okama

Quick Start

  • Get information about a single asset
  • Financial Database: Tickers & Namespaces
  • Compare assets from different stock markets
  • Basic portfolio methods

Index Funds Performance

  • Tracking difference
  • Tracking Error
  • Beta
  • Correlation with index

Investment Portfolios

  • Create an investment portfolio
  • Rebalancing strategy and asset allocation
  • Risk metrics of the portfolio
  • Accumulated return, CAGR and dividend yield
  • Compare several portfolios

Main

  • Asset
  • AssetList
  • Portfolio
    • annual_return_ts
    • assets_close_monthly
    • assets_dividend_yield
    • assets_ror
    • close_monthly
    • currency
    • describe
    • diversification_ratio
    • dividend_yield
    • dividend_yield_annual
    • dividends
    • dividends_annual
    • drawdowns
    • get_cagr
    • get_cumulative_return
    • get_cvar_historic
    • get_monthly_geometric_mean_return
    • get_rolling_cagr
    • get_rolling_cumulative_return
    • get_sharpe_ratio
    • get_sortino_ratio
    • get_var_historic
    • mean_return_annual
    • mean_return_monthly
    • name
    • number_of_securities
    • okamaio_link
    • percentile_cagr
    • percentile_inverse_cagr
    • plot_assets
    • real_mean_return
    • rebalancing_events
    • rebalancing_strategy
    • recovery_period
    • risk_annual
    • risk_monthly
    • ror
    • semideviation_annual
    • semideviation_monthly
    • symbol
    • symbols
    • table
    • tickers
    • wealth_index
    • wealth_index_with_assets
    • weights
    • weights_ts
  • Rebalance
  • PortfolioDCF
  • MonteCarlo
  • IndexationStrategy
  • PercentageStrategy
  • TimeSeriesStrategy
  • VanguardDynamicSpending
  • CutWithdrawalsIfDrawdown
  • EfficientFrontier

Macroeconomics

  • Inflation
  • Rate
  • Indicator

Data Access & Search

  • okama.search
  • okama.symbols_in_namespace
  • okama.namespaces
okama
  • Portfolio
  • okamaio_link
  • View page source

okamaio_link

property Portfolio.okamaio_link

URL link to portfolio at okama.io.

Portfolio with the same tickers, weights and other properties at okama.io financial widgets.

Returns:
str

URL link to portfolio at okama.io.

Examples

>>> pf = ok.Portfolio(
...     ["SPY.US", "AGG.US"],
...     weights=[0.60, 0.40],
...     rebalancing_strategy=ok.Rebalance(period="year", abs_deviation=0.05),
... )
>>> pf.okamaio_link
'https://okama.io/portfolio?tickers=SPY.US,AGG.US&weights=60.0,40.0&ccy=USD&first_date=2003-10-01&last_date=2024-08-01&rebal=year&rebalancing_period=year&rebalancing_abs_deviation=0.05&symbol=portfolio_6323.PF'
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