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Datapoints, mapping and usage

LivePreso datapoints

Xplan field labelsWhere is it in Xplan?

API field names

Usage notes

Date

Portfolio > Performance > Progress > Date

portfolio_history:history:date

Each day of the timeframe being displayed.
Example: 12/12/2018

Market value

Portfolio > Performance > Progress > Value

portfolio_history:history:market_value

The total market value of all accounts for the given date.
Example: $789,654.22

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Technical Xplan info

API endpoint for the goalsportfolio data:
/portfolio/blah/blah