OpenBB/website/content/sdk/reference/portfolio/po/show.md

title, description, keywords

title	description	keywords
show	This documentation page talks about the 'show' function from OpenBB's portfolio optimization module. It details how to display portfolio optimization results using categories and portfolio engines.	portfolio optimization portfolio engine show function investment categories usage examples weights performance get available categories set categories dict

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

Show portfolio optimization results

Source Code: [link]

openbb.portfolio.po.show(portfolio_engine: portfolio_optimization.po_engine.PoEngine, category: str = None)

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Parameters

Name	Type	Description	Default	Optional
portfolio_engine	PoEngine	Portfolio optimization engine Use portfolio.po.load to load a portfolio engine	None	False
category	str	Category to show, by default None After loading a portfolio with portfolio.po.load you can use the object method get_available_categories() to get a list of available categories. You can also use the object method set_categories_dict() to set a custom dictionary of categories. The dictionary must contain "CURRENT_INVESTED_AMOUNT" and "CURRENT_WEIGHTS" as keys as shown in the example below.	None	True

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Returns

Type	Description
Union[pd.DataFrame, Tuple[pd.DataFrame, pd.DataFrame]]	Portfolio weights and categories

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Examples

from openbb_terminal.sdk import openbb
p = openbb.portfolio.po.load(symbols=["AAPL", "MSFT", "AMZN"])
d = {

"SECTOR": {
            "AAPL": "INFORMATION TECHNOLOGY",
            "MSFT": "INFORMATION TECHNOLOGY",
            "AMZN": "CONSUMER DISCRETIONARY",
        },
        "CURRENT_INVESTED_AMOUNT": {
            "AAPL": "100000.0",
            "MSFT": "200000.0",
            "AMZN": "300000.0",
        },
        "CURRENCY": {
            "AAPL": "USD",
            "MSFT": "USD",
            "AMZN": "USD",
        },
    }

p.set_categories_dict(categories=d)
weights, performance = openbb.portfolio.po.equal(portfolio_engine=p)
p.get_available_categories()

['SECTOR']

weights_df, category_df = openbb.portfolio.po.show(portfolio_engine=p, category="SECTOR")

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)
p.get_available_categories()

['ASSET_CLASS',
 'SECTOR',
 'INDUSTRY',
 'COUNTRY',
 'CURRENT_INVESTED_AMOUNT',
 'CURRENCY']

weights_df, category_df = openbb.portfolio.po.show(portfolio_engine=p, category="ASSET_CLASS")

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