In maxlemes/MyPortfolio: What the Package Does (One Line, Title Case)

knitr::opts_chunk$set(echo = TRUE)
`%>%` <- magrittr::`%>%`

Retornos Mensais

Este é um resumo dos investimentos feito em 2020. Os dados foram obtidos no site http://bastter.com.br e https://br.advfn.com/.

#library(kableExtra)

load("../data/TableRetMes.rda")

df <- df[order(-df$Ano),]

df <- sapply(df, FUN = function(x){
kableExtra::cell_spec(x, color = base::ifelse(stringr::str_sub(x, 1, 1)=="-" , "red", "black"))
}
)

df %>%
  kableExtra::kbl(booktabs = T, escape = F, digits = c(2,2,2), align = "r")%>%
  kableExtra::column_spec(1, bold=T) %>%
  kableExtra::collapse_rows(columns = 1, latex_hline = "major", valign = "middle")%>%
  kableExtra::kable_styling(bootstrap_options = c("striped", "hover"), full_width = F,font_size = 12)

Retornos Anuais

#library(kableExtra)

load("../data/TableRetAnual.rda")

df <- df[order(-df$Ano),]

df <- sapply(df, FUN = function(x){
kableExtra::cell_spec(x, color = base::ifelse(stringr::str_sub(x, 1, 1)=="-" , "red", "black"))
}
)

df %>%
  kableExtra::kbl(booktabs = T, escape = F, digits = c(2,2,2), align = "r")%>%
  kableExtra::column_spec(1, bold=T) %>%
  kableExtra::collapse_rows(columns = 1, latex_hline = "major", valign = "middle")%>%
  kableExtra::kable_styling(bootstrap_options = c("striped", "hover"), full_width = F,font_size = 12)

Histórico da minha cota no tempo

myCota <- readRDS("../data/myCota2020.rds")

 highcharter::highchart(type = "stock") %>% 
 highcharter::hc_title(text = "Cota da Minha Carteira de Investimentos") %>% 
 highcharter::hc_subtitle(text = "Ínício da cota 17 de janeiro de 2017") %>% 
 highcharter::hc_add_series(round(myCota$cota,2), type = "line", name = "Cota") %>%
 highcharter::hc_add_series(round(myCota$IBOV,2), type = "line", name = "Ibov") %>%
 highcharter::hc_add_theme(highcharter::hc_theme_elementary())%>%
 highcharter::hc_legend(enabled = TRUE)

Patrimônio

 highcharter::highchart(type = "stock") %>% 
 highcharter::hc_title(text = "Cota da Minha Carteira de Investimentos") %>% 
 highcharter::hc_subtitle(text = "Ínício da cota 17 de janeiro de 2017") %>% 
 highcharter::hc_add_series(round(myCota$patrimonio,0), type = "areaspline", name = "Patrimônio") %>%
 highcharter::hc_add_theme(highcharter::hc_theme_elementary())%>%
 highcharter::hc_legend(enabled = TRUE)

Patrimônio 2

df <- readRDS("../data/myPortfolio2020.rds")

df <- xts::apply.yearly(df, apply, 2, xts::last)

df <- df[,1:(ncol(df)-1)]

df <- as.data.frame(t(df))
df <- cbind(df, row.names(df))

df <- df[,c(5,4)]
colnames(df) <- c("ticker", "valor")

df <- df[df[,2] != 0,]
df <- df[order(-df$valor),]


 highcharter::highchart() %>%
  highcharter::hc_title(text = "Portifólio Atual - 31/12/2020") %>%
  highcharter::hc_add_series(df, type = "pie", highcharter::hcaes(name = df$ticker, y = df$valor))%>%    
  highcharter::hc_tooltip(crosshairs = TRUE, borderWidth = 5, sort = TRUE, shared = TRUE, table = TRUE,
             pointFormat = paste(': <b>{point.percentage:.1f}%</b>'))