[IMPROVE] SDK - Portfolio process is undesirable and could be improved

[JerBouma]

Needing to go through the following steps to use the portfolio functionalities is confusing. It needs to follow the structure we have in place for the rest of the OpenBB SDK (e.g. use openbb.portfolio.load or openbb.portfolio.po.load)

from openbb_terminal.sdk import Portfolio

# Define your own orderbook location here
orderbook_path = "/Users/jeroenbouma/OpenBBUserData/portfolio/holdings/Public_Equity_Orderbook.xlsx" 

# Load in the transactions
transactions = Portfolio.read_orderbook(orderbook_path)
P = Portfolio(transactions)
P.generate_portfolio_data()

# Load in the benchmark, by default this is the SPY ETF
P.load_benchmark()

Same applies to portfolio optimisation:

import pandas as pd

order_book_path = "/Users/jeroenbouma/OpenBBUserData/portfolio/allocation/SP_500_Portfolio.xlsx"
order_book = pd.read_excel(order_book_path)
order_book_cols = ['Ticker', 'Asset Class', 'Sector', 'Industry', 'Country',
       'Current Invested Amount', 'Currency']

order_book = order_book[order_book_cols]

[montezdesousa]

@Chavithra suggested a solution that we can make it available for users as an endpoint, will address this here #3393

[montezdesousa]

I'll close this one since pr #3401 is merged. Feel free to reopen if not ok