plot

• Model
• Chart

Display efficient frontier

Source Code: [link]

openbb.portfolio.po.plot(portfolio_engine: portfolio_optimization.po_engine.PoEngine = None, chart_type: str = "pie", kwargs: Any)

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Parameters

Name	Type	Description	Default	Optional
portfolio_engine	PoEngine	Portfolio optimization engine, by default None Use portfolio.po.load to load a portfolio engine	None	True
chart_type	str	Chart type, by default "pie" Options are "pie", "hist", "dd" or "rc"	pie	True

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Returns

This function does not return anything

---

Examples

from openbb_terminal.sdk import openbb
p = openbb.portfolio.po.load(symbols=["AAPL", "MSFT", "AMZN"])
d = {

"SECTOR": {
            "AAPL": "INFORMATION TECHNOLOGY",
            "MSFT": "INFORMATION TECHNOLOGY",
            "AMZN": "CONSUMER DISCRETIONARY",
        },
        "CURRENT_INVESTED_AMOUNT": {
            "AAPL": "100000.0",
            "MSFT": "200000.0",
            "AMZN": "300000.0",
        },
        "CURRENCY": {
            "AAPL": "USD",
            "MSFT": "USD",
            "AMZN": "USD",
        },
    }

p.set_categories_dict(categories=d)
weights, performance = openbb.portfolio.po.equal(portfolio_engine=p)
p.get_available_categories()

['SECTOR']

openbb.portfolio.po.plot(portfolio_engine=p, category="SECTOR", chart_type="pie")
openbb.portfolio.po.plot(portfolio_engine=p, category="SECTOR", chart_type="hist")
openbb.portfolio.po.plot(portfolio_engine=p, category="SECTOR", chart_type="dd")
openbb.portfolio.po.plot(portfolio_engine=p, category="SECTOR", chart_type="rc")
openbb.portfolio.po.plot(portfolio_engine=p, category="SECTOR", chart_type="heat")

from openbb_terminal.sdk import openbb
p = openbb.portfolio.po.load(symbols_file_path="openbb_terminal/miscellaneous/portfolio_examples/allocation/60_40_Portfolio.xlsx")
weights, performance = openbb.portfolio.po.equal(portfolio_engine=p)
p.get_available_categories()

['ASSET_CLASS',
 'SECTOR',
 'INDUSTRY',
 'COUNTRY',
 'CURRENT_INVESTED_AMOUNT',
 'CURRENCY']

openbb.portfolio.po.plot(portfolio_engine=p, category="ASSET_CLASS", chart_type="pie")
openbb.portfolio.po.plot(portfolio_engine=p, category="SECTOR", chart_type="hist")
openbb.portfolio.po.plot(portfolio_engine=p, category="INDUSTRY", chart_type="dd")
openbb.portfolio.po.plot(portfolio_engine=p, category="COUNTRY", chart_type="rc")
openbb.portfolio.po.plot(portfolio_engine=p, category="ASSET_CLASS", chart_type="heat")

---

Display efficient frontier

Source Code: [link]

openbb.portfolio.po.plot_chart(portfolio_engine: portfolio_optimization.po_engine.PoEngine = None, chart_type: str = "pie", kwargs: Any)

---

Parameters

Name	Type	Description	Default	Optional
portfolio_engine	PoEngine	Portfolio optimization engine, by default None Use portfolio.po.load to load a portfolio engine	None	True
chart_type	str	Chart type, by default "pie" Options are "pie", "hist", "dd" or "rc"	pie	True

---

Returns

This function does not return anything

---

Examples

from openbb_terminal.sdk import openbb
p = openbb.portfolio.po.load(symbols=["AAPL", "MSFT", "AMZN"])
d = {

"SECTOR": {
            "AAPL": "INFORMATION TECHNOLOGY",
            "MSFT": "INFORMATION TECHNOLOGY",
            "AMZN": "CONSUMER DISCRETIONARY",
        },
        "CURRENT_INVESTED_AMOUNT": {
            "AAPL": "100000.0",
            "MSFT": "200000.0",
            "AMZN": "300000.0",
        },
        "CURRENCY": {
            "AAPL": "USD",
            "MSFT": "USD",
            "AMZN": "USD",
        },
    }

p.set_categories_dict(categories=d)
weights, performance = openbb.portfolio.po.equal(portfolio_engine=p)
p.get_available_categories()

['SECTOR']

openbb.portfolio.po.plot(portfolio_engine=p, category="SECTOR", chart_type="pie")
openbb.portfolio.po.plot(portfolio_engine=p, category="SECTOR", chart_type="hist")
openbb.portfolio.po.plot(portfolio_engine=p, category="SECTOR", chart_type="dd")
openbb.portfolio.po.plot(portfolio_engine=p, category="SECTOR", chart_type="rc")
openbb.portfolio.po.plot(portfolio_engine=p, category="SECTOR", chart_type="heat")

from openbb_terminal.sdk import openbb
p = openbb.portfolio.po.load(symbols_file_path="openbb_terminal/miscellaneous/portfolio_examples/allocation/60_40_Portfolio.xlsx")
weights, performance = openbb.portfolio.po.equal(portfolio_engine=p)
p.get_available_categories()

['ASSET_CLASS',
 'SECTOR',
 'INDUSTRY',
 'COUNTRY',
 'CURRENT_INVESTED_AMOUNT',
 'CURRENCY']

openbb.portfolio.po.plot(portfolio_engine=p, category="ASSET_CLASS", chart_type="pie")
openbb.portfolio.po.plot(portfolio_engine=p, category="SECTOR", chart_type="hist")
openbb.portfolio.po.plot(portfolio_engine=p, category="INDUSTRY", chart_type="dd")
openbb.portfolio.po.plot(portfolio_engine=p, category="COUNTRY", chart_type="rc")
openbb.portfolio.po.plot(portfolio_engine=p, category="ASSET_CLASS", chart_type="heat")

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