Track Portfolio
curl --request POST \
--url https://api.chicago.global/v1/portfolio/track \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"portfolio": [
{
"date": "2024-01-01",
"symbol": "AAPL",
"weight": 0.25
}
],
"base_currency": "USD",
"initial_value": 10000,
"benchmark": "ACWI.OQ",
"include_transaction_costs": false,
"transaction_cost_config": {
"Singapore": {
"buy": 0.14,
"sell": 0.14
}
}
}
'import requests
url = "https://api.chicago.global/v1/portfolio/track"
payload = {
"portfolio": [
{
"date": "2024-01-01",
"symbol": "AAPL",
"weight": 0.25
}
],
"base_currency": "USD",
"initial_value": 10000,
"benchmark": "ACWI.OQ",
"include_transaction_costs": False,
"transaction_cost_config": { "Singapore": {
"buy": 0.14,
"sell": 0.14
} }
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
portfolio: [{date: '2024-01-01', symbol: 'AAPL', weight: 0.25}],
base_currency: 'USD',
initial_value: 10000,
benchmark: 'ACWI.OQ',
include_transaction_costs: false,
transaction_cost_config: {Singapore: {buy: 0.14, sell: 0.14}}
})
};
fetch('https://api.chicago.global/v1/portfolio/track', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.chicago.global/v1/portfolio/track",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'portfolio' => [
[
'date' => '2024-01-01',
'symbol' => 'AAPL',
'weight' => 0.25
]
],
'base_currency' => 'USD',
'initial_value' => 10000,
'benchmark' => 'ACWI.OQ',
'include_transaction_costs' => false,
'transaction_cost_config' => [
'Singapore' => [
'buy' => 0.14,
'sell' => 0.14
]
]
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.chicago.global/v1/portfolio/track"
payload := strings.NewReader("{\n \"portfolio\": [\n {\n \"date\": \"2024-01-01\",\n \"symbol\": \"AAPL\",\n \"weight\": 0.25\n }\n ],\n \"base_currency\": \"USD\",\n \"initial_value\": 10000,\n \"benchmark\": \"ACWI.OQ\",\n \"include_transaction_costs\": false,\n \"transaction_cost_config\": {\n \"Singapore\": {\n \"buy\": 0.14,\n \"sell\": 0.14\n }\n }\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.chicago.global/v1/portfolio/track")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"portfolio\": [\n {\n \"date\": \"2024-01-01\",\n \"symbol\": \"AAPL\",\n \"weight\": 0.25\n }\n ],\n \"base_currency\": \"USD\",\n \"initial_value\": 10000,\n \"benchmark\": \"ACWI.OQ\",\n \"include_transaction_costs\": false,\n \"transaction_cost_config\": {\n \"Singapore\": {\n \"buy\": 0.14,\n \"sell\": 0.14\n }\n }\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.chicago.global/v1/portfolio/track")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"portfolio\": [\n {\n \"date\": \"2024-01-01\",\n \"symbol\": \"AAPL\",\n \"weight\": 0.25\n }\n ],\n \"base_currency\": \"USD\",\n \"initial_value\": 10000,\n \"benchmark\": \"ACWI.OQ\",\n \"include_transaction_costs\": false,\n \"transaction_cost_config\": {\n \"Singapore\": {\n \"buy\": 0.14,\n \"sell\": 0.14\n }\n }\n}"
response = http.request(request)
puts response.read_body{
"detail": [
{
"loc": [
"<string>"
],
"msg": "<string>",
"type": "<string>",
"input": "<unknown>",
"ctx": {}
}
]
}Portfolio Tracker
Track Portfolio
Register a tracked portfolio and kick off its initial analytics in the background, returning the portfolio_key immediately (no compute wait).
