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Portfolio

Reference pages for Portfolio endpoints.
The sidebar labels inside this family are the literal calls you make over HTTP. Descriptions stay in the body so the navigation stays sharp and scannable.

Operations in this family

POST /v1/portfolio/analyze

Return factor exposures, attribution, and hedge suggestions for a portfolio in one deterministic response

POST /v1/portfolio/optimize

Return portfolio optimization recommendations for factor neutrality, hedging, and regime-aware objectives

POST /v1/portfolio/stress-test

Run portfolio stress scenarios across factor and macro shock definitions with compact traceable outputs