James McCool
commited on
Commit
·
232eb2a
1
Parent(s):
607dd10
Update app.py and trim_portfolio.py to change threshold parameters from integers to floats, enhancing precision in portfolio trimming functionality and ensuring consistent data handling.
Browse files- app.py +4 -4
- global_func/trim_portfolio.py +1 -1
app.py
CHANGED
@@ -912,10 +912,10 @@ with tab2:
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with st.form(key='trim_form'):
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performance_type = st.selectbox("Select Sorting variable", ['median', 'Finish_percentile'])
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own_type = st.selectbox("Select trimming variable", ['Own', 'Geomean', 'Weighted Own'])
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-
performance_threshold_high = st.number_input("Select performance threshold (will only trim if sorting variable is lower than this)", value=st.session_state['portfolio'][performance_type].max(), min_value=0, step=1)
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-
performance_threshold_low = st.number_input("Select performance threshold (will only trim if sorting variable is higher than this)", value=0, min_value=0, step=1)
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-
own_threshold_high = st.number_input("Select own threshold (will only trim if trimming variable is lower than this)", value=st.session_state['portfolio'][own_type].max(), min_value=0, step=1)
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-
own_threshold_low = st.number_input("Select own threshold (will only trim if trimming variable is higher than this)", value=0, min_value=0, step=1)
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submitted = st.form_submit_button("Trim")
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if submitted:
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st.write('initiated')
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with st.form(key='trim_form'):
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performance_type = st.selectbox("Select Sorting variable", ['median', 'Finish_percentile'])
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own_type = st.selectbox("Select trimming variable", ['Own', 'Geomean', 'Weighted Own'])
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+
performance_threshold_high = st.number_input("Select performance threshold (will only trim if sorting variable is lower than this)", value=st.session_state['portfolio'][performance_type].max(), min_value=0.0, step=1.0)
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+
performance_threshold_low = st.number_input("Select performance threshold (will only trim if sorting variable is higher than this)", value=0.0, min_value=0.0, step=1.0)
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+
own_threshold_high = st.number_input("Select own threshold (will only trim if trimming variable is lower than this)", value=st.session_state['portfolio'][own_type].max(), min_value=0.0, step=1.0)
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+
own_threshold_low = st.number_input("Select own threshold (will only trim if trimming variable is higher than this)", value=0.0, min_value=0.0, step=1.0)
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submitted = st.form_submit_button("Trim")
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if submitted:
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st.write('initiated')
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global_func/trim_portfolio.py
CHANGED
@@ -1,6 +1,6 @@
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import pandas as pd
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-
def trim_portfolio(portfolio: pd.DataFrame, performance_type: str, own_type: str, performance_threshold_high:
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if performance_type == 'Finish_percentile':
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working_portfolio = portfolio.sort_values(by=performance_type, ascending = True).reset_index(drop=True)
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else:
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import pandas as pd
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+
def trim_portfolio(portfolio: pd.DataFrame, performance_type: str, own_type: str, performance_threshold_high: float, performance_threshold_low: float, own_threshold_high: float, own_threshold_low: float):
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if performance_type == 'Finish_percentile':
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working_portfolio = portfolio.sort_values(by=performance_type, ascending = True).reset_index(drop=True)
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else:
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