Portfolio

Fund overview widget

GET/portfolio/widgets/capital-overview

Returns capital overview metrics (commitments, contributions, distributions, NAV) for fund-structure assets. Optionally scoped to a single asset and/or investor via query parameters.

Query parameters

  • asset_idinteger#
  • investor_idinteger#
  • currencystring#
  • pre_datestring (date-time)#
  • latestboolean#

Responses

200
[
  null
]
403

Authorization error

422

Validation error

Examples

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