Overview
Portfolio and Holdings
The Party Portfolio API delivers comprehensive position information at an aggregate level. Meanwhile, the 'holdings' element provides a detailed breakdown of positions per individual instrument. This structure allows for an efficient, layered understanding of both the overall portfolio and its specific components.
{
"net_asset_value": {
"amount": "20000",
"currency": "USD"
},
"committed_amount": {
"amount": "15000",
"currency": "USD"
},
"distributed_amount": {
"amount": "2000",
"currency": "USD"
},
"paid_in_amount": {
"amount": "10000",
"currency": "USD"
},
"total_return": {
"amount": "22000",
"currency": "USD"
},
"net_gain": {
"amount": "70000",
"currency": "USD"
},
"irr": 0.20,
"holdings": {
"3fa85f64-5717-4562-b3fc-2c963f66afa6": {
"instrument_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"number_of_units": 200,
"nav_per_unit": {
"amount": "100",
"currency": "USD"
},
"total_nav": {
"amount": "20000",
"currency": "USD"
},
"committed_amount": {
"amount": "15000",
"currency": "USD"
},
"distributed_amount": {
"amount": "2000",
"currency": "USD"
},
"paid_in_amount": {
"amount": "10000",
"currency": "USD"
},
"total_return": {
"amount": "22000",
"currency": "USD"
},
"net_gain": {
"amount": "7000",
"currency": "USD"
},
"irr":0.20,
"portfolio_percentage": 1,
"updated_at": "2023-08-03T04:08:15.819Z"
}
},
"updated_at": "2023-08-03T04:08:15.819Z"
}
Updated over 1 year ago