Instrument Properties

Instrument properties

Additional instrument properties can be applied to the instruments. An example of this is strategy tagging.

inst_name	FIGI	Ticker	Market Sector	Currency	Security type	Strategy
Apple	BBG0013T5HY0	APPLE	M-Mkt	USD	Common Stock	A
MICROSOFT CORP	BBG007F5XJZ0	MSFTCHF	Corp	USD	Common Stock	B
UBER Tech	BBG00NW4HSM1	UBER	Equity	USD	Common Stock	A

The required mapping for upserting instrument properties can be found in the online API documentation - Upsert Instrument Properties

mapping["strat_mapping"] = {
    "required": {
        "identifier": "FIGI",
	    "identifier_type": "$Figi"
    },
    "properties": ["Strategy"]
}

# load strategy tags
strat_properties = pd.read_csv("path/to/strat/tags.csv")

result = lpt.cocoon.load_from_data_frame(
    api_factory=api_factory,
    scope=scope,
    data_frame=strat_properties,
    mapping_required=mapping["strat_mapping"]["required"],
    mapping_optional={},
    file_type="instrument_property",
    property_columns=mapping["strat_mapping"]["properties"],
    properties_scope=scope
)