Position

class lumibot.entities.position.Position(strategy, asset, quantity, orders=None, hold=0, available=0, avg_fill_price=None)

Bases: object

This is a Position object. It is used to keep track of the quantity of an asset owned in a strategy. Position objects are retreived from the broker using the get_positions() or get_position() methods.

strategy

The strategy that owns this position.

Type:

str

asset

The asset that this position is for.

Type:

Asset

symbol

The symbol of the asset. e.g. AAPL for Apple stock.

Type:

str

quantity

The quantity of the asset owned.

Type:

float

orders

The orders that have been executed for this position.

Type:

list of Order

hold

The assets that are not free in the portfolio. (Crypto: only)

Type:

float

available

The assets that are free in the portfolio. (Crypto: only)

Type:

float

avg_fill_price

The average fill price of the position.

Type:

float

add_order(order: Order, quantity: Decimal = Decimal('0'))

property available

classmethod from_dict(data)

get_selling_order(quote_asset=None)

Returns an order that can be used to sell this position.

Parameters:

None –

Returns:

order – An order that can be used to sell this position.

Return type:

Order

property hold

property quantity

to_dict()

Convert position to dictionary for serialization.

NOTE: We explicitly exclude internal Python fields and large data fields that can cause DynamoDB 400KB limit errors: - _bars: Historical bar data (can be 1.8MB+) - _raw: Raw broker response data (can be 22KB+) - _asset: Duplicate asset data (5KB+) - Any field starting with underscore (Python internals)

We ONLY return the essential fields needed for portfolio tracking.

value_type(value)