Provides detailed portfolio information for a selected brokerage account
etrd_account_portfolio(
account,
count = 50,
marketSession = "REGULAR",
totalsRequired = "false",
lotsRequired = "false",
view = "QUICK",
access_tokens = NULL,
etrade_cred = NULL,
sandbox = FALSE
)The account ID key, not the account ID associated with the
specific account. Use etrd_account_list to identify the
proper account id key.
The number of positions to return in the response. If not specified, defaults to 50. 50 is also the maximum.
The market session. Default: REGULAR. Options: REGULAR, EXTENDED
It gives the total values of the portfolio. Default: false.
It gives position lots for positions. Default: false.
The view query. Default: Quick. Options: PERFORMANCE, FUNDAMENTAL, OPTIONSWATCH, QUICK, COMPLETE
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.
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.
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.
a list of portfolio objects based on request
if (FALSE) {
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)}))
}