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How to properly calculate the TOTAL balance from an investment account?
about 1 year ago by null
Hi!
I have a question when fetching balances from investments accounts. There are many properties related to monetary amounts and I'm not sure which one (or maybe a sum of them) will reflect the actual "total balance".
What I'm calling "total balance" is all the amount invested (equities, stocks, ...) plus any amount in cash.
Is it currentValue
? Or should it be currentValue + availableCashBalance
?
I also see some fields called rolloverAmount
, shortBalance
and marginBalance
that I'm not sure if I need them.
Thank you.