Add a valuation

POST/portfolio/assets/{asset}/direct-asset-valuation

portfolio:write portfolio_asset_asset_add_valuation_126

Records a new valuation for the asset at a specific date. For fund-level investor assignments, valuations are created per-investor. Assets require at least one valuation before transactions can be processed.

Path parameters

assetintegerRequired#
The asset ID

Request body

application/json, optional · PortfolioAssetValuationUpdateRequest

datestring | null#
valuenumber | null#
descriptionstring | null#
investor_idsarray | null#

{
  "date": "2026-06-12T10:00:00+00:00",
  "value": 1,
  "description": "string",
  "investor_ids": [
    "string"
  ]
}

Responses

200

{}

404

Not found

422

Validation error

Examples

curl -X POST https://your-org-domain/kong/core/api/v2/portfolio/assets/{asset}/direct-asset-valuation\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"\
  -d '{
  "date": "2026-06-12T10:00:00+00:00",
  "value": 1,
  "description": "string",
  "investor_ids": [
    "string"
  ]
}'