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API Reference
Entities

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 }
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

id: string

Asset ID

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