From a Classic Portfolio
Create a Portfolio from one of the classic portfolios, by its identifier, name or alias (see Portfolio.get_presets), e.g. “60/40”, “All Weather”, “Permanent”, “Golden Butterfly” or “Three Fund”. It invests initial_value on start_date and rebalances as the definition says, after which every Portfolio and Toolkit analysis applies.
From a Classic Portfolio in Python
Install the Finance Toolkit with:
pip install financetoolkit -U
Then call from_preset as shown below.
from financetoolkit import Portfolio
portfolio = Portfolio.from_preset(
"Permanent Portfolio",
start_date="2016-01-01",
api_key="FINANCIAL_MODELING_PREP_KEY",
)
portfolio.get_portfolio_overview()
Parameters
from_preset accepts the following parameters.
| Parameter | Type | Description | Example |
|---|---|---|---|
name | str | The identifier, name or alias of the preset. **kwargs: The other arguments of Portfolio, such as api_key, start_date, initial_value, rebalancing and benchmark_ticker. |