Portfolio

Direct asset overview widget

GET/portfolio/widgets/direct-overview/{asset}

Returns capital metrics for a single direct-investment asset, including current valuation, cost, and unrealised gain/loss, converted to the requested display currency.

Path parameters

  • assetintegerRequired#

    The asset ID

Query parameters

  • currencystringRequired#
  • pre_datestring (date-time)#
  • investor_idinteger#
  • asset_idinteger#
    Default: 0

Responses

200
{}
403

Authorization error

404

Not found

422

Validation error

Examples

curl https://your-org-domain/kong/core/api/v2/portfolio/widgets/direct-overview/{asset}?currency={currency}\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"