update_portfolio_user_setting
Modify portfolio display settings in Sharesight to customize chart types, grouping options, and data visibility for investment analysis.
Instructions
Updates user settings for a portfolio
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| portfolio_id | Yes | The portfolio ID | |
| consolidated | No | Set to true for consolidated portfolio views | |
| portfolio_chart | No | Chart type: VALUE, VALUELINE, GROWTH, BENCHMARK, or HIDE | |
| holding_chart | No | Holding chart type: PRICE, HOLDING_VALUE, BENCHMARK, or HIDE | |
| combined | No | True to combine holdings in consolidated portfolios | |
| grouping | No | Grouping to use (e.g., market, country, currency) | |
| include_sold_shares | No | True to include sold shares in calculations |