Get all valuations

GET /api/v1/plans/{plan_uuid}/valuations/{subAccount}
Personal access token & O auth2

Path parameters

  • plan_uuid string Required
  • subAccount integer Required

    Optional parameter. 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]
      Hide data attributes Show data attributes object
      • uuid string
      • created_at string
      • updated_at string
      • valued_at string
      • value object
        Hide value attributes Show value attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • sub_account object
        Hide sub_account attributes Show sub_account attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • policy_number string
        • latest_valuation string
        • is_main_account boolean
        • active_portfolio string
        • statistics object
          Hide statistics attribute Show statistics attribute object
          • recent_growth integer
GET /api/v1/plans/{plan_uuid}/valuations/{subAccount} 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/valuations/{"value"=>"", "summary"=>"When the value is omitted"}' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200) 
{
  "data": [
    {
      "uuid": "e8bb6fc3-f076-431e-b175-949042d1c6e4",
      "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": "2025-06-26T11:37:08+01:00",
      "created_at": "2025-06-26T11:37:08+01:00",
      "updated_at": "2025-06-26T11:37:08+01:00",
      "sub_account": {
        "name": "John's ISA",
        "uuid": "93d08355-2e23-4923-8ef2-f8569948a906",
        "created_at": "2025-06-26T11:37:08+01:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2025-06-26T11:37:08+01:00",
        "policy_number": "AVI-4837",
        "is_main_account": false,
        "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
        "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
      }
    }
  ]
}