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
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

EfficientFrontier
labels
View page source

labels

property EfficientFrontier.labels: Label mode for reports/charts: ‘ticker’, ‘name’ or ‘local_name’.

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