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100 lines
2.8 KiB
Markdown
Vendored
100 lines
2.8 KiB
Markdown
Vendored
---
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title: holdv
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description: Detailed documentation of the holdv function in portfolio module of OpenBB
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finance dealing with getting and displaying holdings of assets. Learn how to use
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and understand the parameters, source code and examples included.
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keywords:
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- OpenBB finance documentation
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- holdv function OpenBB
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- portfolio module OpenBB
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- portfolio engine
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- get holdings value
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- holdv chart display
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- assets holdings
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- Python finance tools
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- portfolio management OpenBB
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- OpenBB assets management
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---
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import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
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<HeadTitle title="portfolio.holdv - Reference | OpenBB SDK Docs" />
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import Tabs from '@theme/Tabs';
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import TabItem from '@theme/TabItem';
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<Tabs>
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<TabItem value="model" label="Model" default>
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Get holdings of assets (absolute value)
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Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_model.py#L135)]
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```python
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openbb.portfolio.holdv(portfolio_engine: portfolio_engine.PortfolioEngine)
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```
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---
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## Parameters
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| Name | Type | Description | Default | Optional |
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| ---- | ---- | ----------- | ------- | -------- |
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| portfolio_engine | PortfolioEngine | PortfolioEngine class instance, this will hold transactions and perform calculations.<br/>Use `portfolio.load` to create a PortfolioEngine. | None | False |
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---
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## Returns
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| Type | Description |
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| ---- | ----------- |
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| pd.DataFrame | DataFrame of holdings value |
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---
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## Examples
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```python
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from openbb_terminal.sdk import openbb
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p = openbb.portfolio.load("openbb_terminal/miscellaneous/portfolio_examples/holdings/example.csv")
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output = openbb.portfolio.holdv(p)
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```
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---
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</TabItem>
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<TabItem value="view" label="Chart">
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Display holdings of assets (absolute value)
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Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_view.py#L713)]
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```python
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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)
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```
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---
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## Parameters
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| Name | Type | Description | Default | Optional |
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| ---- | ---- | ----------- | ------- | -------- |
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| portfolio_engine | PortfolioEngine | PortfolioEngine class instance, this will hold transactions and perform calculations.<br/>Use `portfolio.load` to create a PortfolioEngine. | None | False |
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| unstack | bool | Individual assets over time | False | True |
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| raw | bool | To display raw data | False | True |
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| limit | int | Number of past market days to display holdings | 10 | True |
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| export | str | Format to export plot | | True |
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| external_axes | plt.Axes | Optional axes to display plot on | None | True |
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---
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## Returns
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This function does not return anything
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---
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</TabItem>
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</Tabs>
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