Documentation Index Fetch the complete documentation index at: https://docs.finhub.cloud/llms.txt
Use this file to discover all available pages before exploring further.
SCT13 - Financial Asset Management Tools for managing various financial assets and investments, including portfolio management, tracking, and analytics through the API.
Overview This capability provides API access to tools for managing financial assets beyond traditional banking, including investment portfolios, securities, and alternative assets.
Features Feature Description Portfolio Management Manage asset portfolios Investment Tracking Track investment performance Risk Assessment Portfolio risk analysis Performance Analytics Returns and performance metrics Asset Allocation Optimization tools
Configuration Options Level Features Assets Basic Simple tracking Limited asset types Standard Comprehensive management Standard assets Advanced Sophisticated tools All asset classes
API Usage Get Portfolio Summary GET /api/v1/portfolios/{portfolio_id} Authorization: Bearer {access_token}
Response: { "portfolio_id" : "port_abc123" , "customer_id" : "cust_xyz789" , "total_value" : 150000.00 , "currency" : "EUR" , "positions" : [ { "asset_type" : "EQUITY" , "symbol" : "AAPL" , "quantity" : 100 , "current_value" : 17500.00 , "unrealized_pnl" : 2500.00 }, { "asset_type" : "FIXED_INCOME" , "symbol" : "BOND_EU_10Y" , "quantity" : 50 , "current_value" : 52500.00 , "unrealized_pnl" : -500.00 } ], "performance" : { "ytd_return" : 8.5 , "total_return" : 15.2 } }
Get Risk Assessment GET /api/v1/portfolios/{portfolio_id}/risk Authorization: Bearer {access_token}
Response: { "portfolio_id" : "port_abc123" , "risk_metrics" : { "var_95" : 5200.00 , "volatility" : 12.5 , "sharpe_ratio" : 1.2 , "beta" : 0.85 }, "concentration_risk" : { "top_holding_pct" : 35.0 , "sector_concentration" : "MODERATE" } }
Execute Trade POST /api/v1/portfolios/{portfolio_id}/orders Content-Type: application/json Authorization: Bearer {access_token} { "asset_type" : "EQUITY", "symbol" : "MSFT", "side" : "BUY", "quantity" : 25, "order_type" : "MARKET" }
Asset Types Supported Asset Type Description Equities Stocks and shares Fixed Income Bonds and securities Funds Mutual funds, ETFs Alternative Real estate, commodities
Integration with Other Capabilities Capability Integration SCT03 - Country Available assets per jurisdiction SCT06 - Decision Support Investment analytics SCT09 - Multi-Currency Multi-currency portfolios SCT11 - Compliance Investment compliance
Portfolio APIs View detailed portfolio API specifications
Subscription Tier Availability Tier Configuration Level Starter Not included Professional Not included Enterprise Standard Custom Configurable
