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DFS_Portfolio_Manager
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8e96a8e
DFS_Portfolio_Manager
115 kB
2 contributors
History:
118 commits
James McCool
Fix calculation of current ownership type maximum in trim_portfolio.py to use the correct row's own type value, improving accuracy in portfolio trimming logic.
8e96a8e
7 months ago
global_func
Fix calculation of current ownership type maximum in trim_portfolio.py to use the correct row's own type value, improving accuracy in portfolio trimming logic.
7 months ago
.gitattributes
1.52 kB
initial commit
9 months ago
README.md
245 Bytes
initial commit
9 months ago
app.py
75.9 kB
Add trim slack parameter to portfolio trimming functionality in app.py and trim_portfolio.py, allowing for more flexible threshold adjustments during portfolio management.
7 months ago
app.yaml
172 Bytes
Add initial Streamlit application with data loading, portfolio management, and optimization features
9 months ago
requirements.txt
91 Bytes
Add fuzzywuzzy to requirements.txt: include fuzzywuzzy library for enhanced string matching capabilities alongside rapidfuzz.
8 months ago