---
title: "Get Portfolio"
method: GET
path: "/v1/portfolios/{portfolio_id}"
tags: ["portfolios"]
---

# Get Portfolio

`GET /v1/portfolios/{portfolio_id}`

## Path parameters

- `portfolio_id` string, required

## Query parameters

- `include_clients` boolean
- `limit` integer

## Response `200`

Successful Response

- PortfolioDetailResponse — Detailed portfolio response with clients and health metrics.
  - `id` string, required
  - `name` string, required
  - `color` string, nullable
  - `description` string, nullable
  - `customerId` string, required
  - `clientCount` integer, required — Number of clients in portfolio
  - `userIds` string[], nullable — User IDs with access
  - `isSystem` boolean — Whether this is a system portfolio
  - `createdAt` string, date-time, nullable
  - `updatedAt` string, date-time, nullable
  - `clients` ClientResponse[], required
    - `id` string, required
    - `customerId` string, required
    - `name` string, required
    - `score` integer, required
    - `scoreSource` string, nullable — Score data source: chr1 or chr2
    - `scoreChanges` ScoreChanges — Score changes over different time periods.
      - `7day` ScoreChange — Score change over a time period.
        - `change` number, required — Absolute change in score
        - `percentage` number, nullable — Percentage change
        - `previousScore` number, required — Score at start of period
      - `30day` ScoreChange — Score change over a time period.
        - `change` number, required — Absolute change in score
        - `percentage` number, nullable — Percentage change
        - `previousScore` number, required — Score at start of period
    - `lastContactDate` string, date-time, nullable
    - `lastUpdatedAt` string, date-time, nullable
    - `hasInsufficientData` boolean, nullable
    - `metadata` ClientMetadata — Client metadata.
      - `accountOwner` string, nullable
      - `annualRevenue` string, nullable
      - `industry` string, nullable
      - `location` string, nullable
      - `active` boolean, nullable
      - `accountStatus` string, nullable
      - `domain` string, nullable
      - `clientType` string, nullable
      - `revenueTTM` number, nullable
      - `revenueF12M` number, nullable
    - `extraColumns` object, nullable — Custom column values
    - `historicalData` integer[], nullable
    - `archived` boolean, nullable
  - `users` PortfolioUser[], nullable
    - `id` string, required
    - `displayName` string, nullable
    - `email` string, nullable
  - `health` PortfolioHealthResponse — Portfolio health metrics.
    - `score` integer, required
    - `breakdown` object, required
    - `distribution` object, required
    - `customerId` string, required
    - `chr2CutoverDate` string, nullable — CHR 2.0 cutover date if enabled

## Other responses

- `422` — Validation Error

---

[API](https://skmtc.net/knownwell/apis/knownwell-api.md) · [All operations](https://skmtc.net/knownwell/apis/knownwell-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/knownwell/knownwell-api/revisions/3cf7fd5ae733/schema)