Installation

Prerequisites

Portwine requires Python 3.8 or higher. We recommend using a virtual environment to manage dependencies.

Installing Portwine

Using pip

The easiest way to install portwine is using pip:

pip install portwine

Using Poetry

If you prefer using Poetry for dependency management:

poetry add portwine

From Source

To install from the latest development version:

git clone https://github.com/yourusername/portwine.git
cd portwine
pip install -e .

Dependencies

Portwine has the following key dependencies:

• pandas - Data manipulation and analysis
• numpy - Numerical computing
• cvxpy - Convex optimization (for some benchmarks)
• tqdm - Progress bars
• pandas-market-calendars - Trading calendar support

Optional Dependencies

Some features require additional packages:

• matplotlib - For plotting and visualization
• seaborn - Enhanced plotting capabilities
• plotly - Interactive plots

Verification

To verify your installation, run:

import portwine
print(portwine.__version__)

Next Steps

Once installed, head over to the Quick Start guide to run your first backtest!