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* add first iteration of content for Terminal Pro * Update index.md * Update dashboards.md * Update folders.md * Update grouping.md * Update report.md * Update templates.md * Update quick-start.md * Update index.md * Update index.md * Update home.md * Update news.md * Update index.md * Update index.md * Update index.md * Update data-provider.md * Update chat-with-widget.md * Update data-manipulation.md * Update forecasting.md * fix: images self closing tags * fix: only pro visitors can see pro * inter font * improve SEO content and restructuring * add new package for toggle on tutorials * move folder around * improve main page of each prod * small updates and improvements * fix logo above * small improvement in headtitle for portfolio funcs * fix typos from OpenAI's GPT-4 * fix _category_ json * remove generic SEO words * add script that generates SEO for documentation * add missing file * remove sdk warning message * fix links for andrew --------- 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>
59 lines
1.7 KiB
Markdown
Vendored
59 lines
1.7 KiB
Markdown
Vendored
---
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title: load
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description: Docusaurus documentation for the load function from the openbb portfolio
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module. Provides details about parameters and examples of how to use this function
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to create a PortfolioEngine instance and perform portfolio calculations.
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keywords:
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- PortfolioEngine object
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- openbb portfolio
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- transactions file path
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- benchmark symbol
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- full shares
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- risk free rate
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- portfolio calculations
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- openbb_terminal sdk
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- Portfolio 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.load - Reference | OpenBB SDK Docs" />
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Get PortfolioEngine object
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Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_model.py#L27)]
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```python
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openbb.portfolio.load(transactions_file_path: str, benchmark_symbol: str = "SPY", full_shares: bool = False, risk_free_rate: float = 0)
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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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| transactions_file_path | str | Path to transactions file | None | False |
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| benchmark_symbol | str | Benchmark ticker to download data | SPY | True |
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| full_shares | bool | Whether to mimic the portfolio trades exactly (partial shares) or round down the<br/>quantity to the nearest number | False | True |
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| risk_free_rate | float | Risk free rate in float format | 0 | True |
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---
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## Returns
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| Type | Description |
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| ---- | ----------- |
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| PortfolioEngine | PortfolioEngine class instance, this will hold transactions and perform calculations |
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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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```
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---
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