mirror of
https://github.com/OpenBB-finance/OpenBB.git
synced 2026-10-30 14:02:06 +00:00
* Update generate_terminal_markdown.py * updates * update workflows * Automated Change * tests * tests * Automated Change * Update test_generate_docs.py * Automated Change * updates * Automated Change * Update gen-docs.yml * Update test.yml * Automated Change * Update test.yml * Automated Change * Update generate_sdk_markdown.py * Automated Change * test * Automated Change * testtt23 * Automated Change * Update generate_sdk_markdown.py * Automated Change * Automated Change * added empting reference folders before autogen docs * updates * Automated Change * update tests gitactions * Automated Change * up * Automated Change * Automated Change * update pytest * Automated Change * tests * Automated Change * examples update * Automated Change * Update generate_sdk_markdown.py * Automated Change * Update test.yml * Update generate_sdk_markdown.py * strip * Automated Change * Workflow : check test update * Automated Change * Automated Change * Automated Change * Update test.yml * Automated Change * Update test.yml * Automated Change * Automated Change * up * Automated Change * Update generate_sdk_markdown.py * Automated Change * update workflows * fix guides * testing * Update gh-pages.yml * Update gh-pages.yml Co-authored-by: tehcoderer <tehcoderer@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: Chavithra <Chavithra@users.noreply.github.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>
45 lines
1.1 KiB
Markdown
Vendored
45 lines
1.1 KiB
Markdown
Vendored
---
|
|
title: perf
|
|
description: OpenBB SDK Function
|
|
---
|
|
|
|
# perf
|
|
|
|
Get portfolio performance vs the benchmark
|
|
|
|
Source Code: [[link](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/openbb_terminal/portfolio/portfolio_model.py#L1640)]
|
|
|
|
```python
|
|
openbb.portfolio.perf(portfolio_engine: portfolio_engine.PortfolioEngine, show_all_trades: bool = False)
|
|
```
|
|
|
|
---
|
|
|
|
## Parameters
|
|
|
|
| Name | Type | Description | Default | Optional |
|
|
| ---- | ---- | ----------- | ------- | -------- |
|
|
| portfolio_engine | PortfolioEngine | PortfolioEngine class instance, this will hold transactions and perform calculations.<br/>Use `portfolio.load` to create a PortfolioEngine. | None | False |
|
|
| show_all_trades | bool | Whether to also show all trades made and their performance (default is False) | False | True |
|
|
|
|
|
|
---
|
|
|
|
## Returns
|
|
|
|
| Type | Description |
|
|
| ---- | ----------- |
|
|
| pd.DataFrame | DataFrame with portfolio performance vs the benchmark |
|
|
---
|
|
|
|
## Examples
|
|
|
|
```python
|
|
from openbb_terminal.sdk import openbb
|
|
p = openbb.portfolio.load("openbb_terminal/miscellaneous/portfolio_examples/holdings/example.csv")
|
|
output = openbb.portfolio.perf(p)
|
|
```
|
|
|
|
---
|
|
|