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POST
Generate Cio Report

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Body

application/json

Request model for CIO report generation

portfolio
PortfolioHolding · object[]
required

List of portfolio holdings with dates and weights

start_date
string
required

Analysis start date in YYYY-MM-DD format

Example:

"2024-01-01"

end_date
string
required

Analysis end date in YYYY-MM-DD format

Example:

"2024-12-31"

base_currency
string
default:USD

Base currency for portfolio

Example:

"USD"

initial_value
number
default:10000

Initial portfolio value in base currency

Example:

10000

benchmark
string
default:ACWI.OQ

Benchmark for comparison

Example:

"ACWI.OQ"

format
enum<string>
default:pdf

Output format: html, pdf, or both

Available options:
html,
pdf,
both

Response

Successful Response

Last modified on September 21, 2026