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  "Package": "portfolio",
  "Title": "Analysing Equity Portfolios",
  "Version": "0.5-2",
  "Date": "2021-07-09",
  "Authors@R": "c(\nperson(\n\"Jeff\",\n\"Enos\",\nrole=\"aut\",\nemail=\"jeff@kanecap.com\"),\nperson(\n\"David\",\n\"Kane\",\nrole=\"aut\",\nemail=\"dave@kanecap.com\"),\nperson(\n\"Daniel\",\n\"Gerlanc\",\nrole=c(\"aut\", \"cre\"),\nemail=\"dan@gerlanc.com\"),\nperson(\n\"Kyle\",\n\"Campbell\",\nrole=\"ctb\",\nemail=\"Kyle.W.Campbell@williams.edu\"))",
  "Description": "Classes for analysing and implementing equity portfolios,\nincluding routines for generating tradelists and calculating\nexposures to user-specified risk factors.",
  "License": "GPL (>= 2)",
  "URL": "https://github.com/dgerlanc/portfolio",
  "BugReports": "https://github.com/dgerlanc/portfolio/issues",
  "LazyLoad": "yes",
  "Repository": "https://dgerlanc.r-universe.dev",
  "Date/Publication": "2024-08-19 02:19:26 UTC",
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  "Packaged": {
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    "User": "root"
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  "Author": "Jeff Enos [aut],\nDavid Kane [aut],\nDaniel Gerlanc [aut, cre],\nKyle Campbell [ctb]",
  "Maintainer": "Daniel Gerlanc <dan@gerlanc.com>",
  "MD5sum": "2ecd8fcb90d37bd69ba0cdcff3248b0d",
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    "portfolio-construction",
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      "date": "2015-01-29"
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      "date": "2021-07-10"
    },
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      "date": "2024-08-26"
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    "calcShares",
    "calcWeights",
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    "expandData",
    "expose",
    "exposure",
    "getYahooData",
    "initialize",
    "map.market",
    "mapMarket",
    "matching",
    "performance",
    "plot",
    "portfolioDiff",
    "scaleWeights",
    "securityInfo",
    "show",
    "summary",
    "updatePrices",
    "weight"
  ],
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      ],
      "fields": [
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        "id",
        "symbol",
        "name",
        "country",
        "currency",
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        "sector",
        "sec",
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        "ret.0.3.m",
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        "cap",
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        "net.income",
        "common.equity"
      ],
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    },
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      "object": "dow.jan.2005",
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      ],
      "fields": [
        "symbol",
        "name",
        "price",
        "sector",
        "cap.bil",
        "month.ret"
      ],
      "rows": 30,
      "table": true,
      "tojson": true
    },
    {
      "name": "global.2004",
      "title": "Security data of large global companies for 2004",
      "object": "global.2004",
      "file": "global.2004.RData",
      "class": [
        "data.frame"
      ],
      "fields": [
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        "id",
        "symbol",
        "name",
        "country",
        "currency",
        "cap",
        "cap.usd",
        "price",
        "price.usd",
        "round.lot",
        "sector",
        "liquidity",
        "volume",
        "avg.volume",
        "ret.0.1.m",
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      "rows": 6000,
      "table": true,
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    }
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  "_help": [
    {
      "page": "portfolio-package",
      "title": "Analysing equity portfolios",
      "topics": [
        "portfolio-package",
        "portfolio"
      ]
    },
    {
      "page": "assay",
      "title": "Assay Research rankings as of 2004-12-31",
      "topics": [
        "assay"
      ]
    },
    {
      "page": "contribution-class",
      "title": "Class \"contribution\"",
      "topics": [
        "contribution-class",
        "plot,contribution,missing-method",
        "show,contribution-method",
        "summary,contribution-method"
      ]
    },
    {
      "page": "dow.jan.2005",
      "title": "DJIA for January, 2005",
      "topics": [
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      ]
    },
    {
      "page": "exposure-class",
      "title": "Class \"exposure\"",
      "topics": [
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        "plot,exposure,missing-method",
