Portfolio

Get Portfolio State

Changed on

Get the current state of all or filtered accounts portfolio.

Args: filter_request: JSON payload with filtering criteria including: - account_names: Optional list of account names to filter by - connector_names: Optional list of connector names to filter by - skip_gateway: If True, skip Gateway wallet balance updates for faster CEX-only queries - refresh: If True, refresh balances from exchanges. If False, return cached state.

Returns: Dict containing account states with connector balances and token information

post/portfolio/state

Request

  • Base URL
    http://localhost:8000
  • URL
    http://localhost:8000/portfolio/state
  • Auth
    HTTP basic

Request body

account_namesstring[] nullable

List of account names to filter by

connector_namesstring[] nullable

List of connector names to filter by

skip_gatewayboolean

Skip Gateway wallet balance updates for faster CEX-only queries

refreshboolean

If True, refresh balances from exchanges. If False, return cached state.

Response

Successful Response

object required

Changes

  • 92703f48a69eRevision changes
    • info

      added the optional property // to the response with the status

    • info

      added the optional property // to the response with the status

  • daa29248aaccRevision changes
    • info

      added the new optional request property

    • info

      added the new optional request property