Index

_

__init__() (portfolio_toolkit.account.Account method) (portfolio_toolkit.account.account.Account method) (portfolio_toolkit.account.AccountTransaction method) (portfolio_toolkit.account.transaction.AccountTransaction method) (portfolio_toolkit.asset.market_asset.MarketAsset method) (portfolio_toolkit.asset.MarketAsset method) (portfolio_toolkit.asset.optimization_asset.OptimizationAsset method) (portfolio_toolkit.asset.OptimizationAsset method) (portfolio_toolkit.asset.portfolio_asset.PortfolioAsset method) (portfolio_toolkit.asset.portfolio_asset_transaction.PortfolioAssetTransaction method) (portfolio_toolkit.asset.PortfolioAsset method) (portfolio_toolkit.asset.PortfolioAssetTransaction method) (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider method) (portfolio_toolkit.optimization.Optimization method) (portfolio_toolkit.optimization.optimization.Optimization method) (portfolio_toolkit.plot.bar_chart_data.BarChartData method) (portfolio_toolkit.plot.BarChartData method) (portfolio_toolkit.plot.line_chart_data.LineChartData method) (portfolio_toolkit.plot.LineChartData method) (portfolio_toolkit.plot.pie_chart_data.PieChartData method) (portfolio_toolkit.plot.PieChartData method) (portfolio_toolkit.plot.plot_base.PlotBase method) (portfolio_toolkit.plot.PlotBase method) (portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData method) (portfolio_toolkit.plot.ScatterPlotData method) (portfolio_toolkit.Portfolio method) (portfolio_toolkit.portfolio.portfolio.Portfolio method) (portfolio_toolkit.portfolio.time_series_portfolio.TimeSeriesPortfolio method) (portfolio_toolkit.PortfolioAsset method) (portfolio_toolkit.position.closed_position.ClosedPosition method) (portfolio_toolkit.position.ClosedPosition method) (portfolio_toolkit.position.Position method) (portfolio_toolkit.position.position.Position method) (portfolio_toolkit.position.valued_position.ValuedPosition method) (portfolio_toolkit.position.ValuedPosition method) (portfolio_toolkit.utils.Period method) (portfolio_toolkit.utils.period.Period method) (portfolio_toolkit.utils.period.period.Period method) (portfolio_toolkit.watchlist.Watchlist method) (portfolio_toolkit.watchlist.watchlist.Watchlist method) (portfolio_toolkit.YFDataProvider method)

__post_init__() (portfolio_toolkit.utils.Period method) (portfolio_toolkit.utils.period.Period method) (portfolio_toolkit.utils.period.period.Period method) __str__() (portfolio_toolkit.utils.Period method) (portfolio_toolkit.utils.period.Period method) (portfolio_toolkit.utils.period.period.Period method)

A

AAPL (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) Account (class in portfolio_toolkit.account) (class in portfolio_toolkit.account.account) account (portfolio_toolkit.Portfolio attribute) (portfolio_toolkit.portfolio.portfolio.Portfolio attribute) AccountTransaction (class in portfolio_toolkit.account) (class in portfolio_toolkit.account.transaction) add_split() (portfolio_toolkit.asset.portfolio_asset.PortfolioAsset method) (portfolio_toolkit.asset.PortfolioAsset method) (portfolio_toolkit.PortfolioAsset method) add_transaction() (portfolio_toolkit.account.Account method) (portfolio_toolkit.account.account.Account method) (portfolio_toolkit.asset.portfolio_asset.PortfolioAsset method) (portfolio_toolkit.asset.PortfolioAsset method) (portfolio_toolkit.PortfolioAsset method) add_transaction_from_assets_dict() (portfolio_toolkit.account.Account method) (portfolio_toolkit.account.account.Account method) add_transaction_from_dict() (portfolio_toolkit.account.Account method) (portfolio_toolkit.account.account.Account method) (portfolio_toolkit.asset.portfolio_asset.PortfolioAsset method) (portfolio_toolkit.asset.PortfolioAsset method) (portfolio_toolkit.PortfolioAsset method)

