Endpoints

Get Portfolio Values By Securities and Totals

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

Given a portfolio id, returns portfolio name, total SI's values for the portfolio, and SI values for each security 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

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 day ago

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Updated 1 day ago