mpal v0.6.0

mpal v0.6.0

This release adds portfolio allocation reporting and improves asset list readability.

Highlights

• Added mpal portfolio allocation.

• Portfolio allocation is based on book value, not market value.

• Added allocation table columns:

  • PORTFOLIO
  • TOTAL CASH
  • POSITIONS
  • BOOK VALUE
  • ALLOCATION

• Improved mpal asset list styling:

  • asset symbols keep the row-key style
  • portfolio names now use muted styling
  • table text and layout remain unchanged

Portfolio allocation

mpal portfolio allocation shows how active portfolios are allocated by book value.

Formula:

BOOK VALUE = TOTAL CASH + POSITIONS
ALLOCATION = portfolio BOOK VALUE / total BOOK VALUE across active portfolios

Notes:

• POSITIONS means open position book cost.
• Allocation is not based on capital.
• Allocation is not based on cash alone.
• Allocation is not market value.
• mpal does not use live prices or unrealized P&L.

Validation

This release passed:

• python -m pytest
• python -m ruff check .
• python -m ruff format --check .
• git diff --check
• python -m build
• python -m twine check dist/*
• .\scripts\manual_qa.ps1
• .\scripts\wheel_smoke_test.ps1

Package identity

• Distribution: mpal-cli
• Import package: mpal
• CLI command: mpal
• License: MIT