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