microseconds since midnight. Notes ----- This does not account for leap seconds or...
python
def _time_to_micros(time): """Convert a time into microseconds since midnight. Parameters ---------- time : datetime.time The time to convert. Returns ------- us : int The number of microseconds since midnight. Notes ----- This does not account for leap seconds or...
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Convert a time into microseconds since midnight. Parameters ---------- time : datetime.time The time to convert. Returns ------- us : int The number of microseconds since midnight. Notes ----- This does not account for leap seconds or daylight savings.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/utils/pandas_utils.py#L48-L63
train
quantopian/zipline
zipline/utils/pandas_utils.py
mask_between_time
def mask_between_time(dts, start, end, include_start=True, include_end=True): """Return a mask of all of the datetimes in ``dts`` that are between ``start`` and ``end``. Parameters ---------- dts : pd.DatetimeIndex The index to mask. start : time Mask away times less than the sta...
python
def mask_between_time(dts, start, end, include_start=True, include_end=True): """Return a mask of all of the datetimes in ``dts`` that are between ``start`` and ``end``. Parameters ---------- dts : pd.DatetimeIndex The index to mask. start : time Mask away times less than the sta...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/utils/pandas_utils.py#L72-L111
train
quantopian/zipline
zipline/utils/pandas_utils.py
find_in_sorted_index
def find_in_sorted_index(dts, dt): """ Find the index of ``dt`` in ``dts``. This function should be used instead of `dts.get_loc(dt)` if the index is large enough that we don't want to initialize a hash table in ``dts``. In particular, this should always be used on minutely trading calendars. ...
python
def find_in_sorted_index(dts, dt): """ Find the index of ``dt`` in ``dts``. This function should be used instead of `dts.get_loc(dt)` if the index is large enough that we don't want to initialize a hash table in ``dts``. In particular, this should always be used on minutely trading calendars. ...
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Find the index of ``dt`` in ``dts``. This function should be used instead of `dts.get_loc(dt)` if the index is large enough that we don't want to initialize a hash table in ``dts``. In particular, this should always be used on minutely trading calendars. Parameters ---------- dts : pd.Datetime...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/utils/pandas_utils.py#L114-L142
train
quantopian/zipline
zipline/utils/pandas_utils.py
nearest_unequal_elements
def nearest_unequal_elements(dts, dt): """ Find values in ``dts`` closest but not equal to ``dt``. Returns a pair of (last_before, first_after). When ``dt`` is less than any element in ``dts``, ``last_before`` is None. When ``dt`` is greater any element in ``dts``, ``first_after`` is None. ``...
python
def nearest_unequal_elements(dts, dt): """ Find values in ``dts`` closest but not equal to ``dt``. Returns a pair of (last_before, first_after). When ``dt`` is less than any element in ``dts``, ``last_before`` is None. When ``dt`` is greater any element in ``dts``, ``first_after`` is None. ``...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/utils/pandas_utils.py#L145-L192
train
quantopian/zipline
zipline/utils/pandas_utils.py
categorical_df_concat
def categorical_df_concat(df_list, inplace=False): """ Prepare list of pandas DataFrames to be used as input to pd.concat. Ensure any columns of type 'category' have the same categories across each dataframe. Parameters ---------- df_list : list List of dataframes with same columns....
python
def categorical_df_concat(df_list, inplace=False): """ Prepare list of pandas DataFrames to be used as input to pd.concat. Ensure any columns of type 'category' have the same categories across each dataframe. Parameters ---------- df_list : list List of dataframes with same columns....
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Prepare list of pandas DataFrames to be used as input to pd.concat. Ensure any columns of type 'category' have the same categories across each dataframe. Parameters ---------- df_list : list List of dataframes with same columns. inplace : bool True if input list can be modified....
