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OpenBB/website/content/sdk/reference/portfolio/summary.md
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---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-10-30 21:01:29 +00:00

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title, description, keywords
title description keywords
summary OpenBB finance page detailing the functionality to gather portfolio and benchmark return summaries. Documentation includes function parameters, return types and examples. The core function openbb.portfolio.summary can perform complex calculations and return a data frame of portfolio and benchmark returns summary.
OpenBB finance
portfolio summary
benchmark returns
portfolio transactions
portfolio calculations
cumulative returns
risk free rate
data frame
openbb.portfolio
portfolio engine

import HeadTitle from '@site/src/components/General/HeadTitle.tsx';

Get portfolio and benchmark returns summary

Source Code: [link]

openbb.portfolio.summary(portfolio_engine: portfolio_engine.PortfolioEngine, window: str = "all", risk_free_rate: float = 0)

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
window str interval to compare cumulative returns and benchmark all True
risk_free_rate float Risk free rate for calculations 0 True

Returns

Type Description
pd.DataFrame DataFrame with portfolio and benchmark returns summary

Examples

from openbb_terminal.sdk import openbb
p = openbb.portfolio.load("openbb_terminal/miscellaneous/portfolio_examples/holdings/example.csv")
output = openbb.portfolio.summary(p)