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chore: update full example
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@MadeInPierre
MadeInPierre committed Jan 13, 2024
1 parent ea2a814 commit 00138dd
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118 changes: 84 additions & 34 deletions examples/full_example.py
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Original file line number Diff line number Diff line change
Expand Up @@ -15,8 +15,22 @@
# noreorder
from datetime import date
from rich import inspect, print, pretty, traceback # noqa
from finalynx import TargetRange, TargetMin, TargetMax, TargetRatio, TargetGlobalRatio # noqa
from finalynx import Sidecar, Folder, Line, LinePerf, Bucket, SharedFolder, Portfolio, FolderDisplay # noqa
from finalynx import (
TargetRange,
TargetMin,
TargetMax,
TargetRatio,
) # noqa
from finalynx import (
Sidecar,
Folder,
Line,
LinePerf,
Bucket,
SharedFolder,
Portfolio,
FolderDisplay,
) # noqa
from finalynx import Envelope, PEA, PEE, AV, PER
from finalynx import AssetClass, AssetSubclass
from finalynx import Simulation, AddLineAmount, Event, Salary
Expand All @@ -31,24 +45,36 @@
"""
(Optional) Custom shortcuts in variables used below to control the config quickly.
"""
short_display = FolderDisplay.COLLAPSED # Display style for all short-term folders
medium_term_amount = 20000 # Amount of money to keep for medium-term (i.e. Livrets in this config)
short_display = FolderDisplay.EXPANDED # Display style for all short-term folders
medium_term_amount = (
20000 # Amount of money to keep for medium-term (i.e. Livrets in this config)
)
date_retirement = date(2063, 7, 1)

# Define envelopes used in the portfolio
bank_lbp = Envelope("La Banque Postale", "LBP")
bank_n26 = Envelope("N26", "N26")
bank_boursorama = Envelope("Boursorama", "BOU")
bank_boursorama = Envelope("BoursoBank", "BOU")

pea = PEA("Bourse Direct", "PEA", date(2022, 7, 1), key="PEA")
pee = PEE("Natixis", "PEE", date(2023, 4, 1), date_unlock=date(2023, 11, 22), key="PEE Natixis")
pea = PEA(
"Bourse Direct", "PEA", date(2022, 7, 1), key="MR LACLAU PIERRE (Compte PEA)"
)
pee = PEE(
"Natixis",
"PEE",
date(2023, 4, 1),
date_unlock=date(2023, 11, 22),
key="Plan d'Epargne Entreprise",
)

av_linxea = AV("Linxea Spirit 2", "LIX", date(2022, 7, 1), key="LINXEA Spirit 2")
av_goodvest = AV("Goodvest", "GOO", date(2022, 7, 1))
av_ramify = AV("Ramify", "RAM", date(2022, 7, 1), key="Ramify AV")

per_linxea = PER("Linxea Spirit PER", "PER", date(2022, 7, 1), date_retirement)
per_prefon = PER("Prefon", "PRF", date(2022, 7, 1), date_retirement, key="Autres actifs")
per_prefon = PER(
"Prefon", "PRF", date(2022, 7, 1), date_retirement, key="Autres actifs"
)

at_home = Envelope("At Home", "PHY", key="Metaux precieux")