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/utils/pandas_utils.py#L247-L287
train
quantopian/zipline
zipline/utils/pandas_utils.py
check_indexes_all_same
def check_indexes_all_same(indexes, message="Indexes are not equal."): """Check that a list of Index objects are all equal. Parameters ---------- indexes : iterable[pd.Index] Iterable of indexes to check. Raises ------ ValueError If the indexes are not all the same. """...
python
def check_indexes_all_same(indexes, message="Indexes are not equal."): """Check that a list of Index objects are all equal. Parameters ---------- indexes : iterable[pd.Index] Iterable of indexes to check. Raises ------ ValueError If the indexes are not all the same. """...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/utils/pandas_utils.py#L325-L349
train
quantopian/zipline
zipline/pipeline/loaders/events.py
required_event_fields
def required_event_fields(next_value_columns, previous_value_columns): """ Compute the set of resource columns required to serve ``next_value_columns`` and ``previous_value_columns``. """ # These metadata columns are used to align event indexers. return { TS_FIELD_NAME, SID_FIELD...
python
def required_event_fields(next_value_columns, previous_value_columns): """ Compute the set of resource columns required to serve ``next_value_columns`` and ``previous_value_columns``. """ # These metadata columns are used to align event indexers. return { TS_FIELD_NAME, SID_FIELD...
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Compute the set of resource columns required to serve ``next_value_columns`` and ``previous_value_columns``.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/loaders/events.py#L21-L36
train
quantopian/zipline
zipline/pipeline/loaders/events.py
validate_column_specs
def validate_column_specs(events, next_value_columns, previous_value_columns): """ Verify that the columns of ``events`` can be used by an EventsLoader to serve the BoundColumns described by ``next_value_columns`` and ``previous_value_columns``. """ required = required_event_fields(next_value_co...
python
def validate_column_specs(events, next_value_columns, previous_value_columns): """ Verify that the columns of ``events`` can be used by an EventsLoader to serve the BoundColumns described by ``next_value_columns`` and ``previous_value_columns``. """ required = required_event_fields(next_value_co...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/loaders/events.py#L39-L58
train
quantopian/zipline
zipline/pipeline/loaders/events.py
EventsLoader.split_next_and_previous_event_columns
def split_next_and_previous_event_columns(self, requested_columns): """ Split requested columns into columns that should load the next known value and columns that should load the previous known value. Parameters ---------- requested_columns : iterable[BoundColumn] ...
python
def split_next_and_previous_event_columns(self, requested_columns): """ Split requested columns into columns that should load the next known value and columns that should load the previous known value. Parameters ---------- requested_columns : iterable[BoundColumn] ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/loaders/events.py#L119-L146
train
quantopian/zipline
zipline/lib/labelarray.py
compare_arrays
def compare_arrays(left, right): "Eq check with a short-circuit for identical objects." return ( left is right or ((left.shape == right.shape) and (left == right).all()) )
python
def compare_arrays(left, right): "Eq check with a short-circuit for identical objects." return ( left is right or ((left.shape == right.shape) and (left == right).all()) )
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/labelarray.py#L38-L43
train
quantopian/zipline
zipline/lib/labelarray.py
LabelArray.from_codes_and_metadata
def from_codes_and_metadata(cls, codes, categories, reverse_categories, missing_value): """ Rehydrate a LabelArray from the codes and metadata. Parameters ----...
python
def from_codes_and_metadata(cls, codes, categories, reverse_categories, missing_value): """ Rehydrate a LabelArray from the codes and metadata. Parameters ----...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/labelarray.py#L194-L217
train
quantopian/zipline
zipline/lib/labelarray.py
LabelArray.as_int_array
def as_int_array(self): """ Convert self into a regular ndarray of ints. This is an O(1) operation. It does not copy the underlying data. """ return self.view( type=ndarray, dtype=unsigned_int_dtype_with_size_in_bytes(self.itemsize), )
python
def as_int_array(self): """ Convert self into a regular ndarray of ints. This is an O(1) operation. It does not copy the underlying data. """ return self.view( type=ndarray, dtype=unsigned_int_dtype_with_size_in_bytes(self.itemsize), )
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Convert self into a regular ndarray of ints. This is an O(1) operation. It does not copy the underlying data.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/labelarray.py#L303-L312
train
quantopian/zipline
zipline/lib/labelarray.py
LabelArray.as_categorical
def as_categorical(self): """ Coerce self into a pandas categorical. This is only defined on 1D arrays, since that's all pandas supports. """ if len(self.shape) > 1: raise ValueError("Can't convert a 2D array to a categorical.") with ignore_pandas_nan_catego...
python
def as_categorical(self): """ Coerce self into a pandas categorical. This is only defined on 1D arrays, since that's all pandas supports. """ if len(self.shape) > 1: raise ValueError("Can't convert a 2D array to a categorical.") with ignore_pandas_nan_catego...
