FinancePy

FinancePy API Reference

Ibor Deposit

financepy.products.rates.ibor_deposit

Classes

IborDeposit

IborDeposit(start_dt: financepy.utils.date.Date, maturity_dt_or_tenor: financepy.utils.date.Date | str, deposit_rate: float, accrual_dc_type: financepy.utils.day_count.DayCountTypes, notional: float = 100.0, cal_type: financepy.utils.calendar.CalendarTypes = <CalendarTypes.WEEKEND: 2>, bd_type: financepy.utils.calendar.BusDayAdjustTypes = <BusDayAdjustTypes.MODIFIED_FOLLOWING: 3>)
An Ibor deposit is an agreement to borrow money interbank at the Ibor fixing rate starting on the start date and repaid on the maturity date with the interest amount calculated according to a day count convention and dates calculated according to a calendar and business day adjustment rule. Care must be taken to calculate the correct start (settlement) date. Start with the trade (value) date which is typically today, we may need to add on a number of business days (spot days) to get to the settlement date. The maturity date is then calculated by adding on the deposit tenor/term to the settlement date and adjusting for weekends and holidays according to the calendar and adjustment type. Note that for over-night (ON) depos the settlement date is today with maturity in one business day. For tomorrow-next (TN) depos the settlement is in one business day with maturity on the following business day. For later maturity deposits, settlement is usually in 1-3 business days. The number of days depends on the currency and jurisdiction of the deposit contract.

Methods

maturity_df

maturity_df(self)
Returns the maturity date discount factor that would allow the Libor curve to reprice the contractual market deposit rate. Note that this is a forward discount factor that starts on settlement date.

value

value(self, value_dt: financepy.utils.date.Date, libor_curve)
Determine the value of an existing Libor Deposit contract given a valuation date and a Libor curve. This is simply the PV of the future repayment plus interest discounted on the current Libor curve.

valuation_details

valuation_details(self, value_dt: financepy.utils.date.Date, discount_curve: financepy.market.curves.discount_curve.DiscountCurve, index_curve: financepy.market.curves.discount_curve.DiscountCurve = None)
A long-hand method that returns various details relevant to valuation in a dictionary. Slower than value(...) so should not be used when performance is important We want thre output dictionary to have the same labels for different benchmarks (depos, fras, swaps) because we want to present them together so please do not stick new outputs into one of them only TODO: make a test of this

print_payments

print_payments(self, value_dt: financepy.utils.date.Date)
Print the date and size of the future repayment.
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