---
title: "Changes to Portfolio assessment that summarizes key pieces of analysis. Each section helps understanding portfolio insights."
method: POST
path: "/portfolio_assessment"
---

# Changes to Portfolio assessment that summarizes key pieces of analysis. Each section helps understanding portfolio insights.

`POST /portfolio_assessment`

> Every recorded change to this operation, newest first.

## Timeline

Changed in 2 of 3 revisions.

- **2026-08-06** `7ed0083c9099`: 3 warning
- **2025-01-28** `e2d1ba050ae9`: 3 breaking, 2 warning

## Changes

- **2026-08-06** `7ed0083c9099`: 3 warning
  - removed the optional property `downside_protection` from the response with the `200` status
  - removed the optional property `expected_performance` from the response with the `200` status
  - removed the optional property `invest_next_1000` from the response with the `200` status
- **2025-01-28** `e2d1ba050ae9`: 3 breaking, 2 warning
  - the `downside_protection/items/score` response's property format changed from `float` to no format for status `200`
  - the `expected_performance/sharpe_ratio` response's property format changed from `float` to no format for status `200`
  - the `expected_performance/volatility` response's property format changed from `float` to no format for status `200`
  - removed the optional property `expected_performance/excess_return` from the response with the `200` status
  - removed the optional property `expected_performance/total_return` from the response with the `200` status

---

[Operation](https://skmtc.dev/portfoliopilot/apis/portfoliopilot-plugin/docs/portfolio_assessment/post.md) - [API](https://skmtc.dev/portfoliopilot/apis/portfoliopilot-plugin.md) - [Page](https://skmtc.dev/portfoliopilot/apis/portfoliopilot-plugin/changes/portfolio_assessment/post)