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Coerce self into a pandas categorical. This is only defined on 1D arrays, since that's all pandas supports.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/labelarray.py#L322-L338
train
quantopian/zipline
zipline/lib/labelarray.py
LabelArray.as_categorical_frame
def as_categorical_frame(self, index, columns, name=None): """ Coerce self into a pandas DataFrame of Categoricals. """ if len(self.shape) != 2: raise ValueError( "Can't convert a non-2D LabelArray into a DataFrame." ) expected_shape = (le...
python
def as_categorical_frame(self, index, columns, name=None): """ Coerce self into a pandas DataFrame of Categoricals. """ if len(self.shape) != 2: raise ValueError( "Can't convert a non-2D LabelArray into a DataFrame." ) expected_shape = (le...
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Coerce self into a pandas DataFrame of Categoricals.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/labelarray.py#L340-L364
train
quantopian/zipline
zipline/lib/labelarray.py
LabelArray.set_scalar
def set_scalar(self, indexer, value): """ Set scalar value into the array. Parameters ---------- indexer : any The indexer to set the value at. value : str The value to assign at the given locations. Raises ------ ValueErr...
python
def set_scalar(self, indexer, value): """ Set scalar value into the array. Parameters ---------- indexer : any The indexer to set the value at. value : str The value to assign at the given locations. Raises ------ ValueErr...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/labelarray.py#L400-L422
train
quantopian/zipline
zipline/lib/labelarray.py
LabelArray._equality_check
def _equality_check(op): """ Shared code for __eq__ and __ne__, parameterized on the actual comparison operator to use. """ def method(self, other): if isinstance(other, LabelArray): self_mv = self.missing_value other_mv = other.missin...
python
def _equality_check(op): """ Shared code for __eq__ and __ne__, parameterized on the actual comparison operator to use. """ def method(self, other): if isinstance(other, LabelArray): self_mv = self.missing_value other_mv = other.missin...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/labelarray.py#L462-L496
train
quantopian/zipline
zipline/lib/labelarray.py
LabelArray.empty_like
def empty_like(self, shape): """ Make an empty LabelArray with the same categories as ``self``, filled with ``self.missing_value``. """ return type(self).from_codes_and_metadata( codes=np.full( shape, self.reverse_categories[self.missin...
python
def empty_like(self, shape): """ Make an empty LabelArray with the same categories as ``self``, filled with ``self.missing_value``. """ return type(self).from_codes_and_metadata( codes=np.full( shape, self.reverse_categories[self.missin...
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Make an empty LabelArray with the same categories as ``self``, filled with ``self.missing_value``.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/labelarray.py#L605-L619
train
quantopian/zipline
zipline/lib/labelarray.py
LabelArray.map_predicate
def map_predicate(self, f): """ Map a function from str -> bool element-wise over ``self``. ``f`` will be applied exactly once to each non-missing unique value in ``self``. Missing values will always return False. """ # Functions passed to this are of type str -> bool. ...
python
def map_predicate(self, f): """ Map a function from str -> bool element-wise over ``self``. ``f`` will be applied exactly once to each non-missing unique value in ``self``. Missing values will always return False. """ # Functions passed to this are of type str -> bool. ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/labelarray.py#L621-L645
train
quantopian/zipline
zipline/lib/labelarray.py
LabelArray.map
def map(self, f): """ Map a function from str -> str element-wise over ``self``. ``f`` will be applied exactly once to each non-missing unique value in ``self``. Missing values will always map to ``self.missing_value``. """ # f() should only return None if None is our mi...
python
def map(self, f): """ Map a function from str -> str element-wise over ``self``. ``f`` will be applied exactly once to each non-missing unique value in ``self``. Missing values will always map to ``self.missing_value``. """ # f() should only return None if None is our mi...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/lib/labelarray.py#L647-L722
train
quantopian/zipline
zipline/finance/execution.py
asymmetric_round_price
def asymmetric_round_price(price, prefer_round_down, tick_size, diff=0.95): """ Asymmetric rounding function for adjusting prices to the specified number of places in a way that "improves" the price. For limit prices, this means preferring to round down on buys and preferring to round up on sells. F...
python
def asymmetric_round_price(price, prefer_round_down, tick_size, diff=0.95): """ Asymmetric rounding function for adjusting prices to the specified number of places in a way that "improves" the price. For limit prices, this means preferring to round down on buys and preferring to round up on sells. F...
