Portfolio value history for the selected account
GET/portfolio/total
Daily portfolio value and PnL for the caller's target (selected) account,
keyed by ISO-8601 date (YYYY-MM-DD), one entry per portfolio run day.
Shared with retail; business (RBAC) callers are gated by the
treasury.balances.read permission.
Feature-gated: returns 404 unless PORTFOLIO_TRACKER_ACTIVE is enabled
for the environment, or the request carries
X-VALR-PORTFOLIO-TRACKER-EXPERIMENTAL: true. That header is a feature
reveal, not an authorization control.
Any other /portfolio sub-path is reachable with the same permission —
the surface is opened as a blanket GET so endpoints added on the
portfolio-tracker service need no change here.
Request
Responses
- 200
- 401
- 403
- 404
Object keyed by ISO-8601 date. Each value holds balance, funding,
dailyPnl, cumulativePnl, percentagePnl and
percentageCumulativePnl; every figure is a pre-formatted decimal
string, or a map of currency short name to decimal string when no
reference currency is pinned. Left untyped because the body is
forwarded verbatim from the portfolio-tracker service when
PORTFOLIO_TRACKER_PROXY_ENABLED is on; shape owned by that service.
Missing/invalid JWT or entity selection (RBAC_ENTITY_SELECTION_REQUIRED)
Caller lacks the treasury.balances.read permission (RBAC_PERMISSION_DENIED)
Portfolio tracker is not enabled for this environment