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LivePreso datapoints

Where is it in Xplan?

API field names

Usage notes

Holding

WealthSolver > Proposal > Plan > Name

or

Portfolio > Model > Recommend > Security name

wealthsolver_proposals:
actions:plans:
investments

The name of each holding/security.
Example: iShares Global 100 Etf

[Filtering]

WealthSolver > Proposal > Plan > Name Current % and Proposed %

or

Portfolio > Model > Recommend > Security name Current % and Proposed %

wealthsolver_proposals:
actions:plans:
investments:
percent and existing_percent

Only line items with a difference between existing_percent and percent are displayed

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