derivitec.core.client.DerivitecClient.get_portfolio_table

DerivitecClient.get_portfolio_table(portfolio_name, portfolio_date, portfolio_type=None)

Get portfolio table for the specified portfolio.

Parameters:

• portfolio_name (str) – The portfolio name

• portfolio_type (str) – The portfolio type i.e Derivitec or other external portfolio management system name - required if you have a matching portfolio name in more than one provider.

• portfolio_date (datetime) – The portfolio date

Return type:

list of dicts, one for each table row

Code