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OpenBB/website/content/sdk/reference/portfolio/bench.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
bench This page discusses the 'bench' function, part of the OpenBB Terminal, which allows users to load benchmarks into their portfolio. It provides details on the parameters, method of application, and examples utilizing Python for portfolio management.
portfolio benchmark
portfolio management
portfolio load
financial data
portfolio operations

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

Load benchmark into portfolio

Source Code: [link]

openbb.portfolio.bench(portfolio_engine: portfolio_engine.PortfolioEngine, symbol: str, full_shares: 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
symbol str Benchmark symbol to download data None False
full_shares bool Whether to mimic the portfolio trades exactly (partial shares) or round down the
quantity to the nearest number		 False True

Returns

This function does not return anything

Examples

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