Get Portfolio report for the accounts of a specified client

Endpoint Parameters

• Request parameters

  Name	Type	Origin	Description
  AccountGroupKey	AccountGroupKey	Query-String	The account group id.
  AccountKey	AccountKey	Query-String	The account key.
  ClientKey	ClientKey	Route	Unique id of the client.
  FromDate	Date	Route	From date in UTC
  IncludeYTDInformation	Bool	Query-String	Include additional information about performance Year To Date.
  OptionalReportSections	OptionalReportSection []	Query-String	Whether any optional section is needed in the report
  ToDate	Date	Route	To date in UTC

• Response Parameters

  View Response Codes

  HTTP Code	Description
  200	OK	Indicates that the request was performed correctly.
  400	BadRequest	Error Code Description BadRequestError Bad request. InvalidRequest Indicates that the request is malformed.
  401	Unauthorized	Indicates that the request was rejected because the 'Authorization' header was missing in the request or contained an invalid security token.
  404	NotFound	Error Code Description NotFoundError Not found.
  406	NotAcceptable	Error Code Description RequestedFormatNotSupported Request format not supported.
  500	InternalServerError	Error Code Description InternalServerError Internal server error.
  503	ServiceUnavailable	Service Unavailable

  Close

  There are no response parameters

• Request Example

  Request URL

  GET cr/v1/reports/Portfolio/5DG7K1P5cqYBZ77tl7Af4w==/2016-10-10/2017-10-10/?AccountGroupKey=LZTc7DdejXODf-WSl2aCyQ==&AccountKey=LZTc7DdejXODf-WSl2aCyQ==&IncludeYTDInformation=true&OptionalReportSections=Trasactions