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API Reference
Entities
Valuation

Create a new valuation for an entity

entities.valuation.create(strid, ValuationCreateParams**kwargs) -> Valuation
post/entities/{id}/valuation

Add a new valuation to the entity's history

ParametersExpand Collapse
id: str
directly_held_assets: Iterable[DirectlyHeldAsset]

List of assets to include in this valuation

asset_class_id: str

Asset class ID to associate with this asset

display_name: str

Display name of the asset

value: float

Value of this asset in USD

formatdouble
external_id: Optional[str]

External ID for the asset

effective_date: Union[null, null]

The date this valuation is effective

formatdate
description: Optional[str]

Free-form notes about this valuation

maxLength2048
ReturnsExpand 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
Create a new valuation for an entity
from datetime import date
from withluminary import Luminary

client = Luminary()
valuation = client.entities.valuation.create(
    id="id",
    directly_held_assets=[{
        "asset_class_id": "asset_class_01ARZ3NDEKTSV4RRFFQ69G5FAV",
        "display_name": "Apple Inc. Stock",
        "value": 50000,
    }],
    effective_date=date.fromisoformat("2024-01-15"),
)
print(valuation.id)
{
  "id": "valuationv2_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "created_at": "2024-01-15T09:30:00Z",
  "directly_held_asset_value": 1000000,
  "directly_held_assets": [
    {
      "id": "assetv2_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "asset_class": {
        "id": "asset_class_01ARZ3NDEKTSV4RRFFQ69G5FAV",
        "display_name": "Equities"
      },
      "display_name": "Apple Inc. Stock",
      "value": 50000,
      "external_id": "AAPL-12345"
    }
  ],
  "effective_date": "2024-01-15",
  "entity_id": "entity_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "total_value": 1000000,
  "updated_at": "2024-01-20T14:45:00Z",
  "description": "description"
}
Returns Examples
{
  "id": "valuationv2_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "created_at": "2024-01-15T09:30:00Z",
  "directly_held_asset_value": 1000000,
  "directly_held_assets": [
    {
      "id": "assetv2_01ARZ3NDEKTSV4RRFFQ69G5FAV",
      "asset_class": {
        "id": "asset_class_01ARZ3NDEKTSV4RRFFQ69G5FAV",
        "display_name": "Equities"
      },
      "display_name": "Apple Inc. Stock",
      "value": 50000,
      "external_id": "AAPL-12345"
    }
  ],
  "effective_date": "2024-01-15",
  "entity_id": "entity_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "total_value": 1000000,
  "updated_at": "2024-01-20T14:45:00Z",
  "description": "description"
}