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

Usage

daily_portfolio(hist, trans, cash, cash_fix = 0, window = "MAX")

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

window

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

Value

data.frame. Processed at date and portfolio level.