Queue quarterly report generation for the selected investors

POST/portfolio/reports/quarterly

portfolio:write portfolio_quarterly_report

Maps optional per-asset commentary, restricts the report scope when specific assets are provided, then dispatches a fan-out job that creates one report per investor. Returns immediately with a queued confirmation.

Request body

application/json, optional

document_titlestringRequired#
reporting_end_datestring (date-time)Required#
investorsobject[]Required#
assetsobject[]#
currency_codestring#
Default: "EUR"

{
  "document_title": "string",
  "reporting_end_date": "2026-06-12T10:00:00+00:00",
  "investors": [
    {
      "investor_id": 1
    }
  ],
  "assets": [
    {
      "asset_id": 1,
      "comment": "string"
    }
  ],
  "currency_code": "EUR"
}

Responses

200

{
  "message": "Quarterly reports queued for generation"
}

422

Validation error

Examples

curl -X POST https://your-org-domain/kong/core/api/v2/portfolio/reports/quarterly\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"\
  -d '{
  "document_title": "string",
  "reporting_end_date": "2026-06-12T10:00:00+00:00",
  "investors": [
    {
      "investor_id": 1
    }
  ],
  "assets": [
    {
      "asset_id": 1,
      "comment": "string"
    }
  ],
  "currency_code": "EUR"
}'