valuation

Retrieve valuation history

Changed on

Retrieve an account's valuation time series for the requested period. Suitable for charting an account's valuation over time.

get/accounts/{account_id}/valuation-history

Request

  • Base URL
    https://api.engine.usesophic.com
  • Auth
    HTTP bearer

Path parameters

account_idstring required

The ID of the account to retrieve the valuation history for.

Query parameters

period_startstring date required

The period start (in ISO 8601 date format). Note the period is interpreted as a closed interval with both period_start and period_end included.

Example:period_start=2025-11-12
period_endstring date

The period end (in ISO 8601 date format). Note the period is interpreted as a closed period is interpreted as a closed interval with both period_start and period_end included.

Example:period_end=2025-11-12

Response

OK

resolution'day' required

Example response

{
  "series": [
    [
      "2026-07-13T09:34:12Z",
      "12345.67"
    ],
    [
      "2026-07-14T09:34:12Z",
      "12350.12"
    ]
  ]
}

Changes

    • breaking

      the response's property type changed from no type to string for status

    • warning

      added the new day enum value to the response property for the response status

    • info

      removed from the response property allOf list for the response status

    • breaking

      response property context/additionalProperties/ list-of-types was widened by adding types array to media type application/json of response 400