improved swe functions

openbb_terminal/mutual_funds/avanza_model.py

@@ -15,20 +15,19 @@
 
 
 @log_start_end(log=logger)
-def get_data(name: str):
+def get_data(isin: str):
     """Gets the data from Avanza
 
     Parameters
     ----------
-    name: str
-        Full name of the fund
+    isin: str
+        ISIN of the fund
     """
     ava_fund = pd.read_csv(
         os.path.join("openbb_terminal", "mutual_funds", "avanza_fund_ID.csv"),
         index_col=0,
     )
-    ava_fund.index = ava_fund.index.str.upper()
-    fund_id = ava_fund.loc[name, "ID"]
+    fund_id = ava_fund.loc[ava_fund["ISIN"] == isin]["ID"].tolist()[0]
     url = f"https://www.avanza.se/_api/fund-guide/guide/{fund_id}"
     response = request(url)
     fund_data = response.json()

openbb_terminal/mutual_funds/avanza_view.py

@@ -28,18 +28,20 @@
 
 
 @log_start_end(log=logger)
-def display_allocation(name: str, focus: str):
+def display_allocation(name: str, isin: str, focus: str):
     """Displays the allocation of the selected swedish fund
 
     Parameters
     ----------
     name: str
         Full name of the fund
+    isin: str
+        ISIN of the fund
     focus: str
         The focus of the displayed allocation/exposure of the fund
     """
     # Taken from: https://github.com/northern-64bit/Portfolio-Report-Generator/tree/main
-    fund_data = avanza_model.get_data(name.upper())
+    fund_data = avanza_model.get_data(isin)
     if focus in ["holding", "all"]:
         table_row = []
         console.print("")
@@ -81,15 +83,15 @@ def display_allocation(name: str, focus: str):
 
 
 @log_start_end(log=logger)
-def display_info(name: str):
+def display_info(isin: str):
     """Displays info of swedish funds
 
     Parameters
     ----------
-    name: str
-        Full name of the fund
+    isin: str
+        ISIN of the fund
     """
-    fund_data = avanza_model.get_data(name.upper())
+    fund_data = avanza_model.get_data(isin)
     text = f"\nSwedish Description:\n\n{fund_data['description']}\n\nThe fund is managed by:\n"
     for manager in fund_data["fundManagers"]:
         text = text + f"\t- {manager['name']} since {manager['startDate']}\n"

openbb_terminal/mutual_funds/mutual_fund_controller.py

@@ -107,8 +107,8 @@ def print_help(self):
         mt.add_cmd("holdings", self.fund_symbol)
         mt.add_cmd("carbon", self.fund_symbol)
         mt.add_cmd("exclusion", self.fund_symbol)
-        mt.add_cmd("alswe", self.fund_symbol)
-        mt.add_cmd("infoswe", self.fund_symbol)
+        mt.add_cmd("alswe", self.fund_symbol and self.country == "sweden")
+        mt.add_cmd("infoswe", self.fund_symbol and self.country == "sweden")
 
         if self.country == "sweden":
             mt.add_cmd("alswe", self.fund_symbol)
@@ -151,10 +151,14 @@ def call_alswe(self, other_args: List[str]):
                     "Avanza implementation currently only supports funds from sweden."
                 )
                 return self.queue
-            if self.fund_name.upper() not in ava_fund.index.str.upper().to_numpy():
-                console.print("No fund data. Please use another fund")
+
+            if self.fund_isin not in ava_fund["ISIN"].tolist():
+                console.print("No fund data. Please use another fund.")
                 return self.queue
-            avanza_view.display_allocation(self.fund_name, ns_parser.focus)
+
+            avanza_view.display_allocation(
+                name=self.fund_name, isin=self.fund_isin, focus=ns_parser.focus
+            )
 
         return self.queue
 
@@ -179,10 +183,12 @@ def call_infoswe(self, other_args: List[str]):
                     "Avanza implementation currently only supports funds from sweden."
                 )
                 return self.queue
-            if self.fund_name.upper() not in ava_fund.index.str.upper().to_numpy():
-                console.print("No fund data. Please use another fund")
+
+            if self.fund_isin not in ava_fund["ISIN"].tolist():
+                console.print("No fund data. Please use another fund.")
                 return self.queue
-            avanza_view.display_info(self.fund_name)
+
+            avanza_view.display_info(self.fund_isin)
 
         return self.queue