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Portfolio Retriever

The Portfolio Retriever worker retrieves a single portfolio or a list of portfolios stored in the Everysk platform. 

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Parameters

The Portfolio Retriever worker must receive specific parameters in order to execute properly. 

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1.1 Portfolio

Set the portfolio to be retrieved using Fixed Portfolio, Get Latest, Get List or Upstream Data variants.

1.3 Workspace 

Set the research workspace of the portfolio using Fixed Workspace variant.

 

Result

Once the worker finishes it's executions succesfully, it will return a result object containing the retrieved portfolio(s) to the workflow, which can be used by upstream workers. Below you can see an example of the Portfolio Retriever's result object hierarchy. You can check the Output Types article to learn more about result objects types.

  •  Portfolio (portfolio)
    •  ID (string)
    •  Name (string)
    •  Tags (list of strings) 
    •  Date (date)
    •  Base Currency (number)
    •  NLV (number)
    •  Securities (list)
      •  ID (string)
      •  Status (string)
      •  Instrument Class (string)
      •  Symbol (string)
      •  Label (string)
      •  Quantity (number)