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OpenBB/website/content/sdk/reference/portfolio/holdp.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
holdp This page provides comprehensive details on 'holdp', a function of the OpenBBTerminal. It includes information on how to get holdings of assets in percentage, parameters for the function, and examples of its use.
holdp function
asset holding
Percentage of assets
PortfolioEngine
Portfolio management
Python functions
openbb.portfolio
Holdings calculation

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

import Tabs from '@theme/Tabs'; import TabItem from '@theme/TabItem';

Get holdings of assets (in percentage)

Source Code: [link]

openbb.portfolio.holdp(portfolio_engine: portfolio_engine.PortfolioEngine)

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

Returns

Type Description
pd.DataFrame DataFrame of holdings percentage

Examples

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

Display holdings of assets (in percentage)

Source Code: [link]

openbb.portfolio.holdp_chart(portfolio_engine: portfolio_engine.PortfolioEngine, unstack: bool = False, raw: bool = False, limit: int = 10, export: str = "", external_axes: Optional[matplotlib.axes._axes.Axes] = None)

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
unstack bool Individual assets over time False True
raw bool To display raw data False True
limit int Number of past market days to display holdings 10 True
export str Format to export plot True
external_axes plt.Axes Optional axes to display plot on None True

Returns

This function does not return anything