portfolio_toolkit.asset.portfolio.asset_from_dict module

portfolio_toolkit.asset.portfolio.asset_from_dict.create_portfolio_asset(data_provider: DataProvider, ticker: str, currency: str | None = None) PortfolioAsset[source]

Creates a PortfolioAsset object with market data using a data provider.

Parameters:
  • data_provider – The data provider instance to fetch ticker information and prices.

  • ticker (str) – The ticker for the asset.

  • currency (Optional[str]) – The currency for price data. If None, uses the asset’s default currency.

Returns:

The PortfolioAsset object with market data including:
  • ticker

  • sector

  • prices (historical price data)

  • info (ticker information from data provider)

  • currency

  • transactions (empty list)

Return type:

PortfolioAsset