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

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

`POST /portfolio_assessment`

## Request

- Base URL: `https://portfoliopilot.com/api/gpt`
- URL: `https://portfoliopilot.com/api/gpt/portfolio_assessment`
- Auth: none declared
- TypeScript: <https://skmtc.dev/portfoliopilot/apis/portfoliopilot-plugin/docs/portfolio_assessment/post.ts> (a function with typed inputs; its response is checked against the schema)

## Request body

- object
  - `portfolio` Investment[]: Provided portfolio for the user. Use ticker CUR:USD for cash, ticker Reserved.RealEstate for real estate, ticker Reserved.Crypto for cryptocurrencies, ticker Private.MoneyMarket for money market funds
    - `T` string, required: ticker symbol
    - `A` number, required: amount representing current market value

## Response `200`

OK

- PortfolioAssessmentResponse
  - `summary` string: Easy-to-read report format of the assessment

## Other responses

- `400`: Bad Request
- `405`: Method not allowed (e.g. GET request type is not supported, use POST method instead)

## 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
  - …1 more

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

---

[API](https://skmtc.dev/portfoliopilot/apis/portfoliopilot-plugin.md) - [All operations](https://skmtc.dev/portfoliopilot/apis/portfoliopilot-plugin/llms.txt) - [OpenAPI document](https://skmtc.dev/portfoliopilot/apis/portfoliopilot-plugin/revisions/7ed0083c9099?raw)