How Can I Print a list of Symbols in Portfolio? by Serge d'Adesky

Serge d'Adesky INVESTOR

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I can find the Symbols in my Portfolio, but I'm unable to print the string of the Symbol to my Log file.

What's wrong with this code?

if hasattr(self, "Portfolio"):
self.Log("Portfolio object DOES exist")
try:
for i in self.Portfolio:
if hasattr(i,"Value"):
self.Log("the object has a Value")
if hasattr(i.Value,"Symbol"):
self.Log("the object.Value has a Symbol")
self.Log(i.Value.Symbol , " is in porfolio" )
except:
self.Log('line 113 An unknown error occurred trying to access self.Portfolio.' + str(sys.exc_info()[0]) )
quit

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Serge d'Adesky

Accepted Answer

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Alexandre Catarino

Pro ,

If you want all the symbol in your Portfolio, you can get them by the Portfolio keys:

all_symbols = [ x.Value for x in self.Portfolio.Keys ]

self.Log("all: " + str(all_symbols))

On the other hand, if you are looking for the symbols that are invested, you need to rely on the Invested property;

invested = [ x.Symbol.Value for x in self.Portfolio.Values if x.Invested ]

self.Log("invested: " + str(invested))

Alexandre Catarino

Pro ,

In the docs, we state that
"The Portfolio property is a collection of SecurityHolding objects to provide easy access to the holding properties. The Portfolio class is a Dictionary<Symbol, SecurityHolding> so can be accessed via ticker index: Portfolio["IBM"].IsLong"
It may be not straightfoward to come up with the code that I wrote from that information, but it is there.

We have been receiving new questions that clearly are derived from new members experience from Quantopian.
It looks like your question is about the QuantConnect equivalent of Quantopian's context.portfolio.positions.

Anyway, we are constantly working to improve documentation and add examples.

Jared Broad

Pro ,

The documentation is a wiki and editable. Please feel free to submit an update.

Wei Chian Ong

299 Pro ,

Hi Alexandre,

Thanks for the documentation. From your code snippet:

all_symbols = [ x.Value for x in self.Portfolio.Keys ]

I am gathering that since x is the key for the enhanced Portfolio dictionary, then x is the symbol itself and not the SecurityHolding (which would be gathered by using self.Portfolio.Values). I'm guessing this is a really beginner question, but then, what does applying the .Value after it do? As far as I'm aware .Value is not a standard property assigned to dictionary keys, so is this a special property that is linked to the "enhanced" dictionary?

Apologies if my question is confusing.

Wei Chian Ong

299 Pro ,

I think I've figured out the answer to my own question, so I'll answer it here, just in case anyone was following this thread, as it might be helpful to them. I found the answer here: https://www.quantconnect.com/lean/documentation/topic7826.html

The key itself is a symbol class object, which has a public property Value. When the property Value is applied, it returns the symbol as a string. Hence, the original key is a symbol class object, when the Value property is applied, a string is returned.

Gurumeher Sawhney

16.5k Pro ,

The property Value retrieves the cached ticker string of the symbol. So x identifies the company, and x.Value is a reference to the company.

Wei Chian Ong

299 Pro ,

Understood, thanks for the clarification.

Serge d'Adesky INVESTOR

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