get_performance_index_chart
Generate performance index chart data to visualize portfolio returns over time, with options for date ranges, grouping, and benchmark comparisons.
Instructions
Returns performance index chart data points for visualizing portfolio performance over time
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| portfolio_id | Yes | The portfolio ID | |
| consolidated | No | True if consolidated view is requested | |
| start_date | No | Start date YYYY-MM-DD (defaults to inception) | |
| end_date | No | End date YYYY-MM-DD (defaults to today) | |
| grouping | No | Group by: country, currency, custom_group, industry_classification, investment_type, market, portfolio, sector_classification, ungrouped | |
| custom_group_id | No | Custom group ID (requires grouping=custom_group) | |
| benchmark_code | No | Benchmark code and market (e.g., SPY.NYSE) |