Retrieve portfolio holdings, target allocation, and performance metrics (returns and upBy values) across all time periods.
Documentation Index
Fetch the complete documentation index at: https://docs.wealthyhood.com/llms.txt
Use this file to discover all available pages before exploring further.
Auth0-issued access token that includes the scopes listed for the route.
MongoDB identifier of the user whose portfolio is being queried.
^[a-f0-9]{24}$Portfolio identifier belonging to the authenticated user.
^[a-f0-9]{24}$Portfolio with returns and upBy values by tenor.
Portfolio unique identifier.
ISO currency code for the portfolio (e.g. EUR, GBP, USD).
Latest calculated portfolio value in the user's currency.
Map of tenor code to numeric value.
Map of tenor code to numeric value.
Array of holdings with returns data.
Target allocation by asset.
Portfolio creation timestamp.
Last update timestamp.