Mizan: Screen a whole portfolio
mizan_screen_portfolioMizan. Screen a whole portfolio. Screens up to 15 holdings under all four standards and returns the share of the portfolio that is compliant under each, the holdings that fail, and a combined dividend purification ratio
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| holdings | Yes | Comma-separated tickers, each optionally followed by a colon and the value held, for weighting. |