finalytics

package

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Versions in this module

v0

v0.2.0

May 1, 2026

Changes in this version

type Portfolio

+ func (p *Portfolio) PortfolioValueChart(height, width uint) (HTML, error)

+ func (p *Portfolio) TransactionHistory() (dataframe.DataFrame, error)

+ func (p *Portfolio) UpdateDates(startDate, endDate string) error

type PortfolioBuilder

+ func (b *PortfolioBuilder) RebalanceStrategy(rebalanceStrategy string) *PortfolioBuilder

+ func (b *PortfolioBuilder) ScheduledCashFlows(scheduledCashFlows string) *PortfolioBuilder

+ func (b *PortfolioBuilder) Transactions(transactions string) *PortfolioBuilder

type Screener

+ func (s *Screener) Display() error

+ type ScreenerBuilder struct

+ func NewScreenerBuilder() *ScreenerBuilder

+ func (b *ScreenerBuilder) AddFilter(filter string) *ScreenerBuilder

+ func (b *ScreenerBuilder) Build() (*Screener, error)

+ func (b *ScreenerBuilder) Offset(offset uint) *ScreenerBuilder

+ func (b *ScreenerBuilder) QuoteType(quoteType string) *ScreenerBuilder

+ func (b *ScreenerBuilder) Size(size uint) *ScreenerBuilder

+ func (b *ScreenerBuilder) SortDescending(descending bool) *ScreenerBuilder

+ func (b *ScreenerBuilder) SortField(sortField string) *ScreenerBuilder

v0.1.3

Oct 23, 2025

v0.1.2

Oct 7, 2025

v0.1.1

Oct 5, 2025

Changes in this version

type Portfolio

+ func (t *Portfolio) PerformanceStats() (dataframe.DataFrame, error)

v0.1.0

Aug 21, 2025

Changes in this version

+ func StringSliceToJSON(slice []string) (string, error)

+ type HTML struct

+ Content string

+ func (c *HTML) Show() error

+ type Portfolio struct

+ func (p *Portfolio) AssetReturnsChart(height, width uint) (HTML, error)

+ func (p *Portfolio) Free()

+ func (p *Portfolio) OptimizationChart(height, width uint) (HTML, error)

+ func (p *Portfolio) OptimizationResults() (map[string]any, error)

+ func (p *Portfolio) PerformanceChart(height, width uint) (HTML, error)

+ func (p *Portfolio) Report(reportType string) (HTML, error)

+ func (p *Portfolio) ReturnsMatrix(height, width uint) (HTML, error)

+ type PortfolioBuilder struct

+ func NewPortfolioBuilder() *PortfolioBuilder

+ func (b *PortfolioBuilder) AssetConstraints(assetConstraints string) *PortfolioBuilder

+ func (b *PortfolioBuilder) BenchmarkData(benchmarkData *dataframe.DataFrame) *PortfolioBuilder

+ func (b *PortfolioBuilder) BenchmarkSymbol(benchmarkSymbol string) *PortfolioBuilder

+ func (b *PortfolioBuilder) Build() (*Portfolio, error)

+ func (b *PortfolioBuilder) CategoricalConstraints(categoricalConstraints string) *PortfolioBuilder

+ func (b *PortfolioBuilder) ConfidenceLevel(confidenceLevel float64) *PortfolioBuilder

+ func (b *PortfolioBuilder) EndDate(endDate string) *PortfolioBuilder

+ func (b *PortfolioBuilder) Interval(interval string) *PortfolioBuilder

+ func (b *PortfolioBuilder) ObjectiveFunction(objectiveFunction string) *PortfolioBuilder

+ func (b *PortfolioBuilder) RiskFreeRate(riskFreeRate float64) *PortfolioBuilder

+ func (b *PortfolioBuilder) StartDate(startDate string) *PortfolioBuilder

+ func (b *PortfolioBuilder) TickerSymbols(tickerSymbols []string) *PortfolioBuilder

+ func (b *PortfolioBuilder) TickersData(tickersData []dataframe.DataFrame) *PortfolioBuilder

+ func (b *PortfolioBuilder) Weights(weights string) *PortfolioBuilder

+ type Screener struct

+ func NewScreener(quoteType string, filters []string, sortField string, sortDescending bool, ...) (*Screener, error)

+ func (s *Screener) Free()

+ func (s *Screener) Metrics() (dataframe.DataFrame, error)

+ func (s *Screener) Overview() (dataframe.DataFrame, error)

+ func (s *Screener) Symbols() ([]string, error)

+ type Ticker struct

+ func (t *Ticker) CandlestickChart(height, width uint) (HTML, error)

+ func (t *Ticker) Free()

+ func (t *Ticker) GetBalanceSheet(frequency string, formatted bool) (dataframe.DataFrame, error)

