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OpenAPI Specification

openapi: 3.2.0
info:
  title: Datia Portfolios API
  version: '2026-10-15'
  description: 'GENERATED FROM DOCUMENTATION by API Evangelist on 2026-10-15: 10 operation(s) read from 13 public documentation page(s) (each operation names its page in x-source). This is not the provider''s published contract; Datia has published no machine-readable contract that the pipeline could find. Engine: local.'
  x-evidence-tiers:
    code-example: 12
    documentation: -2
    pages-with-code: 13
    pages-read: 13
  x-generated-from: documentation
  x-provenance: generated
  x-authored-by: API Evangelist
  x-generated: '2026-10-15'
  x-generator: generate-contract-from-docs.py
  x-engine: local
  x-sources:
  - https://docs.datia.app/docs/api-reference/instruments/get-esg-data
  - https://docs.datia.app/docs/api-reference/portfolios/list-portfolios
  - https://docs.datia.app/docs/api-reference/climate/get-temperature-scores
  - https://docs.datia.app/docs/api-reference/instruments/get-pai-indicators
  - https://docs.datia.app/docs/api-reference/instruments/get-sfdr-classification
  - https://docs.datia.app/docs/api-reference/eu-taxonomy/get-eu-taxonomy-alignment
  - https://docs.datia.app/docs/api-reference/instruments/get-business-involvements
  - https://docs.datia.app/docs/api-reference/portfolios/delete-a-portfolio-snapshot
  - https://docs.datia.app/docs/api-reference/reports/generate-a-sustainability-report
  - https://docs.datia.app/docs/api-reference/sustainable-investments/list-methodologies
  - https://docs.datia.app/docs/api-reference/portfolios/create-or-replace-a-portfolio-snapshot
  - https://docs.datia.app/docs/api-reference/portfolios/rename-a-portfolio-or-change-its-currency
  - https://docs.datia.app/docs/api-reference/sustainable-investments/classify-sustainable-investments
servers:
- url: https://eco.datia.app
security:
- apiKey: []
tags:
- name: Portfolios
paths:
  /portfolios:
    get:
      operationId: get_portfolios
      tags:
      - Portfolios
      summary: GET /portfolios
      x-source: https://docs.datia.app/docs/api-reference/portfolios/list-portfolios
      responses:
        '200':
          description: Success (shape read from the example response on the page)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetPortfoliosResponse'
      x-evidence:
        kind: code-example
        language: curl
        snippet: 'curl Python JavaScript Copy Text curl -X GET "https://eco.datia.app/portfolios" \ -H "x-api-key: $CE_API_KEY" 200 400 403 500 Copy Text { "data": { "members": 4, "funds": [ { "identifier": "datia-portfolio:12345_pension-fund-a", "name": "Pension fund A", "snapshots": [ "2026-03-31", "2026-06-30" ] } ] }, "metadata": { "message": "Organization metadata successfully retrieved" } } Generate a sustain'
    post:
      operationId: post_portfolios
      tags:
      - Portfolios
      summary: Uploads the holdings of a portfolio for one date
      x-source: https://docs.datia.app/docs/api-reference/portfolios/delete-a-portfolio-snapshot
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfoliosRequest'
      responses:
        '200':
          description: Success (status as documented)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PostPortfoliosResponse'
      x-evidence:
        kind: documentation
  /portfolios/{identifier}:
    delete:
      operationId: delete_portfolios_identifier
      tags:
      - Portfolios
      summary: Deletes one snapshot of a portfolio
      x-source: https://docs.datia.app/docs/api-reference/portfolios/delete-a-portfolio-snapshot
      parameters:
      - name: identifier
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Success (status as documented)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DeletePortfoliosIdentifierResponse'
      x-evidence:
        kind: documentation
    put:
      operationId: put_portfolios_identifier
      tags:
      - Portfolios
      summary: Rename a portfolio or change its currency
      description: Updates the name and currency of an existing portfolio.
      x-source: https://docs.datia.app/docs/api-reference/portfolios/list-portfolios
      parameters:
      - name: identifier
        in: path
        required: true
        schema:
          type: string
      - name: x-api-key
        in: header
        required: true
        schema:
          type: string
        description: Your Connect Earth API key.
      responses:
        '200':
          description: Success (status as documented)
      x-evidence:
        kind: documentation
components:
  schemas:
    PostPortfoliosRequest:
      type: object
      properties:
        snapshot_at:
          type: string
          description: Date of the snapshot (ISO 8601).
        name:
          type: string
        currency:
          type: string
        holdings:
          type: array
          description: Holdings data for the portfolio.
      required:
      - snapshot_at
    PostPortfoliosResponse:
      type: object
      properties:
        identifier:
          type: string
    GetPortfoliosResponse:
      type: object
      properties:
        data:
          type: object
          properties:
            members:
              type: integer
            funds:
              type: array
              items:
                type: object
                properties:
                  identifier:
                    type: string
                  name:
                    type: string
                  snapshots:
                    type: array
                    items:
                      type: string
                      format: date
        metadata:
          type: object
          properties:
            message:
              type: string
    DeletePortfoliosIdentifierResponse:
      type: object
      properties:
        identifier:
          type: string
        metadata.message:
          type: string
          description: One of Fund snapshot deleted successfully, Fund deleted successfully with all snapshots, Fund deleted successfully or Fund snapshot not found.
  securitySchemes:
    apiKey:
      type: apiKey
      in: header
      name: x-api-key