PyInvesting

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portfolio characteristics

5 years, 6 months ago 1165 views

It would be useful to understand  some key basic characteristics of the portfiolio of stocks (say 30 or so) that was selected based on fundamentals screening criteria. For e.g, does it fall under large cap blend or x% large cap vs small cap and also industry sector breakdown (%) of the composition of 30 stocks and how the sector breakdown compares to the index compared (for e..g, S&P 500).  

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2 replies

5 years, 7 months ago

Thanks for your feedback Harry, will add this to our TODO list to implement in future updates to our backtesting software.