Eikon Data API in Python or Excel: How to access data of personal portfolios accessible in PORTF,...

... DASH and Portfolio and Lists available in Eikon.

I am using Eikon Data API and would like to retrieve data from personal portfolios and lists which I created in Eikon. Optimally I want to retrieve and modify holdings. In general I would like to access data accessible in PORTF, DASH and Portfolio and Lists in Python or Excel.

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Accepted answers

Gurpreet

Hi @florian.ruemmelein,

In the Python API, you can use the portfolio name directly in the get_data call like this -

ek.get_data(["Portfolio('portfolio_name')"], fields)

Please see Section 11 - Portfolios and Lists in this document for more details.

All comments

Gurpreet

Hi @florian.ruemmelein,

In the Python API, you can use the portfolio name directly in the get_data call like this -

ek.get_data(["Portfolio('portfolio_name')"], fields)

Please see Section 11 - Portfolios and Lists in this document for more details.

florian.ruemmelein

Thanks @Gurpreet .

Is there also the possibility to edit my portfolio (e.g. uploading new holdings)?

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