Account Management

Account management functions are used to get your account value, cash, etc. You can see a list of them below.

For the full cash-accounting flow, including how these methods affect cash-adjusted returns and live cash_events, see Cash Accounting.

Strategy.adjust_cash(amount[, reason, ...])	Adjust cash directly during backtesting.
Strategy.configure_cash_financing(*[, ...])	Configure framework-managed daily cash financing for backtests.
Strategy.deposit_cash(amount[, reason])	Deposit cash during backtesting and return the updated cash balance.
Strategy.get_portfolio_value()	Query the broker for the latest portfolio value (cash plus net equity).
Strategy.get_cash()	Get the current cash value in your account.
Strategy.get_position(asset)	Get a tracked position given an asset for the current strategy.
Strategy.get_positions([include_cash_positions])	Get all positions for the account.
Strategy.set_cash_financing_rates(*[, ...])	Set annualized cash financing rates used by framework daily accrual.
Strategy.withdraw_cash(amount[, reason, ...])	Withdraw cash during backtesting and return the updated cash balance.