Functions on module and portfolio positions

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