show

Show portfolio optimization results

Source Code: [link]

openbb.portfolio.po.show(portfolio_engine: portfolio_optimization.po_engine.PoEngine, category: str = None)

---

Parameters

Name	Type	Description	Default	Optional
portfolio_engine	PoEngine	Portfolio optimization engine Use portfolio.po.load to load a portfolio engine	None	False
category	str	Category to show, by default None After loading a portfolio with portfolio.po.load you can use the object method get_available_categories() to get a list of available categories. You can also use the object method set_categories_dict() to set a custom dictionary of categories. The dictionary must contain "CURRENT_INVESTED_AMOUNT" and "CURRENT_WEIGHTS" as keys as shown in the example below.	None	True

---

Returns

Type	Description
Union[pd.DataFrame, Tuple[pd.DataFrame, pd.DataFrame]]	Portfolio weights and categories

---

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']

weights_df, category_df = openbb.portfolio.po.show(portfolio_engine=p, category="SECTOR")

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']

weights_df, category_df = openbb.portfolio.po.show(portfolio_engine=p, category="ASSET_CLASS")

---