update_custom_investment
Modify an existing custom investment in your Sharesight portfolio by updating its code, name, face value, interest rate, payment schedule, or income settings.
Instructions
Updates an existing custom investment
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | The custom investment ID | |
| code | No | The investment code | |
| name | No | The name of the custom investment | |
| portfolio_id | No | Portfolio ID to associate with | |
| face_value | No | Face value per unit | |
| interest_rate | No | Interest rate | |
| income_type | No | DIVIDEND or INTEREST | |
| payment_frequency | No | Payment frequency | |
| first_payment_date | No | First payment date YYYY-MM-DD | |
| maturity_date | No | Maturity date YYYY-MM-DD | |
| auto_calc_income | No | Auto-populate income payments |