R: Analysing Equity Portfolios

# Analysing Equity Portfolios

## Documentation for package ‘portfolio’ version 0.5-3

- DESCRIPTION file
- User guides, package vignettes and other documentation
- Code demos. Use demo() to run them.
- Package README

## Help Pages

A B C D E G I M P R S T U W misc

portfolio-package | Analysing equity portfolios

## -- A --

actualCols-method | Class "tradelist"
all.equal-method | Class "portfolio"
all.equal-method | Class "portfolioBasic"
assay | Assay Research rankings as of 2004-12-31

## -- B --

balance | Class "portfolioBasic"
balance-method | Class "portfolioBasic"

## -- C --

calcActual-method | Class "tradelist"
calcCandidates-method | Class "tradelist"
calcChunks-method | Class "tradelist"
calcChunksActual-method | Class "tradelist"
calcRanks-method | Class "tradelist"
calcShares | Class "portfolio"
calcShares-method | Class "portfolio"
calcSwaps-method | Class "tradelist"
calcSwapsActual-method | Class "tradelist"
calcWeights | Class "portfolio"
calcWeights-method | Class "portfolio"
candidatesCols-method | Class "tradelist"
chunksCols-method | Class "tradelist"
contribution | Class "portfolioBasic"
contribution-class | Class "contribution"
contribution-method | Class "matchedPortfolio"
contribution-method | Class "portfolio"
contribution-method | Class "portfolioBasic"
create | Class "portfolioBasic"
create-method | Class "portfolio"
create-method | Class "portfolioBasic"

## -- D --

dow.jan.2005 | DJIA for January, 2005
dummyChunks-method | Class "tradelist"

## -- E --

expandData | Class "portfolio"
expandData-method | Class "portfolio"
expose | Class "portfolio"
expose-method | Class "portfolio"
exposure | Class "portfolioBasic"
exposure-class | Class "exposure"
exposure-method | Class "matchedPortfolio"
exposure-method | Class "portfolioBasic"

## -- G --

getYahooData | Class "portfolio"
getYahooData-method | Class "portfolio"
global.2004 | Security data of large global companies for 2004

## -- I --

initialize-method | Class "performance"
initialize-method | Class "portfolio"
initialize-method | Class "portfolioBasic"
initialize-method | Class "tradelist"

## -- M --

map.market | Create a Map of the Market
mapMarket | Class "portfolioBasic"
mapMarket-method | Class "portfolioBasic"
matchedPortfolio-class | Class "matchedPortfolio"
matchedPortfolioCollection-class | Class "matchedPortfolioCollection"
matching | Class "portfolioBasic"
matching-method | Class "matchedPortfolioCollection"
matching-method | Class "portfolioBasic"

## -- P --

performance | Class "portfolioBasic"
performance-class | Class "performance"
performance-method | Class "matchedPortfolio"
performance-method | Class "portfolio"
performance-method | Class "portfolioBasic"
plot-method | Class "contribution"
plot-method | Class "exposure"
plot-method | Class "matchedPortfolio"
plot-method | Class "matchedPortfolioCollection"
plot-method | Class "performance"
plot-method | Class "portfolioBasic"
portfolio | Analysing equity portfolios
portfolio-class | Class "portfolio"
portfolioBasic-class | Class "portfolioBasic"
portfolioBasicOrNull-class | Class "portfolioBasic"
portfolioDiff | Class "portfolioBasic"
portfolioDiff-method | Class "portfolio"
portfolioDiff-method | Class "portfolioBasic"
portfolioOrNull-class | Class "portfolio"

## -- R --

ranksCols-method | Class "tradelist"
restrictedCols-method | Class "tradelist"

## -- S --

scaleWeights | Class "portfolioBasic"
scaleWeights-method | Class "portfolioBasic"
securityInfo | Class "portfolio"
securityInfo-method | Class "portfolio"
securityInfo-method | Class "tradelist"
show-method | Class "contribution"
show-method | Class "exposure"
show-method | Class "matchedPortfolio"
show-method | Class "performance"
show-method | Class "portfolioBasic"
show-method | Class "tradelist"
summary-method | Class "contribution"
summary-method | Class "exposure"
summary-method | Class "matchedPortfolio"
summary-method | Class "matchedPortfolioCollection"
summary-method | Class "performance"
summary-method | Class "portfolio"
summary-method | Class "portfolioBasic"

## -- T --

tradelist | Class "tradelist"
tradelist-class | Class "tradelist"
trades-class | Class "trades"
trimSide-method | Class "tradelist"

## -- U --

updatePrices | Class "portfolio"
updatePrices-method | Class "portfolio"

## -- W --

weight | Calculate Position Weights

## -- misc --

+-method | Class "portfolio"
+-method | Class "portfolioBasic"