/api/v1/portfolio/portfolios/{portfolio_id}/intelligenceRead portfolio SEC filings
Returns stored SEC filing items and filing-derived intelligence associated with the current portfolio holdings. FILINGS retains its 120-day stored lookback and 25-item limit. Portfolio does not read the News source. Unavailable sources remain explicit omissions; no provider fetch or invented analysis is performed by this read. Holdings, prices and financial calculations are unchanged.
freeSince v3.156.0
Why use this
Display relevant stored SEC filings for held securities.
Common use case
Open portfolio SEC filing sections on demand.
Parameters
| Name | In | Required | Default | Allowed | Description | Example |
|---|---|---|---|---|---|---|
| portfolio_id | path | required | — | — | Portfolio identifier owned by the authenticated user. | 00000000-0000-4000-8000-000000000004 |
| sections | query | optional | — | — | One comma-separated list, not repeated query parameters. FILINGS returns stored SEC filings; filing-derived intelligence uses the existing section names. NEWS remains accepted for compatibility but supplies no section; requesting NEWS alone returns 503 because no requested source is available. Unavailable requested sections are identified in meta.omissions. Omit to request the default sections. | FILINGS |
| as_of | query | optional | — | — | Optional exact source timestamp in UTC. A snapshot without matching authority remains unavailable. | 2026-09-13T00:00:00.000000Z |
Response schema
| Field | Type | Nullable | Description |
|---|---|---|---|
| status | string | no | success. |
| request_id | string | no | Request correlation identifier. |
| timestamp | string | no | Response time in UTC. |
| data | object | no | Adopted portfolio intelligence result. |
| meta | object | no | Source timestamp, freshness, coverage counts, version and explicit omissions. |
Sample response
·
- "status": "success"
- "request_id": "portfolio-documentation-example"
- "timestamp": "2026-09-13T00:00:00.000000Z"
- "data":
- "portfolio_id": "00000000-0000-4000-8000-000000000004"
- "as_of": "2026-09-13T00:00:00.000000Z"
- "sections":
- "meta":
- "source_as_of": "2026-09-13T00:00:00.000000Z"
- "freshness": "FRESH"
- "coverage":
- "version": "source-v1"
- "omissions": []
Errors
| Status | Label | Description |
|---|---|---|
| 200 | Successful response with source freshness metadata. | |
| 400 | INVALID_REQUEST: invalid or unsupported query shape. | |
| 401 | UNAUTHENTICATED: a valid Portfolio Day Pass is required. | |
| 403 | FORBIDDEN: scope or entitlement does not permit the operation. | |
| 404 | NOT_FOUND: portfolio is absent or not owned by the caller. | |
| 429 | RATE_LIMITED: retry after the supplied delay. | |
| 503 | SERVICE_UNAVAILABLE or typed source validation failure: the requested authoritative result is not ready. |
Code samples
curl "https://api.finradar.ai/api/v1/portfolio/portfolios/00000000-0000-4000-8000-000000000004/intelligence?sections=FILINGS&as_of=2026-09-13T00%3A00%3A00.000000Z" \
-H "Authorization: Bearer YOUR_JWT_TOKEN"Generate an API key in /account/credentials to run live queries (literal YOUR_API_KEY placeholder shown until then).