The code you've provided is a comprehensive system for managing and optimizing margin loans in the Japanese stock market, specifically tailored to individual investors using SBI Securities' services. Here's an overview of what each part does:
1. Database Schema (alm_schema.py)
This file defines the structure of your SQLite database, which stores historical data about your portfolio and loan details.
- Tables:
portfolio: Stores daily snapshots of your portfolio value.loan_details: Tracks changes in your margin loans over time.
2. Data Entry (alm_data_entry.py)
This script allows you to manually input or update data about your portfolio and loan details.
- Functions:
update_loan_details(): Updates the database with new loan information.update_portfolio_value(): Records daily changes in your portfolio value.
3. Historical Analysis (alm_historical_analysis.py)
This script provides a way to analyze past data stored in the database, helping you understand trends and patterns in your margin loans and portfolio performance.
- Functions:
get_loan_history(): Retrieves historical loan details.- `get_portfolio_history
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