Portfolio
Holdings
Properties
SecurityHolding
objects have the following properties:
var securityHolding = Portfolio["SPY"]; var quantity = securityHolding.Quantity; var invested = securityHolding.Invested;
security_holding = self.Portfolio["SPY"] quantity = security_holding.Quantity invested = security_holding.Invested
Get Total Close Profit
To get the profit of a position holding if you closed the position, call the TotalCloseProfit
method. The value this method returns is denominated in your account currency and accounts for order fees.
var profit = Portfolio["SPY"].TotalCloseProfit();
profit = self.Portfolio["SPY"].TotalCloseProfit()
LEAN uses this method to define the UnrealizedProfit
property.
Get Quantity Value
To get the value of a security at any quantity, call the GetQuantityValue
method. The value this method returns is denominated in your account currency.
// Get the quantity value at the current price var valueAtCurrentPrice = Portfolio["SPY"].GetQuantityValue(100); // Get the quantity value at a specific price var valueAtSpecificPrice = Portfolio["SPY"].GetQuantityValue(100, price: 30);
# Get the quantity value at the current price value_at_current_price = self.Portfolio["SPY"].GetQuantityValue(100) # Get the quantity value at a specific price value_at_specific_price = self.Portfolio["SPY"].GetQuantityValue(100, price=30)