Calculate the performance of a portfolio
POST/v1/models/performance
Calculates the annualized returns, expense ratio, dividend yield and alpha of the portfolio in the request body. Nothing is saved. Security group and sleeve IDs that are not your firm's are ignored. The console shows the result under Performance on a model's page.
Request
Responses
- 201
- 400
- 401
- 403
- 429
The performance of the portfolio.
The request body is invalid, for example sleeves is missing or a weight is not a number.
The access token is missing, invalid, or expired.
The access token does not have the write:model scope.
Too many requests. Wait the number of seconds in the Retry-After-per-person header (script-audience tokens) or the Retry-After header (other requests) before you retry. See Rate limit.