Portfolio

Portfolio is an extension to the standard tuple class. The arguments passed on instantiation (stock symbols) will be stored in a tuple and can be accessed using numerical indices. Additionally, using stock symbols as string indices will return relevant information about the stock.

__init__ Arguments

• *args: Stock symbols to be added to the portfolio.

Attributes

• results: A nested dict containing stock information.

  • First level keys: 'weights', 'expected_returns', 'volatility', 'beta', 'sharpe_ratio', 'sentiment'

  • Second level keys: Stock symbols

-optimum_portfolio_info: A dictionary containing summary information regarding the optimized portfolio. - Keys: 'target_return', 'target_volatility', 'weights', 'risk_per_return'

-weights: A dictionary of stock symbols and their respective weights in the portfolio.

-tickers: A yfinance.Tickers object containing initialized with stocks passed to Portfolio.