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update How to
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yellowbean committed Mar 29, 2024
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19 changes: 3 additions & 16 deletions docs/source/analytics.rst
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Expand Up @@ -55,10 +55,13 @@ There are two type of assumptions:
"Mortgage/Installment/Loan" -> "Prepayment"
"Mortgage/Installment/Loan" -> "Default"
"Mortgage/Installment/Loan" -> "Recovery"
"Receivable" -> "Recovery" [label="Not implemented", "color"="red"]
"Receivable" -> "Default"
"Current" -> "Lease"
"Lease" -> "Rental Increase"
"Lease" -> "Rental Renew"
"Current" -> "FixedAsset"
"Current" -> "Receivable"
"FixedAsset" -> "Production Rate"
"FixedAsset" -> "Utilization Rate"
"Asset Performance" -> "Delinquent" [label="Not implemented","color"="red"]
Expand Down Expand Up @@ -1162,22 +1165,6 @@ To access same component from different sceanrio :
IRR
------------------
powered by `pyxirr`, user have option to calculate the IRR of a bond.
* 1st parameter should pass the dataframe of bond flow
* 2nd `init` represent `initial investment` a tuple with first as date of invesment and second as monetary amount of investment
.. versionchanged:: 0.23.4
.. code-block:: python
from absbox.local.analytics import irr
irr(r['bonds']['A1'],init=('2021-06-15',-70))
Plotting
-------------------------
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20 changes: 18 additions & 2 deletions docs/source/howto.rst
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@@ -1,7 +1,7 @@
How To
========

a list of articles to show the power of ``absbox`` in Python world
A list of articles reveals the power of ``absbox`` in Python world

How to load loan level data(Freddie Mac)
-------------------------------------------
Expand Down Expand Up @@ -1061,4 +1061,20 @@ Why using a deal library ?
^^^^^^^^^^^^^^^^^^^^^^^^^^^^

* seperating deal storages and deal calculation engine, which is good for security and performance.
* seperating running assumption and deal calculation, which is good for reusability and maintainability.
* seperating running assumption and deal calculation, which is good for reusability and maintainability.


How to pass deal files around ?
------------------------------------

A deal object
^^^^^^^^^^^^^^^^^

A deal object either initialized with `SPV` or `Generic` class, is actually a python `dataclass` which implements a ``.json()`` .

The ``json()`` function will convert the class to a json representation string .

A string
^^^^^^^^^^^^^^^

Now with that string, user can just write it into a No-SQL document database . or sent via Email , or Fax it .

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