The following table lists some tips to help troubleshoot issues with long/short positions.
Problem | Troubleshooting |
---|---|
The performance calculation program fails with a SQL error: unique constraint violated | You are trying to commit security level returns and the portfolio is segmented by long/short indicator. Adjust the profile to not commit security level returns (Page 2 of the profile). |
The long and short positions are not being combined in the calculator. | The RELATION_FIELDS table may not be populated correctly. Check the field attribute IDs for type = PC. |
Only one side of the long/short position is retrieved from the database by the calculation. | The HOLDING and CASH_ACTIVITY table may not be set up to identify long and short positions separately. |
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