This function lets the user create his portfolio's calculations and plots for further study.
stocks_obj(data = stocks_file(), cash_fix = 0, tax = 30,
sectors = TRUE)
List. Containing the following dataframes: portfolio, transactions, cash. They have to follow the original xlsx format
Numeric. If you wish to algebraically sum a value to your cash balance
Numeric. How much [0-99] of your dividends are gone with taxes?
Boolean. Return sectors segmentation for ETFs?
Other Investment: daily_portfolio
,
daily_stocks
, etf_sector
,
splot_change
, splot_etf
,
splot_growth
, splot_roi
,
splot_summary
, splot_types
,
stocks_file
, stocks_hist
,
stocks_report