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IMBARQ - Equity Loans Inserter

The IMBARQ - Equity Loan Inserter worker is responsible for inserting loan positions into a portfolio. The result of the IMBARQ - Equity Loan Inserter worker is the target portfolio added with the loans contained in the IMBARQ file.

Parameters

The IMBARQ - Equity Loan Inserter 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. 

Portfolio

Set the target portfolio to insert the Loans using Fixed Portfolio, Get Latest or Upstream Data variants.

Workspace

The so-called fields set the research workspace of the Portfolio (1) or File (3), respectively. Set workspace using Fixed Workspace variant.

File

Set the IMBARQ file to insert the Loans using Fixed File, Get Latest or Upstream Data variants.

Results

The results of IMBARQ - Equity Loans Inserter worker, is a portfolio, containing the resulting portfolio after adding loans. Below you can see an example of the IMBARQ - Equity Loans Inserter 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)
  • Date (date)
  • Base Currency (number)
  • NLV (number)
  • Securities (list)
    • ID (string)
    • Status (string)
    • Instrument Class (string)
    • Symbol (string)
    • Label (string)
    • Quantity (number)