        "show,exposure-method",
        "summary,exposure-method"
      ]
    },
    {
      "page": "global.2004",
      "title": "Security data of large global companies for 2004",
      "topics": [
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      ]
    },
    {
      "page": "map.market",
      "title": "Create a Map of the Market",
      "topics": [
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      ]
    },
    {
      "page": "matchedPortfolio-class",
      "title": "Class \"matchedPortfolio\"",
      "topics": [
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        "exposure,matchedPortfolio,character-method",
        "matchedPortfolio-class",
        "performance,matchedPortfolio-method",
        "plot,matchedPortfolio,missing-method",
        "show,matchedPortfolio-method",
        "summary,matchedPortfolio-method"
      ]
    },
    {
      "page": "matchedPortfolioCollection-class",
      "title": "Class \"matchedPortfolioCollection\"",
      "topics": [
        "matchedPortfolioCollection-class",
        "matching,data.frame-method",
        "plot,matchedPortfolioCollection,missing-method",
        "summary,matchedPortfolioCollection-method"
      ]
    },
    {
      "page": "performance-class",
      "title": "Class \"performance\"",
      "topics": [
        "initialize,performance-method",
        "performance-class",
        "plot,performance,missing-method",
        "show,performance-method",
        "summary,performance-method"
      ]
    },
    {
      "page": "portfolio-class",
      "title": "Class \"portfolio\"",
      "topics": [
        "+,portfolio,portfolio-method",
        "all.equal,portfolio,portfolio-method",
        "calcShares",
        "calcShares,portfolio-method",
        "calcWeights",
        "calcWeights,portfolio-method",
        "contribution,portfolio,character-method",
        "create,portfolio-method",
        "expandData",
        "expandData,portfolio-method",
        "expose",
        "expose,portfolio,trades-method",
        "getYahooData",
        "getYahooData,portfolio,character-method",
        "initialize,portfolio-method",
        "performance,portfolio-method",
        "portfolio-class",
        "portfolioDiff,portfolio,portfolio-method",
        "portfolioOrNull-class",
        "securityInfo",
        "securityInfo,portfolio,character-method",
        "summary,portfolio-method",
        "updatePrices",
        "updatePrices,portfolio,character,numeric-method"
      ]
    },
    {
      "page": "portfolioBasic-class",
      "title": "Class \"portfolioBasic\"",
      "topics": [
        "+,portfolioBasic,portfolioBasic-method",
        "all.equal,portfolioBasic,portfolioBasic-method",
        "balance",
        "balance,portfolioBasic,character-method",
        "contribution",
        "contribution,portfolioBasic,character-method",
        "create",
        "create,portfolioBasic-method",
        "exposure",
        "exposure,portfolioBasic,character-method",
        "initialize,portfolioBasic-method",
        "mapMarket",
        "mapMarket,portfolioBasic-method",
        "matching",
        "matching,portfolioBasic-method",
        "performance",
        "performance,portfolioBasic-method",
        "plot,portfolioBasic,missing-method",
        "portfolioBasic-class",
        "portfolioBasicOrNull-class",
        "portfolioDiff",
        "portfolioDiff,portfolioBasic,portfolioBasic-method",
        "scaleWeights",
        "scaleWeights,portfolioBasic-method",
        "show,portfolioBasic-method",
        "summary,portfolioBasic-method"
      ]
    },
    {
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        "calcActual,tradelist-method",
        "calcCandidates,tradelist,portfolio,portfolio-method",
        "calcChunks,tradelist-method",
        "calcChunksActual,tradelist-method",
        "calcRanks,tradelist-method",
        "calcSwaps,tradelist-method",
        "calcSwapsActual,tradelist-method",
        "candidatesCols,tradelist-method",
        "chunksCols,tradelist-method",
        "dummyChunks,tradelist-method",
        "initialize,tradelist-method",
        "ranksCols,tradelist-method",
        "restrictedCols,tradelist-method",
        "securityInfo,tradelist,character-method",
        "show,tradelist-method",
        "tradelist",
        "tradelist-class",
        "trimSide,tradelist-method"
      ]
    },
    {
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      "topics": [
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      ]
    },
    {
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      "title": "Calculate Position Weights",
      "topics": [
        "weight"
      ]
    }
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