Índice

_

__init__() (método de portfolio_toolkit.account.Account) (método de portfolio_toolkit.account.account.Account) (método de portfolio_toolkit.account.AccountTransaction) (método de portfolio_toolkit.account.transaction.AccountTransaction) (método de portfolio_toolkit.asset.market.market_asset.MarketAsset) (método de portfolio_toolkit.asset.market.market_asset_list.MarketAssetList) (método de portfolio_toolkit.asset.market.MarketAsset) (método de portfolio_toolkit.asset.MarketAsset) (método de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (método de portfolio_toolkit.asset.optimization.OptimizationAsset) (método de portfolio_toolkit.asset.OptimizationAsset) (método de portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset) (método de portfolio_toolkit.asset.portfolio.portfolio_asset_transaction.PortfolioAssetTransaction) (método de portfolio_toolkit.asset.portfolio.PortfolioAsset) (método de portfolio_toolkit.asset.portfolio.PortfolioAssetTransaction) (método de portfolio_toolkit.asset.PortfolioAsset) (método de portfolio_toolkit.asset.PortfolioAssetTransaction) (método de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (método de portfolio_toolkit.optimization.Optimization) (método de portfolio_toolkit.optimization.optimization.Optimization) (método de portfolio_toolkit.plot.bar_chart_data.BarChartData) (método de portfolio_toolkit.plot.BarChartData) (método de portfolio_toolkit.plot.line_chart_data.LineChartData) (método de portfolio_toolkit.plot.LineChartData) (método de portfolio_toolkit.plot.pie_chart_data.PieChartData) (método de portfolio_toolkit.plot.PieChartData) (método de portfolio_toolkit.plot.plot_base.PlotBase) (método de portfolio_toolkit.plot.PlotBase) (método de portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData) (método de portfolio_toolkit.plot.ScatterPlotData) (método de portfolio_toolkit.Portfolio) (método de portfolio_toolkit.portfolio.Portfolio) (método de portfolio_toolkit.portfolio.portfolio.Portfolio) (método de portfolio_toolkit.portfolio.PortfolioStats) (método de portfolio_toolkit.portfolio.PortfolioTimeSeries) (método de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats) (método de portfolio_toolkit.portfolio.stats.PortfolioStats) (método de portfolio_toolkit.portfolio.time_series.portfolio_time_series.PortfolioTimeSeries) (método de portfolio_toolkit.portfolio.time_series.PortfolioTimeSeries) (método de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (método de portfolio_toolkit.position.closed.closed_position_list.ClosedPositionList) (método de portfolio_toolkit.position.closed.ClosedPosition) (método de portfolio_toolkit.position.closed.ClosedPositionList) (método de portfolio_toolkit.position.ClosedPosition) (método de portfolio_toolkit.position.open.open_position.OpenPosition) (método de portfolio_toolkit.position.open.open_position_list.OpenPositionList) (método de portfolio_toolkit.position.open.OpenPosition) (método de portfolio_toolkit.position.open.OpenPositionList) (método de portfolio_toolkit.position.OpenPosition) (método de portfolio_toolkit.position.Position) (método de portfolio_toolkit.position.position.Position) (método de portfolio_toolkit.utils.Period) (método de portfolio_toolkit.utils.period.Period) (método de portfolio_toolkit.utils.period.period.Period) (método de portfolio_toolkit.Watchlist) (método de portfolio_toolkit.watchlist.Watchlist) (método de portfolio_toolkit.watchlist.watchlist.Watchlist) (método de portfolio_toolkit.YFDataProvider)

__post_init__() (método de portfolio_toolkit.utils.Period) (método de portfolio_toolkit.utils.period.Period) (método de portfolio_toolkit.utils.period.period.Period) __str__() (método de portfolio_toolkit.utils.Period) (método de portfolio_toolkit.utils.period.Period) (método de portfolio_toolkit.utils.period.period.Period)

A

AAPL (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) account (atributo de portfolio_toolkit.Portfolio) (atributo de portfolio_toolkit.portfolio.Portfolio) (atributo de portfolio_toolkit.portfolio.portfolio.Portfolio) (atributo de portfolio_toolkit.portfolio.time_series.portfolio_time_series.PortfolioTimeSeries) (atributo de portfolio_toolkit.portfolio.time_series.PortfolioTimeSeries) Account (clase en portfolio_toolkit.account) (clase en portfolio_toolkit.account.account) AccountTransaction (clase en portfolio_toolkit.account) (clase en portfolio_toolkit.account.transaction) add_split() (método de portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset) (método de portfolio_toolkit.asset.portfolio.PortfolioAsset) (método de portfolio_toolkit.asset.PortfolioAsset) add_transaction() (método de portfolio_toolkit.account.Account) (método de portfolio_toolkit.account.account.Account) (método de portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset) (método de portfolio_toolkit.asset.portfolio.PortfolioAsset) (método de portfolio_toolkit.asset.PortfolioAsset) add_transaction_from_assets_dict() (método de portfolio_toolkit.account.Account) (método de portfolio_toolkit.account.account.Account) add_transaction_from_dict() (método de portfolio_toolkit.account.Account) (método de portfolio_toolkit.account.account.Account) (método de portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset) (método de portfolio_toolkit.asset.portfolio.PortfolioAsset) (método de portfolio_toolkit.asset.PortfolioAsset)

add_transaction_from_split_dict() (método de portfolio_toolkit.account.Account) (método de portfolio_toolkit.account.account.Account) alpha (atributo de portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData) (atributo de portfolio_toolkit.plot.ScatterPlotData) amount (atributo de portfolio_toolkit.account.AccountTransaction) (atributo de portfolio_toolkit.account.transaction.AccountTransaction) AMZN (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) ARCH (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) asset_transactions() (en el módulo portfolio_toolkit.cli.commands.portfolio.transactions) assets (atributo de portfolio_toolkit.optimization.Optimization) (atributo de portfolio_toolkit.optimization.optimization.Optimization) (atributo de portfolio_toolkit.Portfolio) (atributo de portfolio_toolkit.portfolio.Portfolio) (atributo de portfolio_toolkit.portfolio.portfolio.Portfolio) (atributo de portfolio_toolkit.portfolio.time_series.portfolio_time_series.PortfolioTimeSeries) (atributo de portfolio_toolkit.portfolio.time_series.PortfolioTimeSeries) (atributo de portfolio_toolkit.Watchlist) (atributo de portfolio_toolkit.watchlist.Watchlist) (atributo de portfolio_toolkit.watchlist.watchlist.Watchlist) autopct (atributo de portfolio_toolkit.plot.pie_chart_data.PieChartData) (atributo de portfolio_toolkit.plot.PieChartData)

B

BA (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) BarChartData (clase en portfolio_toolkit.plot) (clase en portfolio_toolkit.plot.bar_chart_data) BBAR (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) BBD (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) BMA (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) BONO_10_ANIOS_USA (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider)

