Portfolios Class

You can use the following attributes to query portfolios:

Portfolio ID

Defines the unique identifier for the portfolio.

Portfolio Name

Displays the name for the portfolio.

Detail Object: Internal Portfolio ID

Description

Displays a description of the portfolio.

Portfolio Manager

Displays the name of the portfolio manager.

Detail Object: Internal Portfolio Manager ID

Portfolio Type

Displays the type of portfolio.

Detail Object: Internal Portfolio Type Code

Start Date

Displays the portfolio start date.

Finish Date

Displays the portfolio finish date.

Active (Yes/No)

Displays if the investment is active.

Planned Cost

Defines the amount of money available for investments in the portfolio.

Planned Benefit

Displays the amount of money expected in return from the investments in the portfolio.