Get Portfolio Property

Description

Returns the value of a portfolio property. Portfolio properties are information about a portfolio that is not available as a column.

This is an real-time function so will update automatically.

Syntax

GETPORTFOLIOPROPERTY(portfolio_id, property)

The GETPORTFOLIOPROPERTY function has the following arguments

• portfolio_id Required. The Id (IDENT) of the portfolio.
• property Required. The name of the property. (Case insensitive). The following are available:
  • Name
  • FullPath
  • ParentId

Example

Formula	Result
=GETPORTFOLIOVALUE(12345, "FullPath")	ROOT:Funds:Equity:LongShort:Europe
=GETPORTFOLIOVALUE(12345, "ParentId")	24551
=GETPORTFOLIOVALUE(12345, "Name")	Europe