Economic groups

GorilaCORE now supports economic groups: named groupings of up to 10 portfolios that you can analyze together, as if they were a single consolidated portfolio.

An economic group is defined by a name (name) and by the list of IDs of the portfolios that compose it (portfolios). Each group returns a status (PROCESSING, COMPLETED or INVALID), which is COMPLETED only when all of its portfolios have been processed. The new endpoints are:

• Management: Create Economic Group, List Economic Groups (with search by name), Read Economic Group by ID, Update Economic Group by ID and Delete Economic Group by ID.
• Group metrics: Read Economic Group Net Asset Value, Read Economic Group Profit & Losses and Read Economic Group Time-Weighted Return.
• Positions: List Economic Group Positions, List Economic Group Positions Average Prices, List Economic Group Positions Internal Rate of Return, List Economic Group Positions Market Values, List Economic Group Positions Profit & Losses, List Economic Group Positions Time-Weighted Returns and List Economic Group Positions Security Prices.
• Transactions and events: List Economic Group Transactions and List Economic Group Security Events, with the transactions and security events of the group's portfolios.

These views follow the same concepts and parameters as the equivalent portfolio endpoints.

Learn more in Economic Group.