Portfolio

Internal direct investment overview widget

GET/portfolio/widgets/direct-overview/internal

Returns aggregated capital metrics for direct investments visible to internal users and group-member investors. Uses the internal calculation variant that includes group-level aggregation.

Query parameters

  • currencystringRequired#
  • pre_datestring (date-time)#
  • investor_idinteger#
  • latestboolean#

Responses

200
{}
422

Validation error

Examples

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