BRENT (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) buy_date (atributo de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (atributo de portfolio_toolkit.position.closed.ClosedPosition) (atributo de portfolio_toolkit.position.ClosedPosition) buy_price (atributo de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (atributo de portfolio_toolkit.position.closed.ClosedPosition) (atributo de portfolio_toolkit.position.open.open_position.OpenPosition) (atributo de portfolio_toolkit.position.open.OpenPosition) (atributo de portfolio_toolkit.position.Position) (atributo de portfolio_toolkit.position.position.Position)

C

calculate_correlation() (en el módulo portfolio_toolkit.utils.correlation) calculate_expected_shortfall() (en el módulo portfolio_toolkit.math.get_var) calculate_log_returns() (en el módulo portfolio_toolkit.utils.log_returns) calculate_portfolio_metrics() (en el módulo portfolio_toolkit.optimization) (en el módulo portfolio_toolkit.optimization.efficient_frontier) calculate_var() (en el módulo portfolio_toolkit.math.get_var) cash_transactions() (en el módulo portfolio_toolkit.cli.commands.portfolio.transactions) closed_positions (atributo de portfolio_toolkit.portfolio.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats), [1] closed_positions_stats (atributo de portfolio_toolkit.portfolio.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats), [1] ClosedPosition (clase en portfolio_toolkit.position) (clase en portfolio_toolkit.position.closed) (clase en portfolio_toolkit.position.closed.closed_position) ClosedPositionList (clase en portfolio_toolkit.position.closed) (clase en portfolio_toolkit.position.closed.closed_position_list) colors (atributo de portfolio_toolkit.plot.bar_chart_data.BarChartData) (atributo de portfolio_toolkit.plot.BarChartData) (atributo de portfolio_toolkit.plot.line_chart_data.LineChartData) (atributo de portfolio_toolkit.plot.LineChartData) (atributo de portfolio_toolkit.plot.pie_chart_data.PieChartData) (atributo de portfolio_toolkit.plot.PieChartData) (atributo de portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData) (atributo de portfolio_toolkit.plot.ScatterPlotData) commission (atributo de portfolio_toolkit.portfolio.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats), [1] compare_open_positions() (en el módulo portfolio_toolkit.position) (en el módulo portfolio_toolkit.position.compare_open_positions) compute_efficient_frontier() (en el módulo portfolio_toolkit.optimization.efficient_frontier) compute_var() (en el módulo portfolio_toolkit.optimization.compute_var) cost (atributo de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (atributo de portfolio_toolkit.position.closed.ClosedPosition) (atributo de portfolio_toolkit.position.open.open_position.OpenPosition) (atributo de portfolio_toolkit.position.open.OpenPosition) (atributo de portfolio_toolkit.position.Position) (atributo de portfolio_toolkit.position.position.Position)

country (atributo de portfolio_toolkit.asset.market.market_asset.MarketAsset) (atributo de portfolio_toolkit.asset.market.MarketAsset) (atributo de portfolio_toolkit.asset.MarketAsset) (atributo de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (atributo de portfolio_toolkit.asset.optimization.OptimizationAsset) (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAsset) (atributo de portfolio_toolkit.position.open.open_position.OpenPosition) (atributo de portfolio_toolkit.position.open.OpenPosition) (atributo de portfolio_toolkit.position.OpenPosition) covariance_matrix (atributo de portfolio_toolkit.optimization.Optimization) (atributo de portfolio_toolkit.optimization.optimization.Optimization) create_date_series_from_intervals() (en el módulo portfolio_toolkit.portfolio.time_series.utils) create_optimization_from_json() (en el módulo portfolio_toolkit.optimization.optimization_from_dict) create_portfolio_asset() (en el módulo portfolio_toolkit.asset.portfolio.asset_from_dict) create_watchlist() (en el módulo portfolio_toolkit.watchlist.watchlist_from_dict) currency (atributo de portfolio_toolkit.account.Account) (atributo de portfolio_toolkit.account.account.Account) (atributo de portfolio_toolkit.asset.market.market_asset.MarketAsset) (atributo de portfolio_toolkit.asset.market.MarketAsset) (atributo de portfolio_toolkit.asset.MarketAsset) (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset_transaction.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.PortfolioAssetTransaction) (atributo de portfolio_toolkit.optimization.Optimization) (atributo de portfolio_toolkit.optimization.optimization.Optimization) (atributo de portfolio_toolkit.Portfolio) (atributo de portfolio_toolkit.portfolio.Portfolio) (atributo de portfolio_toolkit.portfolio.portfolio.Portfolio) (atributo de portfolio_toolkit.portfolio.time_series.portfolio_time_series.PortfolioTimeSeries) (atributo de portfolio_toolkit.portfolio.time_series.PortfolioTimeSeries) (atributo de portfolio_toolkit.Watchlist) (atributo de portfolio_toolkit.watchlist.Watchlist) (atributo de portfolio_toolkit.watchlist.watchlist.Watchlist) current_price (atributo de portfolio_toolkit.position.open.open_position.OpenPosition) (atributo de portfolio_toolkit.position.open.OpenPosition) (atributo de portfolio_toolkit.position.OpenPosition)

D

data_provider (atributo de portfolio_toolkit.optimization.Optimization) (atributo de portfolio_toolkit.optimization.optimization.Optimization) (atributo de portfolio_toolkit.Portfolio) (atributo de portfolio_toolkit.portfolio.Portfolio) (atributo de portfolio_toolkit.portfolio.portfolio.Portfolio) (atributo de portfolio_toolkit.portfolio.time_series.portfolio_time_series.PortfolioTimeSeries) (atributo de portfolio_toolkit.portfolio.time_series.PortfolioTimeSeries) (atributo de portfolio_toolkit.Watchlist) (atributo de portfolio_toolkit.watchlist.Watchlist) (atributo de portfolio_toolkit.watchlist.watchlist.Watchlist) DataProvider (clase en portfolio_toolkit.data_provider.data_provider)

date (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset_transaction.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.PortfolioAssetTransaction) deposits (atributo de portfolio_toolkit.portfolio.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats), [1] description (atributo de portfolio_toolkit.account.AccountTransaction) (atributo de portfolio_toolkit.account.transaction.AccountTransaction) DOLAR_INDEX (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) DOW_JONES (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider)

