Types

PortfolioQuarterlyReportRequest

Validates a request to generate quarterly investor reports. Requires a reporting end date and at least the investors array. Optionally accepts a list of assets, each with an optional comment that appears as per-asset commentary in the generated PDF.

document_titlerequired
string
reporting_end_daterequired
string (date-time)
investorsrequired
object[]
assets
object[]

Used by (1)