The Portfolio class consists of three main components: PDF Scraper, Assets, and Performance.

The Assets component is responsible for managing and processing individual portfolio holdings. Key properties include stocks, ETFs, funds, bonds, and various allocation metrics. Users can scrape data from a Schwab PDF statement and calculate asset and sector allocations.

1. stocks
2. exchange_traded_funds
3. equity_funds
4. corporate_bonds
5. bond_partial_calls
6. bond_funds
7. fixed_income_etfs
8. treasuries
9. money_market_funds
10. cash_holding
11. options
12. allocation
13. sector_allocation
14. assets_sorted_by_sector

stocks = portfolio.assets.stocks
corporate_bonds = portfolio.assets.corporate_bonds

asset_allocation = portfolio.assets.allocation

sector_allocation = portfolio.assets.sector_allocation

The Performance component calculates returns and risk measures for the portfolio. Properties include time-weighted returns, risk measures report, standard deviation, annualized standard deviation, variance, and Sharpe ratio. Users can calculate the time-weighted return and various risk measures.

1. time_weighted_returns
2. risk_measures_report
3. standard_deviation
4. annualized_standard_deviation
5. variance
6. sharpe_ratio

time_weighted_returns = portfolio.performance.time_weighted_returns

risk_measures = portfolio.performance.risk_measures

The Portfolio class instance integrates both the Assets and Performance components. It offers a method, return_contribution, to analyze the contribution of returns to the portfolio.

1. return_contribution

return_contribution = portfolio.return_contribution