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OpenBB/website/content/sdk/reference/portfolio/po/load.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
load This page provides detailed documentation for the 'load' function of the OpenBB portfolio optimization engine. It includes source code, parameters detail, return type, and coding examples.
portfolio optimization
po.load function
OpenBB portfolio
PoEngine
openbb_terminal.sdk
coding examples
software documentation
parameters detail
portfolio allocation
AAPL
MSFT
AMZN
Python code

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

Load portfolio optimization engine

Source Code: [link]

openbb.portfolio.po.load(symbols: List[str] = None, symbols_file_path: str = None, parameters_file_path: str = None)

Parameters

Name Type Description Default Optional
symbols List[str] List of symbols, by default None None True
symbols_file_path str Symbols file full path, by default None None True
parameters_file_path str Parameters file full path, by default None None True

Returns

Type Description
PoEngine Portfolio optimization engine

Examples

from openbb_terminal.sdk import openbb
p = openbb.portfolio.po.load(symbols_file_path="~/openbb_terminal/miscellaneous/portfolio_examples/allocation/60_40_Portfolio.xlsx")
weights, performance = openbb.portfolio.po.equal(portfolio_engine=p)

from openbb_terminal.sdk import openbb
p = openbb.portfolio.po.load(symbols=["AAPL", "MSFT", "AMZN"])
weights, performance = openbb.portfolio.po.equal(portfolio_engine=p)