Eikon Data API in Python or Excel: How to access data of personal portfolios accessible in PORTF, DA

florian.ruemmelein

I am using Eikon Data API and would like to retrieve data from personal portfolios and lists which I created in Eikon. Optimally I want to retrieve and modify holdings. In general I would like to access data accessible in PORTF, DASH and Portfolio and Lists in Python or Excel.

Gurpreet

Hi @florian.ruemmelein,

In the Python API, you can use the portfolio name directly in the get_data call like this -

ek.get_data(["Portfolio('portfolio_name')"], fields)

Please see Section 11 - Portfolios and Lists in this document for more details.

florian.ruemmelein

Thanks
@Gurpreet .

Is there also the possibility to edit my portfolio (e.g. uploading new holdings)?

Jirapongse

@florian.ruemmelein

The API can't edit the portfolio.