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splot_summary() plots a summary for the whole portfolio, showing how much have you invested, how much has each ticker changed, etc.

splot_change() plots each stock's change through history, since inception, with weighted attributions or absolute values.

splot_growth() plots your portfolio's growth, in cash and investment, since inception.

stocks_plots() plots a portfolio's historical dividends incomes grouped by quarter an year.

splot_roi() plots a portfolio's historical ROI since inception or since last n days, with 2 moving average lines.

splot_types() lets the user plot types or categories of tickers.

splot_etf() lets the user plot his portfolio's distribution, specifically ETF's sectors.

Usage

splot_summary(p, s, save = FALSE)

splot_change(
  p,
  s,
  rel = TRUE,
  group = FALSE,
  n_days = 365,
  keep_old = FALSE,
  save = FALSE
)

splot_growth(p, save = FALSE)

splot_divs(p, type = 1)

splot_roi(p, n_days = 365, historical = TRUE, ma = c(12, 50), save = FALSE)

splot_types(s, save = FALSE)

splot_etf(s, keep_all = FALSE, cache = TRUE, save = FALSE)

Arguments

p

Dataframe. Result from daily_portfolio()

s

Dataframe. Result from daily_stocks()

save

Boolean. Save plot into a local file?

rel

Boolean. Relative delta values (weighted with portfolio)? If not, absolute monetary delta values.

group

Boolean. Group stocks by stocks type?

n_days

Integer. How many days back you want to see?

keep_old

Boolean. Include sold tickers even though not currently in portfolio?

type

Integer. Typo of plot. 1 for incomes.

historical

Boolean. Historical ROI metric? If not, ROI will be calculated locally for n_days parameter

ma

Numeric Vector. Select 2 values for moving averages. Set to NA to turn this metric off

keep_all

Boolean. Keep "Not Known / Not ETF"?

cache

Boolean. Use daily cache if available?

Value

ggplot object

See also

Other Investment: etf_sector(), stocks_file(), stocks_quote()

Other Scrapper: filesGD(), get_mp3(), gtrends_related(), holidays(), ip_data(), readGS(), stocks_quote()