| 59s | |
| | |
| 1_read_accounts: Load accounts from csv |  | |
| 1_read_period_holdings: Load holdings from csv | | |
| 1_read_txns: Load txns from csv | | |
| 2_account_period_holdings_outer: For each account, merge all holdings into single json string | | |
| 2_account_txns_outer: For each account, merge all txns into single json string | | |
| 3_build_account_period_activity: For each account, merge holdings and txns | | |
| 4_calc_account_period_perf: Apply Python-based calculations to account holdings and txns | | |
| 5_tag_by_period: Tag accounts by period name | | |
| 5_tag_by_sector: Tag accounts by sector | | |
| 6_perf_json_to_columns: Use Python to read perf json and save stats as columns | | |
| 7_file_account_year_perf: Write yearly perf results for all sectors to CSV file | | |
| 7_file_account_period_sector_perf: Write yearly/quarterly perf results by sector to CSV file | | |
Keyspaces > portfolio_quicktest 