Pn/anonymize (#306)

* Added LEI to anonymization

* remove unused companies in anonymization

* Update to writer in NB #5

* bumped version

* Can read CTA locally if requests fails

* add portfolio coverage NB

* Remove data provider temp example

* Added link to new NB in docs

* Changed to .csv in NB

* Fixed filtering error in NB

* Update weights in example portfolio

README.md

@@ -66,7 +66,7 @@ pip install -e .
 For installing the latest stable release in PyPi run:
 
 ```bash
-pip install sbti
+pip install sbti-finance-tool
 ```
 
 ## Development

SBTi/data/sbti.py

@@ -19,12 +19,17 @@ def __init__(
  self.c = config
  # Fetch CTA file from SBTi website
  resp = requests.get(self.c.CTA_FILE_URL)
- # Write CTA file to disk
- with open(self.c.FILE_TARGETS, 'wb') as output:
- output.write(resp.content)
- print(f'Status code from fetching the CTA file: {resp.status_code}, 200 = OK')
- # Read CTA file into pandas dataframe
- # Suppress warning about openpyxl - check if this is still needed in the released version.
+ # If status code == 200 then Write CTA file to disk
+ if resp.status_code == 200:
+ with open(self.c.FILE_TARGETS, 'wb') as output:
+ output.write(resp.content)
+ print(f'Status code from fetching the CTA file: {resp.status_code}, 200 = OK')
+ # Read CTA file into pandas dataframe
+ # Suppress warning about openpyxl - check if this is still needed in the released version.
+ else:
+ print('Could not fetch the CTA file from the SBTi website')
+ print('Will read older file from this package version')
+
  warnings.filterwarnings('ignore', category=UserWarning, module='openpyxl')
  self.targets = pd.read_excel(self.c.FILE_TARGETS)
 

docs/getting_started.rst

@@ -26,6 +26,10 @@ methodology <https://sciencebasedtargets.org/wp-content/uploads/2020/09/Temperat
  - 4b `Aggregation of ready made scores from data providers <https://colab.research.google.com/github/ScienceBasedTargets/SBTi-finance-tool/blob/main/examples/4b_portfolio_agg_readymade_TS.ipynb>`__
 5. `Reporting <https://colab.research.google.com/github/ScienceBasedTargets/SBTi-finance-tool/blob/main/examples/5_reporting.ipynb>`__
 
+We have also added a simplied notebook for calculations of Portfolio Coverage using only a portfolio file:
+`Simplified PC <https://colab.research.google.com/github/ScienceBasedTargets/SBTi-finance-tool/blob/main/examples/Simple_portfolio_coverage.ipynb>`__
+
+
 
 Jupyter Notebooks
 -----------------

examples/5_reporting.ipynb

@@ -1,6 +1,7 @@
 {
  "cells": [
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -16,6 +17,7 @@
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -60,6 +62,7 @@
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -97,6 +100,7 @@
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -131,6 +135,7 @@
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -158,6 +163,7 @@
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -179,6 +185,7 @@
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -200,6 +207,7 @@
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -248,6 +256,7 @@
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -271,6 +280,7 @@
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -326,6 +336,7 @@
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -348,6 +359,7 @@
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -357,6 +369,7 @@
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [
@@ -380,13 +393,13 @@
  "provider_filename = 'provider.xlsx'\n",
  "portfolio.to_excel(portfolio_filename, index=False)\n",
  "\n",
- "writer = pd.ExcelWriter(provider_filename, engine='openpyxl')\n",
- "provider.data['fundamental_data'].to_excel(writer, sheet_name='fundamental_data')\n",
- "provider.data['target_data'].to_excel(writer, sheet_name='target_data')\n",
- "writer.save()"
+ "with pd.ExcelWriter(provider_filename, engine='openpyxl') as writer:\n",
+ " provider.data['fundamental_data'].to_excel(writer, sheet_name='fundamental_data')\n",
+ " provider.data['target_data'].to_excel(writer, sheet_name='target_data')\n"
  ]
  },
  {
+ "attachments": {},
  "cell_type": "markdown",
  "metadata": {},
  "source": [