Get a portfolio
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
GET
/api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/portfolios/{uuid}
curl \
--request GET https://api.plannrcrm.com/api/v1/plans/plan_uuid/sub-accounts/subAccount_uuid/portfolios/uuid \
--header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
--header "Content-Type: application/json" \
--header "Accept: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"name": "Risky Portfolio",
"uuid": "449d0999-ec83-4238-85a7-cd2f6ea15cf1",
"created_at": "2025-02-20T10:13:04+00:00",
"updated_at": "2025-02-20T10:13:04+00:00",
"is_proposed": true,
"proposed_at": "2025-02-20T00:00:00+00:00"
}