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load

Load portfolio optimization engine

Source Code: [link]

openbb.portfolio.po.load(symbols: List[str] = None, symbols_file_path: str = None, parameters_file_path: str = None)

Parameters

NameTypeDescriptionDefaultOptional
symbolsList[str]List of symbols, by default NoneNoneTrue
symbols_file_pathstrSymbols file full path, by default NoneNoneTrue
parameters_file_pathstrParameters file full path, by default NoneNoneTrue

Returns

TypeDescription
PoEnginePortfolio optimization engine

Examples

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)
from openbb_terminal.sdk import openbb
p = openbb.portfolio.po.load(symbols=["AAPL", "MSFT", "AMZN"])
weights, performance = openbb.portfolio.po.equal(portfolio_engine=p)