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Add inline --holdings so the quickstart needs no files (v0.2.0)#27

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DanMat merged 1 commit into
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inline-holdings
Jul 5, 2026
Merged

Add inline --holdings so the quickstart needs no files (v0.2.0)#27
DanMat merged 1 commit into
mainfrom
inline-holdings

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@DanMat

@DanMat DanMat commented Jul 5, 2026

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Launch-blocker fix found by testing the real pip install new-user path.

The bug

The README quickstart used --bucket examples/buckets/*.yaml, but those files ship only in the repo — a pip install divvy-backtest user running the quickstart got FileNotFoundError: examples/buckets/dividend_etf_core.yaml. Worst possible first impression for Reddit/HN visitors.

The fix

New --holdings "SCHD=45,DGRO=25,VYM=15,SDY=15" flag defines a bucket inline (weights auto-normalized, repeatable, uppercased). The quickstart now runs from any directory with zero files. --bucket <file.yaml> still works.

README updated to lead with the file-less pip install + --holdings path. Version bumped to 0.2.0.

Checklist

  • 29 tests (3 new); ruff clean
  • Verified the file-less quickstart produces a correct comparison

Launch-blocker fix: the README quickstart used --bucket examples/... which
only exist in the repo, so `pip install`-ed users hit FileNotFoundError.
Now `divvy compare --holdings "SCHD=45,DGRO=25,VYM=15,SDY=15"` defines a
bucket inline (weights auto-normalized, repeatable), so the quickstart
runs from anywhere with zero files. --bucket still works for file-based.
README updated to lead with the file-less path.

Co-Authored-By: Claude Opus 4.8 <[email protected]>
@DanMat DanMat merged commit 139bc8c into main Jul 5, 2026
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@DanMat DanMat deleted the inline-holdings branch July 5, 2026 14:24
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