Portfolio Service Rebalancing" or "Portfolio Service Investment Agent" module
Investment portfolios can contain modular or securities positions.
InvestmentItemSecurity.IsShort→Boolean
Result: The IsShort function indicates whether a security position is short or long.
Portfolio Service Rebalancing" or "Portfolio Service Investment Agent" module
InvestmentItemModule.Module→InvestmentModule
Result: The Modules function returns the module for a weighted module position.
Portfolio Service Rebalancing" or "Portfolio Service Investment Agent" module
InvestmentItemSecurity.Substitutes→List(Security)
Result: The Substitutes function provides the list of alternative instruments for an item.
Portfolio Service Rebalancing" or "Portfolio Service Investment Agent" module
InvestmentItemSecurity.Weight→Number
InvestmentItemModule.Weight→Number
Result: The Substitutes function provides the weight of an investment position.
Portfolio Service Rebalancing" or "Portfolio Service Investment Agent" module
InvestmentItemSecurity.WP→Boolean
Result: The WP function returns the primary security of a weighted position.
Portfolio Service Rebalancing" or "Portfolio Service Investment Agent" module