Portfolio Properties
flPortfoliosPropertiesAdd
Add properties to one or more portfolios
Parameters
| Name | Description | Required Field | Format | Example |
|---|---|---|---|---|
| scope | Scope of the portfolios | Yes | String | "FinbourneExamples" |
| portfolio_properties | Populated table from flPortfoliosPropertiesAdd_Template with new properties as columns | Yes | Cell reference | See template |
flTransactionsPropertiesAdd
Add properties to one or more transactions
Parameters
| Name | Description | Required Field | Format | Example |
|---|---|---|---|---|
| scope | Scope of the portfolio | Yes | String | "FinbourneExamples" |
| portfolio_code | Unique identifier of the portfolio | Yes | String | "US-Corporate-Bond" |
| transaction_properties | Populated table from flTransactionsPropertiesAdd_Template with new properties as columns | Yes | Cell reference | See template |