Generate a sustainability report

POST/reports

Builds a PDF sustainability report for the holdings you send and returns a link to it. The report compares the portfolio with one benchmark: benchmark_etf_mutual_fund when you send it, otherwise benchmark_index, which defaults to S&P 500. A request without identifier, without type or with an empty holdings list fails with 400. A snapshot_at in a future year fails with 400 and the message Snapshot date cannot be higher than actual date. A date that cannot be read fails with 400 and the message You are not using a valid date as snapshot parameter.

Authorization

apiKey

x-api-key<token>

Your Connect Earth API key.

In: header

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

name*string

Name of the portfolio, shown in the report.

identifier*string

Your label for the portfolio. It is not linked to portfolios stored with POST /portfolios.

type*string

Report type.

Value in

"esg-overview"
"mifid2"

snapshot_at*string

Date of the holdings (ISO 8601). It is moved to the end of its quarter.

Formatdate

holdings*array<>

Holdings in the portfolio. Must contain at least one holding.

Items1 <= items

benchmark_index?string

Name of the index to compare the portfolio with. Defaults to S&P 500. A name that is not in the list fails with 400. Use benchmark_etf_mutual_fund instead to compare with a specific ETF or mutual fund.

Default"S&P 500"

Value in

"S&P 500"
"Nasdaq 100"
"DOW 30"
"FTSE 100"
"OMX 30"
"OMX Stockholm"
"OMXC 30"
"DAX"
"CAC 40"
"SMI"
"AEX"
"IBEX 35"
"PSI 20"
"BEL 20"
"ATX 20"
"EURO STOXX 50"
"Solactive SEK IG Credit Index"

benchmark_etf_mutual_fund?string

ISIN of the ETF or mutual fund to compare the portfolio with. Takes priority over benchmark_index.

methodology_id?number

Sustainable investments methodology to use. Only applies to mifid2 reports. Get the ids from GET /sustainable-investments/methodologies.

Response Body

`application/json`

curl -X POST "https://eco.datia.app/reports" \  -H "x-api-key: $CE_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "Pension fund A",    "identifier": "pension-fund-a",    "type": "esg-overview",    "snapshot_at": "2026-06-30",    "benchmark_etf_mutual_fund": "IE00B4L5Y983",    "holdings": [      {        "name": "Apple Inc.",        "isin": "US0378331005",        "instrument_type": "stock",        "currency": "USD",        "weight": 40,        "market_value": 4000000      },      {        "name": "Microsoft Corp.",        "isin": "US5949181045",        "instrument_type": "stock",        "currency": "USD",        "weight": 35,        "market_value": 3500000      },      {        "name": "Bund 2.6% 2033",        "isin": "DE000BU2Z015",        "instrument_type": "sovereign-bond",        "currency": "EUR",        "weight": 25,        "market_value": 2500000      }    ]  }'

{  "document": {    "location_url": "https://cdn.datia.app/reports/report-0001.pdf",    "request_id": "REQUEST-ID-0001"  },  "metadata": {    "snapshot_at": "2026-06-30",    "type": "esg-overview",    "default_benchmark": "IE00B4L5Y983",    "identifier": "report-reference-0001"  }}

AuthorizationCopy Anchor Link

Request BodyCopy Anchor Link

Response BodyCopy Anchor Link

201application/json

400application/json

403application/json

500application/json

Authorization

Request Body

Response Body

`application/json`

`application/json`

`application/json`

`application/json`