Portfolio Evaluations

Runs a portfolio evaluation

Changed on

Given a portfolio workflow specified by the header, the API will run a portfolio evaluation.

post/portfolio-evaluations

Request

Request body

sourcestring required

Allowed values are ("adhoc")

as_of_timestring date-time

ISO 8601 timestamp the portfolio evaluation runs as of. Defaults to the time of the request.

Example request

{
  "source": "adhoc",
  "as_of_time": "2026-10-01T00:00:00.000Z"
}

Response

Portfolio Evaluation created and is queued for processing

portfolio_evaluation_tokenstring

Unique token corresponding to a portfolio evaluation

status'pending'

The current status of the portfolio evaluation

Example response

{
  "portfolio_evaluation_token": "PE-54321",
  "status": "pending"
}

Changes