E

end_date (atributo de portfolio_toolkit.utils.Period), [1] (atributo de portfolio_toolkit.utils.period.Period), [1] (atributo de portfolio_toolkit.utils.period.period.Period), [1] EURUSD (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) EVTL (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) exchange_rate (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset_transaction.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.PortfolioAssetTransaction)

expected_return (atributo de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (atributo de portfolio_toolkit.asset.optimization.OptimizationAsset) (atributo de portfolio_toolkit.asset.OptimizationAsset) expected_returns (atributo de portfolio_toolkit.optimization.Optimization) (atributo de portfolio_toolkit.optimization.optimization.Optimization) explode (atributo de portfolio_toolkit.plot.pie_chart_data.PieChartData) (atributo de portfolio_toolkit.plot.PieChartData) export_to_dataframe() (método de portfolio_toolkit.account.Account) (método de portfolio_toolkit.account.account.Account)

F

fees_base (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset_transaction.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.PortfolioAssetTransaction) figsize (atributo de portfolio_toolkit.plot.plot_base.PlotBase) (atributo de portfolio_toolkit.plot.PlotBase) final_cash (atributo de portfolio_toolkit.portfolio.PortfolioStats) (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats) (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats) final_valuation (atributo de portfolio_toolkit.portfolio.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats), [1] find_maximum_sharpe_portfolio() (en el módulo portfolio_toolkit.optimization) (en el módulo portfolio_toolkit.optimization.efficient_frontier) from_dict() (método de clase de portfolio_toolkit.optimization.Optimization) (método de clase de portfolio_toolkit.optimization.optimization.Optimization) (método de clase de portfolio_toolkit.Portfolio) (método de clase de portfolio_toolkit.portfolio.Portfolio) (método de clase de portfolio_toolkit.portfolio.portfolio.Portfolio) (método de clase de portfolio_toolkit.Watchlist) (método de clase de portfolio_toolkit.watchlist.Watchlist) (método de clase de portfolio_toolkit.watchlist.watchlist.Watchlist)

from_portfolio() (método de clase de portfolio_toolkit.portfolio.PortfolioStats) (método de clase de portfolio_toolkit.portfolio.PortfolioTimeSeries) (método de clase de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats) (método de clase de portfolio_toolkit.portfolio.stats.PortfolioStats) (método de clase de portfolio_toolkit.portfolio.time_series.portfolio_time_series.PortfolioTimeSeries) (método de clase de portfolio_toolkit.portfolio.time_series.PortfolioTimeSeries) (método de clase de portfolio_toolkit.position.closed.closed_position_list.ClosedPositionList) (método de clase de portfolio_toolkit.position.closed.ClosedPositionList) (método de clase de portfolio_toolkit.position.open.open_position_list.OpenPositionList) (método de clase de portfolio_toolkit.position.open.OpenPositionList) from_ticker() (método de clase de portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset) (método de clase de portfolio_toolkit.asset.portfolio.PortfolioAsset) (método de clase de portfolio_toolkit.asset.PortfolioAsset)

G

get_amount() (método de portfolio_toolkit.account.Account) (método de portfolio_toolkit.account.account.Account) get_amount_at() (método de portfolio_toolkit.account.Account) (método de portfolio_toolkit.account.account.Account) get_asset_closed_positions() (en el módulo portfolio_toolkit.position.closed.list_from_portfolio) get_asset_open_positions() (en el módulo portfolio_toolkit.position.open.list_from_portfolio) get_closed_positions() (en el módulo portfolio_toolkit.position.closed.list_from_portfolio) (método de portfolio_toolkit.Portfolio) (método de portfolio_toolkit.portfolio.Portfolio) (método de portfolio_toolkit.portfolio.portfolio.Portfolio) get_closed_positions_stats() (en el módulo portfolio_toolkit.position.closed.get_closed_positions_stats) get_correlation_matrix() (en el módulo portfolio_toolkit.math.get_var) get_covariance_matrix() (en el módulo portfolio_toolkit.math.get_var) get_current_month() (en el módulo portfolio_toolkit.utils.period.get_current_month) get_current_period() (en el módulo portfolio_toolkit.utils) (en el módulo portfolio_toolkit.utils.period) (en el módulo portfolio_toolkit.utils.period.get_current_period) get_current_quarter() (en el módulo portfolio_toolkit.utils.period.get_current_quarter) get_current_week() (en el módulo portfolio_toolkit.utils.period.get_current_week) get_current_year() (en el módulo portfolio_toolkit.utils.period.get_current_year) get_efficient_frontier() (método de portfolio_toolkit.optimization.Optimization) (método de portfolio_toolkit.optimization.optimization.Optimization) get_last_months() (en el módulo portfolio_toolkit.utils.period.get_last_months) get_last_periods() (en el módulo portfolio_toolkit.utils) (en el módulo portfolio_toolkit.utils.period) (en el módulo portfolio_toolkit.utils.period.get_last_periods) get_last_quarters() (en el módulo portfolio_toolkit.utils.period.get_last_quarters) get_last_weeks() (en el módulo portfolio_toolkit.utils.period.get_last_weeks) get_last_years() (en el módulo portfolio_toolkit.utils.period.get_last_years) get_log_returns() (en el módulo portfolio_toolkit.math.get_log_returns) get_matrix_returns() (en el módulo portfolio_toolkit.math.get_matrix_returns) get_matrix_returns_aligned() (en el módulo portfolio_toolkit.math.get_matrix_returns) get_open_positions() (en el módulo portfolio_toolkit.position.open.list_from_portfolio) (método de portfolio_toolkit.Portfolio) (método de portfolio_toolkit.portfolio.Portfolio) (método de portfolio_toolkit.portfolio.portfolio.Portfolio) get_pie_chart_data() (en el módulo portfolio_toolkit.position.open.pie_chart_data) (método de portfolio_toolkit.position.open.open_position_list.OpenPositionList) (método de portfolio_toolkit.position.open.OpenPositionList) get_plot_type() (método de portfolio_toolkit.plot.bar_chart_data.BarChartData) (método de portfolio_toolkit.plot.BarChartData) (método de portfolio_toolkit.plot.line_chart_data.LineChartData) (método de portfolio_toolkit.plot.LineChartData) (método de portfolio_toolkit.plot.pie_chart_data.PieChartData) (método de portfolio_toolkit.plot.PieChartData) (método de portfolio_toolkit.plot.plot_base.PlotBase) (método de portfolio_toolkit.plot.PlotBase) (método de portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData) (método de portfolio_toolkit.plot.ScatterPlotData)

