The most recent content from our members.
Dear all, I am an early-stage user of the API environment, please excuse me for apparently redundant questions. My aim is to gather management pay-related news from the last 365 days for every company in my portfolio (fewer than 550 RICs) at each fiscal year-end over the past 20 years, and perform sentiment analysis on…
Historically I have pulled through my portfolio holdings via python with specific fields. I am attempting to pull through the data now using .NET, but have been unable to achieve this. Are you able to provide a solution. Previously python code below with fields: fields…
I couldn't get exporting portfolio list through API with received following guide on this. Can you please help me with that or instruct me? ,, The only option now to get daily returns for a portfolio since inception would be using the PAM API in a multi-step process. First, run a request for each portfolio using the API…
... 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…
... API) Hello, We have a problem with the Python refinitiv.data API and custom instruments inside portfolios. We believe this is an unintended behaviour of the API that must be fixed. We know that with the following rd.get_data() call rd.get_data(["PORTFOLIO('"+ portfolio_code +"')"], ['TR.PortfolioShares']) We can…
Hello! I'm using the Eikon APIs, I'm looking to get holdings on the fund/portfolio level. On the full firm level, I can do: data, err = ek.get_data([cusip], ['TR.H.REPORTDATE', 'TR.H.HoldingCompanyName', 'TR.H.PARHELD',] However, if a firm has multiple funds invested in that CUSIP, this will return it on a firm aggregated…
Is it possible to update a custom portfolio's weights using Python? For example, is there a function where I could upload an array/dataframe containing new trades or updated portfolio weights and have it updated the portfolio in Eikon?
Client wants to export portfolio data/file from Eikon to Python
I need to create a multi asset class portfolio so that I can compare Bitcoin to the portfolio. I need to know whether adding bitcoin to a multi asset class portfolio will being any diversification benefits. How do i create a portfolio like this?
Is it possible to call up the Attribution Analysis (Brinson Style Attribution in Portfolio Analysis) via Python?
... Quants Tutorial 6 - Portfolio Theory" When testing the code in video tutorial "Eikon Data API - Python Quants Tutorial 6 - Portfolio Theory", I found it's hard to have minimized volatility by the sample code demonstrated in the video. The average weight as initial guess will always be the optimization result. If a…
I'm trying to pull the holdings and shares of a portfolio I've uploaded into Eikon, in Python. My code is : ek.get_data(instruments=['Portfolio(xxxx)'],fields=['TR.PortfolioStatementDate','TR.PortfolioName','TR.PortfolioConstituentName', 'TR.PortfolioShares'],parameters={'SDate':'20200115','EDate':'20200115'}) I still only…
It looks like you're new here. Sign in or register to get started.
