create_custom_investment
Add custom investments to Sharesight portfolios for tracking non-standard assets like warrants, managed funds, or fixed interest securities.
Instructions
Creates a new custom investment
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| portfolio_id | No | Portfolio ID (optional, links to owner if not provided) | |
| code | Yes | The investment code | |
| name | Yes | The name of the custom investment | |
| country_code | Yes | Country code (e.g., AU, NZ, US) | |
| investment_type | Yes | Type: ORDINARY, WARRANT, SHAREFUND, PROPFUND, PREFERENCE, STAPLEDSEC, OPTIONS, RIGHTS, MANAGED_FUND, FIXED_INTEREST, PIE | |
| face_value | No | Face value per unit (FIXED_INTEREST only) | |
| interest_rate | No | Initial interest rate (FIXED_INTEREST only) | |
| income_type | No | DIVIDEND or INTEREST (FIXED_INTEREST only) | |
| payment_frequency | No | ON_MATURITY, YEARLY, TWICE_YEARLY, QUARTERLY, MONTHLY (FIXED_INTEREST only) | |
| first_payment_date | No | First payment date YYYY-MM-DD (FIXED_INTEREST only) | |
| maturity_date | No | Maturity date YYYY-MM-DD (FIXED_INTEREST only) | |
| auto_calc_income | No | Auto-populate income payments (FIXED_INTEREST only) |