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Get daily summaries
Retrieve historical daily portfolio summaries with performance metrics and market insights.
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
}
},
"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
Auth0-issued access token that includes the scopes listed for the endpoint.
Headers
User identifier for the M2M client to specify which user's data to access.
Response
Daily summaries retrieved successfully.
Array of daily summaries ordered chronologically.
- Option 1
- Option 2
Show child attributes
Show child attributes
Unix timestamp in milliseconds.
1704067200000
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Component identifier.
"cash"
Formatted value for display.
"£500.00"
Value in cents.
50000
Logarithmically transformed value for chart rendering.
Show child attributes
Show child attributes
Component identifier.
"cash"
Formatted value for display.
"£500.00"
Value in cents.
50000
Logarithmically transformed value for chart rendering.
Whether the interest is estimated.
Formatted unrealised monthly interest.
"£5.50"
Formatted daily interest.
"£0.18"
Show child attributes
Show child attributes
Component identifier.
"cash"
Formatted value for display.
"£500.00"
Value in cents.
50000
Logarithmically transformed value for chart rendering.
Formatted positive return amount.
"£150.00"
Formatted negative return amount.
"£25.00"
Show child attributes
Show child attributes
Component identifier.
"cash"
Formatted value for display.
"£500.00"
Value in cents.
50000
Logarithmically transformed value for chart rendering.
Show child attributes
Show child attributes
Show child attributes
Show child attributes
Asset identifier.
"APPLE"
Formatted investment value.
"£1,200.00"
Portfolio weight percentage.
"40%"
Formatted positive return amount.
"£150.00"
Formatted negative return amount.
"£25.00"
Show child attributes
Show child attributes
Asset identifier.
"APPLE"
Formatted investment value.
"£1,200.00"
Portfolio weight percentage.
"40%"
Formatted positive return amount.
"£150.00"
Formatted negative return amount.
"£25.00"
Show child attributes
Show child attributes
Asset identifier.
"APPLE"
Formatted investment value.
"£1,200.00"
Portfolio weight percentage.
"40%"
Formatted positive return amount.
"£150.00"
Formatted negative return amount.
"£25.00"
Show child attributes
Show child attributes
Market performance indicators for the day.
Show child attributes
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Market index or category label.
"S&P 500"
End of day market digest.
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Market overview text.
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Section title (asset name and ticker).
Ticker symbol.
Section content.
Public asset identifier.
Category tag when no ticker is available.
Whether the user had no investments on this day.
Whether the see all top performers feature is enabled.
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
}
},
"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
}
}