POST
/
v1
/
portfolio
/
track
Track Portfolio
curl --request POST \
--url https://api.chicago.global/v1/portfolio/track \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"portfolio": [
{
"date": "2024-01-01",
"symbol": "AAPL",
"weight": 0.25
}
],
"base_currency": "USD",
"initial_value": 10000,
"benchmark": "ACWI.OQ",
"include_transaction_costs": false,
"transaction_cost_config": {
"Singapore": {
"buy": 0.14,
"sell": 0.14
}
}
}
'import requests
url = "https://api.chicago.global/v1/portfolio/track"
payload = {
"portfolio": [
{
"date": "2024-01-01",
"symbol": "AAPL",
"weight": 0.25
}
],
"base_currency": "USD",
"initial_value": 10000,
"benchmark": "ACWI.OQ",
"include_transaction_costs": False,
"transaction_cost_config": { "Singapore": {
"buy": 0.14,
"sell": 0.14
} }
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
portfolio: [{date: '2024-01-01', symbol: 'AAPL', weight: 0.25}],
base_currency: 'USD',
initial_value: 10000,
benchmark: 'ACWI.OQ',
include_transaction_costs: false,
transaction_cost_config: {Singapore: {buy: 0.14, sell: 0.14}}
})
};
fetch('https://api.chicago.global/v1/portfolio/track', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.chicago.global/v1/portfolio/track",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'portfolio' => [
[
'date' => '2024-01-01',
'symbol' => 'AAPL',
'weight' => 0.25
]
],
'base_currency' => 'USD',
'initial_value' => 10000,
'benchmark' => 'ACWI.OQ',
'include_transaction_costs' => false,
'transaction_cost_config' => [
'Singapore' => [
'buy' => 0.14,
'sell' => 0.14
]
]
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.chicago.global/v1/portfolio/track"
payload := strings.NewReader("{\n \"portfolio\": [\n {\n \"date\": \"2024-01-01\",\n \"symbol\": \"AAPL\",\n \"weight\": 0.25\n }\n ],\n \"base_currency\": \"USD\",\n \"initial_value\": 10000,\n \"benchmark\": \"ACWI.OQ\",\n \"include_transaction_costs\": false,\n \"transaction_cost_config\": {\n \"Singapore\": {\n \"buy\": 0.14,\n \"sell\": 0.14\n }\n }\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.chicago.global/v1/portfolio/track")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"portfolio\": [\n {\n \"date\": \"2024-01-01\",\n \"symbol\": \"AAPL\",\n \"weight\": 0.25\n }\n ],\n \"base_currency\": \"USD\",\n \"initial_value\": 10000,\n \"benchmark\": \"ACWI.OQ\",\n \"include_transaction_costs\": false,\n \"transaction_cost_config\": {\n \"Singapore\": {\n \"buy\": 0.14,\n \"sell\": 0.14\n }\n }\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.chicago.global/v1/portfolio/track")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"portfolio\": [\n {\n \"date\": \"2024-01-01\",\n \"symbol\": \"AAPL\",\n \"weight\": 0.25\n }\n ],\n \"base_currency\": \"USD\",\n \"initial_value\": 10000,\n \"benchmark\": \"ACWI.OQ\",\n \"include_transaction_costs\": false,\n \"transaction_cost_config\": {\n \"Singapore\": {\n \"buy\": 0.14,\n \"sell\": 0.14\n }\n }\n}"
response = http.request(request)
puts response.read_body{
"detail": [
{
"loc": [
"<string>"
],
"msg": "<string>",
"type": "<string>",
"input": "<unknown>",
"ctx": {}
}
]
}Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Body
application/json
Request model for creating a tracked portfolio.
List of portfolio holdings with dates and weights
Show child attributes
Show child attributes
Base currency for portfolio
Example:
"USD"
Initial portfolio value in base currency
Example:
10000
Benchmark for comparison
Example:
"ACWI.OQ"
Apply market-specific transaction costs during rebalancing
Example:
false
Custom transaction cost rates by market. Format: {'market_name': {'buy': rate, 'sell': rate}}.
Example:
{
"Singapore": { "buy": 0.14, "sell": 0.14 }
}
Response
Successful Response
Last modified on September 21, 2026
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