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Extension introducing portfolio optimization capabilities to the OpenBB platform

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OpenBB Optimization

Introduction

This extension introduces portfolio optimization capabilities to the OpenBB platform. The extension utilizes the PyPortfolioOpt function library to provide many popular optimization frameworks, such as mean-variance optimization and Black-Litterman asset allocation models.

With it you can:

  • Determine optimal weights of individual investments across multiple asset classes
  • Introduce custom constraints or goals to your model of choice (ie. max return, max sharpe, min volatility)
  • Calculate return and risk statistics of the optimal portfolio

Getting Started

The extension's functionality can be accessed through a newly created "optimization" sub-module of the OpenBB platform.

Example of utilizing the extension's mean-variance optimization functionality:

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Extension introducing portfolio optimization capabilities to the OpenBB platform

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