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DFS_Portfolio_Manager

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117 kB

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3 contributors

James McCool

Add trimming dictionary max values in app.py: define maximum thresholds for ownership types to enhance filtering options and maintain consistency in portfolio management.

bb24797 11 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. 11 months ago
.gitattributes

1.52 kB
initial commit about 1 year ago
README.md

245 Bytes
initial commit about 1 year ago
app.py

77.5 kB
Add trimming dictionary max values in app.py: define maximum thresholds for ownership types to enhance filtering options and maintain consistency in portfolio management. 11 months ago
app.yaml

172 Bytes
Add initial Streamlit application with data loading, portfolio management, and optimization features about 1 year ago
requirements.txt

91 Bytes
Add fuzzywuzzy to requirements.txt: include fuzzywuzzy library for enhanced string matching capabilities alongside rapidfuzz. 12 months ago