sarvjeets / lakshmi Goto Github PK

macOS - M1 Max
installed with pip
Python 3.9.12

lak --help returns help correctly.

lak init fails after a couple of seconds... printing Aborted! and attempting to open a editor to editor-{RANDOM}.txt

I'm not a python developer but I have to run a few other python CLI tools from time to time.

Hi,

I setup my yaml file and everything is working. I was wondering if you could add an option in rebalance to also show suggestions for re-balancing within accounts to obtain the desired % for the portfolio as a whole. The account rebalance could use this strategy. https://www.bogleheads.org/wiki/Tax-efficient_fund_placement#Assigning_asset_classes_to_different_accounts.

A caveat would you the dollar limits of what is in each account when using the assignment strategy

command:
lak analyze rebalance -strategy

display:
Class | Actual% | Desired% | Account | Value | Difference

When looking up the BTC-USD asset, I get the following traceback:

Traceback (most recent call last): File "/home/josh/.local/bin/lak", line 8, in <module> sys.exit(lak()) File "/home/josh/.local/lib/python3.8/site-packages/click/core.py", line 1128, in __call__ return self.main(*args, **kwargs) File "/home/josh/.local/lib/python3.8/site-packages/click/core.py", line 1053, in main rv = self.invoke(ctx) File "/home/josh/.local/lib/python3.8/site-packages/click/core.py", line 1659, in invoke return _process_result(sub_ctx.command.invoke(sub_ctx)) File "/home/josh/.local/lib/python3.8/site-packages/click/core.py", line 1690, in invoke rv.append(sub_ctx.command.invoke(sub_ctx)) File "/home/josh/.local/lib/python3.8/site-packages/click/core.py", line 1395, in invoke return ctx.invoke(self.callback, **ctx.params) File "/home/josh/.local/lib/python3.8/site-packages/click/core.py", line 754, in invoke return __callback(*args, **kwargs) File "/home/josh/.local/lib/python3.8/site-packages/lakshmi/lak.py", line 272, in assets output = portfolio.assets( File "/home/josh/.local/lib/python3.8/site-packages/lakshmi/lakshmi.py", line 636, in assets + [asset.name(), asset.adjusted_value()]) File "/home/josh/.local/lib/python3.8/site-packages/lakshmi/cache.py", line 174, in new_func value = call_func(class_obj, func) File "/home/josh/.local/lib/python3.8/site-packages/lakshmi/cache.py", line 138, in call_func return func(class_obj) File "/home/josh/.local/lib/python3.8/site-packages/lakshmi/assets.py", line 489, in name raise NotFoundError( lakshmi.assets.NotFoundError: Cannot retrieve ticker ("BTC-USD") from Yahoo Finance

I found that this asset does not actually have a longName field in the ticker object provided by YT API. There are a few other name fields so I've got a PR coming shortly to try to fall back to some other naming fields if the longName field does not exist.

It can be convenient to set an asset class allocation ratio to 0, for example to exit a position of a certain fund or market segment.

It seems like most lak commands handle this just fine, however lak analyze allocate --rebalance does not allow this.

$ lak analyze allocate --account MyBrokerage --rebalance
<...>
AssertionError: Desired ratio of asset class MyZeroAsset cannot be zero.

I think this should work. The MyZeroAsset asset should be rebalanced to 0 and the funds moved to other assets.

A hacky work around is to set the ratio to to almost zero e.g. 0.00000000000001.

yfinance has updated its API that requires lakshmi to use Ticket.fast_info instead of Ticker.info to continue fetching prices.

Hi,

I haven't used lak for awhile. I tried today and received this error: lakshmi.assets.NotFoundError: Cannot retrieve ticker ("VTI") from Yahoo Finance. I used the already setup portfolio for testing.

Below is the command I ran and the output.

mhenke@mhenke-Inspiron-15-3567:~$ lak --debug -r list assets total aa al performance
Traceback (most recent call last):
File "/home/mhenke/.local/bin/lak", line 8, in
sys.exit(lak())
File "/home/mhenke/.local/lib/python3.8/site-packages/click/core.py", line 1128, in call
return self.main(*args, **kwargs)
File "/home/mhenke/.local/lib/python3.8/site-packages/click/core.py", line 1053, in main
rv = self.invoke(ctx)
File "/home/mhenke/.local/lib/python3.8/site-packages/click/core.py", line 1659, in invoke
return _process_result(sub_ctx.command.invoke(sub_ctx))
File "/home/mhenke/.local/lib/python3.8/site-packages/click/core.py", line 1690, in invoke
rv.append(sub_ctx.command.invoke(sub_ctx))
File "/home/mhenke/.local/lib/python3.8/site-packages/click/core.py", line 1395, in invoke
return ctx.invoke(self.callback, **ctx.params)
File "/home/mhenke/.local/lib/python3.8/site-packages/click/core.py", line 754, in invoke
return __callback(*args, **kwargs)
File "/home/mhenke/.local/lib/python3.8/site-packages/lakshmi/lak.py", line 328, in assets
output = portfolio.assets(
File "/home/mhenke/.local/lib/python3.8/site-packages/lakshmi/lakshmi.py", line 712, in assets
+ [asset.name(), asset.adjusted_value()])
File "/home/mhenke/.local/lib/python3.8/site-packages/lakshmi/assets.py", line 176, in adjusted_value
return max(0, self.value() + self.get_what_if())
File "/home/mhenke/.local/lib/python3.8/site-packages/lakshmi/assets.py", line 428, in value
return self.shares() * self.price()
File "/home/mhenke/.local/lib/python3.8/site-packages/lakshmi/cache.py", line 211, in new_func
value = _call_func(class_obj, func)
File "/home/mhenke/.local/lib/python3.8/site-packages/lakshmi/cache.py", line 178, in _call_func
return func(class_obj)
File "/home/mhenke/.local/lib/python3.8/site-packages/lakshmi/assets.py", line 539, in price
raise NotFoundError(
lakshmi.assets.NotFoundError: Cannot retrieve ticker ("VTI") from Yahoo Finance

As a user, I would like to easily switch between different portfolio.yaml. For example, I have portfolio_mh.yaml which has my portfolio and portfolio_sh.yaml which has my wife's.

command might be:

• lak --file portfolio_mh.yaml -r list assets total aa al
• lak --file portfolio_sh.yaml -r list assets total aa al

I added a class called US_Ext for extended market since my 401k plan doesn't have a total market fund but has a s&p 500 and extended market. When I run rebalance, it seems to miss the US_Ext class.

lak analyze rebalance
Class Actual% Desired% Value Difference

US 83% 59% $189,381.65 -$53,901.82
Bonds 2% 10% $4,820.86 +$18,126.26
Intl 3% 18% $7,061.55 +$34,243.28

lak list aa shows the US_Ext class

mhenke@mhenke-Inspiron-15-3567:$ python --version
Python 3.8.10
mhenke@mhenke-Inspiron-15-3567:$ pip install lakshmi
ERROR: Could not find a version that satisfies the requirement lakshmi (from versions: none)
ERROR: No matching distribution found for lakshmi

pip -V
pip 20.0.2 from /usr/lib/python3/dist-packages/pip (python 3.8)

Add some simple tests for lak module. The module doesn't have complicated logic, but tests will make refactoring of library easier.

lak seems to be stuck fetching updated I/EE bond values from the TreasuryDirect website.