Functions on supervisors

Supervisor.address→Address

Result: The Address function returns the address of the supervisor.

Advisor.AdvisorAssignedPortfolios[date]→List(Portfolio)

Date (Date[Today]).

Result: The AdvisorAssignedPortfolios function returns the list of all portfolios managed by the advisor on the optionally specified reference date. If no reference date is specified, the current date is used as the reference date.

AdvisorList→List(Advisor)

Result: The AdvisorList function provides the list of all available advisors/advisers.

AdvisorNumber→String

Result: The AdvisorNumber function returns the advisor number of the advisor.

Supervisor.AreaName→String

Result: The AreaName function returns the name of the support area.

Supervisor.AreaNumber→String

Result: The AreaNumber function returns the abbreviation of the support area.

Supervisor.Equal[Supervisor]→Boolean

Result: The Equal function returns "True" if advisor objects are equal.

Supervisor.ID→Number

Result: The ID function returns the internal ID of the advisor/supervisor.

Supervisor.Notes→String

Result: The Notes function returns the content of a supervisor's comment field as a string. Please note that comments on supervisors can be multi-line and the function appends several lines together using spaces.