load

Load portfolio optimization engine

Source Code: [link]

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

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Parameters

Name	Type	Description	Default	Optional
symbols_categories	Dict[str, Dict[str, str]] = None	Categories, by default None	None	True
symbols_file_path	str	Symbols file full path, by default None	None	True
parameters_file_path	str	Parameters file full path, by default None	None	True

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Returns

Type	Description
PoEngine	Portfolio optimization engine

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Examples

from openbb_terminal.sdk import openbb
d = {

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

p = openbb.portfolio.po.load(symbols_categories=d)
weights, performance = openbb.portfolio.po.equal(portfolio_engine=p)

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)

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