---
title: "Portfolio assessment that summarizes key pieces of analysis. Each section helps understanding portfolio insights."
method: POST
path: "/portfolio_assessment"
---

# Portfolio assessment that summarizes key pieces of analysis. Each section helps understanding portfolio insights.

`POST /portfolio_assessment`

## Request body

- object
  - `portfolio` Investment[] — Provided portfolio for the user. Use ticker CUR:USD for cash, ticker Reserved.RealEstate for real estate, ticker Reserved.Crypto for cryptocurrencies, ticker Private.MoneyMarket for money market funds
    - `T` string, required — ticker symbol
    - `A` number, required — amount representing current market value

## Response `200`

OK

- PortfolioAssessmentResponse
  - `summary` string — Easy-to-read report format of the assessment

## Other responses

- `400` — Bad Request
- `405` — Method not allowed (e.g. GET request type is not supported, use POST method instead)

---

[API](https://skmtc.net/portfoliopilot/apis/portfoliopilot-plugin.md) · [All operations](https://skmtc.net/portfoliopilot/apis/portfoliopilot-plugin/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/portfoliopilot/portfoliopilot-plugin/revisions/7ed0083c9099/schema)