Update a portfolio model

This function allow us to make changes to a portfolio model using R tooling. An alternative approach would be to edit the yaml file directly.

update_portfolio_model(portfolio_model, element_name, element_content)

Arguments

portfolio_model

an existing portfolio model

element_name

the name of the portfolio model element to replace

element_content

the new content of the element

Value

a portfolio model

Examples

model <- read_portfolio_model(system.file(package='rblncr','extdata/sample_portfolio.yaml'))
update_portfolio_model(model, 'tolerance', list(percent = 10))
#> $name
#> [1] "sample_portfolio"
#> 
#> $description
#> [1] "create from function"
#> 
#> $cash
#> $cash$percent
#> [1] 5
#> 
#> 
#> $assets
#>   symbol percent
#> 1   AAPL      30
#> 2   GOOG      30
#> 3     VT      30
#> 4   TSLA       5
#> 
#> $tolerance
#> $tolerance$percent
#> [1] 10
#> 
#> 
#> $cooldown
#> $cooldown$days
#> [1] 365
#> 
#> 
#> $created_at
#> [1] "2022-10-24T11:22:01"
#> 
#> $updated_at
#> [1] "2024-03-18T19:53:12"
#> 
#> attr(,"class")
#> [1] "portfolio" "list"