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OpenBB/portfolio/holdings/example.csv
Jeroen Bouma 7e37ed0444 Add comparisons between the portfolio and benchmark including an orderbook sheet (#1773) 
* Add in Portfolio Holdings for Attribution functionality

* Update a whole bunch

* Small bugfix and linting

* Remove print statements

* Update Excel to match Yahoo Finance categorization

* Make sure portfolio and benchmark are aligned

* Add in benchmarks, robustness and bugfixing

* Improve the spreadsheet

* Add in allocation model and improve portfolio features

* Bugfixing and more equities in the template

* Bugfix

* Bugfixing

* Add tests and website stuff

* WORK

* Clean up the code

* Add back in terminal changes

* Missing an enter imo

* Documentation fix

* Small fix

* Change code because tests cant handle formatting

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-14 12:42:01 +01:00

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1DateNameTypeSectorIndustryCountryPriceQuantityFeesPremiumInvestmentSideCurrency
22021/3/24CASHCASHCASHCASHCASH20001002000DepositUSD
32021/3/24aaplstockTechnologyCommunication ServicesUnited States120.7300000BuyUSD
42021/3/26msftstockTechnologyCommunication ServicesUnited States232.8200000BuyUSD
52021/5/21btccryptoDigital AssetsDigital AssetsUnited States374301000BuyUSD
62021/7/2aaplstockTechnologyCommunication ServicesUnited States139.8300000BuyUSD