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Asymmetric rounding function for adjusting prices to the specified number of places in a way that "improves" the price. For limit prices, this means preferring to round down on buys and preferring to round up on sells. For stop prices, it means the reverse. If prefer_round_down == True: When .0...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/finance/execution.py#L159-L193
train
quantopian/zipline
zipline/finance/execution.py
check_stoplimit_prices
def check_stoplimit_prices(price, label): """ Check to make sure the stop/limit prices are reasonable and raise a BadOrderParameters exception if not. """ try: if not isfinite(price): raise BadOrderParameters( msg="Attempted to place an order with a {} price " ...
python
def check_stoplimit_prices(price, label): """ Check to make sure the stop/limit prices are reasonable and raise a BadOrderParameters exception if not. """ try: if not isfinite(price): raise BadOrderParameters( msg="Attempted to place an order with a {} price " ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/finance/execution.py#L196-L217
train
quantopian/zipline
zipline/data/bundles/csvdir.py
csvdir_bundle
def csvdir_bundle(environ, asset_db_writer, minute_bar_writer, daily_bar_writer, adjustment_writer, calendar, start_session, end_session, cache, show_progress...
python
def csvdir_bundle(environ, asset_db_writer, minute_bar_writer, daily_bar_writer, adjustment_writer, calendar, start_session, end_session, cache, show_progress...
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Build a zipline data bundle from the directory with csv files.
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/data/bundles/csvdir.py#L98-L168
train
quantopian/zipline
zipline/pipeline/api_utils.py
restrict_to_dtype
def restrict_to_dtype(dtype, message_template): """ A factory for decorators that restrict Term methods to only be callable on Terms with a specific dtype. This is conceptually similar to zipline.utils.input_validation.expect_dtypes, but provides more flexibility for providing error messages th...
python
def restrict_to_dtype(dtype, message_template): """ A factory for decorators that restrict Term methods to only be callable on Terms with a specific dtype. This is conceptually similar to zipline.utils.input_validation.expect_dtypes, but provides more flexibility for providing error messages th...
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A factory for decorators that restrict Term methods to only be callable on Terms with a specific dtype. This is conceptually similar to zipline.utils.input_validation.expect_dtypes, but provides more flexibility for providing error messages that are specifically targeting Term methods. Parameters ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/pipeline/api_utils.py#L7-L49
train
quantopian/zipline
zipline/sources/benchmark_source.py
BenchmarkSource.daily_returns
def daily_returns(self, start, end=None): """Returns the daily returns for the given period. Parameters ---------- start : datetime The inclusive starting session label. end : datetime, optional The inclusive ending session label. If not provided, treat ...
python
def daily_returns(self, start, end=None): """Returns the daily returns for the given period. Parameters ---------- start : datetime The inclusive starting session label. end : datetime, optional The inclusive ending session label. If not provided, treat ...
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Returns the daily returns for the given period. Parameters ---------- start : datetime The inclusive starting session label. end : datetime, optional The inclusive ending session label. If not provided, treat ``start`` as a scalar key. Return...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/sources/benchmark_source.py#L124-L145
train
quantopian/zipline
zipline/sources/benchmark_source.py
BenchmarkSource._initialize_precalculated_series
def _initialize_precalculated_series(self, asset, trading_calendar, trading_days, data_portal): """ Internal method that pre-calculates the ...
python
def _initialize_precalculated_series(self, asset, trading_calendar, trading_days, data_portal): """ Internal method that pre-calculates the ...
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Internal method that pre-calculates the benchmark return series for use in the simulation. Parameters ---------- asset: Asset to use trading_calendar: TradingCalendar trading_days: pd.DateTimeIndex data_portal: DataPortal Notes ----- ...
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77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe
https://github.com/quantopian/zipline/blob/77ad15e6dc4c1cbcdc133653bac8a63fc704f7fe/zipline/sources/benchmark_source.py#L196-L312
train