Adviser

Client Net Worth

Current position, breakdown by asset class, and snapshot history.

Mirrors the consumer summary arithmetic (app/api/net_worth.py) but deliberately SKIPS _sync_connected_accounts — adviser reads must never mutate client rows.

get/api/adviser/clients/{user_id}/net-worth

Request

  • Base URL: https://api.earmarkiq.app (the document declares no server; this is the origin it was published from)
  • URL: https://api.earmarkiq.app/api/adviser/clients/{user_id}/net-worth
  • Auth: HTTP bearer

Path parameters

user_idstring uuid required

Response

Successful Response

user_idstring required
client_labelstring required
total_assetsnumber required
total_debtsnumber required
net_worthnumber required
property_estimated_valuenumber required
property_mortgage_balancenumber required
property_equitynumber required

Changes

No recorded changes to this operation across all 2 revisions of this API.