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fPortfolio (version 4023.84)

Rmetrics - Portfolio Selection and Optimization

Description

A collection of functions to optimize portfolios and to analyze them from different points of view.

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Version

Install

install.packages('fPortfolio')

Monthly Downloads

1,674

Version

4023.84

License

GPL (>= 2)

Maintainer

Stefan Theussl

Last Published

April 25th, 2023

Functions in fPortfolio (4023.84)

backtest-plots

Portfolio backtesting plots
data-sets

Assets Data Sets
backtest-specification

Specification of portfolio backtesting
frontier-points

Get Frontier Points
frontier-plot

Efficient Frontier Plot
backtest-portfolio

Portfolio backtesting
frontier-plotControl

Frontier Plot Control List
backtestStats

Rolling portfolio backtesting statistics
backtest-performance

Portfolio backtesting net performance
backtest-getMethods

Portfolio Backtest Extractors
mathprog-NLP

Mathematical Non-Linear Programming
mathprog-LP

Mathematical Linear Programming
nlminb2Control

Control variables for Rnlminb2
methods-plot

plot-methods
methods-show

Portfolio Print Methods
mathprog-QP

Mathematical Linear Programming
nlminb2

Constrained nonlinear minimization
methods-summary

summary-methods
portfolio-constraints

Portfolio Constraints
monitor-stability

Monitoring Stability
portfolio-efficientPortfolio

Efficient Portfolios
portfolio-getDefault

Extractor Functions
portfolio-getSpec

Portfolio Specification Extractor Functions
portfolio-rollingPortfolios

Rolling Portfolio
portfolio-getData

Portfolio Data Extractor Functions
portfolio-covEstimator

Covariance Estimators
portfolio-setSpec

Settings for Specifications of Portfolios
portfolio-portfolioFrontier

Efficient Portfolio Frontier
risk-surfaceRisk

Surface Risk Analytics
portfolio-feasiblePortfolio

Feasible Portfolios
portfolio-dataSets

portfolioData2
portfolio-getPortfolio

Portfolio Class Extractors
portfolio-portfolioSpec

Specification of Portfolios
risk-ternaryMap

Creates and Plots a Ternary Map
risk-budgeting

Risk Budgeting
portfolio-getVal

PortfolioVal Extractor Functions
portfolio-pfolioRisk

portfolioRisk
utils-methods

Print Method for Solvers
solver-family

LP, QP, and NLP Programming Solvers
weights-piePlot

Portfolio Pie Plots
portfolio-riskPfolio

Risk and Related Measures for Portfolios
weights-linePlot

Portfolio Weights Line Plots
weightsPlot

Portfolio Weights Bar Plots
weights-Slider

Portfolio Weights Slider
solver-ampl

AMPL Interface
solve-environment

Nonlinear Objective Presettings
backtest-extractors

Portfolio backtest specification extractors
fPFOLIODATA

Portfolio Data Handling
fPortfolio-package

Portfolio Design, Optimization and Backtesting
fPORTFOLIO

Portfolio Class
fPFOLIOCON

Portfolio Constraints Handling
fPFOLIOBACKTEST

Portfolio backtesting specifications
fPFOLIOVAL

Values of Portfolio Frontiers
fPFOLIOSPEC

Specification of Portfolios
backtest-functions

User defined functions to perform portfolio backtesting
backtest-constructors

Specification of backtesting portfolios