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The following table lists the fields and field descriptions for the Position Table Query panel.

Option

Description

Optional Parameters


Entity ID

Specifies the entity identifier for a portfolio, sector portfolio, composite portfolio, or Master Fund.

Entity Name

Specifies the entity by the name of the entity.

Entity Type

Displays the entity type.

Issue Name

Specifies the issue name.

Issue Symbol

Specifies the issue symbol.

Primary Asset ID

Specifies the primary asset identifier.

Long/Short Indicator

Allows you to display only long or short positions in your query results.

Search Criteria


Source Name

Specifies the source to use for qualifying the query.

Event Type

Displays the event type value POSITION_QUERY.

Date

Specifies the date to use for qualifying the query. The default is the current date.