Get all valuations

GET /api/v1/plans/{plan_uuid}/valuations/{subAccount}

Personal access token & O auth2

Headers

Authorization string
Content-Type string
Accept string

Path parameters

plan_uuid string Required
subAccount integer Required

An optional sub-account to constrain the results by.

Query parameters

filter[uuid] string

Filter by a comma separated list of UUIDs.
filter[valued_at_after] string

Filter by valuations valued after a date.
filter[valued_at_before] string

Filter by valuations valued before a date.
sort string

Field to sort by. Valid fields are [valued_at]. Negative sign to denote DESC. Defaults to 'valued_at'.
per_page integer

Number of results to return with pagination (Default 15. Max 500).

Responses

200 application/json
Hide response attribute Show response attribute object
- data array[object]

GET /api/v1/plans/{plan_uuid}/valuations/{subAccount}

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/plans/plan_uuid/valuations/subAccount' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json"

Response examples (200)

{
  "data": [
    {
      "uuid": "50d9a7e7-16c8-4d8c-b3d6-ea12ab323f0a",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        }
      },
      "valued_at": "2025-04-22T13:44:20+01:00",
      "created_at": "2025-04-22T13:44:20+01:00",
      "updated_at": "2025-04-22T13:44:20+01:00",
      "sub_account": {
        "name": "John's ISA",
        "uuid": "5f837516-b09d-4bdb-8a14-e42eecabdc6a",
        "created_at": "2025-04-22T13:44:20+01:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2025-04-22T13:44:20+01:00",
        "policy_number": "AVI-4837",
        "is_main_account": false,
        "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
        "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
      }
    }
  ]
}