analyze

Historical performance of portfolio last 10 years

This endpoint provides a historical time-series and some key metrics for the portfolio provided in the payload. The portfolio is expressed as a list of id/weight pairs. Weights are assumed to sum to 100. The time series shows (if plotted), how an initial investment of 100 (in quote currency), has evolved until today. Optional a saving plan can be provided, and the portfolio value will be re-created according to the plan. Also, portfolio metrics will be affected of the saving plan (monthly contribution). If invalid identifiers (instruments) are provided these will be removed from the portfolio and a waring will be included in the response. The remaining weights will be scaled to 100. In case where the time series for an instrument do not span last 10 year, for example an instrument with shorter history than 10 year or and instrument that is closed down, this method will extrapolate first and/or last value.

post/v1/analyze/historical-return

Request

  • Base URL: https://api.test.deepalpha.dev
  • URL: https://api.test.deepalpha.dev/v1/analyze/historical-return
  • Auth: one of:
    • OAuth 2 (client credentials, token URL /v1/auth/token)
    • HTTP bearer

Query parameters

namespace_idinteger nullable

Config namespace id

Request body

showStatsboolean

Response

Successful response

errorunknown
response_timeunknown
warningstring nullable

Changes

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