Portfolio

Get current portfolio for a strategy

Returns the most recent composed portfolio for a strategy — normalized brokerage holdings plus any manually tracked assets and liabilities, combined with performance metrics.

Returns 404 if the strategy has no portfolio on file (never evaluated and no manual holdings). To update the portfolio, submit a new one via POST /strategies/{uuid}/briefs.

get/strategies/{strategy_uuid}/portfolio

Request

Base URL: https://kovatools.com/api/v1
URL: https://kovatools.com/api/v1/strategies/{strategy_uuid}/portfolio
Auth: HTTP bearer

Path parameters

strategy_uuidstring uuid required

Response

Portfolio found

Example response

{
  "portfolio": {
    "holdings": {
      "schema_version": "1.0.0"
    }
  }
}

Changes

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