# DBT Capital Portfolio API

**Canonical:** https://apis.io/apis/dbt-se/dbt-se-portfolio-api/  
**Provider:** DBT Capital — https://apis.io/providers/dbt-se/  
**Base URL:** https://api.p.dbt.se  
**Documentation:** https://api.p.dbt.se

DBT Capital Portfolio API is one of 14 APIs that [DBT Capital](https://apis.io/providers/dbt-se/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. This API exposes 6 JSON Schema definitions. Tagged areas include Portfolio. The published artifact set on APIs.io includes an OpenAPI specification and 6 JSON Schemas.

Client portfolio management

## Operations (60 of 84)

| Method | Path | Summary |
|---|---|---|
| GET | `/portfolio/organizations/{orgId}/clusters` | Get clusters for an organization |
| GET | `/portfolio/organizations/{orgId}/loans` | Get loans for an organization |
| GET | `/portfolio/organizations/{orgId}/payment-scores` | Get payment scores for an organization |
| GET | `/portfolio/organizations/{orgId}/client-status` | Get client status for an organization |
| POST | `/portfolio/organizations/{orgId}/client-status` | Set a new client status for an organization |
| GET | `/portfolio/organizations/{orgId}/client-status/change-log` | Get client status change log for an organization |
| POST | `/portfolio/organizations/{orgId}/alerts/recalculate` | Recalculate alerts for organization |
| GET | `/portfolio/organizations/{orgId}/loss-given-default/with-stored-collaterals` | Get loss given default (LGD) with stored collaterals |
| GET | `/portfolio/organizations/{orgId}/loan-invoices` | Get loan invoices |
| GET | `/portfolio/organizations/{orgId}/organization-reviews/latest` | Get latest review for an organization |
| POST | `/portfolio/organizations/{orgId}/organization-reviews/review-request` | Create review request for an organization |
| GET | `/portfolio/organizations/{orgId}/organization-reviews/schedule/status` | Get review schedule status for organization |
| PATCH | `/portfolio/organizations/{orgId}/collaterals` | Update collateral valuation for an organization |
| GET | `/portfolio/organizations/{orgId}/collaterals` | Get collateral valuation for an organization |
| GET | `/portfolio/organizations` | List organizations |
| GET | `/portfolio/organizations/v2` | List organizations |
| GET | `/portfolio/organizations/ids` | List organization IDs |
| GET | `/portfolio/organizations/{orgId}` | Get an organization |
| GET | `/portfolio/client-statuses` | Get client statuses |
| GET | `/portfolio/organization-performance-statuses` | List organization performance statuses |
| GET | `/portfolio/alerts/metadata` | Get alerts metadata for organizations |
| GET | `/portfolio/alerts/elastic` | Get alerts from elastic |
| GET | `/portfolio/alerts/reference` | Get alert reference |
| POST | `/portfolio/alerts/test` | Test metric alert |
| POST | `/portfolio/organization-reviews` | Create a review |
| GET | `/portfolio/organization-reviews` | List reviews |
| POST | `/portfolio/organization-reviews/submitted` | Create a submitted review |
| GET | `/portfolio/organization-reviews/{reviewId}` | Get a review by ID |
| PATCH | `/portfolio/organization-reviews/{reviewId}` | Update a review |
| POST | `/portfolio/organization-reviews/{reviewId}/area/{areaId}/submit` | Mark data area as reviewed |
| POST | `/portfolio/organization-reviews/{reviewId}/review/submit` | Validate review and mark it as submitted |
| POST | `/portfolio/organization-reviews/{reviewId}/review/submit-assessment` | Submit assessment |
| GET | `/portfolio/organization-reviews/schedule/status/v2` | List review schedule status |
| GET | `/portfolio/loans` | Get loans |
| PATCH | `/portfolio/loans/{loanId}` | Update a loan's attributes |
| GET | `/portfolio/loans/invoices` | Get loan invoices |
| GET | `/portfolio/payment-schedules` | Get payment schedules |
| GET | `/portfolio/payment-scores` | Get payment scores |
| GET | `/portfolio/scorecards` | List scorecards |
| POST | `/portfolio/scorecards` | Create scorecard |
| POST | `/portfolio/cases/{caseId}/covenants` | Create a covenant on a case |
| PUT | `/portfolio/cases/{caseId}/covenants/{covenantId}` | Update a covenant on a case |
| DELETE | `/portfolio/cases/{caseId}/covenants/{covenantId}` | Delete a covenant on a case |
| GET | `/portfolio/cases/{caseId}/covenants/{covenantId}/principal` | Get a covenant's outstanding principal on a day |
| GET | `/portfolio/cases/{caseId}/covenants/{covenantId}/evaluations` | List covenant evaluations |
| POST | `/portfolio/cases/{caseId}/covenants/{covenantId}/evaluations` | Evaluate a covenant |
| DELETE | `/portfolio/cases/{caseId}/covenants/{covenantId}/evaluations/{evaluationId}` | Remove a covenant evaluation |
| GET | `/portfolio/cases/{caseId}/customer-insights` | Get a case's customer insights |
| GET | `/portfolio/cases` | List cases |
| POST | `/portfolio/cases` | Create case |
| POST | `/portfolio/cases/{caseId}/deals` | Attach further deals to an existing case |
| DELETE | `/portfolio/cases/{caseId}/deals/{dealId}` | Detach a deal from a case |
| PATCH | `/portfolio/cases/{caseId}` | Update case attributes |
| POST | `/portfolio/cases/{caseId}/closure` | Close or reopen a case |
| GET | `/portfolio/cases/{caseId}/documents` | List documents linked to a case |
| POST | `/portfolio/cases/{caseId}/activity/comments` | Post a comment on the case timeline |
| GET | `/portfolio/cases/{caseId}/activity` | The case's changes and comments, with the high-importance activity and notes of… |
| POST | `/portfolio/cases/{caseId}/activity/touch` | Mark the case's timeline as seen |
| GET | `/portfolio/case-reviews/merged` | List the reviews of cases and of their organisations, merged |
| POST | `/portfolio/case-reviews` | Start or continue a review of a case |

