Portfolio Summary
The following API gives us summary data of all the Securities a particular user holds. It can be Mutual Funds, Stocks, etc.
The summary API provides data points such as Total Invested, Total Returns, XIRR, etc. It also helps differentiate whether it is a One-Time investment or an SIP.
Input Type
| Input | Type | Description |
|---|---|---|
| finsire_id | string | A valid id generated during user creation |
Common error scenarios
The following are the common error scenarios in sending an API request:
| Error | Description |
|---|---|
| param is missing or the value is empty: finsire_id | finsire_id is a required field |
You can try out this API here
Updated 3 days ago