---
title: "Get portfolio summary buckets and overall metrics"
method: GET
path: "/portfolio"
tags: ["Portfolio"]
---

# Get portfolio summary buckets and overall metrics

`GET /portfolio`

Returns bucketed volume, open interest snapshot, win/loss trade counts, and overall metrics derived from trade history, trade history assets, and current open positions. Records marked as FULLY_EXTERNAL are excluded. When startDate or endDate is provided, only period-scoped overall metrics are returned.

## Query parameters

- `startDate` string
- `endDate` string

## Response `200`

Portfolio data for all intervals

- PortfolioResponseDto
  - `intervals` PortfolioIntervalsDto
    - `oneDay` PortfolioBucketDto[], required
      - `periodStart` string, required — Period start ISO timestamp
      - `periodEnd` string, required — Period end ISO timestamp
      - `volume` number, required — Total traded volume (USD) within the bucket
      - `openInterest` number, required — Open interest snapshot (USD). Uses current snapshot.
      - `winningTradesCount` number, required — Number of winning trades (net realized > 0) within the bucket
      - `winningTradesUsd` number, required — Total USD from winning trades within the bucket (sum of positive net realized PnL)
      - `losingTradesCount` number, required — Number of losing trades (net realized < 0) within the bucket
      - `losingTradesUsd` number, required — Total USD from losing trades within the bucket (sum of absolute value of negative net realized PnL)
    - `oneWeek` PortfolioBucketDto[], required
      - `periodStart` string, required — Period start ISO timestamp
      - `periodEnd` string, required — Period end ISO timestamp
      - `volume` number, required — Total traded volume (USD) within the bucket
      - `openInterest` number, required — Open interest snapshot (USD). Uses current snapshot.
      - `winningTradesCount` number, required — Number of winning trades (net realized > 0) within the bucket
      - `winningTradesUsd` number, required — Total USD from winning trades within the bucket (sum of positive net realized PnL)
      - `losingTradesCount` number, required — Number of losing trades (net realized < 0) within the bucket
      - `losingTradesUsd` number, required — Total USD from losing trades within the bucket (sum of absolute value of negative net realized PnL)
    - `oneMonth` PortfolioBucketDto[], required
      - `periodStart` string, required — Period start ISO timestamp
      - `periodEnd` string, required — Period end ISO timestamp
      - `volume` number, required — Total traded volume (USD) within the bucket
      - `openInterest` number, required — Open interest snapshot (USD). Uses current snapshot.
      - `winningTradesCount` number, required — Number of winning trades (net realized > 0) within the bucket
      - `winningTradesUsd` number, required — Total USD from winning trades within the bucket (sum of positive net realized PnL)
      - `losingTradesCount` number, required — Number of losing trades (net realized < 0) within the bucket
      - `losingTradesUsd` number, required — Total USD from losing trades within the bucket (sum of absolute value of negative net realized PnL)
    - `oneYear` PortfolioBucketDto[], required
      - `periodStart` string, required — Period start ISO timestamp
      - `periodEnd` string, required — Period end ISO timestamp
      - `volume` number, required — Total traded volume (USD) within the bucket
      - `openInterest` number, required — Open interest snapshot (USD). Uses current snapshot.
      - `winningTradesCount` number, required — Number of winning trades (net realized > 0) within the bucket
      - `winningTradesUsd` number, required — Total USD from winning trades within the bucket (sum of positive net realized PnL)
      - `losingTradesCount` number, required — Number of losing trades (net realized < 0) within the bucket
      - `losingTradesUsd` number, required — Total USD from losing trades within the bucket (sum of absolute value of negative net realized PnL)
    - `all` PortfolioBucketDto[], required
      - `periodStart` string, required — Period start ISO timestamp
      - `periodEnd` string, required — Period end ISO timestamp
      - `volume` number, required — Total traded volume (USD) within the bucket
      - `openInterest` number, required — Open interest snapshot (USD). Uses current snapshot.
      - `winningTradesCount` number, required — Number of winning trades (net realized > 0) within the bucket
      - `winningTradesUsd` number, required — Total USD from winning trades within the bucket (sum of positive net realized PnL)
      - `losingTradesCount` number, required — Number of losing trades (net realized < 0) within the bucket
      - `losingTradesUsd` number, required — Total USD from losing trades within the bucket (sum of absolute value of negative net realized PnL)
  - `overall` PortfolioOverallDto, required
    - `totalWinningTradesCount` number, required — Total winning trades (net realized > 0) across the selected period
    - `totalLosingTradesCount` number, required — Total losing trades (net realized < 0) across the selected period
    - `totalWinningUsd` number, required — Total USD from winning trades across the selected period (sum of positive net realized PnL)
    - `totalLosingUsd` number, required — Total USD from losing trades across the selected period (sum of absolute value of negative net realized PnL)
    - `currentOpenInterest` number, required — Current total open interest (USD) across open positions
    - `currentTotalVolume` number, required — Trading volume (USD) for the selected period filtered to PEAR fills
    - `unrealizedPnl` number, required — Unrealized PnL (USD) from current open positions
    - `totalTrades` number, required — Total trades for the selected period (open/close/reduce/increase counted as one trade each)

---

[API](https://skmtc.dev/pearprotocol/apis/pear-protocol-trading-api.md) · [All operations](https://skmtc.dev/pearprotocol/apis/pear-protocol-trading-api/llms.txt) · [OpenAPI document](https://skmtc-service-production.skmtc.workers.dev/v1/apis/pearprotocol/pear-protocol-trading-api/revisions/d5e1438dfaa7/schema)