James McCool
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
| def trim_portfolio(portfolio, performance_type, own_type): | |
| if performance_type == 'Finish_percentile': | |
| working_portfolio = portfolio.sort_values(by=performance_type, ascending = True).reset_index(drop=True) | |
| else: | |
| working_portfolio = portfolio.sort_values(by=performance_type, ascending = False).reset_index(drop=True) | |
| rows_to_drop = [] | |
| curr_own_type_max = working_portfolio.loc[0, own_type] | |
| for i in range(1, len(working_portfolio)): | |
| if working_portfolio.loc[i, own_type] > curr_own_type_max: | |
| rows_to_drop.append(i) | |
| else: | |
| curr_own_type_max = working_portfolio.loc[i, own_type] | |
| working_portfolio = working_portfolio.drop(rows_to_drop).reset_index(drop=True) | |
| return working_portfolio |