lares (version 5.1.0)

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 = FALSE,
  parg = FALSE,
  window = c("1M", "YTD", "1Y", "MAX"),
  cache = TRUE,
  quiet = FALSE
)

Arguments

data

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

cash_fix

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

tax

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

sectors

Boolean. Return sectors segmentation for ETFs?

parg

Boolean. Personal argument. Used to personalize stuff, in this case, taxes changed from A to B in given date (hard-coded)

window

Character. Choose any of: "1W", "1M", "6M", "1Y", "YTD", "5Y", "MAX"

cache

Boolean. Use daily cache if available?

quiet

Boolean. Keep quiet? If not, informative messages will be printed.

Value

List. Aggregated results and plots.

See Also

Other Investment: daily_portfolio(), daily_stocks(), etf_sector(), splot_change(), splot_divs(), splot_etf(), splot_growth(), splot_roi(), splot_summary(), splot_types(), stocks_file(), stocks_quote(), stocks_report()