Altruist Performance Analytics API

openapi: 3.2.0
info:
  title: Enterprise Realtime Performance Analytics API
  description: The Enterprise Realtime API service acts as the public API layer for advisor infrastructure, enabling partner-developers to programmatically perform advisor actions.
  version: v1
servers:
- url: https://integrations.altruist.com
  description: API Server
tags:
- name: Performance Analytics
  description: Time weighted returns and performance analytics
paths:
  /api/v1/orgs/{orgId}/performanceAnalytics/resourceGroups/timeWeightedReturns:
    post:
      tags:
      - Performance Analytics
      summary: Get time weighted returns for multiple resources
      operationId: getTimeWeightedReturnsForResourceGroup
      parameters:
      - name: orgId
        in: path
        required: true
        schema:
          type: string
          format: uuid
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/TimeWeightedReturnsResourceGroupRequestV1'
        required: true
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/TimeWeightedReturnsResourceGroupResponseV1'
        '400':
          description: Bad Request
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '401':
          description: Unauthorized
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '403':
          description: Forbidden
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '404':
          description: Not Found
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '409':
          description: Conflict
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '422':
          description: Unprocessable Entity
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '500':
          description: Internal Server Error
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '501':
          description: Not Implemented
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
        '502':
          description: Bad Gateway
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ErrorV1'
components:
  schemas:
    TimeWeightedReturnsResourceGroupRequestV1:
      type: object
      description: Request for time weighted returns for multiple resources
      properties:
        resources:
          type: array
          description: List of resourceIds to calculate returns for
          items:
            type: string
            format: uuid
          minItems: 1
        dateRangeConfig:
          $ref: '#/components/schemas/DateRangeConfigV1'
          description: Date range configuration for returns calculation
        dataConfig:
          $ref: '#/components/schemas/TimeWeightedReturnsDataConfigV1'
          description: Data configuration for response
        resourceType:
          type: string
          description: Type of resources
          enum:
          - Account
          - Household
      required:
      - dataConfig
      - dateRangeConfig
      - resourceType
      - resources
    ErrorV1:
      type: object
      properties:
        code:
          type: integer
          format: int32
          description: '### Error Codes


            | Code   | Description                         |

            |--------|-------------------------------------|

            | **0xx** | **Unknown or Unexpected**          |

            | 0    | Unknown error                         |

            | 40   | Unknown authentication error          |

            | **1xx** | **General**                        |

            | 101  | Invalid input                         |

            | 104  | Not found                             |

            | 140  | Access Denied                         |

            | 141  | Unauthorized                          |

            | 150  | Not implemented                       |

            | **10xx** | **Household**                     |

            | 1000 | Household not found                   |

            | 1001 | Duplicate contact                     |

            | 1002 | Household contact not found           |

            | 1003 | Household contact already exists      |

            | **11xx** | **Account**                       |

            | 1100 | Account not found                     |

            | 1110 | Invalid account group                 |

            | **12xx** | **User**                          |

            | 1200 | User not found                        |

            | 1201 | User profile not found                |

            | **13xx** | **Transfer**                      |

            | 1300 | Transfer not found                    |

            | 1301 | Transfer not supported                |

            | 1302 | Duplicate transfer                    |

            | 1303 | Funding account not found             |

            | 1304 | Duplicate funding account             |

            | **14xx** | **Client Agreement**              |

            | 1400 | Client Agreement not found            |

            | 1401 | Invalid Client Agreement file         |

            | 1402 | Client Agreement could not be updated |

            | **15xx** | **Trusted Contact**               |

            | 1500 | Trusted Contact not found             |

            | **17xx** | **Cash Set Aside**                |

            | 1700 | Cash set aside not found              |

            | 1701 | Cash set aside invalid amount         |

            | 1702 | Cash set aside invalid date           |

            | 1703 | Cash set aside upstream error         |

            | 1704 | Cash set aside cannot be cancelled    |

            | 1705 | Cash set aside invalid account        |

            | **18xx** | **Cash Settings**                 |

            | 1800 | Cash settings not found               |

            '
        message:
          type: string
        requestId:
          type: string
    TimeWeightedReturnsResponseV1:
      type: object
      description: Time weighted returns response with analytics
      properties:
        timeWeightedReturnsSummary:
          $ref: '#/components/schemas/TimeWeightedReturnsSummaryV1'
          description: Summary of time weighted returns
        dailyReturns:
          type: array
          description: Daily returns breakdown
          items:
            $ref: '#/components/schemas/DailyReturnV1'
    DateRangeConfigV1:
      type: object
      description: Date range configuration for returns calculation
      properties:
        dateRangeType:
          type: string
          description: Type of date range
          enum:
          - FixedInterval
        startDate:
          type: string
          format: date
          description: Start date (required for FIXED_INTERVAL)
        endDate:
          type: string
          format: date
          description: End date (required for FIXED_INTERVAL)
      required:
      - dateRangeType
    TimeWeightedReturnsDataConfigV1:
      type: object
      description: Data configuration for time weighted returns response
      properties:
        includeReturns:
          type: boolean
          description: Include daily returns in response
    DailyReturnV1:
      type: object
      description: Daily return data point
      properties:
        date:
          type: string
          format: date
          description: Date of the return
        returnValue:
          type: string
          description: Return value as decimal string
    TimeWeightedReturnsResourceGroupResponseV1:
      type: object
      description: Response for time weighted returns resource group
      properties:
        results:
          type: array
          description: Time weighted returns for each requested resource
          items:
            $ref: '#/components/schemas/TimeWeightedReturnsResponseV1'
    TimeWeightedReturnsSummaryV1:
      type: object
      description: Summary of time weighted returns
      properties:
        cumulativeReturn:
          type: string
          description: Cumulative return as decimal string (e.g., '0.1523')
        annualizedReturn:
          type: string
          description: Annualized return as decimal string
x-provenance:
  method: searched
  source: https://developer.altruist.com/reference
  harvested: '2026-10-13'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
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