Get a portfolio overview
Returns the portfolio together with a rolled-up summary of everything under it — how its properties break down by type, how many units are occupied, and what the leases are worth.
Authorization
AuthorizationstringrequiredBearer token — Send your API token in the Authorization header as Bearer <token>. Requests without a valid token are rejected with 401 Unauthorized.
Path parameters
portfolioIdstringrequiredSnowflake id of the portfolio, as a decimal string.
example: 1830472847398404096
Response
200 · The portfolio and its rolled-up figures.
portfolioobjectThe portfolio itself, without its properties expanded.
summaryobjectRoll-ups across every property in the portfolio. All of it is computed — none of these can be written.
cacheDatestring · date-timeWhen the summary was last recomputed, as a wall clock in the company's timezone with no offset.
401 · The access token is missing, expired, or not for this company.
404 · No portfolio with that id, or it belongs to another company.
The numbers may lag
The summary is computed from a cache. cacheDate tells you when it was last recomputed; anything that changed after that is not reflected yet.