DFS_Portfolio_Manager / global_func /trim_portfolio.py

Commit History

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.
232eb2a

James McCool commited on

Enhance portfolio trimming functionality in app.py and trim_portfolio.py: add performance and own thresholds for trimming criteria, improving data filtering capabilities and allowing for more precise portfolio management.
607dd10

James McCool commited on

Enhance portfolio filtering and trimming options in app.py: introduce expandable sections for filter and trimming options, update portfolio trimming logic to support geomean calculations, and improve export functionality with stack count adjustments.
25fcef5

James McCool commited on

Fix index access and row dropping logic in trim_portfolio function in global_func/trim_portfolio.py for improved accuracy and performance.
773ad73

James McCool commited on

Refactor trim_portfolio function in global_func/trim_portfolio.py: improve index handling and streamline row dropping logic for better performance.
88832b4

James McCool commited on

Refactor trim_portfolio function in global_func/trim_portfolio.py: optimize iteration logic for filtering portfolios based on ownership type.
9ab04b3

James McCool commited on

Add 'Trim Portfolio' button in app.py and implement trim_portfolio function in new global_func/trim_portfolio.py
4f8d205

James McCool commited on