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lares (version 4.7)

stocks_obj: Portfolio's Calculations and Plots

Description

This function lets the user create his portfolio's calculations and plots for further study.

Usage

stocks_obj(data = stocks_file(), cash_fix = 0, tax = 30,
  sectors = TRUE)

Arguments

data

List. Containing the following dataframes: portfolio, transactions, cash. They have to follow the original xlsx format

cash_fix

Numeric. If you wish to algebraically sum a value to your cash balance

tax

Numeric. How much [0-99] of your dividends are gone with taxes?

sectors

Boolean. Return sectors segmentation for ETFs?

See Also

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