Decomposes a portfolio across the telemetry-radar theme baskets. Async —
returns a job_id immediately.
Submit: POST your holdings to /v1/portfolio/theme-exposure.
Receive: a job_id and polling URL.
Poll: GET /v1/jobs/{job_id} until status is completed.
Symbols are taken as RICs, as sent, with no ticker resolution: a bare ticker
like AGG can mean a different stock on a different exchange than the one
you intend. Resolve tickers to RICs first: for stocks, use
Stock Search or
Validate Symbol; for ETFs, use
ETF Search or
Validate ETF Symbol. Do not use
POST /v1/portfolio/resolve for this. It is a Portfolio Tracker function
that requires a date per holding and renormalizes weights to 1.0, a
different contract from this endpoint’s. A request where none of the
symbols is a known RIC is rejected with 400 before a job is created, and
nothing is charged.
Documented directly from the endpoint’s own contract. result carries:
Field
Description
themes[]
One entry per theme basket the book reaches: basket id, name, market, quadrant; gross_weight (sum of absolute per-name net exposure); net_weight (signed); member_rics (your held names counting toward the theme, not the basket’s full roster); active_weight with active_weight_status (null or "no_benchmark" — no market-neutral reference is served yet, never fabricated).
themed + unthemed, the denominator for theme percentages. Check diagnostics.equity_sleeve_nonpositive before dividing.
fi_by_type
Fixed-income weight by sub-asset (bond, credit, macro funds receive no theme exposure).
diagnostics, disclosures, methodology_note
Conservation totals, resolution counters, data-gap magnitudes, and caveats applicable to this book.
basket_universe
The report date of the theme baskets used (a staleness signal) and their data-quality counters.
theme_queries[]
Present only when themes was sent. Per query: status (matched / ambiguous / not_found), the member-inclusive exposure headline and assigned view when matched, or capped candidates with n_candidates_total when ambiguous. Numeric fields are null unless matched.
ETFs are unpacked to their constituents at reported weights, nested funds
included. Weight the holdings data does not cover is reported as
lookthrough_residual and never spread over known constituents. A symbol
that is not a known RIC is reported as unresolved weight, not guessed.Exact field types and nullability depend on the book’s composition — see a
live job result for the authoritative shape.
Optional theme questions ('how exposed am I to X?'). Each entry is a basket_id or a theme-name substring; the result gains a theme_queries[] block with the member-inclusive exposure (every held member of the theme, overlap disclosed) next to the assigned view. An ambiguous name returns candidates, never a guess.
Maximum array length: 10
Response
Job created
Last modified on November 6, 2026
⌘I
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