Top-level tools

Some tools for working with pandas.Series, pandas.DataFrame, portfolyo.PfLine and portfolyo.PfState objects are available at the root of the package. They are concisely listed below.

Work on pandas objects

  • portfolyo.asfreq_avg() Changes the frequency of a Series or DataFrame with “averagable” data. See this page for more information.

  • portfolyo.asfreq_sum() Changes the frequency of a Series or DataFrame with “summable” data. See this page for more information.

  • portfolyo.wavg() Calculates weighted average of a Series or DataFrame.

  • portfolyo.standardize() Ensures/asserts a Series or DataFrame follows necessary rules to initialize PfLine with.

Work on portfolyo objects

  • portfolyo.concat() Concatenates PfLines (or PfStates) into one PfLine (or PfState).

  • portfolyo.plot_pfstates() Plots several PfStates in one figure.

  • portfolyo.intersection() Intersect several dataframes and/or series and/or Pflines and/or PfStates.