27 lines
987 B
Python
27 lines
987 B
Python
from pathlib import Path
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from src.portfolio.ledger import PortfolioLedger
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def test_alloc_split_by_weights(tmp_path):
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L = PortfolioLedger("PORTX", total_capital=1000.0, data_dir=tmp_path)
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alloc = L.allocate({"a": 0.6, "b": 0.4})
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assert alloc == {"a": 600.0, "b": 400.0}
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def test_update_tracks_equity_and_dd(tmp_path):
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L = PortfolioLedger("PORTX", total_capital=1000.0, data_dir=tmp_path)
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L.update_equity({"a": 700.0, "b": 500.0})
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assert L.equity == 1200.0 and L.peak == 1200.0 and L.max_dd == 0.0
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L.update_equity({"a": 500.0, "b": 400.0})
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assert L.equity == 900.0
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assert abs(L.max_dd - 25.0) < 1e-9
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def test_persist_and_resume(tmp_path):
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L = PortfolioLedger("PORTX", total_capital=1000.0, data_dir=tmp_path)
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L.update_equity({"a": 1100.0})
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L.save()
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L2 = PortfolioLedger("PORTX", total_capital=1000.0, data_dir=tmp_path)
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assert L2.equity == 1100.0 and L2.peak == 1100.0
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assert (tmp_path / "PORTX" / "equity.jsonl").exists()
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