Valuation
Get the current valuation for an entity
get/entities/{id}/valuation
Create a new valuation for an entity
post/entities/{id}/valuation
ModelsExpand Collapse
Valuation = object { id, created_at, directly_held_asset_value, 6 more }
Valuation = object { id, created_at, directly_held_asset_value, 6 more }
id: string
Unique identifier with valuationv2_ prefix
created_at: string
Timestamp when the valuation was created
formatdate-time
directly_held_asset_value: number
Total value of all directly held assets in USD
formatdouble
directly_held_assets: array of object { id, asset_class, display_name, 2 more } List of individual assets in this valuation
directly_held_assets: array of object { id, asset_class, display_name, 2 more }
List of individual assets in this valuation
id: string
Asset ID
asset_class: object { id, display_name }
asset_class: object { id, display_name }
id: string
Asset class ID
display_name: string
Display name of the asset class
display_name: string
Display name of the asset
value: number
Value of this asset in USD
formatdouble
external_id: optional string
External ID from the static asset (if available)
effective_date: string
The date this valuation is effective
formatdate
entity_id: string
Entity ID this valuation belongs to
total_value: number
Total value of all assets minus liabilities in USD
formatdouble
updated_at: string
Timestamp when the valuation was last updated
formatdate-time
description: optional string
Free-form notes about this valuation
maxLength2048