Return portfolio snapshot facts from synced balances and holdings.

Return portfolio snapshot facts from synced balances and holdings. Allocation value is signed net value; gross_value sums absolute individual holding values before grouping by type.

get/v1/portfolio/snapshot

Request

  • Base URL: https://api.candor.money
  • URL: https://api.candor.money/v1/portfolio/snapshot
  • Auth: HTTP bearer

Response

Envelope with portfolio snapshot.

schema_versionstring required
generated_atstring date-time required
request_idstring required
status'success' | 'partial_success' | 'action_required' | 'error' required
user_messagestring

Optional concise user-safe message the calling agent may adapt.

warningsobject[] required
dataobject nullable required

Operation-specific result data, or null when the request ends in an error.

Changes

No recorded changes to this operation across all 1 revision of this API.