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)
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")
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")