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PortfolioAnalystApi.md

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\PortfolioAnalystApi

All URIs are relative to https://localhost:5000/v1/api

Method HTTP request Description
pa_performance_post Post /pa/performance Account Performance
pa_summary_post Post /pa/summary Account Balance's Summary
pa_transactions_post Post /pa/transactions Position's Transaction History

pa_performance_post

::models::Performance pa_performance_post(body) Account Performance

Returns the performance (MTM) for the given accounts, if more than one account is passed, the result is consolidated.

Required Parameters

Name Type Description Notes
body Body7 an array of account ids

Return type

::models::Performance

Authorization

No authorization required

HTTP request headers

  • Content-Type: Not defined
  • Accept: application/json

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pa_summary_post

::models::Summary pa_summary_post(body) Account Balance's Summary

Returns a summary of all account balances for the given accounts, if more than one account is passed, the result is consolidated.

Required Parameters

Name Type Description Notes
body Body8 an array of account ids

Return type

::models::Summary

Authorization

No authorization required

HTTP request headers

  • Content-Type: Not defined
  • Accept: application/json

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pa_transactions_post

::models::Transactions pa_transactions_post(body) Position's Transaction History

transaction history for a given number of conids and accounts. Types of transactions include dividend payments, buy and sell transactions, transfers.

Required Parameters

Name Type Description Notes
body Body9

Return type

::models::Transactions

Authorization

No authorization required

HTTP request headers

  • Content-Type: Not defined
  • Accept: application/json

[Back to top] [Back to API list] [Back to Model list] [Back to README]