OpenBB/gamestonk_terminal/portfolio/portfolio_analysis

PORTFOLIO ANALYSIS

This menu aims to analyze a portfolio loaded through csv/json/xlsx, and the usage of the following commands along with an example will be exploited below.

• load
  • load portfolio from a file
• group
  • view holdings by a user input group

load

usage: load [-p PATH] [--no_sector] [--no_last_price] [--nan]

This function allows you to load from a predefined file. The file can contain any information you want, but the stocks should be under a column Ticker. The number owned should be defined in Shares. By default, this will loop through all Tickers and pull sector and latest price. An example column that could be added would be if the ticker is considered a Value or Growth stock.

• -p/--path : Path to portfolio file. A template is supplied and the default path points to it.
• --no_sector : Flag to avoid getting the sector of each stock.
• --no_last_price : Flag to avoid getting the latest price for each supplied stock.
• --nan : Flag to display NaN columns. Useful if importing partial information.

(✨) (pa)> load
╒════╤══════════╤══════════╤════════════════════╤══════════════╤═════════╕
│    │ Ticker   │   Shares │ sector             │   last_price │   value │
╞════╪══════════╪══════════╪════════════════════╪══════════════╪═════════╡
│  0 │ AAPL     │        5 │ Technology         │       129.64 │  648.2  │
├────┼──────────┼──────────┼────────────────────┼──────────────┼─────────┤
│  1 │ GME      │        5 │ Consumer Cyclical  │       222.5  │ 1112.5  │
├────┼──────────┼──────────┼────────────────────┼──────────────┼─────────┤
│  2 │ MSFT     │        3 │ Technology         │       258.36 │  775.08 │
├────┼──────────┼──────────┼────────────────────┼──────────────┼─────────┤
│  3 │ O        │        2 │ Real Estate        │        69.61 │  139.22 │
├────┼──────────┼──────────┼────────────────────┼──────────────┼─────────┤
│  4 │ BAC      │        3 │ Financial Services │        41.39 │  124.17 │
╘════╧══════════╧══════════╧════════════════════╧══════════════╧═════════╛

group

usage: group [-g GROUP]

Displays data in groups based on columns. Currently this only looks at the value column.

• -g/--group : Column to group data by. Ex: "sector"

(✨) (pa)> group -g sector
╒════════════════════╤═════════╕
│ sector             │   value │
╞════════════════════╪═════════╡
│ Consumer Cyclical  │ 1112.5  │
├────────────────────┼─────────┤
│ Financial Services │  124.17 │
├────────────────────┼─────────┤
│ Real Estate        │  139.22 │
├────────────────────┼─────────┤
│ Technology         │ 1423.28 │
╘════════════════════╧═════════╛