|Data provider||Read||Finbourne||Provided with LUSID|
Note: The LUSID user running the query must have sufficient access control permissions to both use the provider and read portfolio data stored in LUSID. This should automatically be the case if you are the domain owner.
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