v1

latestOpenAPI 3.1.02026-08-04272636.0 KB

portfolios

Get Portfolio

get/v1/portfolios/{portfolio_id}

Path parameters

portfolio_idstring required

Query parameters

include_clientsboolean

limitinteger

Response

Successful Response

idstring required

namestring required

colorstring nullable

descriptionstring nullable

customerIdstring required

clientCountinteger required

Number of clients in portfolio

userIdsstring[] nullable

User IDs with access

isSystemboolean

Whether this is a system portfolio

createdAtstring date-time nullable

updatedAtstring date-time nullable