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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
yret Website page provides in-depth guide on using yret, a module that delivers yearly returns in quantitative finance. It includes complete procedures from loading portfolio to displaying returns in graph.
Yearly Returns
Portfolio Management
Quantitative Finance
Data Visualization
Open source
Finance Library
Benchmarking
Portfolio Load
yret Chart

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

import Tabs from '@theme/Tabs'; import TabItem from '@theme/TabItem';

Get yearly returns

Source Code: [link]

openbb.portfolio.yret(portfolio_engine: portfolio_engine.PortfolioEngine, window: str = "all")

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
window str interval to compare cumulative returns and benchmark all True

Returns

Type Description
pd.DataFrame DataFrame with yearly returns

Examples

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

Display yearly returns

Source Code: [link]

openbb.portfolio.yret_chart(portfolio_engine: portfolio_engine.PortfolioEngine, window: str = "all", raw: bool = False, export: str = "", external_axes: Optional[matplotlib.axes._axes.Axes] = None)

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
window str interval to compare cumulative returns and benchmark all True
raw False Display raw data from cumulative return False True
export str Export certain type of data True
external_axes plt.Axes Optional axes to display plot on None True

Returns

This function does not return anything