---
title: "Get all performance details for the given portfolio, best presented in table format"
method: POST
path: "/portfolio_details"
---

# Get all performance details for the given portfolio, best presented in table format

`POST /portfolio_details`

## 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

- GetPortfolioDetailsResponse
  - `portfolio_details` PortfolioDetails[] — Performance details and assumptions for each security in the given portfolio
    - `ticker` string
    - `weight` number — The proportion of the security within the investment portfolio
    - `market_beta` number — The systemic risk of the security compared to the market as a whole
  - `total_amount` number — The total amount invested in the portfolio
  - `dividend_return_in_dollars` number
  - `details_url` string — url to the PortfolioPilot Portfolio Details page providing more information (create link)

## 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)
