Portfolio Toolkit

Examples

  • CLI Usage Examples
  • Basic Usage Examples
  • Multi-Currency Portfolio Examples

User Guide

  • Watchlist JSON Format
  • Optimization JSON Format
  • Portfolio JSON Format

API Documentation

  • portfolio_toolkit package
    • Subpackages
      • portfolio_toolkit.account package
      • portfolio_toolkit.asset package
      • portfolio_toolkit.cli package
        • Subpackages
        • Submodules
        • Module contents
      • portfolio_toolkit.data_provider package
      • portfolio_toolkit.math package
      • portfolio_toolkit.optimization package
      • portfolio_toolkit.plot package
      • portfolio_toolkit.portfolio package
      • portfolio_toolkit.position package
      • portfolio_toolkit.utils package
      • portfolio_toolkit.watchlist package
    • Module contents
  • portfolio_toolkit
Portfolio Toolkit
  • portfolio_toolkit package
  • portfolio_toolkit.cli package
  • portfolio_toolkit.cli.commands package
  • portfolio_toolkit.cli.commands.portfolio package
  • View page source

portfolio_toolkit.cli.commands.portfolio package

Submodules

  • portfolio_toolkit.cli.commands.portfolio.dump_data_frame module
  • portfolio_toolkit.cli.commands.portfolio.evolution module
  • portfolio_toolkit.cli.commands.portfolio.performance module
  • portfolio_toolkit.cli.commands.portfolio.portfolio module
  • portfolio_toolkit.cli.commands.portfolio.positions module
  • portfolio_toolkit.cli.commands.portfolio.tax_report module
  • portfolio_toolkit.cli.commands.portfolio.transactions module
    • cash_transactions()
    • asset_transactions()

Module contents

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