get_portfolio_variance() (en el módulo portfolio_toolkit.math.get_var) get_portfolio_volatility() (en el módulo portfolio_toolkit.math.get_var) get_price() (método de portfolio_toolkit.data_provider.data_provider.DataProvider) (método de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (método de portfolio_toolkit.YFDataProvider) get_price_series() (método de portfolio_toolkit.data_provider.data_provider.DataProvider) (método de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (método de portfolio_toolkit.YFDataProvider) get_price_series_converted() (método de portfolio_toolkit.data_provider.data_provider.DataProvider) (método de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (método de portfolio_toolkit.YFDataProvider) get_raw_data() (método de portfolio_toolkit.data_provider.data_provider.DataProvider) (método de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (método de portfolio_toolkit.YFDataProvider) get_stats() (método de portfolio_toolkit.Portfolio) (método de portfolio_toolkit.portfolio.Portfolio) (método de portfolio_toolkit.portfolio.portfolio.Portfolio) (método de portfolio_toolkit.position.closed.closed_position_list.ClosedPositionList) (método de portfolio_toolkit.position.closed.ClosedPositionList) get_ticker_currency() (método de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (método de portfolio_toolkit.YFDataProvider) get_ticker_holding_intervals() (en el módulo portfolio_toolkit.portfolio.time_series.utils) get_ticker_info() (método de portfolio_toolkit.data_provider.data_provider.DataProvider) (método de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (método de portfolio_toolkit.YFDataProvider) get_time_series() (método de portfolio_toolkit.Portfolio) (método de portfolio_toolkit.portfolio.Portfolio) (método de portfolio_toolkit.portfolio.portfolio.Portfolio) get_transaction_ticker() (en el módulo portfolio_toolkit.portfolio.portfolio_from_dict) get_var() (método de portfolio_toolkit.optimization.Optimization) (método de portfolio_toolkit.optimization.optimization.Optimization) GOOGL (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) grid (atributo de portfolio_toolkit.plot.plot_base.PlotBase) (atributo de portfolio_toolkit.plot.PlotBase)

H

horizontal (atributo de portfolio_toolkit.plot.bar_chart_data.BarChartData) (atributo de portfolio_toolkit.plot.BarChartData)

I

incomes (atributo de portfolio_toolkit.portfolio.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats), [1] info (atributo de portfolio_toolkit.asset.market.market_asset.MarketAsset) (atributo de portfolio_toolkit.asset.market.MarketAsset) (atributo de portfolio_toolkit.asset.MarketAsset) (atributo de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (atributo de portfolio_toolkit.asset.optimization.OptimizationAsset) (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAsset)

initial_cash (atributo de portfolio_toolkit.portfolio.PortfolioStats) (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats) (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats) initial_valuation (atributo de portfolio_toolkit.portfolio.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats), [1] INTC (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider)

J

JOBY (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider)

K

KOS (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider)

L

label (atributo de portfolio_toolkit.utils.Period), [1] (atributo de portfolio_toolkit.utils.period.Period), [1] (atributo de portfolio_toolkit.utils.period.period.Period), [1] labels (atributo de portfolio_toolkit.plot.bar_chart_data.BarChartData) (atributo de portfolio_toolkit.plot.BarChartData) (atributo de portfolio_toolkit.plot.line_chart_data.LineChartData) (atributo de portfolio_toolkit.plot.LineChartData) (atributo de portfolio_toolkit.plot.pie_chart_data.PieChartData) (atributo de portfolio_toolkit.plot.PieChartData) (atributo de portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData) (atributo de portfolio_toolkit.plot.ScatterPlotData)

LILMF (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) LineChartData (clase en portfolio_toolkit.plot) (clase en portfolio_toolkit.plot.line_chart_data) linestyles (atributo de portfolio_toolkit.plot.line_chart_data.LineChartData) (atributo de portfolio_toolkit.plot.LineChartData) load_json_file() (en el módulo portfolio_toolkit.cli.commands.optimization.optimization) (en el módulo portfolio_toolkit.cli.commands.utils) log_returns (atributo de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (atributo de portfolio_toolkit.asset.optimization.OptimizationAsset) (atributo de portfolio_toolkit.asset.OptimizationAsset)

M

main() (en el módulo portfolio_toolkit.cli.cli) markers (atributo de portfolio_toolkit.plot.line_chart_data.LineChartData) (atributo de portfolio_toolkit.plot.LineChartData) MarketAsset (clase en portfolio_toolkit.asset) (clase en portfolio_toolkit.asset.market) (clase en portfolio_toolkit.asset.market.market_asset) MarketAssetList (clase en portfolio_toolkit.asset.market.market_asset_list) mean_return (atributo de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (atributo de portfolio_toolkit.asset.optimization.OptimizationAsset) (atributo de portfolio_toolkit.asset.OptimizationAsset) means (atributo de portfolio_toolkit.optimization.Optimization) (atributo de portfolio_toolkit.optimization.optimization.Optimization) MERVAL (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) META (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) module portfolio_toolkit portfolio_toolkit.account portfolio_toolkit.account.account portfolio_toolkit.account.transaction portfolio_toolkit.asset portfolio_toolkit.asset.market portfolio_toolkit.asset.market.market_asset portfolio_toolkit.asset.market.market_asset_list portfolio_toolkit.asset.optimization portfolio_toolkit.asset.optimization.optimization_asset portfolio_toolkit.asset.portfolio portfolio_toolkit.asset.portfolio.asset_from_dict portfolio_toolkit.asset.portfolio.portfolio_asset portfolio_toolkit.asset.portfolio.portfolio_asset_transaction portfolio_toolkit.cli portfolio_toolkit.cli.cli portfolio_toolkit.cli.commands portfolio_toolkit.cli.commands.clear_cache portfolio_toolkit.cli.commands.optimization portfolio_toolkit.cli.commands.optimization.frontier portfolio_toolkit.cli.commands.optimization.optimization portfolio_toolkit.cli.commands.optimization.risk portfolio_toolkit.cli.commands.portfolio portfolio_toolkit.cli.commands.portfolio.dump_data_frame portfolio_toolkit.cli.commands.portfolio.evolution portfolio_toolkit.cli.commands.portfolio.performance portfolio_toolkit.cli.commands.portfolio.portfolio portfolio_toolkit.cli.commands.portfolio.positions portfolio_toolkit.cli.commands.portfolio.tax_report portfolio_toolkit.cli.commands.portfolio.transactions portfolio_toolkit.cli.commands.ticker portfolio_toolkit.cli.commands.ticker.beta portfolio_toolkit.cli.commands.ticker.compare portfolio_toolkit.cli.commands.ticker.correlation portfolio_toolkit.cli.commands.ticker.evolution portfolio_toolkit.cli.commands.ticker.export_data portfolio_toolkit.cli.commands.ticker.info portfolio_toolkit.cli.commands.ticker.returns portfolio_toolkit.cli.commands.ticker.returns_distribution portfolio_toolkit.cli.commands.ticker.stats portfolio_toolkit.cli.commands.ticker.ticker portfolio_toolkit.cli.commands.ticker.volatility portfolio_toolkit.cli.commands.utils portfolio_toolkit.cli.commands.watchlist portfolio_toolkit.cli.commands.watchlist.performance portfolio_toolkit.cli.commands.watchlist.watchlist portfolio_toolkit.cli.main portfolio_toolkit.data_provider portfolio_toolkit.data_provider.data_provider portfolio_toolkit.data_provider.yf_data_provider portfolio_toolkit.math portfolio_toolkit.math.get_log_returns portfolio_toolkit.math.get_matrix_returns portfolio_toolkit.math.get_var portfolio_toolkit.optimization portfolio_toolkit.optimization.compute_var portfolio_toolkit.optimization.efficient_frontier portfolio_toolkit.optimization.optimization portfolio_toolkit.optimization.optimization_from_dict portfolio_toolkit.plot portfolio_toolkit.plot.bar_chart_data portfolio_toolkit.plot.engine portfolio_toolkit.plot.line_chart_data portfolio_toolkit.plot.pie_chart_data portfolio_toolkit.plot.plot_assets portfolio_toolkit.plot.plot_base portfolio_toolkit.plot.scatter_plot_data portfolio_toolkit.portfolio portfolio_toolkit.portfolio.portfolio portfolio_toolkit.portfolio.portfolio_from_dict portfolio_toolkit.portfolio.stats portfolio_toolkit.portfolio.stats.portfolio_stats portfolio_toolkit.portfolio.stats.stats_from_portfolio portfolio_toolkit.portfolio.time_series portfolio_toolkit.portfolio.time_series.plot portfolio_toolkit.portfolio.time_series.plot_evolution portfolio_toolkit.portfolio.time_series.portfolio_time_series portfolio_toolkit.portfolio.time_series.print_date_frame portfolio_toolkit.portfolio.time_series.utils portfolio_toolkit.position portfolio_toolkit.position.closed portfolio_toolkit.position.closed.closed_position portfolio_toolkit.position.closed.closed_position_list portfolio_toolkit.position.closed.get_closed_positions_stats portfolio_toolkit.position.closed.list_from_portfolio portfolio_toolkit.position.closed.plot_closed_positions portfolio_toolkit.position.compare_open_positions portfolio_toolkit.position.open portfolio_toolkit.position.open.list_from_portfolio portfolio_toolkit.position.open.open_position portfolio_toolkit.position.open.open_position_list portfolio_toolkit.position.open.pie_chart_data portfolio_toolkit.position.position portfolio_toolkit.utils portfolio_toolkit.utils.correlation portfolio_toolkit.utils.log_returns portfolio_toolkit.utils.period portfolio_toolkit.utils.period.get_current_month portfolio_toolkit.utils.period.get_current_period portfolio_toolkit.utils.period.get_current_quarter portfolio_toolkit.utils.period.get_current_week portfolio_toolkit.utils.period.get_current_year portfolio_toolkit.utils.period.get_last_months portfolio_toolkit.utils.period.get_last_periods portfolio_toolkit.utils.period.get_last_quarters portfolio_toolkit.utils.period.get_last_weeks portfolio_toolkit.utils.period.get_last_years portfolio_toolkit.utils.period.period portfolio_toolkit.watchlist portfolio_toolkit.watchlist.performance portfolio_toolkit.watchlist.watchlist portfolio_toolkit.watchlist.watchlist_from_dict

