1 - Portfolio Creation

To add a portfolio composition, you must make a PUT call to the /portfolio endpoint.

The client_reference field refers to the unique name / identifier you would like to give this portfolio. It will allow you to use and retrieve this portfolio in other API calls.

If you have just started, you will be setup with our built-in data source. You can learn more about Data Sources and their coverage here. Please reach out to us if you require coverage for other asset types such as fixed income.

Make sure your portfolio contains at least 2 instruments. Here is an example portfolio to get you started.

GettingStartedPF_3.json

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2 - Portfolio Analytics

Your are now ready to obtain your first set of analytics. To do this you must use the GET /portfolio/analytics endpoint refering the client_reference from the previous step.