Expand Down Expand Up @@ -249,27 +275,27 @@
asset_class=AssetClass.STOCK,
asset_subclass=AssetSubclass.ETF,
target=TargetRatio(50),
perf=LinePerf(8),
perf=LinePerf(6),
children=[
Folder(
"USA",
target=TargetRatio(50),
children=[
Line(
"[italic]PE500[/] - SP500",
key="7030926",
"SP500 [italic](PE500)[/]",
key="13577960",
target=TargetRatio(50),
envelope=pea,
),
Line(
"[italic]xxxxx[/] - SP500 ESG",
key="8804142",
"SP500 ESG [italic](xxxxx)[/]",
key="13578020",
target=TargetRatio(30),
envelope=av_linxea,
),
Line(
"[italic]RS2K[/] - Russell 2000",
key="11358415",
"Russell 2000 [italic](RS2K)[/]",
key="13577964",
target=TargetRatio(20),
envelope=pea,
),
Expand All @@ -280,14 +306,14 @@
target=TargetRatio(30),
children=[
Line(
"[italic]PABZ[/] - Europe 600 ESG",
key="7492719",
"Europe 600 ESG [italic](PABZ)[/]",
key="13577963",
target=TargetRatio(80),
envelope=pea,
),
Line(
"[italic]ETZ[/] - Europe 600",
key="7030927",
" Europe 600 [italic](ETZ)[/]",
key="13577961",
target=TargetRatio(20),
envelope=pea,
),
Expand All @@ -298,19 +324,19 @@
target=TargetRatio(20),
children=[
Line(
"[italic]PAEEM[/] - Emerging markets",
key="7036606",
"Emerging markets [italic](PAEEM)[/]",
key="13577962",
target=TargetRatio(50),
envelope=pea,
),
Line(
"[italic]xxxxx[/] - Emerging markets ESG",
"Emerging markets ESG [italic](xxxxx)[/]",
key="8804145",
target=TargetRatio(30),
envelope=av_linxea,
),
Line(
"[italic]PTPXE[/] - Japon",
"Japon [italic](PTPXE)[/]",
key="",
target=TargetRatio(20),
newline=True,
Expand Down Expand Up @@ -389,6 +415,27 @@
),
],
),
Folder(
"Bloqué",
perf=LinePerf(0, skip=True),
children=[
Line(
"PEE (à récupérer)",
AssetClass.CASH,
AssetSubclass.MONETARY,
key="13009544",
envelope=pee,
),
Line(
"Shares To Win Stellantis (à récupérer)",
AssetClass.STOCK,
AssetSubclass.STOCK_SHARE,
key="13417344",
envelope=pee,
newline=True,
),
],
),
Folder(
"Retraite",
perf=LinePerf(0, skip=True),
Expand Down Expand Up @@ -430,18 +477,11 @@
key="CCP Boursorama",
envelope=bank_boursorama,
),
Line(
"PEE (à récupérer)",
AssetClass.CASH,
AssetSubclass.MONETARY,
key="10117145",
envelope=pee,
),
Line(
"Liquidités PEA (à investir)",
AssetClass.CASH,
AssetSubclass.LIQUIDITY,
key="7024202",
key="13577959",
envelope=pea,
target=TargetMax(0),
),
Expand Down Expand Up @@ -509,9 +549,19 @@
],
simulation=Simulation(
events=[
Salary(livreta, income=2300, expenses=1400, end_date=date(2024, 11, 30)),
Event(AddLineAmount(livreta, 3500), planned_date=date(2024, 4, 10), name="Prime"),
Event(AddLineAmount(livreta, 3500), planned_date=date(2025, 4, 10), name="Prime"),
Salary(
livreta, income=2300, expenses=1400, end_date=date(2024, 11, 30)
),
Event(
AddLineAmount(livreta, 3500),
planned_date=date(2024, 4, 10),
name="Prime",
),
Event(
AddLineAmount(livreta, 3500),
planned_date=date(2025, 4, 10),
name="Prime",
),
Salary(
livreta,
income=3500,
Expand Down
2 changes: 1 addition & 1 deletion finalynx/fetch/source_finary.py
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Original file line number Diff line number Diff line change
Expand Up @@ -179,7 +179,7 @@ def _fetch_data(self, tree: Tree) -> None:

def _process_account(self, dict_account: Dict[str, Any], tree: Tree) -> None:
account_name = dict_account["name"]
node = tree.add(account_name)
node = tree.add(account_name if not dict_account["fiats"] else dict_account["institution"]["name"])

for item in dict_account["fiats"]:
self._register_fetchline(
Expand Down

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