add_transaction_from_split_dict() (portfolio_toolkit.account.Account method) (portfolio_toolkit.account.account.Account method) alpha (portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData attribute) (portfolio_toolkit.plot.ScatterPlotData attribute) amount (portfolio_toolkit.account.AccountTransaction attribute) (portfolio_toolkit.account.transaction.AccountTransaction attribute) AMZN (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) ARCH (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) asset_transactions() (in module portfolio_toolkit.cli.commands.portfolio.transactions) assets (portfolio_toolkit.optimization.Optimization attribute) (portfolio_toolkit.optimization.optimization.Optimization attribute) (portfolio_toolkit.Portfolio attribute) (portfolio_toolkit.portfolio.portfolio.Portfolio attribute) (portfolio_toolkit.watchlist.Watchlist attribute) (portfolio_toolkit.watchlist.watchlist.Watchlist attribute) autopct (portfolio_toolkit.plot.pie_chart_data.PieChartData attribute) (portfolio_toolkit.plot.PieChartData attribute)

B

BA (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) BarChartData (class in portfolio_toolkit.plot) (class in portfolio_toolkit.plot.bar_chart_data) BBAR (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) BBD (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) BMA (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

BONO_10_ANIOS_USA (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) BRENT (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) buy_date (portfolio_toolkit.position.closed_position.ClosedPosition attribute) (portfolio_toolkit.position.ClosedPosition attribute) buy_price (portfolio_toolkit.position.ClosedPosition attribute) (portfolio_toolkit.position.Position attribute) (portfolio_toolkit.position.position.Position attribute) (portfolio_toolkit.position.ValuedPosition attribute)

C

calculate_correlation() (in module portfolio_toolkit.utils.correlation) calculate_expected_shortfall() (in module portfolio_toolkit.math.get_var) calculate_log_returns() (in module portfolio_toolkit.utils.log_returns) calculate_var() (in module portfolio_toolkit.math.get_var) cash_transactions() (in module portfolio_toolkit.cli.commands.portfolio.transactions) ClosedPosition (class in portfolio_toolkit.position) (class in portfolio_toolkit.position.closed_position) colors (portfolio_toolkit.plot.bar_chart_data.BarChartData attribute) (portfolio_toolkit.plot.BarChartData attribute) (portfolio_toolkit.plot.line_chart_data.LineChartData attribute) (portfolio_toolkit.plot.LineChartData attribute) (portfolio_toolkit.plot.pie_chart_data.PieChartData attribute) (portfolio_toolkit.plot.PieChartData attribute) (portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData attribute) (portfolio_toolkit.plot.ScatterPlotData attribute) compare_open_positions() (in module portfolio_toolkit.position) (in module portfolio_toolkit.position.compare_open_positions) compute_var() (in module portfolio_toolkit.optimization.compute_var) cost (portfolio_toolkit.position.ClosedPosition attribute) (portfolio_toolkit.position.Position attribute) (portfolio_toolkit.position.position.Position attribute) (portfolio_toolkit.position.ValuedPosition attribute) country (portfolio_toolkit.asset.market_asset.MarketAsset attribute) (portfolio_toolkit.asset.MarketAsset attribute) (portfolio_toolkit.asset.OptimizationAsset attribute) (portfolio_toolkit.asset.portfolio_asset.PortfolioAsset attribute) (portfolio_toolkit.asset.PortfolioAsset attribute) (portfolio_toolkit.position.valued_position.ValuedPosition attribute) (portfolio_toolkit.position.ValuedPosition attribute)

