Equity Rank

Equity Rank Portfolio API

The portfolio API from Equity Rank — 6 operation(s) for portfolio.

GitHub OpenAPI

Operations 8

POST /api/portfolio/analyze Analyze Portfolio #
POST /api/portfolio/save-watchlist Save To Watchlist #
POST /api/portfolio/check Check Holdings #
POST /api/portfolio/optimize Optimize Portfolio #
GET /api/portfolio/holdings Get Holdings #
POST /api/portfolio/holdings Upsert Holding #
PATCH /api/portfolio/holdings/{symbol} Update Holding #
DELETE /api/portfolio/holdings/{symbol} Delete Holding #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/equity-rank-com/openapi/equity-rank-com-portfolio-api-openapi.yml

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OpenAPI Specification

equity-rank-com-portfolio-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Equity Rank Com Portfolio API
  version: 0.1.0
  description: 'Operations tagged portfolio across 2 of this provider''s published API definitions: openapi.json, equity-rank-com-openapi.yml. Each path carries the servers of the definition it was published in.'
tags:
- name: Portfolio
paths:
  /api/portfolio/analyze:
    post:
      tags:
      - Portfolio
      summary: Analyze Portfolio
      description: 'Score a list of tickers from the screener_cache.

        Unauthenticated callers receive score + basic info only.

        Authenticated callers receive the full screener row.'
      operationId: analyze_portfolio_api_portfolio_analyze_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AnalyzeRequest'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Analyze Portfolio Api Portfolio Analyze Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/portfolio/save-watchlist:
    post:
      tags:
      - Portfolio
      summary: Save To Watchlist
      description: 'Bulk-add a list of tickers to the authenticated user''s watchlist.

        Silently skips duplicates (upsert semantics).

        Returns added count and any tickers that failed.'
      operationId: save_to_watchlist_api_portfolio_save_watchlist_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SaveWatchlistRequest'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Save To Watchlist Api Portfolio Save Watchlist Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/portfolio/check:
    post:
      tags:
      - Portfolio
      summary: Check Holdings
      description: Published model fair value + gap for each entered ticker. Public.
      operationId: check_holdings_api_portfolio_check_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AnalyzeRequest'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Check Holdings Api Portfolio Check Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/portfolio/optimize:
    post:
      tags:
      - Portfolio
      summary: Optimize Portfolio
      description: 'Black-Litterman portfolio model. F&F-only v1 (legal gate).

        Returns model-derived weights for holdings used as model inputs.

        Not investment advice. Educational use only.'
      operationId: optimize_portfolio_api_portfolio_optimize_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PortfolioOptimizeRequest'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PortfolioOptimizeResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/portfolio/holdings:
    get:
      tags:
      - Portfolio
      summary: Get Holdings
      description: 'Return the user''s holdings enriched with the latest cached price and model

        context, plus per-position and total unrealized P&L (computed from the

        user''s entered cost basis — factual tracking, not advice).'
      operationId: get_holdings_api_portfolio_holdings_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Get Holdings Api Portfolio Holdings Get
      security:
      - HTTPBearer: []
    post:
      tags:
      - Portfolio
      summary: Upsert Holding
      description: Add a holding, or update it if the symbol already exists for this user.
      operationId: upsert_holding_api_portfolio_holdings_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/HoldingRequest'
        required: true
      responses:
        '201':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Upsert Holding Api Portfolio Holdings Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/portfolio/holdings/{symbol}:
    patch:
      tags:
      - Portfolio
      summary: Update Holding
      description: Update an existing holding's shares, cost basis, or notes.
      operationId: update_holding_api_portfolio_holdings__symbol__patch
      security:
      - HTTPBearer: []
      parameters:
      - name: symbol
        in: path
        required: true
        schema:
          type: string
          title: Symbol
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/HoldingUpdate'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Update Holding Api Portfolio Holdings  Symbol  Patch
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
    delete:
      tags:
      - Portfolio
      summary: Delete Holding
      description: Remove a holding from the user's portfolio.
      operationId: delete_holding_api_portfolio_holdings__symbol__delete
      security:
      - HTTPBearer: []
      parameters:
      - name: symbol
        in: path
        required: true
        schema:
          type: string
          title: Symbol
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Delete Holding Api Portfolio Holdings  Symbol  Delete
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
components:
  schemas:
    AnalyzeRequest:
      properties:
        tickers:
          items:
            type: string
          type: array
          title: Tickers
      type: object
      required:
      - tickers
      title: AnalyzeRequest
    PortfolioOptimizeResponse:
      properties:
        holdings_used:
          type: integer
          title: Holdings Used
        weights:
          items:
            additionalProperties: true
            type: object
          type: array
          title: Weights
        portfolio_stats:
          additionalProperties: true
          type: object
          title: Portfolio Stats
        disclaimer:
          type: string
          title: Disclaimer
        cache_age_minutes:
          type: integer
          title: Cache Age Minutes
      type: object
      required:
      - holdings_used
      - weights
      - portfolio_stats
      - disclaimer
      - cache_age_minutes
      title: PortfolioOptimizeResponse
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    SaveWatchlistRequest:
      properties:
        tickers:
          items:
            type: string
          type: array
          title: Tickers
      type: object
      required:
      - tickers
      title: SaveWatchlistRequest
    HoldingUpdate:
      properties:
        shares:
          anyOf:
          - type: number
          - type: 'null'
          title: Shares
        cost_basis:
          anyOf:
          - type: number
          - type: 'null'
          title: Cost Basis
        notes:
          anyOf:
          - type: string
          - type: 'null'
          title: Notes
      type: object
      title: HoldingUpdate
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
        input:
          title: Input
        ctx:
          type: object
          title: Context
      type: object
      required:
      - loc
      - msg
      - type
      title: ValidationError
    HoldingRequest:
      properties:
        symbol:
          type: string
          title: Symbol
        shares:
          type: number
          title: Shares
        cost_basis:
          type: number
          title: Cost Basis
        notes:
          anyOf:
          - type: string
          - type: 'null'
          title: Notes
      type: object
      required:
      - symbol
      - shares
      - cost_basis
      title: HoldingRequest
    PortfolioOptimizeRequest:
      properties:
        tickers:
          anyOf:
          - items:
              type: string
            type: array
          - type: 'null'
          title: Tickers
        positions:
          anyOf:
          - items:
              additionalProperties: true
              type: object
            type: array
          - type: 'null'
          title: Positions
      type: object
      title: PortfolioOptimizeRequest
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer
x-refined-from:
- openapi.json
- equity-rank-com-openapi.yml