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OpenBB/website/versioned_docs/version-v3/sdk/reference/portfolio/bench.md
Theodore Aptekarev f72bc8ccec Add Versioned Documentation (#5470)
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Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
2023-09-29 11:49:05 +02:00

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title, description
title description
bench OpenBB SDK Function

bench

Load benchmark into portfolio

Source Code: [link]

openbb.portfolio.bench(portfolio_engine: portfolio_engine.PortfolioEngine, symbol: str, full_shares: 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
symbol str Benchmark symbol to download data None False
full_shares bool Whether to mimic the portfolio trades exactly (partial shares) or round down the
quantity to the nearest number
False True

Returns

This function does not return anything


Examples

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