covariance_matrix (portfolio_toolkit.optimization.Optimization attribute) (portfolio_toolkit.optimization.optimization.Optimization attribute) create_date_series_from_intervals() (in module portfolio_toolkit.portfolio.utils) create_market_asset() (in module portfolio_toolkit.asset) (in module portfolio_toolkit.asset.create) create_optimization_from_json() (in module portfolio_toolkit.optimization.parser) create_time_series_portfolio_from_portfolio() (in module portfolio_toolkit.portfolio.time_series_portfolio) create_watchlist_from_json() (in module portfolio_toolkit.watchlist.parser) currency (portfolio_toolkit.account.Account attribute) (portfolio_toolkit.account.account.Account attribute) (portfolio_toolkit.asset.market_asset.MarketAsset attribute) (portfolio_toolkit.asset.MarketAsset attribute) (portfolio_toolkit.asset.portfolio_asset_transaction.PortfolioAssetTransaction attribute) (portfolio_toolkit.asset.PortfolioAssetTransaction attribute) (portfolio_toolkit.optimization.Optimization attribute) (portfolio_toolkit.optimization.optimization.Optimization attribute) (portfolio_toolkit.Portfolio attribute) (portfolio_toolkit.portfolio.portfolio.Portfolio attribute) (portfolio_toolkit.watchlist.Watchlist attribute) (portfolio_toolkit.watchlist.watchlist.Watchlist attribute) current_price (portfolio_toolkit.position.valued_position.ValuedPosition attribute) (portfolio_toolkit.position.ValuedPosition attribute)

D

data_provider (portfolio_toolkit.optimization.Optimization attribute) (portfolio_toolkit.optimization.optimization.Optimization attribute) (portfolio_toolkit.Portfolio attribute) (portfolio_toolkit.portfolio.portfolio.Portfolio attribute) (portfolio_toolkit.watchlist.Watchlist attribute) (portfolio_toolkit.watchlist.watchlist.Watchlist attribute) DataProvider (class in portfolio_toolkit.data_provider.data_provider)

date (portfolio_toolkit.asset.portfolio_asset_transaction.PortfolioAssetTransaction attribute) (portfolio_toolkit.asset.PortfolioAssetTransaction attribute) description (portfolio_toolkit.account.AccountTransaction attribute) (portfolio_toolkit.account.transaction.AccountTransaction attribute) DOLAR_INDEX (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) DOW_JONES (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

E

end_date (portfolio_toolkit.utils.Period attribute), [1] (portfolio_toolkit.utils.period.Period attribute), [1] (portfolio_toolkit.utils.period.period.Period attribute), [1] EURUSD (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

EVTL (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) exchange_rate (portfolio_toolkit.asset.portfolio_asset_transaction.PortfolioAssetTransaction attribute) (portfolio_toolkit.asset.PortfolioAssetTransaction attribute) explode (portfolio_toolkit.plot.pie_chart_data.PieChartData attribute) (portfolio_toolkit.plot.PieChartData attribute)

F

fees_base (portfolio_toolkit.asset.portfolio_asset_transaction.PortfolioAssetTransaction attribute) (portfolio_toolkit.asset.PortfolioAssetTransaction attribute)

figsize (portfolio_toolkit.plot.plot_base.PlotBase attribute) (portfolio_toolkit.plot.PlotBase attribute)

G

get_amount() (portfolio_toolkit.account.Account method) (portfolio_toolkit.account.account.Account method) get_asset_closed_positions() (in module portfolio_toolkit.position.get_asset_closed_positions) get_asset_open_positions() (in module portfolio_toolkit.position.get_asset_open_positions) get_closed_positions() (in module portfolio_toolkit.position.get_closed_positions) get_correlation_matrix() (in module portfolio_toolkit.math.get_var) get_covariance_matrix() (in module portfolio_toolkit.math.get_var) get_current_month() (in module portfolio_toolkit.utils.period.get_current_month) get_current_period() (in module portfolio_toolkit.utils) (in module portfolio_toolkit.utils.period) (in module portfolio_toolkit.utils.period.get_current_period) get_current_quarter() (in module portfolio_toolkit.utils.period.get_current_quarter) get_current_week() (in module portfolio_toolkit.utils.period.get_current_week) get_current_year() (in module portfolio_toolkit.utils.period.get_current_year) get_last_months() (in module portfolio_toolkit.utils.period.get_last_months) get_last_periods() (in module portfolio_toolkit.utils) (in module portfolio_toolkit.utils.period) (in module portfolio_toolkit.utils.period.get_last_periods) get_last_quarters() (in module portfolio_toolkit.utils.period.get_last_quarters) get_last_weeks() (in module portfolio_toolkit.utils.period.get_last_weeks) get_last_years() (in module portfolio_toolkit.utils.period.get_last_years) get_log_returns() (in module portfolio_toolkit.math.get_log_returns) get_matrix_returns() (in module portfolio_toolkit.math.get_matrix_returns) get_matrix_returns_aligned() (in module portfolio_toolkit.math.get_matrix_returns) get_open_positions() (in module portfolio_toolkit.position.get_open_positions) get_plot_type() (portfolio_toolkit.plot.bar_chart_data.BarChartData method) (portfolio_toolkit.plot.BarChartData method) (portfolio_toolkit.plot.line_chart_data.LineChartData method) (portfolio_toolkit.plot.LineChartData method) (portfolio_toolkit.plot.pie_chart_data.PieChartData method) (portfolio_toolkit.plot.PieChartData method) (portfolio_toolkit.plot.plot_base.PlotBase method) (portfolio_toolkit.plot.PlotBase method) (portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData method) (portfolio_toolkit.plot.ScatterPlotData method)

