Portfolio Snapshot
Review account performance, cash, positions, and quote coverage.
Overview
| Property | Value |
|---|---|
| Key | portfolio_snapshot |
| Category | Trading |
Portfolio Snapshot is a read-only summary of a selected broker account over a supported performance window.
Features
- Performance summary -- Shows return, start equity, end equity, high equity, low equity, and the equity series.
- Account detail -- Displays cash and position count from the selected portfolio.
- Quote enrichment -- Adds quote-enriched value, daily change, daily-change percent, and quoted-position coverage as quoted positions out of eligible positions in the quote request.
- Partial availability -- Quote enrichment may be partial or unavailable without hiding broker portfolio data.
- Refresh --
runtime.refreshAtrequests new broker and quote data.
Usage
Select a broker and broker account, then choose selectedWindow from the performance windows supported by that provider. Configure a market provider for current quote enrichment. Refresh requests a new snapshot; unavailable quotes do not prevent cash, positions, or performance data from rendering.
Configuration
| Parameter | Description |
|---|---|
provider | Trading provider used for portfolio data. |
serviceId | Broker service identifier. |
portfolioIdentity | Canonical selected broker-account identity. |
marketProvider | Provider used for quote enrichment. |
marketProviderParams | Provider-specific market parameters. |
marketAuth | Optional market-provider credentials. |
selectedWindow | Provider-supported performance window. |
runtime.refreshAt | Timestamp used to request refresh. |