v1

latestOpenAPI 3.1.02026-07-263644911022.4 KB
Portfolios API

List Portfolios

Use this endpoint to retrieve the details of all Portfolios in your Ledger. If the filters in the request do not meet the endpoint's criteria, an empty response will be returned.

get/v1/organizations/{organization_id}/ledgers/{ledger_id}/portfolios

Path parameters

organization_idstring uuid required

The unique identifier of the Organization associated with the Ledger.

ledger_idstring uuid required

The unique identifier of the associated Ledger.

Query parameters

limitinteger

The maximum number of items to include in the response. Max: 100

start_datestring

The beginning of the period you want to retrieve. start_date and end_date are all-or-nothing: supplying only one returns 400. If both are omitted, a default window of the last 1 month is used.

end_datestring

The end of the period you want to retrieve. start_date and end_date are all-or-nothing: supplying only one returns 400. If both are omitted, a default window of the last 1 month is used.

sort_order'asc' | 'desc'

The order used to sort the results.

pageinteger

The number of the page that you want to retrieve.

metadata.keystring

Filter by metadata using dot-notation. Replace key with your metadata field name (e.g. metadata.costCenter=BR_11101997).

entity_idstring

Filter the portfolios by the unique identifier of the entity responsible for them.

statusstring

Filter the portfolios by their status code.

Headers

Content-Typestring

The type of media of the resource. Recommended value is application/json.

X-Request-Idstring uuid

A unique identifier used to trace and track each request.

Authorizationstring

Bearer JWT token for authentication. Required when PLUGIN_AUTH_ENABLED=true (enforced in multi-tenant deployments). Optional in default OSS single-tenant mode. Format: Bearer <token>

Response

Indicates that the request was successful and the response contains the expected data.

pageinteger

The number of pages returned.

limitinteger

The maximum number of items included in the response.