|Provided with LUSID
Providing you have sufficient access control permissions, the
Lusid.Portfolio provider enables you to write a Luminesce SQL query that retrieve information about one or more portfolios. Note this is not the transactions or constituents that the portfolio contains, but rather metadata such as scope, code, base currency and so on.
Note: By default,
Lusid.Portfolio cannot retrieve properties. To do this, you must first configure
Lusid.Portfolio to 'inline' properties. See how to do this..
See also: Lusid.Portfolio.Writer
Lusid.Portfolio has parameters that enable you to filter or refine a query.
To list available parameters, their data types, default values, and an explanation for each, run the following query using a suitable tool:
Lusid.Portfolio returns a table of data populated with particular fields (columns). You can return a subset of these fields.
To list fields available to return, their data types, whether fields are considered 'main', and an explanation for each, run the following query using a suitable tool:
Note: Fields marked 'main' are returned by queries that start
select ^ from Lusid.Portfolio...
Note: For more example Luminesce SQL queries, visit our Github repo.
Example 1: Retrieve the first ten portfolios
Example 2: Retrieve all transaction portfolios in a particular scope with a particular base currency
Allowed values for the
PortfolioType field are