Portfolio Analytics

Turn a list of holdings (with optional share counts) into a full portfolio X-ray computed server-side from dividend-adjusted daily prices. Risk uses the trailing 3-year window; equal-weight performance may begin at one supplied start date. Returns aggregates only — no per-ticker price series is ever exposed.

• POSTPOST method/api/v1/portfolio/analyzeFull portfolio analytics for a set of holdings
• GETGET method/api/v1/portfolio/portfolios/{portfolio_id}/allocationRead portfolio allocation
• GETGET method/api/v1/portfolio/portfolios/{portfolio_id}/intelligenceRead portfolio SEC filings
• POSTPOST method/api/v1/portfolio/portfolios/{portfolio_id}/briefsQueue a portfolio brief
• GETGET method/api/v1/portfolio/briefs/{brief_id}Read a portfolio brief
• POSTPOST method/api/v1/portfolio/portfolios/{portfolio_id}/exportsQueue a portfolio export
• GETGET method/api/v1/portfolio/exports/{export_id}Read a portfolio export