Get syndicate portfolio summary

GET 
/syndicates/:syndicate_id/portfolio

Returns totals across the syndicate's portfolio: cost basis, current value, gains, per-status deal counts, and the number of distinct investors. Accepts the same status and company filters as the positions endpoint to total a slice of the portfolio, such as only exited deals.

The summary covers the syndicate's funded deals, summed across everyone holding their securities (not just current members), as aggregate figures only. Member-level data is available on the members endpoints.

Portfolio values are recalculated periodically rather than on each request, so recent investments and valuation changes can take a few minutes to appear. as_of is the timestamp of the oldest calculation included in the response.

Monetary values are integer cents; per-share prices and return multiples are decimal strings.

Request

Responses

200

Successful response

401

Authentication required or token is invalid/expired. This error occurs when:

• No Authorization header is provided
• The access token is invalid or malformed
• The access token has expired
• The access token has been revoked

To resolve: Obtain a new access token using the OAuth 2.0 flow.

403

The authenticated user does not have permission to access this resource. This typically means:

• The user is authenticated but lacks the required OAuth scope
• The resource belongs to a different user
• The user's role doesn't allow this operation

Check that your OAuth token includes the necessary scopes for this endpoint.

404

Syndicate not found