--- title: plot description: OpenBB SDK Function --- import Tabs from '@theme/Tabs'; import TabItem from '@theme/TabItem'; # plot 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") ``` ---