portsel - Porfolio Selection

Easy financial portfolio selection.

Installation

pip install -U portsel

or install with Poetry

poetry add portsel

Then you can run

portsel --help

or with Poetry:

poetry run portsel --help

Makefile usage

Makefile contains a lot of functions for faster development.

1. Download and remove Poetry

To download and install Poetry run:

make poetry-download

To uninstall

make poetry-remove

2. Install all dependencies and pre-commit hooks

Install requirements:

make install

Pre-commit hooks coulb be installed after git init via

make pre-commit-install

3. Codestyle

Automatic formatting uses pyupgrade, isort and black.

make codestyle

# or use synonym
make formatting

Codestyle checks only, without rewriting files:

make check-codestyle

Note: check-codestyle uses isort, black and darglint library

Update all dev libraries to the latest version using one comand

make update-dev-deps

4. Code security

make check-safety

This command launches Poetry integrity checks as well as identifies security issues with Safety and Bandit.

make check-safety

5. Type checks

Run mypy static type checker

make mypy

6. Tests with coverage badges

Run pytest

make test

7. All linters

Of course there is a command to rule run all linters in one:

make lint

the same as:

make test && make check-codestyle && make mypy && make check-safety

8. Docker

make docker-build

which is equivalent to:

make docker-build VERSION=latest

Remove docker image with

make docker-remove

More information about docker.

9. Cleanup

Delete pycache files

make pycache-remove

Remove package build

make build-remove

Delete .DS_STORE files

make dsstore-remove

Remove .mypycache

make mypycache-remove

Or to remove all above run:

make cleanup

Very first steps

Poetry

Want to know more about Poetry? Check its documentation.

Details about Poetry

Poetry's commands are very intuitive and easy to learn, like:

• poetry add numpy@latest
• poetry run pytest
• poetry publish --build

etc

Building and releasing your package

Building a new version of the application contains steps:

• Bump the version of your package poetry version <version>. You can pass the new version explicitly, or a rule such as major, minor, or patch. For more details, refer to the Semantic Versions standard.
• Make a commit to GitHub.
• Create a GitHub release.
• And... publish 🙂 poetry publish --build

🎯 What's next

Well, that's up to you 💪🏻. I can only recommend the packages and articles that helped me.

• Typer is great for creating CLI applications.
• Rich makes it easy to add beautiful formatting in the terminal.
• Pydantic – data validation and settings management using Python type hinting.
• Loguru makes logging (stupidly) simple.
• tqdm – fast, extensible progress bar for Python and CLI.
• IceCream is a little library for sweet and creamy debugging.
• orjson – ultra fast JSON parsing library.
• Returns makes you function's output meaningful, typed, and safe!
• Hydra is a framework for elegantly configuring complex applications.
• FastAPI is a type-driven asynchronous web framework.

🚀 Features

Development features

• Supports for Python 3.9 and higher.
• Poetry as the dependencies manager. See configuration in pyproject.toml and setup.cfg.
• Automatic codestyle with black, isort and pyupgrade.
• Ready-to-use pre-commit hooks with code-formatting.
• Type checks with mypy; docstring checks with darglint; security checks with safety and bandit
• Testing with pytest.
• Ready-to-use .editorconfig, .dockerignore, and .gitignore. You don't have to worry about those things.

📃 Citation

@misc{portsel,
  author = {Thomas Battenfeld},
  title = {Easy financial portfolio selection.},
  year = {2021},
  publisher = {GitHub},
  journal = {GitHub repository},
  howpublished = {\url{https://github.com/thomasbtf/portsel}}
}

Credits

This project was generated with python-package-template