Portfolio Retriever¶
The Portfolio Retriever worker retrieves a single portfolio or a list of portfolios stored in the Everysk platform and returns them to the workflow.
Parameters¶
Input¶
| Field | Description |
|---|---|
| Portfolio | The portfolio to retrieve. Accepts Fixed Portfolio, Get Latest, Get List or Upstream Data |
Result¶
Once the worker finishes successfully, it returns the retrieved portfolio or list of portfolios.
- Portfolio (portfolio)
- ID (string)
- Name (string)
- Tags (list of strings)
- Date (date)
- Base Currency (string)
- NLV (number)
- Securities (list)
- ID (string)
- Status (string)
- Instrument Class (string)
- Symbol (string)
- Label (string)
- Quantity (number)