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OpenBB/website/content/sdk/reference/portfolio/alloc/regions.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
regions This page provides details about the 'regions' function of the OpenBB finance platform. The said function displays the portfolio region allocation in comparison to the benchmark. It includes a brief overview, parameters, return values, and an example usage.
OpenBB finance platform
portfolio region allocation
benchmark comparison
portfolio management
portfolio allocation
parameters
example usage

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

Display portfolio region allocation compared to the benchmark

Source Code: [link]

openbb.portfolio.alloc.regions(portfolio_engine: portfolio_engine.PortfolioEngine, limit: int = 10, tables: bool = False, recalculate: bool = False)

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
tables bool Whether to include separate allocation tables False True
limit int The amount of assets you wish to show, by default this is set to 10 10 True
recalculate bool Flag to force recalculate allocation if already exists False True

Returns

Type Description
Union[pd.DataFrame, Tuple[pd.DataFrame, pd.DataFrame, pd.DataFrame]] DataFrame with combined allocation plus individual allocation if tables is True.

Examples

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