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dbishnoi avatar image
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Download portfolio and benchmark data in Eikon using python

I have some portfolios and their benchmarks loaded into Eikon. I'd like to use python to pull yesterday's portfolio constituents, weights, along with the benchmark weights. is this possible?


Also I would like to pull the portfolio Forecasted Risk using Python.

eikoneikon-data-apipythonrefinitiv-dataplatform-eikonworkspaceworkspace-data-apirisk
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wasin.w avatar image   wasin.w

Hello @dbishnoi

Thank you for your participation in the forum. Is the reply below satisfactory in resolving your query?


If so please can you click the 'Accept' text next to the appropriate reply. This will guide all community members who have a similar question.

Thanks,


AHS

pimchaya.wongrukun01 avatar image   pimchaya.wongrukun01

Please be informed that a reply has been verified as correct in answering the question, and has been marked as such.

Thanks,

AHS

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dbishnoi avatar image
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Thank you, but is it possible to access the weight of the assigned benchmark as well? And also is it possible to access the contribution to active risk?

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zoya faberov avatar image   zoya faberov

Hello @Agnes Terada,

Could you please help answer this question?

Thanks much

Agnes Terada avatar image Agnes Terada

Hi @dbishnoi ,

You can retrieve the benchmark weights using the same data items. For example:

df1, err1 = ek.get_data(['Portfolio(SAMPLE_ASSET_ALLOCATION_US_AGGRESSIVE)'],['TR.PortfolioConstituentName', 'TR.PortfolioWeight'])

df2, err2 = ek.get_data(['Portfolio(SPY-A)'],['TR.PortfolioConstituentName', 'TR.PortfolioWeight'])

The ex-ante risk items are currently unavailable via Eikon API, so you will need to continue using Portfolios & Lists application in Eikon.

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zoya faberov avatar image
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Hello @dbishnoi,

Please see if the following Previously Answered Question is helpful?

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