Make test results time-invariant

.github/workflows/cron_sim_tests.yml

@@ -14,7 +14,7 @@ jobs:
     strategy:
       fail-fast: false
       matrix:
-        python-version: [3.9, "3.10"]
+        python-version: ["3.10", 3.12]
 
     steps:
       - name: Set up Python

.github/workflows/push_sim_tests.yml

@@ -18,7 +18,7 @@ jobs:
     strategy:
       fail-fast: false
       matrix:
-        python-version: [3.9, "3.10"]
+        python-version: ["3.10", 3.12]
 
     steps:
       - name: Set up Python

.gitignore

@@ -0,0 +1 @@
+.env

README.md

@@ -36,7 +36,6 @@ Now, I actually use a `Strategy` class to make decisions for my IRA.
 
 **Skills used:**
 <br>
-_(bear with me; I'm job-hunting)_
 
 data(Frame) manipulation with `pandas`, fetching data over HTTP with `requests`,
 object-oriented programming with abstract base classes, visualization with

attr_dict.py

@@ -1,5 +1,7 @@
 #!/usr/bin/python3
 
+reserved_dict_attrs = set(dir(dict)) | {'__dict__'}
+
 class AttrDict(dict):
     '''
     Allow keys of a dictionary to also be called like class attributes:
@@ -25,6 +27,8 @@ def __init__(self, *args, **kwargs):
 
     # Handle setting new keys, turning any nested dicts into AttrDicts as well
     def __setitem__(self, key, val):
+        if isinstance(key, str) and key in reserved_dict_attrs:
+            raise KeyError(f"Key '{key}' reserved as original dict attribute")
         if isinstance(val, dict) and not isinstance(val, AttrDict):
             val = AttrDict(val)
         super().__setitem__(key, val)
@@ -36,6 +40,8 @@ def update(self, *args, **kwargs):
     # Allow dict keys to be called, set, and deleted like class attributes
     def __getattr__(self, name):
         try:
+            # not concerned with reserved attrs since __getattr__ is only called
+            # when __getattribute__ (which will find them in dict) fails
             return self[name]
         except KeyError:
             raise AttributeError(name)
@@ -51,3 +57,15 @@ def __delattr__(self, name):
             del self[name]
         except KeyError:
             raise AttributeError(name)
+
+    # Allow tab completion
+    def __dir__(self):
+        # include normal dict attrs and methods
+        attrs = set(super().__dir__())
+
+        # include AttrDict keys that are valid variable names
+        # (e.g., no fully numeric or hyphen-containing keys)
+        attrs.update([key for key in self.keys()
+                      if isinstance(key, str) and key.isidentifier()])
+
+        return sorted(attrs)

binder/requirements.txt

@@ -1,5 +1,6 @@
 # required packages for backstroke
 matplotlib>=3
-numpy<2.3  # up to date as of 1/2025
-pandas<2.3  # up to date as of 1/2025
+numpy<2.3  # up to date as of 1/2025. v2.3 requires py >3.10. seems OK otherwise
+pandas<2.3  # up to date as of 1/2025. v2.3 looks OK if no copy-on-write issues. v3 requires py >3.10 but seems OK otherwise
 requests>=2.32.2
+python-dotenv

binder/start

@@ -0,0 +1,3 @@
+#!/bin/bash
+export tiingo="901a2a03f9d57935c22df22ae5a5377cb8de6f22"
+exec "$@"

buy_and_hold.ipynb

@@ -152,7 +152,7 @@
     "bnh = BuyAndHoldStrategy(pf,\n",
     "                         start_date=pd.Timestamp(2020, 1, 1),\n",
     "                         end_date=pd.Timestamp(2020, 3, 31),\n",
-    "                         cash=1000, reinvest_dividends=True,\n",
+    "                         cash=1000, cash_out_dividends=False,\n",
     "                         tot_rb_freq=12, target_rb_day=0)"
    ]
   },
@@ -395,7 +395,7 @@
    "name": "python",
    "nbconvert_exporter": "python",
    "pygments_lexer": "ipython3",
-   "version": "3.7.6"
+   "version": "3.9.0"
   }
  },
  "nbformat": 4,