daily_portfolio {lares} | R Documentation |
Daily Portfolio Dataframe
Description
This function creates a dataframe with all relevant metrics and values, for the overall portfolio, for every day since inception.
Usage
daily_portfolio(hist, trans, cash, cash_fix = 0, window = "MAX")
Arguments
hist |
Dataframe. Result from |
trans |
Dataframe. Result from |
cash |
Dataframe. Result from |
cash_fix |
Numeric. If, for some reason, you need to fix your cash amount for all reports, set the amount here |
window |
Character. Choose any of: "1W", "1M", "6M", "1Y", "YTD", "5Y", "MAX" |
Value
data.frame. Processed at date and portfolio level.
See Also
Other Investment:
daily_stocks()
,
etf_sector()
,
splot_change()
,
splot_divs()
,
splot_etf()
,
splot_growth()
,
splot_roi()
,
splot_summary()
,
splot_types()
,
stocks_file()
,
stocks_obj()
,
stocks_quote()
,
stocks_report()
[Package lares version 5.2.7 Index]