portfolio: Create, Delete and Update a Portfolio

In sivasunku/rulesNtrades: Apply rules on equities

Description

initportfolio & getportfolio defaults the portfolio and retrieves the working environment.

Usage

portfolio(pf = "default", n = 1000, Fee = 0.05)

is.rules.portfolio(pf)

is.valid.portfolio(pf = "default")

delete.portfolio(pf = "default")

## S3 method for class 'portfolio'
update(pf = "default", charexpr)

set.fee.portfolio(pf = "default", Fee = 0.05)

Arguments

n	- number of trades in portfolio
Fee	- Fees for each of the transaction in terms of percent. Default 0.05 (0.0005 X amount)
charexpr	- character expression to be evaluated by update.portfolio
pf-	name of the portfolio

Details

portfolio - will initialize all the objects required for building the portfolio

is.rules.portfolio - will return if a portfolio exists of that name & checks if given object is portfolio/not

is.valid.portfolio - will return if a portfolio exists of that name

delete.portfolio - will delete a given portfolio if it exists and is valid one

update.portfolio - will update any value inside a portfolio.

set.fee.portfolio - will set the transaction fee given in input. If 0.05 given, it is marked as 0.0005

Value

portfolio - returns name of the portfolio

is.rules.portfolio - checks if the given name is a portfolio or not

is.valid.portfolio - Returns TRUE/FALSE

delete.portfolio - Returns the portfolio that is deleted or stops by error

update.portfolio - returns none or error from eval statement

set.fee.portfolio - returns new transaction fee

Note

This will have details of a portfolio

Author(s)

Siva Sunku

sivasunku/rulesNtrades documentation built on May 29, 2019, 11 p.m.