MSFT (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider)

N

name (atributo de portfolio_toolkit.account.Account) (atributo de portfolio_toolkit.account.account.Account) (atributo de portfolio_toolkit.optimization.Optimization) (atributo de portfolio_toolkit.optimization.optimization.Optimization) (atributo de portfolio_toolkit.Portfolio) (atributo de portfolio_toolkit.portfolio.Portfolio) (atributo de portfolio_toolkit.portfolio.portfolio.Portfolio) (atributo de portfolio_toolkit.portfolio.time_series.portfolio_time_series.PortfolioTimeSeries) (atributo de portfolio_toolkit.portfolio.time_series.PortfolioTimeSeries) (atributo de portfolio_toolkit.Watchlist) (atributo de portfolio_toolkit.watchlist.Watchlist) (atributo de portfolio_toolkit.watchlist.watchlist.Watchlist)

NASDAQ (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) net_cash_flow (portfolio_toolkit.portfolio.PortfolioStats propiedad) (portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats propiedad) (portfolio_toolkit.portfolio.stats.PortfolioStats propiedad) NFE (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) not_implemented() (en el módulo portfolio_toolkit.cli.commands.optimization.optimization) (en el módulo portfolio_toolkit.cli.commands.utils) NVDA (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider)

O

open_positions (atributo de portfolio_toolkit.portfolio.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats), [1] OpenPosition (clase en portfolio_toolkit.position) (clase en portfolio_toolkit.position.open) (clase en portfolio_toolkit.position.open.open_position) OpenPositionList (clase en portfolio_toolkit.position.open) (clase en portfolio_toolkit.position.open.open_position_list)

Optimization (clase en portfolio_toolkit.optimization) (clase en portfolio_toolkit.optimization.optimization) OptimizationAsset (clase en portfolio_toolkit.asset) (clase en portfolio_toolkit.asset.optimization) (clase en portfolio_toolkit.asset.optimization.optimization_asset) ORO (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider)

