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lares (version 4.7)

daily_portfolio: Daily Portfolio Dataframe

Description

This function creates a dataframe will all relevant metrics and values, for the overall portfolio, for every day since inception.

Usage

daily_portfolio(hist, trans, cash, cash_fix = 0)

Arguments

hist

Dataframe. Result from stocks_hist()

trans

Dataframe. Result from stocks_file()$transactions

cash

Dataframe. Result from stocks_file()$cash

cash_fix

Numeric. If, for some reason, you need to fix your cash amount for all reports, set the amount here

See Also

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