…and 24 more operations. They are listed in full on the page.

## Machine-readable artifacts (7)

- **OpenAPI** — https://artifacts.apis.io/dbt-se/openapi/dbt-se-portfolio-api-openapi.yml
- **JSONSchema** — https://artifacts.apis.io/dbt-se/json-schema/dbt-se-health-checks-resolved-status-response-body-schema.json
- **JSONSchema** — https://artifacts.apis.io/dbt-se/json-schema/dbt-se-collateral-valuation-response-body-schema.json
- **JSONSchema** — https://artifacts.apis.io/dbt-se/json-schema/dbt-se-portfolio-organization-schema.json
- **JSONSchema** — https://artifacts.apis.io/dbt-se/json-schema/dbt-se-base-summation-account-plan-adjustment-request-body-schema.json
- **JSONSchema** — https://artifacts.apis.io/dbt-se/json-schema/dbt-se-organization-schema.json
- **JSONSchema** — https://artifacts.apis.io/dbt-se/json-schema/dbt-se-get-lgdpotential-response-body-schema.json

## Other DBT Capital APIs (12)

- [DBT Capital Agents API](https://apis.io/apis/dbt-se/dbt-se-agents-api/)
- [DBT Capital Banking API](https://apis.io/apis/dbt-se/dbt-se-banking-api/)
- [DBT Capital Bookkeeping API](https://apis.io/apis/dbt-se/dbt-se-bookkeeping-api/)
- [DBT Capital Documents API](https://apis.io/apis/dbt-se/dbt-se-documents-api/)
- [DBT Capital Files API](https://apis.io/apis/dbt-se/dbt-se-files-api/)
- [DBT Capital Identity API](https://apis.io/apis/dbt-se/dbt-se-identity-api/)
- [DBT Capital LLM API](https://apis.io/apis/dbt-se/dbt-se-llm-api/)
- [DBT Capital Notification API](https://apis.io/apis/dbt-se/dbt-se-notification-api/)
- [DBT Capital Prospect API](https://apis.io/apis/dbt-se/dbt-se-prospect-api/)
- [DBT Capital Regulatory Records API](https://apis.io/apis/dbt-se/dbt-se-regulatory-records-api/)
- [DBT Capital UC API](https://apis.io/apis/dbt-se/dbt-se-uc-api/)
- [DBT Capital Upload API](https://apis.io/apis/dbt-se/dbt-se-upload-api/)

## Tags

Portfolio

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/dbt-se/dbt-se-portfolio-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/dbt-se/.