P

performance() (en el módulo portfolio_toolkit.watchlist.performance) period (atributo de portfolio_toolkit.optimization.Optimization) (atributo de portfolio_toolkit.optimization.optimization.Optimization) Period (clase en portfolio_toolkit.utils) (clase en portfolio_toolkit.utils.period) (clase en portfolio_toolkit.utils.period.period) PieChartData (clase en portfolio_toolkit.plot) (clase en portfolio_toolkit.plot.pie_chart_data) plot() (método estático de portfolio_toolkit.plot.engine.PlotEngine) (método estático de portfolio_toolkit.plot.PlotEngine) plot_assets() (en el módulo portfolio_toolkit.plot.plot_assets) plot_closed_positions() (en el módulo portfolio_toolkit.position.closed.plot_closed_positions) plot_closed_positions_by_ticker() (en el módulo portfolio_toolkit.position.closed.plot_closed_positions) plot_closed_positions_count_by_month() (en el módulo portfolio_toolkit.position.closed.plot_closed_positions) plot_evolution() (en el módulo portfolio_toolkit.portfolio.time_series.plot) (método de portfolio_toolkit.portfolio.PortfolioTimeSeries) (método de portfolio_toolkit.portfolio.time_series.portfolio_time_series.PortfolioTimeSeries) (método de portfolio_toolkit.portfolio.time_series.PortfolioTimeSeries) plot_evolution_stacked() (en el módulo portfolio_toolkit.portfolio.time_series.plot) plot_evolution_ticker() (en el módulo portfolio_toolkit.portfolio.time_series.plot) plot_evolution_vs_cost() (en el módulo portfolio_toolkit.portfolio.time_series.plot) plot_portfolio_evolution() (en el módulo portfolio_toolkit.portfolio.time_series.plot_evolution) PlotBase (clase en portfolio_toolkit.plot) (clase en portfolio_toolkit.plot.plot_base) PlotEngine (clase en portfolio_toolkit.plot) (clase en portfolio_toolkit.plot.engine) Portfolio (clase en portfolio_toolkit) (clase en portfolio_toolkit.portfolio) (clase en portfolio_toolkit.portfolio.portfolio) portfolio_from_dict() (en el módulo portfolio_toolkit.portfolio.portfolio_from_dict) portfolio_timeseries (atributo de portfolio_toolkit.portfolio.PortfolioTimeSeries) (atributo de portfolio_toolkit.portfolio.time_series.portfolio_time_series.PortfolioTimeSeries) (atributo de portfolio_toolkit.portfolio.time_series.PortfolioTimeSeries) portfolio_toolkit module portfolio_toolkit.account module portfolio_toolkit.account.account module portfolio_toolkit.account.transaction module portfolio_toolkit.asset module portfolio_toolkit.asset.market module portfolio_toolkit.asset.market.market_asset module portfolio_toolkit.asset.market.market_asset_list module portfolio_toolkit.asset.optimization module portfolio_toolkit.asset.optimization.optimization_asset module portfolio_toolkit.asset.portfolio module portfolio_toolkit.asset.portfolio.asset_from_dict module portfolio_toolkit.asset.portfolio.portfolio_asset module portfolio_toolkit.asset.portfolio.portfolio_asset_transaction module portfolio_toolkit.cli module portfolio_toolkit.cli.cli module portfolio_toolkit.cli.commands module portfolio_toolkit.cli.commands.clear_cache module portfolio_toolkit.cli.commands.optimization module portfolio_toolkit.cli.commands.optimization.frontier module portfolio_toolkit.cli.commands.optimization.optimization module portfolio_toolkit.cli.commands.optimization.risk module portfolio_toolkit.cli.commands.portfolio module 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 portfolio_toolkit.cli.commands.ticker module portfolio_toolkit.cli.commands.ticker.beta module portfolio_toolkit.cli.commands.ticker.compare module portfolio_toolkit.cli.commands.ticker.correlation module portfolio_toolkit.cli.commands.ticker.evolution module portfolio_toolkit.cli.commands.ticker.export_data module portfolio_toolkit.cli.commands.ticker.info module portfolio_toolkit.cli.commands.ticker.returns module portfolio_toolkit.cli.commands.ticker.returns_distribution module portfolio_toolkit.cli.commands.ticker.stats module portfolio_toolkit.cli.commands.ticker.ticker module portfolio_toolkit.cli.commands.ticker.volatility module portfolio_toolkit.cli.commands.utils module portfolio_toolkit.cli.commands.watchlist module portfolio_toolkit.cli.commands.watchlist.performance module portfolio_toolkit.cli.commands.watchlist.watchlist module portfolio_toolkit.cli.main module portfolio_toolkit.data_provider module portfolio_toolkit.data_provider.data_provider module portfolio_toolkit.data_provider.yf_data_provider module portfolio_toolkit.math module portfolio_toolkit.math.get_log_returns module portfolio_toolkit.math.get_matrix_returns module portfolio_toolkit.math.get_var module portfolio_toolkit.optimization module portfolio_toolkit.optimization.compute_var module

portfolio_toolkit.optimization.efficient_frontier module portfolio_toolkit.optimization.optimization module portfolio_toolkit.optimization.optimization_from_dict module portfolio_toolkit.plot module portfolio_toolkit.plot.bar_chart_data module portfolio_toolkit.plot.engine module portfolio_toolkit.plot.line_chart_data module portfolio_toolkit.plot.pie_chart_data module portfolio_toolkit.plot.plot_assets module portfolio_toolkit.plot.plot_base module portfolio_toolkit.plot.scatter_plot_data module portfolio_toolkit.portfolio module portfolio_toolkit.portfolio.portfolio module portfolio_toolkit.portfolio.portfolio_from_dict module portfolio_toolkit.portfolio.stats module portfolio_toolkit.portfolio.stats.portfolio_stats module portfolio_toolkit.portfolio.stats.stats_from_portfolio module portfolio_toolkit.portfolio.time_series module portfolio_toolkit.portfolio.time_series.plot module portfolio_toolkit.portfolio.time_series.plot_evolution module portfolio_toolkit.portfolio.time_series.portfolio_time_series module portfolio_toolkit.portfolio.time_series.print_date_frame module portfolio_toolkit.portfolio.time_series.utils module portfolio_toolkit.position module portfolio_toolkit.position.closed module portfolio_toolkit.position.closed.closed_position module portfolio_toolkit.position.closed.closed_position_list module portfolio_toolkit.position.closed.get_closed_positions_stats module portfolio_toolkit.position.closed.list_from_portfolio module portfolio_toolkit.position.closed.plot_closed_positions module portfolio_toolkit.position.compare_open_positions module portfolio_toolkit.position.open module portfolio_toolkit.position.open.list_from_portfolio module portfolio_toolkit.position.open.open_position module portfolio_toolkit.position.open.open_position_list module portfolio_toolkit.position.open.pie_chart_data module portfolio_toolkit.position.position module portfolio_toolkit.utils module portfolio_toolkit.utils.correlation module portfolio_toolkit.utils.log_returns module portfolio_toolkit.utils.period module portfolio_toolkit.utils.period.get_current_month module portfolio_toolkit.utils.period.get_current_period module portfolio_toolkit.utils.period.get_current_quarter module portfolio_toolkit.utils.period.get_current_week module portfolio_toolkit.utils.period.get_current_year module portfolio_toolkit.utils.period.get_last_months module portfolio_toolkit.utils.period.get_last_periods module portfolio_toolkit.utils.period.get_last_quarters module portfolio_toolkit.utils.period.get_last_weeks module portfolio_toolkit.utils.period.get_last_years module portfolio_toolkit.utils.period.period module portfolio_toolkit.watchlist module portfolio_toolkit.watchlist.performance module portfolio_toolkit.watchlist.watchlist module portfolio_toolkit.watchlist.watchlist_from_dict module PortfolioAsset (clase en portfolio_toolkit.asset) (clase en portfolio_toolkit.asset.portfolio) (clase en portfolio_toolkit.asset.portfolio.portfolio_asset) PortfolioAssetTransaction (clase en portfolio_toolkit.asset) (clase en portfolio_toolkit.asset.portfolio) (clase en portfolio_toolkit.asset.portfolio.portfolio_asset_transaction) PortfolioStats (clase en portfolio_toolkit.portfolio) (clase en portfolio_toolkit.portfolio.stats) (clase en portfolio_toolkit.portfolio.stats.portfolio_stats) PortfolioTimeSeries (clase en portfolio_toolkit.portfolio) (clase en portfolio_toolkit.portfolio.time_series) (clase en portfolio_toolkit.portfolio.time_series.portfolio_time_series) Position (clase en portfolio_toolkit.position) (clase en portfolio_toolkit.position.position) price (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset_transaction.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.PortfolioAssetTransaction) prices (atributo de portfolio_toolkit.asset.market.market_asset.MarketAsset) (atributo de portfolio_toolkit.asset.market.MarketAsset) (atributo de portfolio_toolkit.asset.MarketAsset) (atributo de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (atributo de portfolio_toolkit.asset.optimization.OptimizationAsset) (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAsset) print() (método de portfolio_toolkit.portfolio.PortfolioTimeSeries) (método de portfolio_toolkit.portfolio.time_series.portfolio_time_series.PortfolioTimeSeries) (método de portfolio_toolkit.portfolio.time_series.PortfolioTimeSeries) print_closed_positions_summary() (en el módulo portfolio_toolkit.position.closed.get_closed_positions_stats) print_data_frame() (en el módulo portfolio_toolkit.portfolio.time_series.print_date_frame) process_transactions() (en el módulo portfolio_toolkit.portfolio.portfolio_from_dict) profit (atributo de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (atributo de portfolio_toolkit.position.closed.ClosedPosition) (atributo de portfolio_toolkit.position.ClosedPosition)

