stocks_plots: Investing Portfolio Reporting Plots

In laresbernardo/lares: Analytics & Machine Learning Sidekick

Investing Portfolio Reporting Plots

Description

splot_summary() plots a summary for the whole portfolio, showing how much have you invested, how much has each ticker changed, etc.

splot_change() plots each stock's change through history, since inception, with weighted attributions or absolute values.

splot_growth() plots your portfolio's growth, in cash and investment, since inception.

stocks_plots() plots a portfolio's historical dividends incomes grouped by quarter an year.

splot_roi() plots a portfolio's historical ROI since inception or since last n days, with 2 moving average lines.

splot_types() lets the user plot types or categories of tickers.

splot_etf() lets the user plot his portfolio's distribution, specifically ETF's sectors.

Usage

splot_summary(p, s, save = FALSE)

splot_change(
  p,
  s,
  rel = TRUE,
  group = FALSE,
  n_days = 365,
  keep_old = FALSE,
  save = FALSE
)

splot_growth(p, save = FALSE)

splot_divs(p, type = 1)

splot_roi(p, n_days = 365, historical = TRUE, ma = c(12, 50), save = FALSE)

splot_types(s, save = FALSE)

splot_etf(s, keep_all = FALSE, cache = TRUE, save = FALSE)

Arguments

p	Dataframe. Result from daily_portfolio()
s	Dataframe. Result from daily_stocks()
save	Boolean. Save plot into a local file?
rel	Boolean. Relative delta values (weighted with portfolio)? If not, absolute monetary delta values.
group	Boolean. Group stocks by stocks type?
n_days	Integer. How many days back you want to see?
keep_old	Boolean. Include sold tickers even though not currently in portfolio?
type	Integer. Typo of plot. 1 for incomes.
historical	Boolean. Historical ROI metric? If not, ROI will be calculated locally for n_days parameter
ma	Numeric Vector. Select 2 values for moving averages. Set to NA to turn this metric off
keep_all	Boolean. Keep "Not Known / Not ETF"?
cache	Boolean. Use daily cache if available?

Value

ggplot object

See Also

Other Investment: etf_sector(), stocks_file(), stocks_quote()

Other Scrapper: filesGD(), get_mp3(), gtrends_related(), holidays(), ip_data(), readGS(), stocks_quote()

laresbernardo/lares documentation built on June 14, 2024, 4:58 a.m.