stocks_obj | R Documentation |
This function lets the user create his portfolio's calculations and plots for further study.
stocks_obj(
data = stocks_file(),
cash_fix = 0,
tax = 30,
sectors = FALSE,
parg = FALSE,
window = c("1M", "YTD", "1Y", "MAX"),
cache = TRUE,
quiet = FALSE
)
data |
List. Containing the following dataframes: portfolio, transactions, cash. They have to follow the original xlsx format |
cash_fix |
Numeric. If, for some reason, you need to fix your cash amount for all reports, set the amount here |
tax |
Numeric. How much [0-99] of your dividends are gone with taxes? |
sectors |
Boolean. Return sectors segmentation for ETFs? |
parg |
Boolean. Personal argument. Used to personalize stuff, in this case, taxes changed from A to B in given date (hard-coded) |
window |
Character. Choose any of: "1W", "1M", "6M", "1Y", "YTD", "5Y", "MAX" |
cache |
Boolean. Use daily cache if available? |
quiet |
Boolean. Keep quiet? If not, informative messages will be printed. |
List. Aggregated results and plots.
Other Investment:
daily_portfolio()
,
daily_stocks()
,
etf_sector()
,
splot_change()
,
splot_divs()
,
splot_etf()
,
splot_growth()
,
splot_roi()
,
splot_summary()
,
splot_types()
,
stocks_file()
,
stocks_quote()
,
stocks_report()
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