You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
This should fix the current error it is showing as it relied on an older version of yfinance. I also made the report look neater, cleaning up some naming. It also shouldn't be marked grey as the command runs independently from the load functionality.
Furthermore, this release also contains new functionality. Up to you whether it is relevant to incorporate in the OpenBB Terminal and/or OpenBB SDK. See below.
importthepassiveinvestoraspi# Collect data from a set of ETFs and compare themetf_comparison=pi.collect_data(['VOO', 'QQQ', 'ARKG', 'VUG', 'SCHA', 'VWO'], comparison=True)
# Show the comparisonetf_comparison
Which returns the following:
VOO
QQQ
ARKG
VUG
SCHA
VWO
('sector_holdings', 'realestate')
2.75%
0.29%
0%
2.55%
7.16%
2.95%
('sector_holdings', 'consumer_cyclical')
10.13%
14.2%
0%
18.09%
12.75%
12.92%
('sector_holdings', 'basic_materials')
2.4%
0%
0%
2.01%
4.35%
9.34%
('sector_holdings', 'consumer_defensive')
7.38%
6.67%
0%
2.92%
4.12%
6.23%
('sector_holdings', 'technology')
23.65%
47.62%
3.41%
41.19%
14.18%
15.49%
('sector_holdings', 'communication_services')
7.43%
15.99%
0%
11.96%
2.74%
8.72%
('sector_holdings', 'financial_services')
13.7%
0.74%
0%
6.95%
15.68%
20.63%
('sector_holdings', 'utilities')
2.43%
0.88%
0%
0%
1.83%
3.78%
('sector_holdings', 'industrials')
8.82%
4.75%
0%
4.64%
16.16%
7.26%
('sector_holdings', 'energy')
5.11%
0.49%
0%
1.35%
5.85%
5.36%
('sector_holdings', 'healthcare')
15.27%
7.54%
96.58%
8.13%
13.98%
4.6%
('annual_returns', '2022')
-18.15%
-32.49%
-53.94%
-33.13%
-19.8%
-17.72%
('annual_returns', '2021')
28.66%
27.24%
-33.89%
27.26%
16.35%
0.96%
('annual_returns', '2020')
18.35%
48.6%
180.51%
40.16%
19.35%
15.32%
('annual_returns', '2019')
31.46%
39.12%
43.75%
37.26%
26.54%
20.4%
('annual_returns', '2018')
-4.42%
-0.14%
0.59%
-3.32%
-11.75%
-14.57%
('annual_returns', '2017')
21.78%
32.7%
45.41%
27.8%
15.04%
31.38%
('key_characteristics', 'fundInceptionDate')
2010-09-07
1999-03-10
2014-10-31
2004-01-26
2009-11-03
2005-03-04
('key_characteristics', 'category')
Large Blend
Large Growth
Health
Large Growth
Small Blend
Diversified Emerging Mkts
('key_characteristics', 'totalAssets')
744769716224
145931501568
1899108352
132303921152
13327223808
93044613120
('key_characteristics', 'currency')
USD
USD
USD
USD
USD
USD
('key_characteristics', 'navPrice')
366.24
281.03
32.79
225.08
43.42
41.9
('key_characteristics', 'previousClose')
365.67
281.54
33.43
225.66
43.41
41.92
('risk_data_3y', 'year')
3y
3y
3y
3y
3y
3y
('risk_data_3y', 'alpha')
-0.04
0.76
-4.62
-1.7
-3.72
-1.28
('risk_data_3y', 'beta')
1
1.08
1.32
1.11
1.15
0.9
('risk_data_3y', 'meanAnnualReturn')
0.8
0.92
0.25
0.74
0.6
0.05
('risk_data_3y', 'rSquared')
100
87.57
41.82
90.79
82.66
76.68
('risk_data_3y', 'stdDev')
21.17
24.49
41.28
24.6
26.8
20.04
('risk_data_3y', 'sharpeRatio')
-0.55
-0.7
0.27
-0.72
1.58
2
('risk_data_3y', 'treynorRatio')
6.76
7.04
-4.51
4.7
2.44
-2.53
('risk_data_5y', 'year')
5y
5y
5y
5y
5y
5y
('risk_data_5y', 'alpha')
-0.04
2.15
2.44
-0.2
-5.06
-0.93
('risk_data_5y', 'beta')
1
1.1
1.5
1.1
1.16
0.94
('risk_data_5y', 'meanAnnualReturn')
0.89
1.16
0.98
0.96
0.6
0.11
('risk_data_5y', 'rSquared')
100
88.49
45.66
91.7
83.48
78.97
('risk_data_5y', 'stdDev')
18.69
21.85
39.32
21.4
23.73
18.27
('risk_data_5y', 'sharpeRatio')
-0.19
-0.44
-0.12
-0.3
1.77
1.58
('risk_data_5y', 'treynorRatio')
8.04
9.81
1.98
7.55
2.69
-1.74
('risk_data_10y', 'year')
10y
10y
10y
10y
10y
10y
('risk_data_10y', 'alpha')
-0.04
2.46
0
-0.51
-4.08
-1.79
('risk_data_10y', 'beta')
1
1.1
0
1.08
1.16
0.98
('risk_data_10y', 'meanAnnualReturn')
1.08
1.39
0
1.13
0.9
0.24
('risk_data_10y', 'rSquared')
100
85.33
0
91.48
80.44
75.61
('risk_data_10y', 'stdDev')
14.78
17.56
0
16.76
19.06
16.38
('risk_data_10y', 'sharpeRatio')
0.88
0.39
0
0.78
2.92
1.44
('risk_data_10y', 'treynorRatio')
11.7
14.01
0
11.05
7.38
0.79
The text was updated successfully, but these errors were encountered:
This should fix the current error it is showing as it relied on an older version of
yfinance
. I also made the report look neater, cleaning up some naming. It also shouldn't be markedgrey
as the command runs independently from theload
functionality.Furthermore, this release also contains new functionality. Up to you whether it is relevant to incorporate in the OpenBB Terminal and/or OpenBB SDK. See below.
Which returns the following:
The text was updated successfully, but these errors were encountered: