Portfolio

Delete an investor

DELETE/portfolio/investors/{id}

Queues a cascade soft-delete of the investor and its related records (cash flows, valuations, adjustments, investor assets, asset units, requested transactions, reported statements) via DeleteInvestorJob and returns immediately. The job also removes transactions left with no cash flows, deletes the investor's document directories, and recalculates affected asset valuations.

Path parameters

  • idintegerRequired#

Responses

202
{
  "message": "Investor deletion queued"
}

Examples

curl -X DELETE https://your-org-domain/kong/core/api/v2/portfolio/investors/{id}\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"