Is there a query to identify which portfolio has exceeded the maximum number of investments limit ?
This is from v13.3.
Try this query to count investments that have been 'synced' to respective portfolios...
Alter session set current_schema = niku;
(*) investment_count, pfm.name PortfolioName
from pfm_investments pfi
inner join pfm_portfolios pfm on pfi.portfolio_id = pfm.id
group by pfm.name
order by count (*) desc;
Are you trying to achieve what the synchronise portfolio job or the synchronise button does ?
While doing the application health-check today, I saw that the synchronize portfolio failed for a portfolio as the number of investments had exceeded.
Since the number of portfolios in the env was small, I was able to identify which of them was the culprit.
What if there were 100s of them ? Hence, am just looking for a query, which can tell which of the portfolios has exceeded the 250 investments mark ?
Also you can join to pfm_pinned_investments to get a count of investments per portfolio BEFORE the sync job has run.
Thanks a lot sir
Just want to confirm again if the investment limit under a portfolio is 250? This is for v13.3?
Also, check this -
What is the maximum number of investments that can be in a portfolio? Version/Build 188.8.131.526 04 3.
thank you so much, NJ.
You're welcome Serene
Have a Merry Christmas and a Happy and Prosperous New Year
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