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TODOs.md

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2020

Drop pd.Panel

  • Change design of predictions. Panel is used for covariances and MPOReturnForecasts. Require from the user a function that returns the prediction(s) (made at time tau) for time t.

Drop support of example ipynb's

  • Move the non-explanatory code into cvxportfolio proper (e.g., factor model risk estimator).
  • Move the rest into the documentation.

2017

Examples

  • modify data files so we don't store NaN (look at how you read them)
  • real time optimization:
  • Excel output
  • FIX output
  • rounding result trade vector (return rounded vector from the policy object).

design

  • impose that last column of returns is cash return. user shouldnt specify cash_key

infrastructure

  • makefile: support make docs and make pip
  • clean up the gitignore for new stuff

Tests

  • remove the pickle file, replace it with .csv or something
  • fix them
  • make them work with Travis
  • ideally, they should work with python2

Misc

  • make sure gammas are >= 0
  • sector constraint should be equality
  • cost -> constraint should be done, like costs=[gamma_leverage*Leverage()], and constraints=[Leverage()<= 3]
  • documentation should be like cvxpy. we have variables constants parameters etc. we have a library of functions that manipulate basic objects, each one is documented... we have standard operators +- etc.

Python 2

  • not sure which features of python3 (other than print() and matmul) we're using. it might be easy to support also python2.

Kelly

(It's a secondary objective)

  • make a separate module that implements
  • a Kelly "returns" object
  • a Kelly constraint that does the risk part