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Portfolio

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type Portfolio {
  aggregateHoldings(
    after: String
    before: String
    first: Int
    last: Int
  ): AggregateHoldingConnection!
  allocationByAccount(
    limit: Int = 10
  ): [SimplePortfolioAliquot]!
  allocationByHoldings(
    limit: Int = 10
  ): [SimplePortfolioAliquot]!
  allocationHoldingsDetail(
    classificationField: PortfolioAllocationClassificationField!
    classificationValue: String!
    limit: Int = 50
    offset: Int = 0
  ): AllocationHoldingsDetailResponse!
  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.allocationByAccount` ● `[SimplePortfolioAliquot]!` non-null object

`Portfolio.allocationByAccount.limit` ● `Int` scalar

Number of top accounts to return. Remaining accounts grouped into 'Other'.

`Portfolio.allocationByHoldings` ● `[SimplePortfolioAliquot]!` non-null object

`Portfolio.allocationByHoldings.limit` ● `Int` scalar

Number of top holdings to return. Remaining holdings are grouped into 'Other'. Defaults to 10.

`Portfolio.allocationHoldingsDetail` ● `AllocationHoldingsDetailResponse!` non-null object

`Portfolio.allocationHoldingsDetail.classificationField` ● `PortfolioAllocationClassificationField!` non-null enum

Field to classify holdings by.

`Portfolio.allocationHoldingsDetail.classificationValue` ● `String!` non-null scalar

Classification value to drill into (e.g., 'equity', 'US Equity Large Cap').

`Portfolio.allocationHoldingsDetail.limit` ● `Int` scalar

Max holdings per page. Defaults to 50, capped at 50.

`Portfolio.allocationHoldingsDetail.offset` ● `Int` scalar

Number of holdings to skip for load-more pagination.

`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

Fields
Returned By