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I am not sure wether I should post this question here or on stack overflow, but I'll give it a shot anyway.

I am trying to get my portfolio from PORT in bloomberg. Basically I am trying to automate a process where the prtofolio is extracted and then emailed. The issue is that i do not have an internal file with the different positions and sizes, it is only on Bloomberg. So I cannot rebuil the protfolio. Formatting and emailing is not an issue but I do not see how to get data from PORT. I first checked through excel unsuccessfully then I tried with the python API vut the documentation is quite limited so I could not find what I was looking for. Any help would be appreciated

Thanks

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  • $\begingroup$ btw I am not very experimented with bloomberg. i am used to programming but not so much with bloomberg $\endgroup$ – A.david Feb 16 '18 at 9:36
  • $\begingroup$ As far as I know, you can only extract it manually from the PORT holdings screen. Probably worth confirming with Bloomberg help desk. I'd be interested to know the answer you get. $\endgroup$ – assylias Feb 16 '18 at 9:56
  • $\begingroup$ great thanks. I'll try to confirm with them and let you know. It is definitely something that should be added to API. I'll probably suggest it ob github. I am sure some one more gifted than me will find a solution $\endgroup$ – A.david Feb 16 '18 at 10:00
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I do not use the Python API, but I am sure you can retrieve PORT data via the API. In R, with package Rblpapi, you could say

library("Rblpapi")
blpConnect()
getPortfolio("<Portfolio ID>", "PORTFOLIO_DATA")

and receive the portfolio as a data frame. The <Portfolio ID> you see in PRTU; you may need to append the word client.

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  • $\begingroup$ Great thank you very much. I just saw your answer. Maybe I will use R then. $\endgroup$ – A.david Feb 19 '18 at 8:47

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