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OpenBB/website/content/funds/overview/_index.md
jmaslek e437f29ae4 Mutual funds (#1106)
* Add mutual fund menu based primarily on investpy (investment.com)

* Add start/end date for loading + some bug fixes

* hugo

* poetry add investpy rich dnspython  then poetry update

* fix reset (need to load country) and dim yfinance commands when country not US

* Fix search and add better error handling

* Catch yfinance commands when country not US.  Improve loading to change country if symbol found but not in matching country.  Changed main menu printing.

* Fix poetry / reqs merge conflict

* review comments

* Once again update poetry

* Clean up poetry to match conda (numpy was culprit)

* cvxpy down

* Think i goofed on generating reqs full

* update poetry metadata

* cleanup after review 2

* move space

* another deps try

* bump pygmnets in yaml

* try something different

* rename console -> t_console (terminal_console) for mypy
2022-01-01 14:16:32 -05:00

37 lines
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Markdown
Vendored

```
usage: overview [-l LIMIT] [-h] [--export {csv,json,xlsx}]
```
Show overview of funds from selected country.
```
optional arguments:
-l LIMIT, --limit LIMIT
Number of search results to show (default: 20)
-h, --help show this help message (default: False)
--export {csv,json,xlsx}
Export raw data into csv, json, xlsx (default: )
```
Sample usage:
```
/fund/ $ overview -l 5
Fund overview for United States
┏━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━┳━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━┳━━━━━━━━┳━━━━━━━━┳━━━━━━━━┳━━━━━━━━━━┳━━━━━━━━━━━━━┓
┃ name ┃ full_name ┃ symbol ┃ last ┃ change ┃ currency ┃ Assets (1B) ┃
┡━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━╇━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━╇━━━━━━━━╇━━━━━━━━╇━━━━━━━━╇━━━━━━━━━━╇━━━━━━━━━━━━━┩
│ Vanguard 500 Index Fund Admiral Shares │ Vanguard 500 Index Admiral │ VFIAX │ 441.63 │ -0.10% │ USD │ 435.40 │
├─────────────────────────────────────────────────────┼──────────────────────────────────────────────┼────────┼────────┼────────┼──────────┼─────────────┤
│ Fidelity® 500 Index Fund │ Fidelity 500 Index Institutional Prem │ FXAIX │ 165.99 │ -0.10% │ USD │ 380.00 │
├─────────────────────────────────────────────────────┼──────────────────────────────────────────────┼────────┼────────┼────────┼──────────┼─────────────┤
│ Vanguard Total Stock Market Index Fund Admiral │ Vanguard Total Stock Market Index Admiral │ VTSAX │ 117.96 │ -0.22% │ USD │ 329.59 │
│ Shares │ │ │ │ │ │ │
├─────────────────────────────────────────────────────┼──────────────────────────────────────────────┼────────┼────────┼────────┼──────────┼─────────────┤
│ Vanguard Total Stock Market Index Fund │ Vanguard Total Stock Market Index Instl Plus │ VSMPX │ 221.26 │ -0.21% │ USD │ 284.00 │
│ Institutional Plus Shares │ │ │ │ │ │ │
├─────────────────────────────────────────────────────┼──────────────────────────────────────────────┼────────┼────────┼────────┼──────────┼─────────────┤
│ Vanguard Total Stock Market Index Fund │ Vanguard Total Stock Market Index I │ VITSX │ 117.98 │ -0.21% │ USD │ 244.37 │
│ Institutional Shares │ │ │ │ │ │ │
└─────────────────────────────────────────────────────┴──────────────────────────────────────────────┴────────┴────────┴────────┴──────────┴─────────────┘
```