--- title: plot description: This documentation page outlines the functions related to plotting and charting an investment portfolio using the OpenBB's po module. The page provides examples of different chart types such as pie, hist, dd, and rc. It includes necessary parameters for the functions and discusses the usage of a portfolio engine. keywords: - plot - tab - po - chart - portfolio - example - pie - hist - dd - rc - engine - type - category - parameters - returns --- import HeadTitle from '@site/src/components/General/HeadTitle.tsx'; import Tabs from '@theme/Tabs'; import TabItem from '@theme/TabItem'; Display efficient frontier Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_optimization/po_view.py#L237)] ```python 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 ```python 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", }, } ``` ```python p.set_categories_dict(categories=d) weights, performance = openbb.portfolio.po.equal(portfolio_engine=p) p.get_available_categories() ``` ``` ['SECTOR'] ``` ```python 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") ``` ```python 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'] ``` ```python 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](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_optimization/po_view.py#L237)] ```python 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 ```python 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", }, } ``` ```python p.set_categories_dict(categories=d) weights, performance = openbb.portfolio.po.equal(portfolio_engine=p) p.get_available_categories() ``` ``` ['SECTOR'] ``` ```python 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") ``` ```python 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'] ``` ```python 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") ``` ---