[GH-ISSUE #49] Calculation Portfolio History endpoint parametrize #8

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opened 2026-03-03 11:58:21 +03:00 by kerem · 1 comment

kerem commented

2026-03-03 11:58:21 +03:00

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Originally created by @sergeiosipov on GitHub (Jul 14, 2025).
Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/49

"api/v1/portfolios/portfolio-history/calculate/"
1. Make sure that existing parameter: "calculation_period_date_from" - used to delete all existing portfolio history records of the portfolio because changes will affect all following portfolio history records. If null -> delete portfolio history records since inception and calculate portfolio history records since inception.
2. Make sure that existing parameter: "date_to" - used to calculate portfolio history records to restrict calculation to a specific date (e.g. we plan to add more data and calculate other dates later. If null -> delete portfolio history records until yesterday and calculate portfolio history records until yesterday.

Originally created by @sergeiosipov on GitHub (Jul 14, 2025). Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/49 1) "api/v1/portfolios/portfolio-history/calculate/" 1) Make sure that existing parameter: "calculation_period_date_from" - used to delete all existing portfolio history records of the portfolio because changes will affect all following portfolio history records. If null -> delete portfolio history records since inception and calculate portfolio history records since inception. 1) Make sure that existing parameter: "date_to" - used to calculate portfolio history records to restrict calculation to a specific date (e.g. we plan to add more data and calculate other dates later. If null -> delete portfolio history records until yesterday and calculate portfolio history records until yesterday.