get_portfolio_variance() (in module portfolio_toolkit.math.get_var) get_portfolio_volatility() (in module portfolio_toolkit.math.get_var) get_price() (portfolio_toolkit.data_provider.data_provider.DataProvider method) (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider method) (portfolio_toolkit.YFDataProvider method) get_price_series() (portfolio_toolkit.data_provider.data_provider.DataProvider method) (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider method) (portfolio_toolkit.YFDataProvider method) get_price_series_converted() (portfolio_toolkit.data_provider.data_provider.DataProvider method) (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider method) (portfolio_toolkit.YFDataProvider method) get_raw_data() (portfolio_toolkit.data_provider.data_provider.DataProvider method) (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider method) (portfolio_toolkit.YFDataProvider method) get_ticker_currency() (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider method) (portfolio_toolkit.YFDataProvider method) get_ticker_holding_intervals() (in module portfolio_toolkit.portfolio.utils) get_ticker_info() (portfolio_toolkit.data_provider.data_provider.DataProvider method) (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider method) (portfolio_toolkit.YFDataProvider method) get_transaction_ticker() (in module portfolio_toolkit.transaction.get_ticker) get_valuation() (in module portfolio_toolkit.position.get_valuation) GOOGL (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) grid (portfolio_toolkit.plot.plot_base.PlotBase attribute) (portfolio_toolkit.plot.PlotBase attribute)

H

horizontal (portfolio_toolkit.plot.bar_chart_data.BarChartData attribute) (portfolio_toolkit.plot.BarChartData attribute)

I

info (portfolio_toolkit.asset.market_asset.MarketAsset attribute) (portfolio_toolkit.asset.MarketAsset attribute) (portfolio_toolkit.asset.OptimizationAsset attribute) (portfolio_toolkit.asset.portfolio_asset.PortfolioAsset attribute) (portfolio_toolkit.asset.PortfolioAsset attribute)

INTC (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

J

JOBY (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

K

KOS (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

L

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

LILMF (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) LineChartData (class in portfolio_toolkit.plot) (class in portfolio_toolkit.plot.line_chart_data) linestyles (portfolio_toolkit.plot.line_chart_data.LineChartData attribute) (portfolio_toolkit.plot.LineChartData attribute) load_json_file() (in module portfolio_toolkit.cli.commands.optimization.optimization) (in module portfolio_toolkit.cli.commands.utils) load_portfolio_json() (in module portfolio_toolkit.portfolio.load_portfolio_json) log_returns (portfolio_toolkit.asset.optimization_asset.OptimizationAsset attribute) (portfolio_toolkit.asset.OptimizationAsset attribute)

