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OpenBB/website/content/sdk/reference/portfolio/perf.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
perf This page is a guide on how to get a portfolio's performance vs the benchmark with the OpenBB Terminal's perf function. It includes function usage, parameters explanation, return values, and examples.
portfolio performance
benchmark
portfolio engine
openbb portfolio perf
performance calculations
trades performance
portfolio load

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

Get portfolio performance vs the benchmark

Source Code: [link]

openbb.portfolio.perf(portfolio_engine: portfolio_engine.PortfolioEngine, show_all_trades: bool = False)

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
show_all_trades bool Whether to also show all trades made and their performance (default is False) False True

Returns

Type Description
pd.DataFrame DataFrame with portfolio performance vs the benchmark

Examples

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