# Thomson Reuters Portfolios API **Canonical:** https://apis.io/apis/thomson-reuters/thomson-reuters-portfolios-api/ **Provider:** Thomson Reuters — https://apis.io/providers/thomson-reuters/ **Base URL:** https://api.onesourcetax.com/administration/v1/financial-hierarchies **Documentation:** https://developers.thomsonreuters.com/ Thomson Reuters Portfolios API is one of 324 APIs that [Thomson Reuters](https://apis.io/providers/thomson-reuters/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. This API exposes 163 JSON Schema definitions. Tagged areas include Portfolio. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, and 163 JSON Schemas. Manage firm matter portfolios to track combined financial spending on all the matters assigned to a portfolio. ## Operations (4) | Method | Path | Summary | |---|---|---| | GET | `/portfolios` | Get firm portfolios for a firm connected to the company | | POST | `/portfolios` | Create a new firm portfolio record | | GET | `/portfolios/{id}` | Retrieve information about an existing firm matter portfolio based on the… | | PUT | `/portfolios/{id}` | Update an existing portfolio record identified by the portfolio Tracker ID | ## Machine-readable artifacts (262) - **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/openapi/thomson-reuters-portfolios-api-openapi.yml - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/2A8320F8-60E8-2D73-A3F0-0D097B720566 - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-custom-level4-node-response-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-api-collection-financial-hierarchy-branch-response-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-api-collection-financial-hierarchy-node-response-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-custom-level4-node-request-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-id-response-string-schema.json - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/2074AAC5-1C5E-2FF4-01D9-3B3E12470E4E - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-predictive-mapping-request-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-predictive-mapping-response-financial-hierarchy-dto-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-predictive-feedback-request-schema.json - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/4A4ED3B6-3CF9-A7AA-9D0B-7B498E084A66 - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/3A3301AC-8457-530C-A784-CE7EF7400372 - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-transaction-extract-request-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-parameters-response-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-transaction-extract-response-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-api-info-response-schema.json - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/AA887EC9-9ADD-9096-871D-5482B80A5B52 - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-topic-dto-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-topic-download-dto-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-topic-download-list-dto-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-api-collection-topic-record-dto-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-topic-record-values-dto-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-api-collection-topic-dto-schema.json - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/31e1b889-f210-4d5b-9bcf-635010703dc9 - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/31888b43-b888-4dd6-a7b7-2e067dbf888e - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-tax-provision-detail-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-tax-provision-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-state-provision-detail-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-state-provision-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-effective-tax-rate-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-payable-schema.json - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/a1deda95-6752-46bb-80c4-077adf399b0b - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/f2b3d8b9-9f8e-4a45-bc9e-3c2f5e1a7c72 - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-account-model-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-partnership-k1-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-operation-model-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-account-response-model-schema.json - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/B2230E9D-2AF1-4898-97B8-AE02DDD77148 - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-trta-athena-models-api-v4-chart-of-accounts-chart-of-accounts-reponse-schema.json - …and 222 more, listed in full on the page. ## Other Thomson Reuters APIs (12) - [Thomson Reuters Westlaw API](https://apis.io/apis/thomson-reuters/westlaw-api/) - [Thomson Reuters Checkpoint API](https://apis.io/apis/thomson-reuters/checkpoint-api/) - [Thomson Reuters Risk and Fraud API](https://apis.io/apis/thomson-reuters/risk-fraud-api/) - [Datasets API](https://apis.io/apis/thomson-reuters/datasets-api/) - [Exports API](https://apis.io/apis/thomson-reuters/exports-api/) - [Tax Return Import/Export API](https://apis.io/apis/thomson-reuters/tax-return-import-export-api/) - [Companies API](https://apis.io/apis/thomson-reuters/companies-api/) - [Prints API](https://apis.io/apis/thomson-reuters/prints-api/) - [Reports API](https://apis.io/apis/thomson-reuters/reports-api/) - [Firms API](https://apis.io/apis/thomson-reuters/firms-api/) - [Matters API](https://apis.io/apis/thomson-reuters/matters-api/) - [Users API](https://apis.io/apis/thomson-reuters/users-api/) ## Tags Portfolio --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/thomson-reuters/thomson-reuters-portfolios-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/thomson-reuters/.