Portfolio

No description

type Portfolio {
  aggregateHoldings(
    after: String
    before: String
    first: Int
    last: Int
  ): AggregateHoldingConnection!
  allocationSimple(
    classificationField: PortfolioAllocationClassificationField = SECURITY_TYPE
  ): [SimplePortfolioAliquot]!
  batchedPerformance(
    input: [DateRange]
  ): BatchedPortfolioPerformance!
  performance: PortfolioPerformance!
}

Fields

Portfolio.aggregateHoldings ● AggregateHoldingConnection! non-null object

Portfolio.aggregateHoldings.after ● String scalar

Portfolio.aggregateHoldings.before ● String scalar

Portfolio.aggregateHoldings.first ● Int scalar

Portfolio.aggregateHoldings.last ● Int scalar

Portfolio.allocationSimple ● [SimplePortfolioAliquot]! non-null object

Portfolio.allocationSimple.classificationField ● PortfolioAllocationClassificationField enum

Field to classify holdings by. Defaults to 'security_type'.

Portfolio.batchedPerformance ● BatchedPortfolioPerformance! non-null object

Get performance for a list of date ranges. limited to last year.

Portfolio.batchedPerformance.input ● [DateRange] list input

Portfolio.performance ● PortfolioPerformance! non-null object

Returned By

portfolio query