Rename a portfolio or change its currency
/portfolios/{identifier}Updates the name or currency of a portfolio. Send only the fields you want to change. It works on any portfolio in your organization, including portfolios created in the Connect Earth app. An unknown currency code is ignored.
Authorization
apiKey Your Connect Earth API key.
In: header
Path Parameters
The portfolio identifier returned by POST /portfolios or GET /portfolios.
Request Body
application/json
TypeScript Definitions
Use the request body type in TypeScript.
Response Body
application/json
application/json
application/json
application/json
curl -X PUT "https://eco.datia.app/portfolios/datia-portfolio:12345_pension-fund-a" \ -H "x-api-key: $CE_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "name": "Pension fund A (EUR)", "currency": "EUR" }'{ "identifier": "datia-portfolio:12345_pension-fund-a", "metadata": { "message": "Fund metadata updated successfully with id: 67890" }}Delete a portfolio snapshot DELETE
Deletes one snapshot of a portfolio. It works on any portfolio in your organization, including portfolios created in the Connect Earth app. When you delete the last listed snapshot, the portfolio is deleted too. A portfolio with no listed snapshots, for example one whose snapshots are all older than about five years, is deleted entirely by a DELETE, whatever snapshot_at you send. If the snapshot is not listed, nothing is deleted and the message says so. metadata.message is one of Fund snapshot deleted successfully, Fund deleted successfully with all snapshots, Fund deleted successfully or Fund snapshot not found.
Get SFDR classification POST
Returns the SFDR article (6, 8 or 9) for each ISIN. Needs access to the SFDR framework. Up to 10,000 holdings per request. Entries without an isin are skipped. An empty holdings list fails with 400 and the message Please provide at least one instrument. When no entry has an isin, the response has an empty data list.