--- title: om description: Learn how to use the omega ratio function to guide your portfolio management. This page provides details about parameters, returns, and examples on how to apply the omega ratio method in your transaction calculations using both model and chart views. keywords: - omega ratio - portfolio management - PortfolioEngine class - financial transactions - annualized target return - portfolio load - chart view --- import HeadTitle from '@site/src/components/General/HeadTitle.tsx'; import Tabs from '@theme/Tabs'; import TabItem from '@theme/TabItem'; Get omega ratio Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_model.py#L1839)] ```python openbb.portfolio.om(portfolio_engine: portfolio_engine.PortfolioEngine, threshold_start: float = 0, threshold_end: float = 1.5) ``` --- ## 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 | | threshold_start | float | annualized target return threshold start of plotted threshold range | 0 | True | | threshold_end | float | annualized target return threshold end of plotted threshold range | 1.5 | True | --- ## Returns | Type | Description | | ---- | ----------- | | pd.DataFrame | DataFrame with portfolio omega ratio | --- ## Examples ```python from openbb_terminal.sdk import openbb p = openbb.portfolio.load("openbb_terminal/miscellaneous/portfolio_examples/holdings/example.csv") output = openbb.portfolio.om(p) ``` ---
Display omega ratio Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_view.py#L1802)] ```python openbb.portfolio.om_chart(portfolio_engine: portfolio_engine.PortfolioEngine, threshold_start: float = 0, threshold_end: float = 1.5) ``` --- ## 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 | | threshold_start | float | annualized target return threshold start of plotted threshold range | 0 | True | | threshold_end | float | annualized target return threshold end of plotted threshold range | 1.5 | True | --- ## Returns This function does not return anything ---