Aggregates investments table

GET/portfolio/tables/aggregates/investments

portfolio:read portfolio_table_aggregates_investmentsRead-only

Returns a paginated list of investments with aggregated capital metrics across funds and direct investments at the given valuation date.

Query parameters

asset_idinteger#
investor_idinteger#
per_pageinteger#
pageinteger#
pre_datestring (date-time)#
asset_classPortfolioAssetClass | null#
structurePortfolioAssetStructure | null#
transactionsFilterPortfolioInvestmentTableFilter#
filter[]array | null#
sub_position_parent_idinteger#
includePendingboolean#
latestboolean#

Responses

200

{
  "current_page": 1,
  "data": [
    {}
  ],
  "last_page": 1,
  "per_page": 1,
  "total": 1
}

404

An error

422

Validation error

Examples

curl https://your-org-domain/kong/core/api/v2/portfolio/tables/aggregates/investments\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"