Endpoints

Get Portfolio Values By Organizations and Totals

post
https://api.clarity.ai/clarity/v1/public/portfolios//sustainable-investment/organizations/values

Given a portfolio id, returns portfolio name, total SI's values for the portfolio, and SI values for each organization in the portfolio.
It is possible to customize SI methodology using profile

Path Params
string
required
Query Params
boolean
Defaults to false

If set to 'true', will use EET funds data when available (affects the calculation of the portfolio's totals values)

Body Params
profile
object

Defines the methodology for how organizations contribute to sustainable objectives and the thresholds for failing the DNSH assessment. Uses Clarity AI's default profile if no custom profile is provided.

Responses

Updated 1 minute ago

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Updated 1 minute ago