Beispiel #1
0
def request_reference_portfolio_creation(reference_portfolio_code,
                                         portfolio_creation_date,
                                         analyst_scope_code, api_factory):

    # Create the request to add our portfolio
    reference_portfolio_request = models.CreateReferencePortfolioRequest(
        display_name=reference_portfolio_code,
        code=reference_portfolio_code,
        description='Paper reference portfolio',
        created=portfolio_creation_date)

    # Call LUSID to create our reference portfolio
    portfolio_response = api_factory.build(
        lusid.api.ReferencePortfolioApi).create_reference_portfolio(
            scope=analyst_scope_code,
            create_reference_portfolio_request=reference_portfolio_request)

    # Pretty print our response from LUSID
    prettyprint.portfolio_response(portfolio_response)
Beispiel #2
0
def request_transaction_portfolio_creation(portfolio_code,
                                           portfolio_creation_date,
                                           analyst_scope_code, description,
                                           api_factory):

    # Create the request to add our portfolio
    transaction_portfolio_request = models.CreateTransactionPortfolioRequest(
        display_name=portfolio_code,
        code=portfolio_code,
        base_currency='GBP',
        description='Paper transaction portfolio',
        created=portfolio_creation_date)

    # Call LUSID to create our portfolio
    portfolio_response = api_factory.build(
        lusid.api.TransactionPortfoliosApi).create_portfolio(
            scope=analyst_scope_code,
            create_transaction_portfolio_request=transaction_portfolio_request)

    # Pretty print the response from LUSID
    prettyprint.portfolio_response(portfolio_response)