M

main() (in module portfolio_toolkit.cli.cli) markers (portfolio_toolkit.plot.line_chart_data.LineChartData attribute) (portfolio_toolkit.plot.LineChartData attribute) MarketAsset (class in portfolio_toolkit.asset) (class in portfolio_toolkit.asset.market_asset) mean_return (portfolio_toolkit.asset.optimization_asset.OptimizationAsset attribute) (portfolio_toolkit.asset.OptimizationAsset attribute) MERVAL (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) META (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) module portfolio_toolkit portfolio_toolkit.account portfolio_toolkit.account.account portfolio_toolkit.account.transaction portfolio_toolkit.asset portfolio_toolkit.asset.create portfolio_toolkit.asset.market_asset portfolio_toolkit.asset.optimization_asset portfolio_toolkit.asset.portfolio_asset portfolio_toolkit.asset.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.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.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.optimization portfolio_toolkit.optimization.parser 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.load_portfolio_json portfolio_toolkit.portfolio.plot portfolio_toolkit.portfolio.plot_evolution portfolio_toolkit.portfolio.portfolio portfolio_toolkit.portfolio.preprocesador portfolio_toolkit.portfolio.print_cash_incomes portfolio_toolkit.portfolio.print_date_frame portfolio_toolkit.portfolio.time_series_portfolio portfolio_toolkit.portfolio.utils portfolio_toolkit.position portfolio_toolkit.position.closed_position portfolio_toolkit.position.compare_open_positions portfolio_toolkit.position.get_asset_closed_positions portfolio_toolkit.position.get_asset_open_positions portfolio_toolkit.position.get_closed_positions portfolio_toolkit.position.get_open_positions portfolio_toolkit.position.get_valuation portfolio_toolkit.position.plot_closed_positions portfolio_toolkit.position.plot_open_positions portfolio_toolkit.position.position portfolio_toolkit.position.print_closed_positions portfolio_toolkit.position.print_open_positions portfolio_toolkit.position.valued_position portfolio_toolkit.transaction portfolio_toolkit.transaction.get_ticker portfolio_toolkit.transaction.validate 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.parser portfolio_toolkit.watchlist.watchlist

MSFT (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

N

name (portfolio_toolkit.account.Account attribute) (portfolio_toolkit.account.account.Account attribute) (portfolio_toolkit.optimization.Optimization attribute) (portfolio_toolkit.optimization.optimization.Optimization attribute) (portfolio_toolkit.Portfolio attribute) (portfolio_toolkit.portfolio.portfolio.Portfolio attribute) (portfolio_toolkit.watchlist.Watchlist attribute) (portfolio_toolkit.watchlist.watchlist.Watchlist attribute)

NASDAQ (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) NFE (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) not_implemented() (in module portfolio_toolkit.cli.commands.optimization.optimization) (in module portfolio_toolkit.cli.commands.utils) NVDA (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

O

Optimization (class in portfolio_toolkit.optimization) (class in portfolio_toolkit.optimization.optimization) OptimizationAsset (class in portfolio_toolkit.asset) (class in portfolio_toolkit.asset.optimization_asset)

