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[Bug] Portfolio Optimization Template is not usable as a template.

Open deeleeramone opened this issue 10 months ago • 0 comments

Using the file supplied in: openbb_terminal/miscellaneous/portfolio/allocation_example.xlsx:

  • Unclear as to how one is supposed to use this file.
  • Cannot be used for analysis over time or anything but what is explicitly entered in the "current invested amount" column.
  • Allocations based on the Current Invested Amount column do not take into account currencies, and therefore do not produce a usable output.
  • Europe and Asia are not a countries, they are regions.
  • Calculations are all done manually. Adding anything not already explicitly declared requires making new formulas in the spreadsheet.
  • Government Bonds and Corporate bonds are not sectors, they are asset classes.
  • "Total Market", "Long Government", "High Yield Bond", "Inflation-Protected Bond" are not industries.
  • Unclear why this file needs to be painstakingly created when this information is already known by the "order book" being loaded.

deeleeramone avatar Aug 26 '23 17:08 deeleeramone