Retrieve Portfolio charted performances API from PORT app

Library8 · January 2021

Hello,

I'd like to get daily closing price and performances of a certain portfolio from the PORT app on EIkon.

The objective is to have a chart outside of EIkon that replicates the daily performances of a custom portfolio.

Thank you

chavalit-jintamalit · January 2021

Please see section "11. Portfolios and Lists" at https://developers.refinitiv.com/en/article-catalog/article/eikon-data-api-cheat-sheet

Library8 · January 2021

Thank you @chavalit-jintamalit

I have noticed that that procedure does not allow to retrieve portfolio Value.

(https://emea1.apps.cp.thomsonreuters.com/Apps/PortfolioAnalytics?s=0&st=PortfolioID#/analytics)

What I would need is the overall value of the portfolio and not of each single constituents.

Thank you for the help and patience!

Jirapongse · February 2021

https://community.developers.refinitiv.com/discussion/comment/72134#Comment_72134

@Library8

Please directly contact the Eikon support team via MyRefinitiv and ask for the formula (=TR) that can be used in the Eikon Excel to get the required data.

If the formula is available, it can be applied to the get_data method in the Eikon Data API to retrieve the same data.

Otherwise, you can use the Data Item Browser tool to find the required data. To use the Data Item Browser, please refer to this article.

rombout · January 2022

https://community.developers.refinitiv.com/discussion/comment/72134#Comment_72134

Hi @Library8, did you manage to find a way to track the portfolio value? I have the same issue; I managed to access custom portfolios with get_data to retrieve the constituents, but there doesn't seem to be a way to retrieve the total portfolio value as timeseries.

Retrieve Portfolio charted performances API from PORT app

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