| 59s | |
| | |
1_read_accounts: Load accounts from csv | ![Success - 2023-04-08T15:35:37-07:00](i/blue-check.svg) | |
1_read_period_holdings: Load holdings from csv | ![Success - 2023-04-08T15:35:42-07:00](i/blue-check.svg) | |
1_read_txns: Load txns from csv | ![Success - 2023-04-08T15:36:13-07:00](i/blue-check.svg) | |
2_account_period_holdings_outer: For each account, merge all holdings into single json string | ![Success - 2023-04-08T15:35:45-07:00](i/blue-check.svg) | |
2_account_txns_outer: For each account, merge all txns into single json string | ![Success - 2023-04-08T15:36:20-07:00](i/blue-check.svg) | |
3_build_account_period_activity: For each account, merge holdings and txns | ![Success - 2023-04-08T15:36:21-07:00](i/blue-check.svg) | |
4_calc_account_period_perf: Apply Python-based calculations to account holdings and txns | ![Success - 2023-04-08T15:36:28-07:00](i/blue-check.svg) | |
5_tag_by_period: Tag accounts by period name | ![Success - 2023-04-08T15:36:28-07:00](i/blue-check.svg) | |
5_tag_by_sector: Tag accounts by sector | ![Success - 2023-04-08T15:36:30-07:00](i/blue-check.svg) | |
6_perf_json_to_columns: Use Python to read perf json and save stats as columns | ![Success - 2023-04-08T15:36:34-07:00](i/blue-check.svg) | |
7_file_account_year_perf: Write yearly perf results for all sectors to CSV file | ![Success - 2023-04-08T15:36:35-07:00](i/blue-check.svg) | |
7_file_account_period_sector_perf: Write yearly/quarterly perf results by sector to CSV file | ![Success - 2023-04-08T15:36:35-07:00](i/blue-check.svg) | |