I want to be able to download the historical daily valuations of my portfolio in addition to the existing order/dividend/transaction history. This would be ideal for analysing the volatility and performance of portfolios in Excel.
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Welcome to the Community
Thatβs an interesting suggestion. Iβve passed it along for consideration, and if there are any developments, Iβll let you know.
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Historical Daily Valuations would be extremely useful in the t212 API
And also the Live Valuation in the API, which currently the only way of calculating it is by calling all open positions, then multiplying the number of shares by the live price for each position, and adding all the positions together.
Would be nice if I could just call the Live Valuation
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