etrd_account_portfolio {etrader}

ETrade Account Portfolios

Description

Provides detailed portfolio information for a selected brokerage account

Usage

etrd_account_portfolio(
  account,
  count = 50,
  marketSession = "REGULAR",
  totalsRequired = "false",
  lotsRequired = "false",
  view = "QUICK",
  access_tokens = NULL,
  etrade_cred = NULL,
  sandbox = FALSE
)

Arguments

account

The account ID key, not the account ID associated with the specific account. Use etrd_account_list to identify the proper account id key.

count

The number of positions to return in the response. If not specified, defaults to 50. 50 is also the maximum.

marketSession

The market session. Default: REGULAR. Options: REGULAR, EXTENDED

totalsRequired

It gives the total values of the portfolio. Default: false.

lotsRequired

It gives position lots for positions. Default: false.

view

The view query. Default: Quick. Options: PERFORMANCE, FUNDAMENTAL, OPTIONSWATCH, QUICK, COMPLETE

access_tokens

Access tokens are created using etrd_auth_access_token. This entry is not required because the output is saved and retrieved from R options automatically.

etrade_cred

The output created from etrd_auth_credentials when a valid ETRADE key and secret have been passed. This entry is not required because the output is saved and retrieved from R options automatically.

sandbox

ETRADE offers a sandbox environment for validating API calls and responses. If using the sandbox environment, this must be set to TRUE in each function called throughout etrader. ETRADE states "Sandbox responses use stored data that's intended to provide typical responses for basic use cases. So the responses you receive will not contain current data, and may not exactly match your requests in other ways." Essentially, the responses will not match the requests entered but successful pull will indicate whether the entry was valid or not.

Value

a list of portfolio objects based on request

Examples

## Not run: 

account_id = etrd_account_list()$accountIdKey[1]
et_act_details = etrd_account_portfolio(account_id)
# Convert list to a data frame
positions = dplyr::bind_rows(lapply(et_act_details$AccountPortfolio[[1]]$Position,
                                   function(x) {data.frame(x)}))


## End(Not run)