PortfolIQ

Delete an owned portfolio, soft-delete all its transactions, and remove its associated position plans and review history. The last portfolio cannot be deleted. Requires write:portfolios.

Delete an owned position plan and its associated review history. Requires the write:plans scope.

Delete an owned strategy, unlink position plans, and remove its saved backtest history and contribution records; remove family presets if no family strategies remain. Requires write:plans.

Delete a backtest preset owned by the user. Requires write:plans.

Delete one owned private saved backtest snapshot. Other revisions remain unchanged. Requires write:plans.

Soft-delete a PortfolIQ transaction by id. Requires write:transactions; does not cancel or execute a brokerage order.

Stop watching a stock and delete its research, memberships, and item rules. Set history true to also delete its trigger events. Requires write:watchlists.

Delete an owned watch rule and its bindings. Requires write:watchlists.

Delete an owned watchlist and its list-level rules. Watched items keep their research and move to a fallback list when they have no other membership. Requires write:watchlists.

Export the user's complete wishlist research: settings, lists, watched items with memberships and notes, rules, and up to 5,000 trigger events.

Realised-P/L analytics: strategy breakdowns, holding-period stats, win rate, and per-ticker realised totals. Requires read access. May populate or replace the account analytics cache without changing transaction records.

Read-only factual alerts from the user's durable PortfolIQ inbox. Returns alert priority, event context, timestamps, read state, and the account-wide unread count without changing notification state.

Current per-ticker holdings across the user's portfolios, with quantity, cost basis, average cost, market price, market value, unrealized P/L, day change, and open date.

Daily P/L history series (cost basis, market value, unrealised/realised P/L, daily return) used by the dashboard graph. May populate or refresh the account history cache without changing transaction records.

Portfolio performance metrics including YTD, annual returns, and beta from the dashboard source of truth. May populate or replace the account metrics cache without changing transaction records.

Evidence-backed position-plan review insights, attention items, final-review tasks, and historical lessons.

Open one owned private saved backtest snapshot with its exact validated request and complete stored result. The snapshot is returned without recalculation.

List the actual transactions assigned to one owned strategy.

Portfolio summary snapshot: cost basis, market value, unrealised P/L, realised P/L, day change, and cash-flow totals across all portfolios included in totals.

Monthly realised P/L, trading activity, and win-rate calendar.

Open one watched stock with its research, memberships, chart transaction markers, and revision. Records a daily-history prefetch request for the symbol.

Return the supported watch-rule sources, period sources, operators, modes, and condition/group limits.

Import a public marketplace strategy as a private owned copy. Returns an existing active copy, or restores an archived copy and resets its visibility to private. Requires write:plans.

List public strategies available in the PortfolIQ marketplace, including whether the user already imported each strategy.

List the user's portfolios (id, name, currency, default flag, sort order); if the account has exactly one portfolio without a default flag, mark it as default.

List immutable deliberate review snapshots for one owned position plan.

List the user's position plans (per-ticker thesis, risk notes, target, review date, linked strategy).

List the user's own trading strategies, including rules, notes, visibility, and historical metrics.

List the connected user's presets plus public presets for an owned or public strategy family. Each result identifies visibility and whether it is owned. Returns presets only, never run results.

List the connected user's private saved backtest history for one owned strategy, including immutable revision metadata. Returns at most the latest 20 runs.

Recent transactions across the user's portfolios. Returns the most recent page from /api/transactions.

List immutable watch-rule trigger events with their recorded evidence.

List watched stocks with notes, priority, state, list memberships, quote context, earnings date, and revision. Supports filtering and paging.

List the user's watch alert rules with definitions, target item or list, status, recurrence, frequency, expiry, bindings, and revision.

List the user's watchlists with currency, revision, archive state, item counts, account limits, and the default post-sale policy. Returns enabled false when wishlists are disabled on the server.

Evaluate a draft rule definition against one watched stock's latest data without saving the rule. Optionally include up to 90 daily evaluations. Records a daily-history prefetch request for the symbol.

Set the complete display order of all owned portfolios. Requires the write:portfolios scope.

Append an immutable deliberate review while optionally updating current plan fields. Outcome, note, and next review date are required. Requires the write:plans scope.

Run a historical simulation for an owned strategy and save its exact validated request and complete result as a private immutable history snapshot. Pass revisionOf to append an edited rerun to an owned run series; an exact repeat reuses its newest snapshot. May fetch and update shared market-history and split caches. Requires write:plans. Results are not investment advice.

Run an owned or public preset for an owned same-family strategy and save the complete result as a private immutable history snapshot. Pass revisionOf to append an edited rerun to an owned run series; an exact repeat reuses its newest snapshot. May fetch and update shared market-history and split caches. Requires write:plans. Results are not investment advice.