GET Account/{accountId}/Performance/Summary

Gets the summary for an account's performance.

Request Information

Header Parameters

NameDescriptionTypeAdditional information
Authorization

The authorization token prefixed with 'Bearer'

string

Required

Sample:
Authorization: Bearer gBsdjflsdkj#wsjelKDSDdsdDTjeYYfvikg2cZQIu_ombqpyE7DZgEHClLO06EtHLFV65lelXVwx9JR33gib3nxzzJKLSDFJ-Xrt5ressxjArc3F6hy1J...        

URI Parameters

NameDescriptionTypeAdditional information
accountId

The account identifier.

string

Required

Body Parameters

None.

Response Information

Resource Description

Returns account performance summary information in a PerformanceSummaryModel object.

Type: PerformanceSummaryModel
NameDescriptionTypeAdditional information
QuarterToDateNetPerformance

Net rate of return percentage for the current quarter

decimal number

None.

QuarterToDateGrossPerformance

Gross rate of return percentage for the current quarter

decimal number

None.

YearToDateNetPerformance

Net rate of return percentage for the current year

decimal number

None.

YearToDateGrossPerformance

Gross rate of return percentage for the current year

decimal number

None.

OneYearNetPerformance

Net rate of return percentage for the last 365 days

decimal number

None.

OneYearGrossPerformance

Gross rate of return percentage for the last 365 days

decimal number

None.

AsOfDate

The date that the values were calculated as of

date

None.

Response Formats

application/json, text/json

Sample:
{
  "QuarterToDateNetPerformance": 10.0,
  "QuarterToDateGrossPerformance": 12.0,
  "YearToDateNetPerformance": 9.0,
  "YearToDateGrossPerformance": 13.0,
  "OneYearNetPerformance": 5.0,
  "OneYearGrossPerformance": 7.0,
  "AsOfDate": "2018-07-22T02:15:17.1916418-04:00"
}

application/xml, text/xml

Sample:
<PerformanceSummaryModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/PP.Contracts.WebApi.Client">
  <AsOfDate>2018-07-22T02:15:17.1916418-04:00</AsOfDate>
  <OneYearGrossPerformance>7</OneYearGrossPerformance>
  <OneYearNetPerformance>5</OneYearNetPerformance>
  <QuarterToDateGrossPerformance>12</QuarterToDateGrossPerformance>
  <QuarterToDateNetPerformance>10</QuarterToDateNetPerformance>
  <YearToDateGrossPerformance>13</YearToDateGrossPerformance>
  <YearToDateNetPerformance>9</YearToDateNetPerformance>
</PerformanceSummaryModel>