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portfolio_interface

mainsequence.virtualfundbuilder.portfolio_interface

PortfolioInterface

Manages the overall strategy of investing. It initializes the tree and runs it either within the scheduler or directly with a full tree update.

__init__(portfolio_config_template, build_purpose=CONSTANTS.PORTFOLIO_BUILD_FOR_BACKTEST, configuration_name=None)

Initializes the portfolio strategy with the necessary configurations.

build_target_portfolio_in_backend(portfolio_tags=None)

This method creates a portfolio in VAM with configm file settings.

Returns:

delete_portfolio()

Deletes the portfolio from vam :return:

delete_stored_configuration()

Removes a saved configuration file from the configuration folder

list_configurations() classmethod

Lists all YAML configuration files found in the configuration_path.

store_configuration(configuration_name=None)

Stores the current configuration as a YAML file under the configuration_name