ORO (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

P

Period (class in portfolio_toolkit.utils) (class in portfolio_toolkit.utils.period) (class in portfolio_toolkit.utils.period.period) PieChartData (class in portfolio_toolkit.plot) (class in portfolio_toolkit.plot.pie_chart_data) plot() (portfolio_toolkit.plot.engine.PlotEngine static method) (portfolio_toolkit.plot.PlotEngine static method) plot_assets() (in module portfolio_toolkit.plot.plot_assets) plot_closed_positions() (in module portfolio_toolkit.position.plot_closed_positions) plot_closed_positions_by_ticker() (in module portfolio_toolkit.position.plot_closed_positions) plot_closed_positions_count_by_month() (in module portfolio_toolkit.position.plot_closed_positions) plot_evolution() (in module portfolio_toolkit.portfolio.plot) plot_evolution_stacked() (in module portfolio_toolkit.portfolio.plot) plot_evolution_ticker() (in module portfolio_toolkit.portfolio.plot) plot_evolution_vs_cost() (in module portfolio_toolkit.portfolio.plot) plot_open_positions() (in module portfolio_toolkit.position.plot_open_positions) plot_portfolio_evolution() (in module portfolio_toolkit.portfolio.plot_evolution) PlotBase (class in portfolio_toolkit.plot) (class in portfolio_toolkit.plot.plot_base) PlotEngine (class in portfolio_toolkit.plot) (class in portfolio_toolkit.plot.engine) Portfolio (class in portfolio_toolkit) (class in portfolio_toolkit.portfolio.portfolio) portfolio_timeseries (portfolio_toolkit.portfolio.time_series_portfolio.TimeSeriesPortfolio attribute) portfolio_toolkit module portfolio_toolkit.account module portfolio_toolkit.account.account module portfolio_toolkit.account.transaction module portfolio_toolkit.asset module portfolio_toolkit.asset.create module portfolio_toolkit.asset.market_asset module portfolio_toolkit.asset.optimization_asset module portfolio_toolkit.asset.portfolio_asset module portfolio_toolkit.asset.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.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.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.optimization module portfolio_toolkit.optimization.parser 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.load_portfolio_json module portfolio_toolkit.portfolio.plot module portfolio_toolkit.portfolio.plot_evolution module portfolio_toolkit.portfolio.portfolio module portfolio_toolkit.portfolio.preprocesador module portfolio_toolkit.portfolio.print_cash_incomes module portfolio_toolkit.portfolio.print_date_frame module portfolio_toolkit.portfolio.time_series_portfolio module portfolio_toolkit.portfolio.utils module portfolio_toolkit.position module portfolio_toolkit.position.closed_position module portfolio_toolkit.position.compare_open_positions module portfolio_toolkit.position.get_asset_closed_positions module portfolio_toolkit.position.get_asset_open_positions module portfolio_toolkit.position.get_closed_positions module portfolio_toolkit.position.get_open_positions module portfolio_toolkit.position.get_valuation module portfolio_toolkit.position.plot_closed_positions module portfolio_toolkit.position.plot_open_positions module portfolio_toolkit.position.position module portfolio_toolkit.position.print_closed_positions module portfolio_toolkit.position.print_open_positions module portfolio_toolkit.position.valued_position module portfolio_toolkit.transaction module portfolio_toolkit.transaction.get_ticker module portfolio_toolkit.transaction.validate 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.parser module portfolio_toolkit.watchlist.watchlist module PortfolioAsset (class in portfolio_toolkit) (class in portfolio_toolkit.asset) (class in portfolio_toolkit.asset.portfolio_asset) PortfolioAssetTransaction (class in portfolio_toolkit.asset) (class in portfolio_toolkit.asset.portfolio_asset_transaction) Position (class in portfolio_toolkit.position) (class in portfolio_toolkit.position.position) preprocess_data() (in module portfolio_toolkit.portfolio.preprocesador) price (portfolio_toolkit.asset.portfolio_asset_transaction.PortfolioAssetTransaction attribute) (portfolio_toolkit.asset.PortfolioAssetTransaction attribute) prices (portfolio_toolkit.asset.market_asset.MarketAsset attribute) (portfolio_toolkit.asset.MarketAsset attribute) (portfolio_toolkit.asset.OptimizationAsset attribute) (portfolio_toolkit.asset.portfolio_asset.PortfolioAsset attribute) (portfolio_toolkit.asset.PortfolioAsset attribute) print_cash_incomes() (in module portfolio_toolkit.portfolio.print_cash_incomes) print_closed_positions() (in module portfolio_toolkit.position.print_closed_positions) print_closed_positions_summary() (in module portfolio_toolkit.position.print_closed_positions) print_closed_positions_to_csv() (in module portfolio_toolkit.position.print_closed_positions) print_data_frame() (in module portfolio_toolkit.portfolio.print_date_frame) print_open_positions() (in module portfolio_toolkit.position.print_open_positions) print_open_positions_to_csv() (in module portfolio_toolkit.position.print_open_positions) process_transactions() (in module portfolio_toolkit.portfolio.load_portfolio_json) profit (portfolio_toolkit.position.closed_position.ClosedPosition attribute) (portfolio_toolkit.position.ClosedPosition attribute)

Q

quantity (portfolio_toolkit.asset.optimization_asset.OptimizationAsset attribute) (portfolio_toolkit.asset.OptimizationAsset attribute) (portfolio_toolkit.asset.portfolio_asset_transaction.PortfolioAssetTransaction attribute) (portfolio_toolkit.asset.PortfolioAssetTransaction attribute) (portfolio_toolkit.position.ClosedPosition attribute) (portfolio_toolkit.position.Position attribute) (portfolio_toolkit.position.position.Position attribute) (portfolio_toolkit.position.ValuedPosition attribute)

