Portfolio

Calculate redemption values for a requested (draft) transaction

POST/portfolio/transactions/form-calculations/request-redemption-values
portfolio:writeportfolio_form_calculation_calculate_request_redemption_values

Computes unit-based redemption values for a single investor on an asset, used when an investor or internal user is drafting a redemption request.

Request body

application/json, required · PortfolioFormCalculateRequestRedemptionValuesRequest

  • asset_idintegerRequired#
  • investor_idintegerRequired#
  • total_valuenumber#
  • number_of_unitsnumber#
  • held_atstring (date-time)#
{
  "asset_id": 1,
  "investor_id": 1,
  "total_value": 1,
  "number_of_units": 1,
  "held_at": "2026-06-12T10:00:00+00:00"
}

Responses

200
{
  "currentUnitsOwned": "string",
  "currentUnitPrice": "string",
  "currentValue": "string",
  "remainingUnitsOwned": "string",
  "remainingValue": "string",
  "totalValue": "string",
  "numberOfUnits": "string",
  "pendingValue": "string",
  "pendingUnits": "string"
}
422

Validation error

Examples

curl -X POST https://your-org-domain/kong/core/api/v2/portfolio/transactions/form-calculations/request-redemption-values\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"\
  -d '{
  "asset_id": 1,
  "investor_id": 1,
  "total_value": 1,
  "number_of_units": 1,
  "held_at": "2026-06-12T10:00:00+00:00"
}'