Tagged allocation

3 capabilities

Each holding's share of a portfolio and its drift from a target weight, in basis points, from exact arithmetic.

portfolio_weights in Python

1.0.1
py rs ts
19 tests

Allocate charity spending to restricted funds first, then unrestricted funds, never overdrawing a restricted fund.

allocate_fund_spend in Python

1.0.0
py rs ts
17 tests

Share a tips pool (tronc) between staff by hours worked, points, or hours times points, exactly to the penny.

tronc_allocation in Python

1.0.0
py rs ts
19 tests