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🧪 Beta Release - This tool is in Beta and actively being refined based on user feedback.

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Overview

The Portfolio Tearsheet turns a list of companies - a watchlist, portfolio, or comps set - into a single, consolidated data grid. Instead of calling a tearsheet company by company, it returns one row per company covering price, 1-day price change, and EPS.

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When to Use

The Portfolio Tearsheet is ideal for:
  • Cross-portfolio views: Getting a quick view of price and performance across many companies at once
  • Daily monitoring: Tracking a fund, watchlist, or portfolio on a recurring basis
  • Universe screening: Screening a large universe or comps set before drilling into individual names for deeper research
This is a multi-entity grid, not a single-entity deep dive. To research one company in depth, use bigdata_company_tearsheet, bigdata_sentiment_tearsheet, or bigdata_search.

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How It Works

The Portfolio Tearsheet follows a multi-step process to resolve every company in the list before retrieving the grid:
  1. Optionally: Filter to a single metric (intraday prices) to reduce response latency, or omit the filter to receive all available metrics
  2. Call: A call is made to find_securities (or get_securities) to resolve each company name, ticker, or ISIN
  3. Extract: The id field is extracted from each result and used as an rp_entity_id
  4. Call: A single call is made to bigdata_portfolio_tearsheet with the full list of rp_entity_id values
This workflow resolves the whole list up front, so the grid is retrieved in one call instead of one call per company.

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Parameters

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Important Notes

  • Upload up to 3,000 companies at once, identified by company name, ticker, or ISIN
  • Each rp_entity_id must be exactly 6 characters - always obtain IDs from find_securities or get_securities
  • Companies without market data (for example ETFs or unlisted entities) keep their row, with blank cells rather than an error
  • Malformed IDs are skipped and reported back in the response
  • As a Beta tool, uptime and SLA expectations are not yet guaranteed

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Data Returned

The Portfolio Tearsheet returns a single data grid with one row per company:

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Practical Tips

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Reducing Latency on Large Lists

Filtering to a single metric keeps the response smaller and faster - useful when monitoring hundreds or thousands of names. Omit the metrics parameter only when the full set of columns is needed.

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From Grid to Deep Dive

Use the grid to identify which names warrant attention - notable movers, outliers, or unexpected EPS - then follow up on those names individually:

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Frequency of Monitoring

  • Daily: For active fund, watchlist, or portfolio monitoring
  • Weekly: For broader universe screening and comps review