API Reference

Run a web report

Runs a web report and returns the reporting output synchronously

Available Sub Reports

  • account_summary
  • allocation_and_performance_summary
  • appraisals
  • appraisals_wo_cost_basis
  • asset_allocation_top_holdings
  • benchmark_perf_summary
  • buy_sells
  • consolidated_summary
  • deposits_withdrawals
  • household_performance_attribution
  • income
  • management_fees
  • net_investment_chart
  • performance_summary
  • performance_chart
  • portfolio_snapshot
  • realized_gain_loss
  • risk_return_chart
  • security_performance
  • target_vs_actual_allocation
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