Portfolio & Reports APIs

These APIs provide a stable summary layer for portfolio views and account health surfaces.

• Fetch holdings, average prices, and current valuation context.
• Differentiate holdings, positions, and realized statements clearly in UI.
• Use account summary cards to present exposure, balance, and cash views.

Report consumers often need less noise and more clarity around periods, statuses, and export readiness.

• Filter by date range and account segment consistently.
• Present downloadable statements only when report generation is complete.
• Show partial-data states clearly during settlement or processing windows.

Good reporting integrations balance freshness with performance and explainability.

• Cache stable historical statements where possible.
• Use structured tables for reconciliation workflows.
• Keep totals, subtotals, and source timestamps visible.