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  • 1.  Query to see synced portfolio values?

    Posted Feb 03, 2015 10:54 AM

    Is it possible to query the portfolio contents (in 13.3)  to see what the "synced" values are for individual investments.

     

    For example, I would like to query to get the planned cost of each investment inside the portfolio. This way I can see the synced value versus the current value from the cost plan. I know I can see it in the UI, but I am curious if it is possible to get it via sql. I did a sql trace and see that it is stored as a blob, so I wonder if there is another sliced table I can look at?



  • 2.  Re: Query to see synced portfolio values?

     
    Posted Feb 18, 2015 07:23 PM

    Hi All - Any input here for Chris? Thanks! Chris