Good morning Fictional demo client

 

Point AI briefing
Point AI · generated from all endpoints below
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    GET /clients/{c}/portfolios/{p}/total-valuation?valuationDate=…
    Value

    GET /clients/{c}/portfolios/all-security-valuations · GET /security/{id} (attributes)

      GET /legal-persons · GET /portfolios?legalPersonId= · GET /portfolios/{p}/constituents

      GET /clients/{c}/portfolios/month-end-portfolio-returns?monthEnd=2026-08-31
      You

      GET /clients/{c}/portfolios/{p}/monthly-portfolio-returns
      Your portfolio

      GET /clients/{c}/portfolios/{p}/monthly-portfolio-returns
      −5%+5%

      Point AI model · on GET /portfolios/{p}/latest-security-valuations + security attributes

      Point AI model · calibrated on GET /monthly-portfolio-returns
      Goal
      SpendAdd

      GET /portfolios/{p}/latest-security-valuations

      GET /clients/{c}/transactions?fromDate=…&toDate=…
      DividendsInterestRent

        GET /clients/{c}/transactions?includeCancelled=false