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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

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title, description, keywords
title description keywords
countries This documentation page provides detailed information about the use of the 'openbb.portfolio.alloc.countries' function from OpenBB Finance, which compares portfolio country allocation with a benchmark.
OpenBB Finance
portfolio country allocation
portfolio management
financial modelling
function documentation

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

Display portfolio country allocation compared to the benchmark

Source Code: [link]

openbb.portfolio.alloc.countries(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.countries(p)