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.
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()