GetHoldingsOverTime
Filter inputs
Name | Type | Description | Mandatory | Available from version |
---|---|---|---|---|
Start | DateTime | Start of the period | True |
|
End | DateTime | End of the Period | True |
|
DisplayCurrencyCode | string | Enter what currency in ISO-format that the results should be calculated in (defaults to SEK) |
|
|
Accounts | Guid[] | An array of accounts to include in the calculation |
|
|
Assets | Guid[] | An array of assets to include in the calculation (leave empty to include all assets for the accounts) |
|
|
PercentageReturn | Bool | Choose if return values should be in actual value or as a percentage of the change |
|
|
AbsoluteReturn | Bool | Choose if return values should be in absolute value or not. |
| 2024-01-15 |
Response rows (Array)
Name | Type | Description | Available from version |
---|---|---|---|
Value | Decimal | The value of the data point |
|
Date | DateTime | The date of the data point |
|
Code examples
C# - Get holdings over time for a specific account
var request = new GetHoldingsOverTimeRequest()
{
//Fields = new GetHistoricPositionFields(),
Fields = new GetHoldingsOverTimeResponseFields(),
// Args = new GetHistoricPositionArgs()
Args = new GetHoldingsOverTimeArgs()
};
request.Credentials = CorrectCredentials();
request.identify = CorrectIdentify();
request.Fields = new GetHoldingsOverTimeResponseFields()
{
Date = true,
Value = true
};
request.Args = new GetHoldingsOverTimeArgs()
{
Start = new DateTime(2017,12,31),
End = new DateTime(2018, 8, 28),
DisplayCurrencyCode = "SEK",
PercentageReturn = true,
Accounts = new Guid[] {Guid.Parse("<BFS Id for a specific account>"), }
};
var response = client.GetHoldingsOverTime(request);
foreach (var responseRow in response.Result)
{
Console.WriteLine($"Date: {responseRow.Date:yyyy-MM-dd}\tValue: {responseRow.Value:P2}");
}
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