Global

Return an adviser portfolio

get/sites/{site-identifier}/global/advisers/{adviser-guid}/portfolio

Request

  • Base URL: https://api-dev.superconcepts.com.au/api/v1
  • URL: https://api-dev.superconcepts.com.au/api/v1/sites/{site-identifier}/global/advisers/{adviser-guid}/portfolio
  • Auth: OAuth 2 (authorization code, authorization URL https://api.supermate.com.au/oauth/v1/authorize, token URL https://api.supermate.com.au/oauth/v1/token, scopes: actuarial_write, audit_read, audit_write, client_access_grant, contactevents_read, contactevents_write, default, documents_read, documents_write, fund:investments_read, fund:members_read, fund:members_write, fund:transactions_read, fund:transactions_write, fund_read, fund_write, security:domains_write, security:policies_write, security:users_invite, site:accounting-notes_write, site:asset-categories_write, site:auditor_write, site:branding_write, site:datafeed-config_write, site:identity_write, site:letters_write, site:policies_write, site:reporting_write, sites_read, superstream:config_write)

Path parameters

site-identifierstring required

The GUID that identifies a site

adviser-guidstring required
Example:e3c76443-8126-05b6-9914-c88c1ce84725

The GUID that identifies a specified adviser

Response

Success

FundCodestring
FundNamestring
FundGUIDstring guid
FundType'SMSF' | 'SAF' | 'PORTFOLIO'
NetPortfolioValuenumber
LastCalculatedDateTimestring date-time
RelationshipType'PRIMARY' | 'SECONDARY'
AdviserGUIDstring guid
AdviserNamestring

Example response

[
  {
    "FundCode": "NEWSMSF2024",
    "FundName": "New SMSF 2024",
    "FundGUID": "cc7791ca-f564-659c-8114-2e8f51c97f0a",
    "NetPortfolioValue": 150000.12,
    "AdviserGUID": "b0c21331-6e4d-d18f-8a14-3a410c693640",
    "AdviserName": "Emily",
    "AdviserAssistant": [
      {
        "AdviserAssistantIdentityGUID": "b0c21331-6e4d-d18f-8a14-3a410c693640",
        "AdviserAssistantName": "Dylan Ian"
      }
    ]
  }
]

Changes

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