Update a valuation

PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations/{uuid}

Personal access token & O auth2

Path parameters

plan_uuid string Required
subAccount_uuid string Required
uuid string Required

application/json

Body Required

value integer Required

Money value of the valuation as an integer eg 4000 = £40.00

Responses

200 application/json
Hide response attributes Show response attributes object
- uuid string
  
  The UUID of the resource.
- created_at string
  
  The timestamp of when the resource was created.
- updated_at string
  
  The timestamp of when the resource was updated.
- valued_at string
  
  Valued at
- value object
  
  Valuation
  
  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
  
  Sub account of the valuations when loaded
  
  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

PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations/{uuid}

curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-accounts/6ff8f7f6-1eb3-3525-be4a-3932c805afed/valuations/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"value":4000}'

Request examples

{
  "value": 4000
}

Response examples (200)

{
  "uuid": "16e575a8-a4e3-477b-8b96-47bba7dc9358",
  "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": "7b2117fb-c121-4374-bcbf-bb53df529823",
    "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"
  }
}