Portfolio

Update an asset valuation

PUT/portfolio/asset-valuation/{assetValuation}

Updates one or more fields (value, date, description) on an existing valuation record. Only non-null fields in the request are applied.

Path parameters

  • assetValuationintegerRequired#

    The asset valuation 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

AssetValuationResource

PortfolioAssetValuationResource
{
  "data": {
    "id": 1,
    "asset_id": 1,
    "asset_reference": "string",
    "investor": {
      "id": 1,
      "client_reference": "string",
      "name": "string",
      "guid": "string",
      "email": "string",
      "source": "string",
      "source_id": "string",
      "created_at": "2026-06-12T10:00:00+00:00",
      "updated_at": "2026-06-12T10:00:00+00:00",
      "deleted_at": "2026-06-12T10:00:00+00:00",
      "title": "string",
      "forename": "string",
      "surname": "string"
    },
    "value": "string",
    "formatted_value": "string",
    "date": "string",
    "currency": "string",
    "description": "string",
    "creation_type": "string",
    "units": "string",
    "total_value": "string"
  }
}
404

Not found

422

Validation error

Examples

curl -X PUT https://your-org-domain/kong/core/api/v2/portfolio/asset-valuation/{assetValuation}\
  -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"
  ]
}'