portfolio_toolkit.portfolio.stats.stats_from_portfolio module

portfolio_toolkit.portfolio.stats.stats_from_portfolio.stats_from_portfolio(portfolio: Portfolio, year: str) PortfolioStats[source]

Calculate comprehensive portfolio statistics for a given year.

Parameters:
  • portfolio (Portfolio) – Portfolio object to analyze

  • year (str) – Year for which to calculate statistics

Returns:

Dataclass containing all portfolio metrics and data

Return type:

PortfolioStats