This is an Early Access Feature - you need to enable it first
Price Formula lets you modify the market price of an asset using simple JavaScript-like formulas.
You can modify the formula in the Prices
tab of an Asset. It will only be available for assets that use Market prices
.
There are three variables available:
date
- calculated date (as YYYY-mm-dd
)
price
- Market Price from the market data source for the date
openDate
- date on which this asset sub-position was opened (can be used for fixed-income pricing)
You can use those to model assets that are not handled by Capitally, but whose prices can be calculated from the Market Price of an actual asset.
Offset a market price by certain amount: price - 123
Add a split event: date >= "2023-03-01" ? price / 2 : price
Shorted asset (or any liability): -price
Call option : price - PREMIUM
Put option: PREMIUM - price
Leverage: 100 * price