Docs - Modifiers (Currency, Leverage, Synthetic, Trim)
Currency format: [TICKER]:[CURRENCY]
Leverage format: [TICKER]*[RATE]
Synthetic format: [TICKER1]+[TICKER2] or [TICKER1]~[TICKER2]
Trim format: TICKER[2023-01-01|2023-12-31]
Modifiers allow users to adjust the behavior of standard tickers, providing additional flexibility in asset representation.
Currency Modifier:
The currency modifier enables users to convert asset prices to a different currency. This is particularly useful for creating multi-currency portfolios or for users who want to view all assets in their local currency.
Example: NVDA:EUR will display the price of Nvidia stock converted to Euros.
Leverage Modifier:
The rate modifier applies a multiplication factor to the asset's value. This can be used to adjust for different lot sizes, create leveraged positions, or implement custom scaling factors.
Example: AMZN*2, TSLA:EUR*2 will multiply the price of Amazon stock by 2x leverage.
Synthetic Modifier:
Allows for the creation of synthetic assets, by merging the variation of two or more base assets via the sum + or subtract ~ operators.
Example: SPY~^VIX (S&P 500 subtracted by it's risk)
Trim Modifier:
Allows for trimming the asset returns to a specific date range. Usefull for replicating the temporary ownership of the asset, or to sum two assets.
EMBR3.SA[2017-12-31|]+EMBR[|2018-01-01] (Stock trimmed to a date range)