--- title: mret description: This page provides comprehensive guides and source codes on how to get and display monthly returns using the functions 'mret' and 'mret_chart' respectively, both under openbb.portfolio of the OpenBB Terminal. keywords: - portfolio - mret - mret_chart - Monthly returns - PortfolioEngine - portfolio.load - openbb.portfolio.load --- import HeadTitle from '@site/src/components/General/HeadTitle.tsx'; import Tabs from '@theme/Tabs'; import TabItem from '@theme/TabItem'; Get monthly returns Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_model.py#L267)] ```python openbb.portfolio.mret(portfolio_engine: portfolio_engine.PortfolioEngine, window: str = "all") ``` --- ## Parameters | Name | Type | Description | Default | Optional | | ---- | ---- | ----------- | ------- | -------- | | portfolio_engine | PortfolioEngine | PortfolioEngine class instance, this will hold transactions and perform calculations.
Use `portfolio.load` to create a PortfolioEngine. | None | False | | window | str | interval to compare cumulative returns and benchmark | all | True | --- ## Returns | Type | Description | | ---- | ----------- | | pd.DataFrame | DataFrame with monthly returns | --- ## Examples ```python from openbb_terminal.sdk import openbb p = openbb.portfolio.load("openbb_terminal/miscellaneous/portfolio_examples/holdings/example.csv") output = openbb.portfolio.mret(p) ``` ---
Display monthly returns Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_view.py#L457)] ```python openbb.portfolio.mret_chart(portfolio_engine: portfolio_engine.PortfolioEngine, window: str = "all", raw: bool = False, show_vals: bool = False, export: str = "", external_axes: Optional[matplotlib.axes._axes.Axes] = None) ``` --- ## Parameters | Name | Type | Description | Default | Optional | | ---- | ---- | ----------- | ------- | -------- | | portfolio_engine | PortfolioEngine | PortfolioEngine class instance, this will hold transactions and perform calculations.
Use `portfolio.load` to create a PortfolioEngine. | None | False | | window | str | interval to compare cumulative returns and benchmark | all | True | | raw | False | Display raw data from cumulative return | False | True | | show_vals | False | Show values on heatmap | False | True | | export | str | Export certain type of data | | True | | external_axes | plt.Axes | Optional axes to display plot on | None | True | --- ## Returns This function does not return anything ---