GET /api/v2/plans/{plan_uuid}/returns
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • plan_uuid string Required

Query parameters

  • filter[date_from] string

    Date to filter the start of the calculations.

  • filter[date_to] string

    Date to filter the start of the calculations.

  • includePlan boolean

    Include plan data with valuations and transactions.

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • calculated_at string
      • initial_valuation_at string
      • first_valuation_within_date_range string
      • time_weighted_return object
        Hide time_weighted_return attributes Show time_weighted_return attributes object
        • value number
        • status string
        • reason string
      • time_weighted_return.value number
      • time_weighted_return.status string
      • money_weighted_return object
        Hide money_weighted_return attributes Show money_weighted_return attributes object
        • value number
        • status string
        • reason string
      • money_weighted_return.value number
      • money_weighted_return.status string
GET /api/v2/plans/{plan_uuid}/returns 
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/returns' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "calculated_at": "2025-12-04T22:09:17+00:00",
      "initial_valuation_at": "2025-12-04T22:09:17+00:00",
      "time_weighted_return": {
        "value": 0.21,
        "reason": null,
        "status": "success"
      },
      "money_weighted_return": {
        "value": 0.18,
        "reason": null,
        "status": "success"
      },
      "time_weighted_return.value": 0.21,
      "money_weighted_return.value": 0.18,
      "time_weighted_return.status": "success",
      "money_weighted_return.status": "success",
      "first_valuation_within_date_range": "2025-12-04T22:09:17+00:00"
    }
  ]
}