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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

crate::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.

Parameters

Name Type Description Required Notes
body InlineObject9 [required]

Return type

crate::models::Performance

Authorization

No authorization required

HTTP request headers

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

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pa_summary_post

crate::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.

Parameters

Name Type Description Required Notes
body InlineObject10 [required]

Return type

crate::models::Summary

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]

pa_transactions_post

crate::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.

Parameters

Name Type Description Required Notes
body InlineObject11 [required]

Return type

crate::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]