Retrieve Portfolio charted performances API from PORT app

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Question by Library8 · Jan 18 at 10:54 PM · eikon python eikon-data-api workspace refinitiv-dataplatform-eikon workspace-data-api data time-series port-number

Retrieve Portfolio charted performances API from PORT app

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

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Answer 1 · 2021-01-18T23:39:43Z

REFINITIV

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Answer by chavalit.jintamalit01 · Jan 18 at 11:39 PM

Hi @Library8

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

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Answer 2 · 2021-01-21T21:46:38Z

Answer by Library8 · Jan 21 at 09:46 PM

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!

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REFINITIV

jirapongse.phuriphanvichai ♦♦ · Feb 03 at 05:18 AM 0

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@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.

Retrieve Portfolio charted performances API from PORT app

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