NOOB Investment Account Structure

Dan P's Avatar

Dan P

25 Apr, 2019 04:57 PM

Hello all. I'm trying to learn java and extensions but I'm having a difficult time with the MD structure. I have the api help but nothing seems to link together in my little brain. Specifically, how do I access the securities in an Investment Account? If in look at the value in an account list I see a cash value of 0 but a total value of all the securities. In the api help, I can't see where to locate them.
Can someone give me a hint? Is there a structure diagram that I'm missing in the api?


  1. 1 Posted by dalefurrow (Fel... on 25 Apr, 2019 10:27 PM

    dalefurrow (Fellow User)'s Avatar

    Hi Dan:
    Here's an example

    Line 146 has method getSelectedSubAccounts, that pulls accounts of any types under a referenced parent account. It's used in various places in Investment Reports, gets top-level investment accounts and subordinate security accounts. That should get you started.

  2. 2 Posted by Dan P on 25 Apr, 2019 11:35 PM

    Dan P's Avatar

    Thanks Dale! I'll give it a look.

  3. 3 Posted by Mike Bray (Quot... on 26 Apr, 2019 07:00 AM

    Mike Bray (Quote Loader Author)'s Avatar

    Hi Dan

    You might want to have a look at this:

    I wrote it when I was learning Java and extension building.

    Also that site has several extensions on it and you can see the source.


  4. 4 Posted by Dan P on 26 Apr, 2019 06:08 PM

    Dan P's Avatar

    Thanks Dale and Mike! Both of your suggestions will be helpful. I especially appreciate Mike's wiki and the flow chart is very nice!


  5. Dan P closed this discussion on 12 Jun, 2019 03:35 PM.

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