This function creates a dataframe will all relevant metrics and values, for the overall portfolio, for every day since inception.
daily_portfolio(hist, trans, cash, cash_fix = 0, window = "MAX")Dataframe. Result from stocks_hist()
Dataframe. Result from stocks_file()$transactions
Dataframe. Result from stocks_file()$cash
Numeric. If, for some reason, you need to fix your cash amount for all reports, set the amount here
Character. Choose any of: "1W", "1M", "6M", "1Y", "YTD", "5Y", "MAX"
data.frame. Processed at date and portfolio level.
Other Investment:
daily_stocks(),
etf_sector(),
splot_change(),
splot_divs(),
splot_etf(),
splot_growth(),
splot_roi(),
splot_summary(),
splot_types(),
stocks_file(),
stocks_obj(),
stocks_quote(),
stocks_report()