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POST
Measure portfolio exposure across strategies

Authorizations

Authorization
string
header
required

Enter 'Bearer' followed by a space and then your JWT or API Key. Example: Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9... or Bearer YOUR_API_KEY_HERE

Body

application/json
companiesWeight
object
required

The portfolio to measure exposure against, given as a map of company ID to weight. Each weight is between 0 and 1.

strategyIds
string<uuid>[]

Strategies to score. When empty or omitted, all of the caller's visible strategies are scored, meaning every owned or public non-archived strategy.

returnDateRange
enum<string>
default:1-year

Window over which the returns figure is computed.

Available options:
1-month,
6-month,
1-year,
5-year

Response

One exposure row per strategy, sorted by exposure from highest to lowest.

id
string<uuid>
required

Identifier of the strategy.

name
string
required

Name of the strategy.

overlap
number<float>
required

Fraction of the portfolio's holdings that also appear in the strategy.

exposure
number<float>
required

Portfolio weight allocated to companies that appear in the strategy.

returns
number<float>
required

The portfolio's return over the requested window, attributed to the strategy.