R

return_percentage (portfolio_toolkit.position.closed_position.ClosedPosition attribute) (portfolio_toolkit.position.ClosedPosition attribute) returns (portfolio_toolkit.asset.optimization_asset.OptimizationAsset attribute) (portfolio_toolkit.asset.OptimizationAsset attribute) (portfolio_toolkit.optimization.Optimization attribute) (portfolio_toolkit.optimization.optimization.Optimization attribute)

S

ScatterPlotData (class in portfolio_toolkit.plot) (class in portfolio_toolkit.plot.scatter_plot_data) sector (portfolio_toolkit.asset.market_asset.MarketAsset attribute) (portfolio_toolkit.asset.MarketAsset attribute) (portfolio_toolkit.asset.OptimizationAsset attribute) (portfolio_toolkit.asset.portfolio_asset.PortfolioAsset attribute) (portfolio_toolkit.asset.PortfolioAsset attribute) (portfolio_toolkit.position.valued_position.ValuedPosition attribute) (portfolio_toolkit.position.ValuedPosition attribute) sell_date (portfolio_toolkit.position.closed_position.ClosedPosition attribute) (portfolio_toolkit.position.ClosedPosition attribute) sell_price (portfolio_toolkit.position.closed_position.ClosedPosition attribute) (portfolio_toolkit.position.ClosedPosition attribute) sizes (portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData attribute) (portfolio_toolkit.plot.ScatterPlotData attribute)

SLDP (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) sort_transactions() (portfolio_toolkit.account.Account method) (portfolio_toolkit.account.account.Account method) SP500 (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) start_date (portfolio_toolkit.Portfolio attribute) (portfolio_toolkit.portfolio.portfolio.Portfolio attribute) (portfolio_toolkit.utils.Period attribute), [1] (portfolio_toolkit.utils.period.Period attribute), [1] (portfolio_toolkit.utils.period.period.Period attribute), [1] startangle (portfolio_toolkit.plot.pie_chart_data.PieChartData attribute) (portfolio_toolkit.plot.PieChartData attribute) subtotal_base (portfolio_toolkit.asset.portfolio_asset_transaction.PortfolioAssetTransaction attribute) (portfolio_toolkit.asset.PortfolioAssetTransaction attribute)

T

ticker (portfolio_toolkit.asset.market_asset.MarketAsset attribute) (portfolio_toolkit.asset.MarketAsset attribute) (portfolio_toolkit.asset.OptimizationAsset attribute) (portfolio_toolkit.asset.portfolio_asset.PortfolioAsset attribute) (portfolio_toolkit.asset.PortfolioAsset attribute) (portfolio_toolkit.position.ClosedPosition attribute) (portfolio_toolkit.position.Position attribute) (portfolio_toolkit.position.position.Position attribute) (portfolio_toolkit.position.ValuedPosition attribute) TimeSeriesPortfolio (class in portfolio_toolkit.portfolio.time_series_portfolio) title (portfolio_toolkit.plot.BarChartData attribute) (portfolio_toolkit.plot.LineChartData attribute) (portfolio_toolkit.plot.PieChartData attribute) (portfolio_toolkit.plot.plot_base.PlotBase attribute) (portfolio_toolkit.plot.PlotBase attribute) (portfolio_toolkit.plot.ScatterPlotData attribute) to_dataframe() (portfolio_toolkit.account.Account class method) (portfolio_toolkit.account.account.Account class method) (portfolio_toolkit.account.AccountTransaction class method) (portfolio_toolkit.account.transaction.AccountTransaction class method) (portfolio_toolkit.asset.market_asset.MarketAsset class method) (portfolio_toolkit.asset.MarketAsset class method) (portfolio_toolkit.asset.optimization_asset.OptimizationAsset class method) (portfolio_toolkit.asset.OptimizationAsset class method) (portfolio_toolkit.asset.portfolio_asset.PortfolioAsset class method) (portfolio_toolkit.asset.portfolio_asset_transaction.PortfolioAssetTransaction class method) (portfolio_toolkit.asset.PortfolioAsset class method) (portfolio_toolkit.asset.PortfolioAssetTransaction class method) (portfolio_toolkit.PortfolioAsset class method) (portfolio_toolkit.position.closed_position.ClosedPosition class method) (portfolio_toolkit.position.ClosedPosition class method) (portfolio_toolkit.position.Position class method) (portfolio_toolkit.position.position.Position class method) (portfolio_toolkit.position.valued_position.ValuedPosition class method) (portfolio_toolkit.position.ValuedPosition class method)

