portfolio_toolkit.position.compare_open_positions module

portfolio_toolkit.position.compare_open_positions.compare_open_positions(portfolio: Portfolio, periods: List[Period], display='value') → DataFrame[source]

Compare open positions across multiple periods.

Creates a DataFrame showing position values or returns at the end of each period. Rows represent assets, columns represent periods.

Parameters:

  • portfolio – Portfolio object containing assets

  • periods – List of Period objects to compare

  • display – ‘value’ shows position values, ‘return’ shows percentage returns

Returns:

DataFrame with assets as rows and periods as columns.

For ‘value’: Values show position market value, “-” for missing positions. For ‘return’: Values show percentage return vs previous period, “-” for missing/first period.

Return type:

pd.DataFrame

Example

# Show values df = compare_open_positions(portfolio, periods, display=’value’) Result:

Q1 2025 Q2 2025

AAPL 1500.00 1650.00 GOOGL 2000.00 -

# Show returns df = compare_open_positions(portfolio, periods, display=’return’) Result:

Q1 2025 Q2 2025

AAPL - 10.00% GOOGL - -