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opoloko avatar opoloko commented on June 1, 2024

Adding to that, I even tried creating manually the dataframe:

dfObj = pd.DataFrame(columns=['Allocation', 'Name'])
dfObj = dfObj.append({'Allocation': 20.25, 'Name': 'EQQQ'}, ignore_index=True)
dfObj = dfObj.append({'Allocation': 10.97, 'Name': 'IWFM'}, ignore_index=True)
dfObj = dfObj.append({'Allocation': 29.44, 'Name': 'IGLT'}, ignore_index=True)
dfObj = dfObj.append({'Allocation': 28.56, 'Name': 'IBTM'}, ignore_index=True)
dfObj = dfObj.append({'Allocation': 9.67, 'Name': 'SGLN'}, ignore_index=True)
dfObj = dfObj.append({'Allocation': 1.11, 'Name': 'SMT'}, ignore_index=True)

And trying to pass it as pf_allocation to build_portfolio, same error. It must be something very obvious I can't see...but I tried and I really don't understand what.

Might be a good idea to provide some function in portfolio management to manually alter weights of an existing portfolio instance?

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opoloko avatar opoloko commented on June 1, 2024

Found it..sorry...I knew was something stupid I couldn't see...found today, name different STM/SMT between the two .csv files!

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fmilthaler avatar fmilthaler commented on June 1, 2024

Hey there, thanks for giving FinQuant a try, and reporting an issue. Even better that you found the mistake yourself. As for your suggestion, I am going to create an issue to add said feature: allow user to alter weights/allocation of existing portfolio.

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opoloko avatar opoloko commented on June 1, 2024

Thanks @fmilthaler I think that would be great function also because FinQuant has most of the function needed to analyse a portfolio, so it's great as portfolio analyser/backtesting as much as it is for optimisation.

Now that I found the problem I'm greatly expanding my portfolio analysis system and FinQuant is a good part of it :-)

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