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OpenBB/website/content/sdk/reference/portfolio/alloc/sectors.md
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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

1.8 KiB
Vendored

title, description, keywords
title description keywords
sectors SEO for the 'sectors' documentation page of the OpenBB finance that elaborates about portfolio sector allocation compared to the benchmark.
portfolio
sector allocation
benchmark
parameters
returns
examples
portfolio engine
allocation tables
recalculate allocation

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

Display portfolio sector allocation compared to the benchmark

Source Code: [link]

openbb.portfolio.alloc.sectors(portfolio_engine: portfolio_engine.PortfolioEngine, limit: int = 10, tables: bool = False, recalculate: 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
tables bool Whether to include separate allocation tables False True
limit int The amount of assets you wish to show, by default this is set to 10 10 True
recalculate bool Flag to force recalculate allocation if already exists False True

Returns

Type Description
Union[pd.DataFrame, Tuple[pd.DataFrame, pd.DataFrame, pd.DataFrame]] DataFrame with combined allocation plus individual allocation if tables is True.

Examples

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