--- jupytext: formats: md:myst text_representation: extension: .md format_name: myst kernelspec: display_name: Python 3 language: python name: portfolio_plan --- # Financial Series Financial Series is an abstract class representing financial time series. Concrete implementations include Prices, Returns, CumulativeReturns ```{eval-rst} .. autoclass:: portfolio_plan.financialseries.Prices :members: :show-inheritance: ``` ```{eval-rst} .. autoclass:: portfolio_plan.financialseries.Returns :members: :show-inheritance: ``` ```{code-cell} from portfolio_plan import Frequency from portfolio_plan.resource import File from portfolio_plan.utils import returns_from_prices from portfolio_plan.data import example_prices_path from datetime import datetime START_DATE = datetime.strptime("2025-01-30", "%Y-%m-%d") END_DATE = datetime.strptime("2025-03-01", "%Y-%m-%d") prices = File(path=example_prices_path(), frequency=Frequency.BDAILY).fetch( ["A"], start_date=START_DATE, end_date=END_DATE, name="Prices" ) returns_from_prices(prices.data) ``` ```{eval-rst} .. autoclass:: portfolio_plan.financialseries.CumulativeReturns :members: :show-inheritance: ```