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97 lines
2.8 KiB
Markdown
Vendored
97 lines
2.8 KiB
Markdown
Vendored
---
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title: om
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description: Learn how to use the omega ratio function to guide your portfolio management.
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This page provides details about parameters, returns, and examples on how to apply
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the omega ratio method in your transaction calculations using both model and chart
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views.
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keywords:
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- omega ratio
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- portfolio management
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- PortfolioEngine class
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- financial transactions
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- annualized target return
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- portfolio load
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- chart view
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---
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import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
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<HeadTitle title="portfolio.om - 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 omega ratio
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Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_model.py#L1839)]
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```python
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openbb.portfolio.om(portfolio_engine: portfolio_engine.PortfolioEngine, threshold_start: float = 0, threshold_end: float = 1.5)
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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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| threshold_start | float | annualized target return threshold start of plotted threshold range | 0 | True |
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| threshold_end | float | annualized target return threshold end of plotted threshold range | 1.5 | True |
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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 with portfolio omega ratio |
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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.om(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 omega ratio
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Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_view.py#L1802)]
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```python
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openbb.portfolio.om_chart(portfolio_engine: portfolio_engine.PortfolioEngine, threshold_start: float = 0, threshold_end: float = 1.5)
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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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| threshold_start | float | annualized target return threshold start of plotted threshold range | 0 | True |
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| threshold_end | float | annualized target return threshold end of plotted threshold range | 1.5 | 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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