Connect EarthCompliance API
Sustainable investments

Classify sustainable investments

POST/sustainable-investments/insights

Classifies each holding as sustainable, moderate, not sustainable or uncovered under a methodology. Needs access to the sustainable investments framework. Every holding needs a non-null isin, name, instrument_type and market_value, so remove cash rows; otherwise the request fails with 400.

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.

Response Body

application/json

application/json

application/json

application/json

curl -X POST "https://eco.datia.app/sustainable-investments/insights" \  -H "x-api-key: $CE_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "methodology_id": 230,    "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      }    ]  }'
{  "data": [    {      "name": "Microsoft Corp.",      "isin": "US5949181045",      "weight": 35,      "sustainability_profile": {        "classification": 9,        "description": "Sustainable",        "metadata": null      }    },    {      "name": "Apple Inc.",      "isin": "US0378331005",      "weight": 40,      "sustainability_profile": {        "classification": 8,        "description": "Moderate",        "metadata": null      }    },    {      "name": "Bund 2.6% 2033",      "isin": "DE000BU2Z015",      "weight": 25,      "sustainability_profile": {        "classification": null,        "description": "Uncovered",        "metadata": null      }    }  ]}

List methodologies GET

Lists the sustainable investments methodologies you can use. Needs access to the sustainable investments framework.

Get EU Taxonomy alignment POST

Returns the EU Taxonomy eligibility and alignment of the holdings you send, taken together as one portfolio. Needs access to the EU Taxonomy framework. Every holding needs a non-null isin, name, instrument_type and market_value, so remove cash rows; otherwise the request fails with 400. When neither taxonomy data nor a market value can be found for the holdings, the request fails with 400 and the message No data found for the given parameters.