Q

quantity (atributo de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (atributo de portfolio_toolkit.asset.optimization.OptimizationAsset) (atributo de portfolio_toolkit.asset.OptimizationAsset) (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset_transaction.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.PortfolioAssetTransaction) (atributo de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (atributo de portfolio_toolkit.position.closed.ClosedPosition) (atributo de portfolio_toolkit.position.open.open_position.OpenPosition) (atributo de portfolio_toolkit.position.open.OpenPosition) (atributo de portfolio_toolkit.position.Position) (atributo de portfolio_toolkit.position.position.Position)

R

realized_profit (atributo de portfolio_toolkit.portfolio.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats), [1] return_percentage (atributo de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (atributo de portfolio_toolkit.position.closed.ClosedPosition) (atributo de portfolio_toolkit.position.ClosedPosition) (portfolio_toolkit.portfolio.PortfolioStats propiedad) (portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats propiedad) (portfolio_toolkit.portfolio.stats.PortfolioStats propiedad)

returns (atributo de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (atributo de portfolio_toolkit.asset.optimization.OptimizationAsset) (atributo de portfolio_toolkit.asset.OptimizationAsset) (atributo de portfolio_toolkit.optimization.Optimization) (atributo de portfolio_toolkit.optimization.optimization.Optimization)

S

ScatterPlotData (clase en portfolio_toolkit.plot) (clase en portfolio_toolkit.plot.scatter_plot_data) sector (atributo de portfolio_toolkit.asset.market.market_asset.MarketAsset) (atributo de portfolio_toolkit.asset.market.MarketAsset) (atributo de portfolio_toolkit.asset.MarketAsset) (atributo de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (atributo de portfolio_toolkit.asset.optimization.OptimizationAsset) (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAsset) (atributo de portfolio_toolkit.position.open.open_position.OpenPosition) (atributo de portfolio_toolkit.position.open.OpenPosition) (atributo de portfolio_toolkit.position.OpenPosition) sell_date (atributo de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (atributo de portfolio_toolkit.position.closed.ClosedPosition) (atributo de portfolio_toolkit.position.ClosedPosition) sell_price (atributo de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (atributo de portfolio_toolkit.position.closed.ClosedPosition) (atributo de portfolio_toolkit.position.ClosedPosition) sizes (atributo de portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData) (atributo de portfolio_toolkit.plot.ScatterPlotData)

SLDP (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) sort_transactions() (método de portfolio_toolkit.account.Account) (método de portfolio_toolkit.account.account.Account) SP500 (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) start_date (atributo de portfolio_toolkit.Portfolio) (atributo de portfolio_toolkit.portfolio.Portfolio) (atributo de portfolio_toolkit.portfolio.portfolio.Portfolio) (atributo de portfolio_toolkit.portfolio.time_series.portfolio_time_series.PortfolioTimeSeries) (atributo de portfolio_toolkit.portfolio.time_series.PortfolioTimeSeries) (atributo de portfolio_toolkit.utils.Period), [1] (atributo de portfolio_toolkit.utils.period.Period), [1] (atributo de portfolio_toolkit.utils.period.period.Period), [1] startangle (atributo de portfolio_toolkit.plot.pie_chart_data.PieChartData) (atributo de portfolio_toolkit.plot.PieChartData) stats_from_portfolio() (en el módulo portfolio_toolkit.portfolio.stats.stats_from_portfolio) subtotal_base (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset_transaction.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.PortfolioAssetTransaction)

T

ticker (atributo de portfolio_toolkit.asset.market.market_asset.MarketAsset) (atributo de portfolio_toolkit.asset.market.MarketAsset) (atributo de portfolio_toolkit.asset.MarketAsset) (atributo de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (atributo de portfolio_toolkit.asset.optimization.OptimizationAsset) (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAsset) (atributo de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (atributo de portfolio_toolkit.position.closed.ClosedPosition) (atributo de portfolio_toolkit.position.open.open_position.OpenPosition) (atributo de portfolio_toolkit.position.open.OpenPosition) (atributo de portfolio_toolkit.position.Position) (atributo de portfolio_toolkit.position.position.Position) title (atributo de portfolio_toolkit.plot.BarChartData) (atributo de portfolio_toolkit.plot.LineChartData) (atributo de portfolio_toolkit.plot.PieChartData) (atributo de portfolio_toolkit.plot.plot_base.PlotBase) (atributo de portfolio_toolkit.plot.PlotBase) (atributo de portfolio_toolkit.plot.ScatterPlotData) to_dataframe() (método de clase de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (método de clase de portfolio_toolkit.asset.optimization.OptimizationAsset) (método de clase de portfolio_toolkit.asset.OptimizationAsset) (método de clase de portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset) (método de clase de portfolio_toolkit.asset.portfolio.portfolio_asset_transaction.PortfolioAssetTransaction) (método de clase de portfolio_toolkit.asset.portfolio.PortfolioAsset) (método de clase de portfolio_toolkit.asset.portfolio.PortfolioAssetTransaction) (método de clase de portfolio_toolkit.asset.PortfolioAsset) (método de clase de portfolio_toolkit.asset.PortfolioAssetTransaction) (método de clase de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (método de clase de portfolio_toolkit.position.closed.ClosedPosition) (método de clase de portfolio_toolkit.position.ClosedPosition) (método de clase de portfolio_toolkit.position.open.open_position.OpenPosition) (método de clase de portfolio_toolkit.position.open.OpenPosition) (método de clase de portfolio_toolkit.position.OpenPosition) (método de clase de portfolio_toolkit.position.Position) (método de clase de portfolio_toolkit.position.position.Position) (método de portfolio_toolkit.account.Account) (método de portfolio_toolkit.account.account.Account) (método de portfolio_toolkit.account.AccountTransaction) (método de portfolio_toolkit.account.transaction.AccountTransaction) (método de portfolio_toolkit.asset.market.market_asset_list.MarketAssetList) (método de portfolio_toolkit.position.closed.closed_position_list.ClosedPositionList) (método de portfolio_toolkit.position.closed.ClosedPositionList) (método de portfolio_toolkit.position.open.open_position_list.OpenPositionList) (método de portfolio_toolkit.position.open.OpenPositionList) to_dict() (método de portfolio_toolkit.asset.market.market_asset.MarketAsset) (método de portfolio_toolkit.asset.market.MarketAsset) (método de portfolio_toolkit.asset.MarketAsset) (método de portfolio_toolkit.portfolio.PortfolioStats) (método de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats) (método de portfolio_toolkit.portfolio.stats.PortfolioStats)

