Hi,
Does API v2 provide a mechanism to create multiple portfolio (or portfolio groups) with their own independent allocations?
It is somewhat like smallcase scid but would like to avoid smallcase and do self managed portfolio and hence asking for portfolio id and portfolio-name/portfolio-description in API.
If this is available in API (it will help people to group their allocations into baskets or portfolio much like smallcase portfolios)
Also,. trade actions to the holdings in portfolioA are independent of any trade actions to the holdings in portfolioB. Example: portfolioA has 10-F stocks while portfolioB has 100-F stocks. So, they have their different allocation needs and any activity in portfolioA should not hamper other common scrips in other portfolios.
I would have liked to use smallcase here to solve the problem, but alas they do not provide any API to automate the user generated smallcase workflows (actually they refused to do so), so there by I have decided to forego smallcase route altogether and completely rely on the brokerage API platform instead but if this is provided directly from the brokerage platform where in there is a recognition to the multiple portfolio groupings that would be kick-ass awesome!
So, here I am asking and requesting FYers API team to help with this. I have a need to do this programmatic means for creating and managing multiple portfolio in a single demat account. Holdings should be held or represented (viewed) seperately by their portfolio id.