lares (version 4.7)

stocks_file: Get Personal Portfolio's Data

Description

This function lets me download my personal Excel with my Portfolio data, locally or from Dropbox. You can also use it for local files

Usage

stocks_file(filename = NA,
  token_dir = "~/Dropbox (Personal)/Documentos/Docs/Data", auto = TRUE,
  sheets = c("Portafolio", "Fondos", "Transacciones"), keep_old = TRUE)

Arguments

filename

Characeter. Import a local Excel file

token_dir

Character. Where is my personal token for Dropbox connection?

auto

Boolean. Automatically user my local personal file?

sheets

Character Vector. Names of each sheet containing Portfolio summary, Cash, and Transactions information

keep_old

Boolean. Include sold tickers eventhough not currently in portfolio?

See Also

Other Investment: daily_portfolio, daily_stocks, etf_sector, splot_change, splot_etf, splot_growth, splot_roi, splot_summary, splot_types, stocks_hist, stocks_obj, stocks_report