to_list() (método de clase de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (método de clase de portfolio_toolkit.position.closed.ClosedPosition) (método de clase de portfolio_toolkit.position.ClosedPosition) (método de clase de portfolio_toolkit.position.open.open_position.OpenPosition) (método de clase de portfolio_toolkit.position.open.OpenPosition) (método de clase de portfolio_toolkit.position.OpenPosition) (método de clase de portfolio_toolkit.position.Position) (método de clase de portfolio_toolkit.position.position.Position) (método de portfolio_toolkit.account.Account) (método de portfolio_toolkit.account.account.Account) (método de portfolio_toolkit.account.AccountTransaction) (método de portfolio_toolkit.account.transaction.AccountTransaction) (método de portfolio_toolkit.asset.market.market_asset_list.MarketAssetList) (método de portfolio_toolkit.position.closed.closed_position_list.ClosedPositionList) (método de portfolio_toolkit.position.closed.ClosedPositionList) (método de portfolio_toolkit.position.open.open_position_list.OpenPositionList) (método de portfolio_toolkit.position.open.OpenPositionList) total (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset_transaction.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.PortfolioAssetTransaction) total_base (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset_transaction.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.PortfolioAssetTransaction) total_profit (portfolio_toolkit.portfolio.PortfolioStats propiedad) (portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats propiedad) (portfolio_toolkit.portfolio.stats.PortfolioStats propiedad) transaction_date (atributo de portfolio_toolkit.account.AccountTransaction) (atributo de portfolio_toolkit.account.transaction.AccountTransaction) transaction_type (atributo de portfolio_toolkit.account.AccountTransaction) (atributo de portfolio_toolkit.account.transaction.AccountTransaction) (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset_transaction.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAssetTransaction) (atributo de portfolio_toolkit.asset.PortfolioAssetTransaction) transactions (atributo de portfolio_toolkit.account.Account) (atributo de portfolio_toolkit.account.account.Account) (atributo de portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset) (atributo de portfolio_toolkit.asset.portfolio.PortfolioAsset) (atributo de portfolio_toolkit.asset.PortfolioAsset) (atributo de portfolio_toolkit.portfolio.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats), [1] TSLA (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider)

U

unrealized_profit (atributo de portfolio_toolkit.portfolio.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats), [1]

USDARS (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) USDEUR (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider)

V

VALE (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) validate() (método de portfolio_toolkit.plot.bar_chart_data.BarChartData) (método de portfolio_toolkit.plot.BarChartData) (método de portfolio_toolkit.plot.line_chart_data.LineChartData) (método de portfolio_toolkit.plot.LineChartData) (método de portfolio_toolkit.plot.pie_chart_data.PieChartData) (método de portfolio_toolkit.plot.PieChartData) (método de portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData) (método de portfolio_toolkit.plot.ScatterPlotData) validate_transaction() (en el módulo portfolio_toolkit.portfolio.portfolio_from_dict) valuation_change (portfolio_toolkit.portfolio.PortfolioStats propiedad) (portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats propiedad) (portfolio_toolkit.portfolio.stats.PortfolioStats propiedad)

value (atributo de portfolio_toolkit.position.closed.closed_position.ClosedPosition) (atributo de portfolio_toolkit.position.closed.ClosedPosition) (atributo de portfolio_toolkit.position.ClosedPosition) (atributo de portfolio_toolkit.position.open.open_position.OpenPosition) (atributo de portfolio_toolkit.position.open.OpenPosition) (atributo de portfolio_toolkit.position.OpenPosition) values (atributo de portfolio_toolkit.plot.bar_chart_data.BarChartData) (atributo de portfolio_toolkit.plot.BarChartData) (atributo de portfolio_toolkit.plot.pie_chart_data.PieChartData) (atributo de portfolio_toolkit.plot.PieChartData) VIX (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider) volatility (atributo de portfolio_toolkit.asset.optimization.optimization_asset.OptimizationAsset) (atributo de portfolio_toolkit.asset.optimization.OptimizationAsset) (atributo de portfolio_toolkit.asset.OptimizationAsset)

W

Watchlist (clase en portfolio_toolkit) (clase en portfolio_toolkit.watchlist) (clase en portfolio_toolkit.watchlist.watchlist) weights (atributo de portfolio_toolkit.optimization.Optimization) (atributo de portfolio_toolkit.optimization.optimization.Optimization)

withdrawals (atributo de portfolio_toolkit.portfolio.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.portfolio_stats.PortfolioStats), [1] (atributo de portfolio_toolkit.portfolio.stats.PortfolioStats), [1] WTI (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider)

X

x_data (atributo de portfolio_toolkit.plot.line_chart_data.LineChartData) (atributo de portfolio_toolkit.plot.LineChartData) (atributo de portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData) (atributo de portfolio_toolkit.plot.ScatterPlotData) xlabel (atributo de portfolio_toolkit.plot.bar_chart_data.BarChartData) (atributo de portfolio_toolkit.plot.BarChartData) (atributo de portfolio_toolkit.plot.line_chart_data.LineChartData) (atributo de portfolio_toolkit.plot.LineChartData) (atributo de portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData) (atributo de portfolio_toolkit.plot.ScatterPlotData)

Y

y_data (atributo de portfolio_toolkit.plot.line_chart_data.LineChartData) (atributo de portfolio_toolkit.plot.LineChartData) (atributo de portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData) (atributo de portfolio_toolkit.plot.ScatterPlotData) YFDataProvider (clase en portfolio_toolkit) (clase en portfolio_toolkit.data_provider.yf_data_provider) ylabel (atributo de portfolio_toolkit.plot.bar_chart_data.BarChartData) (atributo de portfolio_toolkit.plot.BarChartData) (atributo de portfolio_toolkit.plot.line_chart_data.LineChartData) (atributo de portfolio_toolkit.plot.LineChartData) (atributo de portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData) (atributo de portfolio_toolkit.plot.ScatterPlotData)

YPF (atributo de portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider) (atributo de portfolio_toolkit.YFDataProvider)