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OpenBB/website/content/sdk/reference/portfolio/holdv.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
holdv Detailed documentation of the holdv function in portfolio module of OpenBB finance dealing with getting and displaying holdings of assets. Learn how to use and understand the parameters, source code and examples included.
OpenBB finance documentation
holdv function OpenBB
portfolio module OpenBB
portfolio engine
get holdings value
holdv chart display
assets holdings
Python finance tools
portfolio management OpenBB
OpenBB assets management

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

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

Get holdings of assets (absolute value)

Source Code: [link]

openbb.portfolio.holdv(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 value

Examples

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

Display holdings of assets (absolute value)

Source Code: [link]

openbb.portfolio.holdv_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