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99 lines
2.7 KiB
Markdown
Vendored
99 lines
2.7 KiB
Markdown
Vendored
---
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title: yret
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description: Website page provides in-depth guide on using yret, a module that delivers
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yearly returns in quantitative finance. It includes complete procedures from loading
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portfolio to displaying returns in graph.
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keywords:
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- Yearly Returns
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- Portfolio Management
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- Quantitative Finance
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- Data Visualization
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- Open source
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- Finance Library
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- Benchmarking
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- Portfolio Load
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- yret Chart
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---
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import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
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<HeadTitle title="portfolio.yret - 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 yearly returns
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Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_model.py#L203)]
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```python
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openbb.portfolio.yret(portfolio_engine: portfolio_engine.PortfolioEngine, window: str = "all")
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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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| window | str | interval to compare cumulative returns and benchmark | all | 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 yearly returns |
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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.yret(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 yearly returns
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Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_view.py#L376)]
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```python
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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)
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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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| window | str | interval to compare cumulative returns and benchmark | all | True |
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| raw | False | Display raw data from cumulative return | False | True |
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| export | str | Export certain type of data | | True |
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| external_axes | plt.Axes | Optional axes to display plot on | None | 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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