Portfolio

Export asset valuations table as CSV

GET/portfolio/tables/asset-valuations/{asset}/export
portfolio:readportfolio_table_export_asset_valuationsRead-only

Downloads valuation history for a specific asset as a CSV file.

Path parameters

  • assetintegerRequired#

    The asset ID

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#
  • investor_semanticstring#

Responses

202
{
  "audit_guid": "string"
}
404

Not found

422

Validation error

Examples

curl https://your-org-domain/kong/core/api/v2/portfolio/tables/asset-valuations/{asset}/export\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"