Portfolio Differences¶
The Portfolio Differences worker takes a portfolio and compares to another, returning to the workflow what positions were added in the new portfolio, what positions were removed from the old portfolio in comparison to the new one, what positions remain equal in both portfolios and what positions are partially equal in both portfolios.
Parameters¶
The Portfolio Differences worker must receive specific parameters in order to execute properly. When parameters are not set correctly it may cause the worker to not work as expected.
Old Portfolio¶
Select the portfolio using Fixed Portfolio, Upstream Data or Get Latest variants.
New Portfolio¶
Select the portfolio to be compared using Fixed Portfolio, Upstream Data or Get Latest variants.
Result¶
- Added Positions(portfolio)
- Removed Positions (portfolio)
- Equals Positions (portfolio)
- Partial Positions (portfolio)