Connecting to the Database Directly
- Tanmai Sharma (Unlicensed)
Owned by Tanmai Sharma (Unlicensed)
Introduction
For more sophisticated users, connecting to the database is sometimes the most efficient method. There are many ways of connecting to the database directly. For example
- Connecting Excel to PostgreSQL
- Connecting to PostgreSQL using pgAdmin 4
- Connecting to PostgreSQL using Python
Details on the tables inside the Database
Currently there are 3 main tables inside the Database. We are constantly adding new tables based on customer feedback, so pls check here for details in case you see a table you do not recognize
- Consolidated_Holdings: These are a daily snapshot of all your assets and liabilities for every child account that you have
- IRR_Table: This has the XIRR and absolute return made in USD for every security for every child_account
- Transaction_Snapshot: This is all the transactions in your account marked to market as of the last valuation date