Get net worth line graph
Returns the net worth as a line graph of the plans that would be returned in the /v2/plans endpoint.
Query parameters
-
Date in format Y-m-d to start the net worth line graph at the date.
-
Date in format Y-m-d to end the the net worth at the date. Defaults to current date if not provided.
-
When authenticated as a client, you can opt to include other plans belonging to members of circles the authenticated client is a member of as long as they have the correct circle circle login access level to do so.
-
Filter by a comma separated list of UUIDs.
-
Comma separated list of abstract types. Valid abstract types are [asset, liability, protection]
-
Comma separated list of types. Valid abstract types are [cash_account, investment, protection_policy, pension, annuity, general_insurance, group_protection, mortgage, loan_credit, fixed_asset]
-
Comma separated list of sub types.
-
Comma separated list of plan names to search against, can include partial matches.
-
Comma separated list of client UUIDs to search against.
-
Comma separated list of accounts UUIDs that are all the owners of a plan.
-
Comma separated list of circle UUIDs to search against.
-
Comma separated list of policy numbers to search against, can include partial matches.
-
Comma separated list of provider provider UUIDs to search against.
-
Comma separated string of statuses to filter by. Valid statuses are [active, proposed, inactive]
-
Comma separated list of adviser UUIDs of who sold the plan to search against.
-
Comma separated list of adviser UUIDs of who is actively managing the plan to search against.
-
Comma separated list of case UUIDs
-
Amount in pennies to filter where latest valuation is greater than.
-
Amount in pennies to filter where latest valuation is less than.
-
Filter by a plan custom field. Example filter[custom_field:cryptocurrencies]=bitcoin
-
filter the plans by if they are a wrap product
-
Used to hide the wrap children from the primary list of plans.
curl \
--request GET 'https://api.plannrcrm.com/api/v2/networth/line-graph' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"{
"total": {
"amount": {
"example": "100000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£1,000,000.00",
"description": "Money amount formatted with currency"
}
},
"valued_at": "2025-08-19T16:51:09+01:00",
"plan_types": {
"annuity": {
"amount": {
"example": "9172106",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£91,721.06",
"description": "Money amount formatted with currency"
}
},
"pension": {
"amount": {
"example": "6850594",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£68,505.94",
"description": "Money amount formatted with currency"
}
},
"mortgage": {
"amount": {
"example": "3630342",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£36,303.42",
"description": "Money amount formatted with currency"
}
},
"investment": {
"amount": {
"example": "3848845",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£38,488.45",
"description": "Money amount formatted with currency"
}
},
"fixed_asset": {
"amount": {
"example": "8394776",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£83,947.76",
"description": "Money amount formatted with currency"
}
},
"loan_credit": {
"amount": {
"example": "7564545",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£75,645.45",
"description": "Money amount formatted with currency"
}
},
"cash_account": {
"amount": {
"example": "9452110",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£94,521.10",
"description": "Money amount formatted with currency"
}
},
"group_protection": {
"amount": {
"example": "9767027",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£97,670.27",
"description": "Money amount formatted with currency"
}
},
"general_insurance": {
"amount": {
"example": "3091804",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£30,918.04",
"description": "Money amount formatted with currency"
}
},
"protection_policy": {
"amount": {
"example": "8796070",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£87,960.70",
"description": "Money amount formatted with currency"
}
}
},
"abstract_types": {
"assets": {
"amount": {
"example": "59500000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£595,000.00",
"description": "Money amount formatted with currency"
}
},
"protection": {
"amount": {
"example": "8000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£80,000.00",
"description": "Money amount formatted with currency"
}
},
"liabilities": {
"amount": {
"example": "32500000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£325,000.00",
"description": "Money amount formatted with currency"
}
}
}
}