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

finsire_idstringA valid id generated during user creation

Common error scenarios

The following are the common error scenarios in sending an API request:

param is missing or the value is empty: finsire_idfinsire_id is a required field

You can try out this API here