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DFS_Portfolio_Manager

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3 contributors

James McCool

Refactor name matching logic in app.py: streamline the process of matching portfolio names to projection names by utilizing session state for improved clarity and efficiency, while enhancing the output messages for better user feedback.

f5bf222 10 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. 10 months ago
.gitattributes

1.52 kB
initial commit about 1 year ago
README.md

245 Bytes
initial commit about 1 year ago
app.py

78.4 kB
Refactor name matching logic in app.py: streamline the process of matching portfolio names to projection names by utilizing session state for improved clarity and efficiency, while enhancing the output messages for better user feedback. 10 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