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StandaloneInvestmentTransactionType.md

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StandaloneInvestmentTransactionType

Valid values for investment transaction types and subtypes. Note that transactions representing inflow of cash will appear as negative amounts, outflow of cash will appear as positive amounts.

Properties

Name Type Description Notes
buy str Buying an investment
sell str Selling an investment
cancel str A cancellation of a pending transaction
cash str Activity that modifies a cash position
fee str Fees on the account, e.g. commission, bookkeeping, options-related.
transfer str Activity that modifies a position, but not through buy/sell activity e.g. options exercise, portfolio transfer
any string name bool, date, datetime, dict, float, int, list, str, none_type any string name can be used but the value must be the correct type [optional]

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