Portfolio X-Ray API

Build Portfolio X-Ray APIs into your digital experience for quick investment and earnings summaries.

Errors

A 400 response contains a Message and a SpecificErrorStatus array. Each entry in the array has an ErrorCode and an ErrorMessage.

Error Response Format

{
  "Message": "The request is invalid.",
  "SpecificErrorStatus": [
    {
      "ErrorCode": "40015",
      "ErrorMessage": "Portfolio does not have any valid holdings. Invalid portfolio name: TestPortfolio1. Invalid Holdings: TradingSymbol:DODGX1."
    }
  ]
}

Error Codes

Error Code	Error Message
40024	`RequestSettings.HypoCalculationSettings` is required.
40026	`RequestSettings.PortfolioPerformanceEndDate` is required when `AnalysisDateTimePeriod` is set to `CustomDate`.
40027	Portfolio and holdings fees frequencies do not match.
40031	Portfolio and holdings `AssetFeeFrequency` values do not match.
40032	Portfolio and holdings `AssetFeeType` values do not match.
40033	Portfolio and holdings `FrontLoadType` values do not match.
40034	Portfolio `CustomFeeType` and holdings `LoadFeeType` values do not match.
40044	Enter a valid View Id.
40045	No portfolio(s) present in the request. Invalid request.