"""
Portfolio data models and business logic.
"""
from typing import Dict, List, Optional, Union
class Portfolio:
"""
Represents a user's investment portfolio.
"""
def __init__(self, stocks: Dict[str, float] = None, bonds: Dict[str, float] = None):
self.stocks = stocks or {}
self.bonds = bonds or {}
@property
def stock_allocation(self) -> float:
"""Get the total percentage allocated to stocks."""
return sum(self.stocks.values())
@property
def bond_allocation(self) -> float:
"""Get the total percentage allocated to bonds."""
return sum(self.bonds.values())
@property
def total_allocation(self) -> float:
"""Get the total percentage allocated."""
return self.stock_allocation + self.bond_allocation
def is_valid(self) -> bool:
"""Check if the portfolio allocations sum to approximately 100%."""
return 95 <= self.total_allocation <= 105
def to_dict(self) -> Dict:
"""Convert portfolio to a dictionary representation."""
return {
"stocks": self.stocks,
"bonds": self.bonds,
}
@classmethod
def from_dict(cls, data: Dict) -> 'Portfolio':
"""Create a Portfolio instance from a dictionary."""
return cls(
stocks=data.get("stocks", {}),
bonds=data.get("bonds", {})
)