+ func (t *Ticker) GetCashflowStatement(frequency string, formatted bool) (dataframe.DataFrame, error)

+ func (t *Ticker) GetFinancialRatios(frequency string) (dataframe.DataFrame, error)

+ func (t *Ticker) GetIncomeStatement(frequency string, formatted bool) (dataframe.DataFrame, error)

+ func (t *Ticker) GetNews() (dataframe.DataFrame, error)

+ func (t *Ticker) GetOptionsChain() (dataframe.DataFrame, error)

+ func (t *Ticker) GetPriceHistory() (dataframe.DataFrame, error)

+ func (t *Ticker) GetQuote() (map[string]any, error)

+ func (t *Ticker) GetSummaryStats() (dataframe.DataFrame, error)

+ func (t *Ticker) NewsSentimentChart(height, width uint) (HTML, error)

+ func (t *Ticker) OptionsChart(chartType string, height, width uint) (HTML, error)

+ func (t *Ticker) PerformanceChart(height, width uint) (HTML, error)

+ func (t *Ticker) PerformanceStats() (map[string]any, error)

+ func (t *Ticker) Report(reportType string) (HTML, error)

+ func (t *Ticker) VolatilitySurface() (dataframe.DataFrame, error)

+ type TickerBuilder struct

+ func NewTickerBuilder() *TickerBuilder

+ func (b *TickerBuilder) BenchmarkData(benchmarkData *dataframe.DataFrame) *TickerBuilder

+ func (b *TickerBuilder) BenchmarkSymbol(benchmarkSymbol string) *TickerBuilder

+ func (b *TickerBuilder) Build() (*Ticker, error)

+ func (b *TickerBuilder) ConfidenceLevel(confidenceLevel float64) *TickerBuilder

+ func (b *TickerBuilder) EndDate(endDate string) *TickerBuilder

+ func (b *TickerBuilder) Interval(interval string) *TickerBuilder

+ func (b *TickerBuilder) RiskFreeRate(riskFreeRate float64) *TickerBuilder

+ func (b *TickerBuilder) StartDate(startDate string) *TickerBuilder

+ func (b *TickerBuilder) Symbol(symbol string) *TickerBuilder

+ func (b *TickerBuilder) TickerData(tickerData *dataframe.DataFrame) *TickerBuilder

+ type Tickers struct

+ func (t *Tickers) Free()

+ func (t *Tickers) GetBalanceSheet(frequency string, formatted bool) (dataframe.DataFrame, error)

+ func (t *Tickers) GetCashflowStatement(frequency string, formatted bool) (dataframe.DataFrame, error)

+ func (t *Tickers) GetFinancialRatios(frequency string) (dataframe.DataFrame, error)

+ func (t *Tickers) GetIncomeStatement(frequency string, formatted bool) (dataframe.DataFrame, error)

+ func (t *Tickers) GetNews() (dataframe.DataFrame, error)

+ func (t *Tickers) GetOptionsChain() (dataframe.DataFrame, error)

+ func (t *Tickers) GetPriceHistory() (dataframe.DataFrame, error)

+ func (t *Tickers) GetSummaryStats() (dataframe.DataFrame, error)

+ func (t *Tickers) GetTicker(symbol string) (*Ticker, error)

+ func (t *Tickers) Optimize(objectiveFunction, assetConstraints, categoricalConstraints, weights string) (*Portfolio, error)

+ func (t *Tickers) PerformanceStats() (dataframe.DataFrame, error)

+ func (t *Tickers) Report(reportType string) (HTML, error)

+ func (t *Tickers) Returns() (dataframe.DataFrame, error)

+ func (t *Tickers) ReturnsChart(height, width uint) (HTML, error)

+ func (t *Tickers) ReturnsMatrix(height, width uint) (HTML, error)

+ type TickersBuilder struct

+ func NewTickersBuilder() *TickersBuilder

+ func (b *TickersBuilder) BenchmarkData(benchmarkData *dataframe.DataFrame) *TickersBuilder

+ func (b *TickersBuilder) BenchmarkSymbol(benchmarkSymbol string) *TickersBuilder

+ func (b *TickersBuilder) Build() (*Tickers, error)

+ func (b *TickersBuilder) ConfidenceLevel(confidenceLevel float64) *TickersBuilder

+ func (b *TickersBuilder) EndDate(endDate string) *TickersBuilder

+ func (b *TickersBuilder) Interval(interval string) *TickersBuilder

+ func (b *TickersBuilder) RiskFreeRate(riskFreeRate float64) *TickersBuilder

+ func (b *TickersBuilder) StartDate(startDate string) *TickersBuilder

+ func (b *TickersBuilder) Symbols(symbols []string) *TickersBuilder

+ func (b *TickersBuilder) TickersData(tickersData []dataframe.DataFrame) *TickersBuilder

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