assets value / non-stock based portfolio?

[andrew521]

Wondering if Empyrial can be used with a non-stock based portfolio. The example in the docs is like this:

from empyrial import empyrial, Engine portfolio = Engine(
start_date= "2018-06-09", portfolio= ["BABA", "PDD", "KO", "AMD","^IXIC"], weights = [0.2, 0.2, 0.2, 0.2, 0.2], #equal weighting is set by default benchmark = ["SPY"] #SPY is set by default ) empyrial(portfolio)

Is there any alternate way to define a portfolio, not as a list of stocks / weights but based on the value of the assets in the account?

[santoshlite]

Hi, sorry for the late reply! I get what you mean. You cannot do that for now, however, I am working on adding this feature which would allow the user to feed the Engine with returns data from your portfolio.

[jo520iverson]

Hi, sorry for the late reply! I get what you mean. You cannot do that for now, however, I am working on adding this feature which would allow the user to feed the Engine with returns data from your portfolio.

It would be great if we can feed return data of our portfolio as well as bechmark.

[wiener30]

It is a must-feature. Different data sources could be used.

[santoshlite]

Definitely, will work on that this summer! Thanks for the feedback