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GET
List daily portfolio valuation history

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

portfolio_id
string
required

Portfolio ID; global is the current user's all-account view.

Query Parameters

reporting_currency
enum<string>
default:USD

Valuation reporting currency; currently USD only.

Available options:
USD
from
string<date-time>

Inclusive RFC 3339 UTC timestamp.

to
string<date-time>

Inclusive RFC 3339 UTC timestamp.

limit
integer
default:50
Required range: 1 <= x <= 100
cursor
string

Cursor returned as next_cursor by a prior page.

Response

Historical Portfolio NAV valuation response; it is not performance history.

data
object[]
required
meta
object
required