# CreateSimplePositionPortfolioRequest

## Properties

| Name | Type | Required | Description |
|------|------|----------|-------------|
| **display_name** | **str** | Required | The name of the simple position portfolio. |
| **description** | **str** | Optional | A description for the simple position portfolio. |
| **code** | **str** | Required | The code of the simple position portfolio. Together with the scope this uniquely identifies the simple position portfolio. |
| **created** | **datetime** | Optional | The effective datetime at which to create the simple position portfolio. No holdings can be set on the simple position portfolio before this date. Defaults to the current LUSID system datetime if not specified. |
| **base_currency** | **str** | Required | The base currency of the simple position portfolio in ISO 4217 currency code format. |
| **corporate_action_source_id** | [ResourceId](ResourceId.md) | Optional | *No description available.* |
| **accounting_method** | **str** | Optional | Determines the accounting treatment given to the simple position portfolio&#39;s tax lots. Default value: AverageCost. Available values: Default, AverageCost, FirstInFirstOut, LastInFirstOut, HighestCostFirst, LowestCostFirst, ProRateByUnits, ProRateByCost, ProRateByCostPortfolioCurrency, IntraDayThenFirstInFirstOut, LongTermHighestCostFirst, LongTermHighestCostFirstPortfolioCurrency, HighestCostFirstPortfolioCurrency, LowestCostFirstPortfolioCurrency, MaximumLossMinimumGain, MaximumLossMinimumGainPortfolioCurrency. |
| **sub_holding_keys** | **List[str]** | Optional | A set of unique transaction properties to group the simple position portfolio&#39;s holdings by, perhaps for strategy tagging. Each property must be from the &#39;Transaction&#39; domain and identified by a key in the format {domain}/{scope}/{code}, for example &#39;Transaction/strategies/quantsignal&#39;. See https://support.lusid.com/knowledgebase/article/KA-01879/en-us for more information. |
| **properties** | [Dict[str, ModelProperty]](ModelProperty.md) | Optional | A set of unique portfolio properties to add custom data to the simple position portfolio. Each property must be from the &#39;Portfolio&#39; domain and identified by a key in the format {domain}/{scope}/{code}, for example &#39;Portfolio/Manager/Id&#39;. Note these properties must be pre-defined. |
| **instrument_scopes** | **List[str]** | Optional | The resolution strategy used to resolve instruments of holdings upserted to this portfolio. |
| **amortisation_method** | **str** | Optional | The amortisation method used by the portfolio for the calculation. Available values: NoAmortisation, StraightLine, EffectiveYield, StraightLineSettlementDate, EffectiveYieldSettlementDate. |
| **transaction_type_scope** | **str** | Optional | The scope of the transaction types. |
| **cash_gain_loss_calculation_date** | **str** | Optional | The option when the Cash Gain Loss to be calulated. Default value: SettlementDate. Available values: Default, SettlementDate, TransactionDate. |
| **instrument_event_configuration** | [InstrumentEventConfiguration](InstrumentEventConfiguration.md) | Optional | *No description available.* |
| **amortisation_rule_set_id** | [ResourceId](ResourceId.md) | Optional | *No description available.* |


## Usage

### Creating from keyword arguments

```python
from finbourne.sdk.services.lusid.models.CreateSimplePositionPortfolioRequest import CreateSimplePositionPortfolioRequest

instance = CreateSimplePositionPortfolioRequest(
    display_name="...",  # required — The name of the simple position portfolio.
    description="...",  # optional — A description for the simple position portfolio.
    code="...",  # required — The code of the simple position portfolio. Together with the scope this uniquely identifies the simple position portfolio.
    created=datetime.now(),  # optional — The effective datetime at which to create the simple position portfolio. No holdings can be set on the simple position portfolio before this date. Defaults to the current LUSID system datetime if not specified.
    base_currency="...",  # required — The base currency of the simple position portfolio in ISO 4217 currency code format.
    corporate_action_source_id=ResourceId(...),  # optional
    accounting_method="...",  # optional — Determines the accounting treatment given to the simple position portfolio&#39;s tax lots. Default value: AverageCost. Available values: Default, AverageCost, FirstInFirstOut, LastInFirstOut, HighestCostFirst, LowestCostFirst, ProRateByUnits, ProRateByCost, ProRateByCostPortfolioCurrency, IntraDayThenFirstInFirstOut, LongTermHighestCostFirst, LongTermHighestCostFirstPortfolioCurrency, HighestCostFirstPortfolioCurrency, LowestCostFirstPortfolioCurrency, MaximumLossMinimumGain, MaximumLossMinimumGainPortfolioCurrency.
    sub_holding_keys=,  # optional — A set of unique transaction properties to group the simple position portfolio&#39;s holdings by, perhaps for strategy tagging. Each property must be from the &#39;Transaction&#39; domain and identified by a key in the format {domain}/{scope}/{code}, for example &#39;Transaction/strategies/quantsignal&#39;. See https://support.lusid.com/knowledgebase/article/KA-01879/en-us for more information.
    properties=ModelProperty(...),  # optional — A set of unique portfolio properties to add custom data to the simple position portfolio. Each property must be from the &#39;Portfolio&#39; domain and identified by a key in the format {domain}/{scope}/{code}, for example &#39;Portfolio/Manager/Id&#39;. Note these properties must be pre-defined.
    instrument_scopes=,  # optional — The resolution strategy used to resolve instruments of holdings upserted to this portfolio.
    amortisation_method="...",  # optional — The amortisation method used by the portfolio for the calculation. Available values: NoAmortisation, StraightLine, EffectiveYield, StraightLineSettlementDate, EffectiveYieldSettlementDate.
    transaction_type_scope="...",  # optional — The scope of the transaction types.
    cash_gain_loss_calculation_date="...",  # optional — The option when the Cash Gain Loss to be calulated. Default value: SettlementDate. Available values: Default, SettlementDate, TransactionDate.
    instrument_event_configuration=InstrumentEventConfiguration(...),  # optional
    amortisation_rule_set_id=ResourceId(...)  # optional
)
```

- [ResourceId](ResourceId.md)
- [ModelProperty](ModelProperty.md) — used in `properties`
- [InstrumentEventConfiguration](InstrumentEventConfiguration.md)
- [ResourceId](ResourceId.md)


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