Get portfolio equity and risk summary
curl --request GET \
--url https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary \
--header 'Authorization: Bearer <token>'import requests
url = "https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};
fetch('https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"data": {
"base_currency": "USD",
"equity": "125000.00",
"wallet_balance": "78000.00",
"unrealized_pnl": "5000.00",
"risk": {
"status": "available",
"level": "medium",
"model_version": "risk_v1",
"as_of": "2026-08-07T08:00:00Z",
"reasons": [
{
"code": "gross_leverage_above_2",
"severity": "medium",
"message": "Gross_leverage_is_above_2"
}
],
"metrics": {
"gross_exposure": "350000.00",
"net_exposure": "185000.00",
"margin_utilization": "0.36",
"gross_leverage": "2.80"
}
},
"breakdown_by_venue": [
{
"venue": "binance",
"equity": "125000.00",
"unrealized_pnl": "5000.00"
}
]
},
"meta": {
"portfolio_id": "global",
"base_currency": "USD",
"account_count": 1,
"account_ids": [
"acc_01H8XFK9A"
],
"data_as_of": "2026-08-07T08:00:00Z",
"price_as_of": "2026-08-07T08:00:00Z",
"is_stale": false,
"warnings": [],
"request_id": "req_01J2K8B7QW",
"generated_at": "2026-08-07T08:00:01Z"
}
}{
"error": {
"code": "resource_plan_limited",
"message": "This portfolio is retained but unavailable on the Free plan.",
"details": {
"resource_type": "portfolio",
"resource_id": "pf_01J2K7M9N3",
"current_plan": "Free",
"limit": 3,
"upgrade_path": "Plus"
}
},
"meta": {
"request_id": "req_01J2K8B7QW",
"generated_at": "2026-08-08T08:00:00Z"
}
}{
"error": {
"code": "<string>",
"message": "<string>",
"details": {}
},
"meta": {
"request_id": "<string>",
"generated_at": "2023-11-07T05:31:56Z"
}
}Portfolios
Get portfolio equity and risk summary
Requires portfolio:read. Aggregated monetary amounts use base_currency; risk fields are contained in risk.
GET
/
portfolios
/
{portfolio_id}
/
summary
Get portfolio equity and risk summary
curl --request GET \
--url https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary \
--header 'Authorization: Bearer <token>'import requests
url = "https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};
fetch('https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.portfobit.com/api/v1/portfolios/{portfolio_id}/summary")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"data": {
"base_currency": "USD",
"equity": "125000.00",
"wallet_balance": "78000.00",
"unrealized_pnl": "5000.00",
"risk": {
"status": "available",
"level": "medium",
"model_version": "risk_v1",
"as_of": "2026-08-07T08:00:00Z",
"reasons": [
{
"code": "gross_leverage_above_2",
"severity": "medium",
"message": "Gross_leverage_is_above_2"
}
],
"metrics": {
"gross_exposure": "350000.00",
"net_exposure": "185000.00",
"margin_utilization": "0.36",
"gross_leverage": "2.80"
}
},
"breakdown_by_venue": [
{
"venue": "binance",
"equity": "125000.00",
"unrealized_pnl": "5000.00"
}
]
},
"meta": {
"portfolio_id": "global",
"base_currency": "USD",
"account_count": 1,
"account_ids": [
"acc_01H8XFK9A"
],
"data_as_of": "2026-08-07T08:00:00Z",
"price_as_of": "2026-08-07T08:00:00Z",
"is_stale": false,
"warnings": [],
"request_id": "req_01J2K8B7QW",
"generated_at": "2026-08-07T08:00:01Z"
}
}{
"error": {
"code": "resource_plan_limited",
"message": "This portfolio is retained but unavailable on the Free plan.",
"details": {
"resource_type": "portfolio",
"resource_id": "pf_01J2K7M9N3",
"current_plan": "Free",
"limit": 3,
"upgrade_path": "Plus"
}
},
"meta": {
"request_id": "req_01J2K8B7QW",
"generated_at": "2026-08-08T08:00:00Z"
}
}{
"error": {
"code": "<string>",
"message": "<string>",
"details": {}
},
"meta": {
"request_id": "<string>",
"generated_at": "2023-11-07T05:31:56Z"
}
}Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Path Parameters
Portfolio ID; global is the current user's all-account view.
Query Parameters
CEX identifier.
Exact, case-sensitive tag filter.
Available options:
active, syncing, error, expired, disabled