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Portfolio

Get Portfolio State

Get the current state of all or filtered accounts portfolio.

Retrieves real-time portfolio balances across all configured accounts and connectors. By default, returns cached state for fast responses. Use the refresh parameter to fetch live balances from exchanges (slower but more accurate).

Use this endpoint to:

  • View current holdings across all accounts and exchanges
  • Monitor portfolio value in real-time
  • Filter by specific accounts or connectors for focused analysis
  • Get CEX-only balances quickly by skipping Gateway wallet lookups
post/portfolio/state

Request body

account_namesstring[] nullable

Filter to specific accounts. If null/empty, returns all accounts.

connector_namesstring[] nullable

Filter to specific connectors/exchanges. If null/empty, returns all connectors.

skip_gatewayboolean

If true, skip Gateway (DEX) wallet balance updates. Significantly faster for CEX-only queries.

refreshboolean

If true, fetch fresh balances from exchanges (slower but accurate). If false, return cached state (faster).

Example request

{
  "account_names": [
    "main_account"
  ],
  "connector_names": [
    "binance"
  ]
}

Response

Successful Response

object required

Changes