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GET
/
daily-summaries
Get user daily summaries
curl --request GET \
  --url https://{host}/daily-summaries \
  --header 'Authorization: Bearer <token>' \
  --header 'x-user-id: <x-user-id>'
{
  "data": [
    {
      "timestamp": 1704067200000,
      "portfolio": {
        "cash": {
          "key": "cash",
          "displayValue": "€500.00",
          "value": 50000
        },
        "savings": {
          "key": "savings",
          "displayValue": "€1,500.00",
          "value": 150000,
          "unrealisedMonthlyInterest": "€5.50",
          "dailyInterest": "€0.18"
        },
        "holdings": {
          "key": "holdings",
          "displayValue": "€3,000.00",
          "value": 300000,
          "upBy": "€150.00"
        },
        "total": {
          "key": "total",
          "displayValue": "€5,000.00",
          "value": 500000,
          "upBy": "€150.00"
        }
      },
      "sentimentScore": {
        "total": {
          "score": 75,
          "label": "optimal"
        },
        "news": {
          "score": 80,
          "label": "optimal"
        },
        "analyst": {
          "score": 70,
          "label": "optimal"
        },
        "priceMomentum": {
          "score": 75,
          "label": "optimal"
        }
      },
      "performers": {
        "all": [
          {
            "assetId": "APPLE",
            "value": "€1,200.00",
            "weight": "40%",
            "upBy": "€50.00"
          }
        ],
        "best": [
          {
            "assetId": "APPLE",
            "value": "€1,200.00",
            "weight": "40%",
            "upBy": "€50.00"
          }
        ],
        "worst": [
          {
            "assetId": "TESLA",
            "value": "€800.00",
            "weight": "27%",
            "downBy": "€25.00"
          }
        ]
      }
    }
  ],
  "maxValueDifferences": {
    "cash": 10000,
    "savings": 50000,
    "holdings": 100000,
    "total": 150000
  }
}

Authorizations

​
Authorization
string
header
required

Auth0-issued access token that includes the scopes listed for the endpoint.

Headers

​
x-user-id
string
required

User identifier for the M2M client to specify which user's data to access.

Response

Daily summaries retrieved successfully.

​
data
object[]
required

Array of daily summaries ordered chronologically.

​
maxValueDifferences
object

Maximum value differences for each portfolio component across the time period.