first app

app.py

@@ -0,0 +1,58 @@
+import gradio as gr
+import yfinance as yf
+import pandas as pd
+
+def fetch_and_rebalance(etfs, period, rebalance_threshold_percentage):
+    etf_data = {etf: yf.Ticker(etf).history(period=period) for etf in etfs}
+    for etf in etfs:
+        etf_data[etf].index = pd.to_datetime(etf_data[etf].index)
+    etf_dividends = {etf: yf.Ticker(etf).dividends for etf in etfs}
+    common_dates = etf_data[etfs[0]].index
+    for etf in etfs[1:]:
+        common_dates = common_dates.intersection(etf_data[etf].index)
+    for etf in etfs:
+        etf_data[etf] = etf_data[etf].reindex(common_dates)
+        etf_dividends[etf] = etf_dividends[etf].reindex(common_dates, fill_value=0)
+    initial_investment = 10000
+    investments = {etf: initial_investment / len(etfs) for etf in etfs}
+    shares = {etf: investments[etf] / etf_data[etf]['Close'].iloc[0] for etf in etfs}
+    df_rebalance = pd.DataFrame(columns=["Date"] + [f"{etf} Value" for etf in etfs] + ["Total Value"])
+    for date in common_dates[1:]:
+        total_value = 0
+        for etf in etfs:
+            previous_date = etf_data[etf].index[etf_data[etf].index.get_loc(date) - 1]
+            investments[etf] *= (etf_data[etf]['Close'].loc[date] / etf_data[etf]['Close'].loc[previous_date])
+            investments[etf] += etf_dividends[etf].loc[date] * shares[etf]
+            total_value += investments[etf]
+        value_difference = abs(investments[etfs[0]] - investments[etfs[1]])
+        percentage_difference = value_difference / total_value
+        rebalance_needed = percentage_difference > rebalance_threshold_percentage
+        if rebalance_needed:
+            investments = {etf: total_value / len(etfs) for etf in etfs}
+            shares = {etf: investments[etf] / etf_data[etf]['Close'].loc[date] for etf in etfs}
+        df_rebalance = pd.concat([
+            df_rebalance,
+            pd.DataFrame({
+                "Date": [date], 
+                **{f"{etf} Value": [investments[etf]] for etf in etfs}, 
+                "Total Value": [total_value]
+            })
+        ], ignore_index=True)
+    if df_rebalance.empty:
+        return "No data was appended."
+    final_value = df_rebalance["Total Value"].iloc[-1]
+    total_return = (final_value - initial_investment) / initial_investment * 100
+    return f"Final Value: {final_value}, Total Return: {total_return}%"
+
+interface = gr.Interface(
+    fn=fetch_and_rebalance, 
+    inputs=[
+        gr.inputs.Textbox(lines=1, placeholder="ETFs (comma separated)", default="TQQQ,JEPI"), 
+        gr.inputs.Textbox(lines=1, placeholder="Period", default="ytd"), 
+        gr.inputs.Slider(minimum=0.0, maximum=1.0, default=0.10, label="Rebalance Threshold Percentage")
+    ],
+    outputs="text"
+)
+
+interface.launch()
+