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API Reference
Entities

Valuation

Get the current valuation for an entity
entities.valuation.retrieve(strid) -> Valuation
get/entities/{id}/valuation
Create a new valuation for an entity
entities.valuation.create(strid, ValuationCreateParams**kwargs) -> Valuation
post/entities/{id}/valuation
ModelsExpand Collapse
class Valuation: …
id: str

Unique identifier with valuationv2_ prefix

created_at: datetime

Timestamp when the valuation was created

formatdate-time
directly_held_asset_value: float

Total value of all directly held assets in USD

formatdouble
directly_held_assets: List[DirectlyHeldAsset]

List of individual assets in this valuation

id: str

Asset ID

asset_class: DirectlyHeldAssetAssetClass
id: str

Asset class ID

display_name: str

Display name of the asset class

display_name: str

Display name of the asset

value: float

Value of this asset in USD

formatdouble
external_id: Optional[str]

External ID from the static asset (if available)

effective_date: date

The date this valuation is effective

formatdate
entity_id: str

Entity ID this valuation belongs to

total_value: float

Total value of all assets minus liabilities in USD

formatdouble
updated_at: datetime

Timestamp when the valuation was last updated

formatdate-time
description: Optional[str]

Free-form notes about this valuation

maxLength2048