PM Portfolio Manager Reports

From Portfolio Manager reports

Security Chart

No ticker selected.

Price Chart

No ticker selected.

Source Trail

  • Search dropdown: /api/securities/search?q={query}.
  • Chart payload: /api/securities/{ticker}/chart?frequency=daily&window=9m or frequency=weekly&window=5y.
  • Detailed researched-security routes come from ../assets/security-page-routes.js; uncovered tickers stay on this fallback page with ?ticker={ticker}.
  • Instrument metadata comes from local discovery instruments; chart rows come from local discovery daily_ohlc and derived weekly rows.