total (portfolio_toolkit.asset.portfolio_asset_transaction.PortfolioAssetTransaction attribute) (portfolio_toolkit.asset.PortfolioAssetTransaction attribute) total_base (portfolio_toolkit.asset.portfolio_asset_transaction.PortfolioAssetTransaction attribute) (portfolio_toolkit.asset.PortfolioAssetTransaction attribute) transaction_date (portfolio_toolkit.account.AccountTransaction attribute) (portfolio_toolkit.account.transaction.AccountTransaction attribute) transaction_type (portfolio_toolkit.account.AccountTransaction attribute) (portfolio_toolkit.account.transaction.AccountTransaction attribute) (portfolio_toolkit.asset.portfolio_asset_transaction.PortfolioAssetTransaction attribute) (portfolio_toolkit.asset.PortfolioAssetTransaction attribute) transactions (portfolio_toolkit.account.Account attribute) (portfolio_toolkit.account.account.Account attribute) (portfolio_toolkit.asset.portfolio_asset.PortfolioAsset attribute) (portfolio_toolkit.asset.PortfolioAsset attribute) (portfolio_toolkit.PortfolioAsset attribute) TSLA (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

U

USDARS (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

USDEUR (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

V

VALE (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) validate() (portfolio_toolkit.plot.bar_chart_data.BarChartData method) (portfolio_toolkit.plot.BarChartData method) (portfolio_toolkit.plot.line_chart_data.LineChartData method) (portfolio_toolkit.plot.LineChartData method) (portfolio_toolkit.plot.pie_chart_data.PieChartData method) (portfolio_toolkit.plot.PieChartData method) (portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData method) (portfolio_toolkit.plot.ScatterPlotData method) validate_transaction() (in module portfolio_toolkit.transaction.validate) value (portfolio_toolkit.position.closed_position.ClosedPosition attribute) (portfolio_toolkit.position.ClosedPosition attribute) (portfolio_toolkit.position.valued_position.ValuedPosition attribute) (portfolio_toolkit.position.ValuedPosition attribute)

ValuedPosition (class in portfolio_toolkit.position) (class in portfolio_toolkit.position.valued_position) values (portfolio_toolkit.plot.bar_chart_data.BarChartData attribute) (portfolio_toolkit.plot.BarChartData attribute) (portfolio_toolkit.plot.pie_chart_data.PieChartData attribute) (portfolio_toolkit.plot.PieChartData attribute) VIX (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute) volatility (portfolio_toolkit.asset.optimization_asset.OptimizationAsset attribute) (portfolio_toolkit.asset.OptimizationAsset attribute)

W

Watchlist (class in portfolio_toolkit.watchlist) (class in portfolio_toolkit.watchlist.watchlist) weights (portfolio_toolkit.optimization.Optimization attribute) (portfolio_toolkit.optimization.optimization.Optimization attribute)

WTI (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)

X

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

Y

y_data (portfolio_toolkit.plot.line_chart_data.LineChartData attribute) (portfolio_toolkit.plot.LineChartData attribute) (portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData attribute) (portfolio_toolkit.plot.ScatterPlotData attribute) YFDataProvider (class in portfolio_toolkit) (class in portfolio_toolkit.data_provider.yf_data_provider) ylabel (portfolio_toolkit.plot.bar_chart_data.BarChartData attribute) (portfolio_toolkit.plot.BarChartData attribute) (portfolio_toolkit.plot.line_chart_data.LineChartData attribute) (portfolio_toolkit.plot.LineChartData attribute) (portfolio_toolkit.plot.scatter_plot_data.ScatterPlotData attribute) (portfolio_toolkit.plot.ScatterPlotData attribute)

YPF (portfolio_toolkit.data_provider.yf_data_provider.YFDataProvider attribute) (portfolio_toolkit.YFDataProvider attribute)