lucasnad27 · September 8, 2021 20:09 · Sep 8, 2021
diff --git a/portfolio_example_1.py b/portfolio_example_1.py
@@ -0,0 +1,61 @@
+"""
+Portfolio implementation
+"""
+
+
+class Portfolio:
+    """Used for backtesting strategies and taking actions through time."""
+
+    def __init__(self, **kwargs):
+        self.capital_allocation = capital_allocation
+        ...
+        self.s3_client = boto3.client("s3")
+
+    @property
+    def transactions(self):
+        """Records all transactions through portfolio's existence period."""
+        if self._transactions.empty:
+            self.run()
+        return self._transactions
+
+    def get_adjusted_close(self, ticker: str, trading_day: Arrow) -> float:
+        """Returns the closing price for a symbol on a given day."""
+        # no need to inject the s3_client since we can just depend on self!
+        return qm.equities.historical.get_price(self.s3_client, self.s3_bucket, ticker, trading_day)
+
+    def update_positions(self):
+        # updates the transactions dataframe, which is port of a portfolio instance
+        # that's ok...right?
+        return df
+
+    def run(self):
+        """
+        Iterates through each day of the portfolio time period.
+
+        Add record to positions dataframe and returns series identify if action should be taken if so.
+        pull data for equity universe and identify top n stocks
+        calculate position size for each stock and number of stocks to purchase
+        liquidate all existing positions (add to transactions dataframe)
+        enter new positions (add to transactions dataframe)
+        Rebalance quarterly, before quarter ending months: end of February, May, August, and November.
+        """
+        # orchestrates calls to various funcitons and updates "private" variables like _transactions
+        pass
+
+"""
+Testing our Portfolio implementation
+"""
+
+
+@mock.patch('client.s3_client')
+def test_portfolio_update_postions():
+    # need to mock our s3_client so that our portfolio can initialize
+    portfolio = Portfolio(capital_allocation=100000..., start_date=... end_date=...)
+    # set the _transactions property so that our update_positions has the data it needs within
+    # this Portfolio instance, hope we remember all the other pieces of state we need to set up
+    # to get this test working!
+    portfolio._transactions = pd.DataFrame(...)
+    portfolio.update_positions()
+    expected_positions = ...
+    assert expected_positions == portfolio.positions
+
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