Create a direct investment

POST/portfolio/transactions/investments

portfolio:write portfolio_investment_store

Records a direct investment transaction against a Direct Investment asset, creating associated cash flows and issuing shares to the investor. If the investor does not yet exist in Horizon, a user record is created first.

Request body

application/json, required · PortfolioCreateInvestmentRequest

asset_idnumberRequired#
investor_idstringRequired#
datestring (date-time)Required#
number_of_shares_issuednumberRequired#
price_per_unitnumberRequired#
total_valuenumberRequired#

{
  "asset_id": 1,
  "investor_id": "string",
  "date": "2026-06-12T10:00:00+00:00",
  "number_of_shares_issued": 1,
  "price_per_unit": 1,
  "total_value": 1
}

Responses

200

TransactionResource

PortfolioTransactionResource

{
  "data": {
    "id": 1,
    "type": "string",
    "guid": "string",
    "created_at": "string"
  }
}

422

Validation error

Examples

curl -X POST https://your-org-domain/kong/core/api/v2/portfolio/transactions/investments\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"\
  -d '{
  "asset_id": 1,
  "investor_id": "string",
  "date": "2026-06-12T10:00:00+00:00",
  "number_of_shares_issued": 1,
  "price_per_unit": 1,
  "total_value": 1
}'