Portfolio Creation & Analytics

1 portfolio creation to add a portfolio composition, you must make a put call to the https //app swaggerhub com/apis docs/mantarisk/rest/0 1#/portfolio%20data%20management/put portfolio the client reference field refers to the unique name / identifier you would like to give this portfolio it will allow you to use and retrieve this portfolio in other api calls if you have just started, you will be setup with our built in data source you can learn more about docid\ oscyj5b9caqznpdxhgyra and their coverage here please reach out to us if you require coverage for other asset types such as fixed income make sure your portfolio contains at least 2 instruments here is an example portfolio to get you started important note important note asynchronous caching and calculations are triggered when a portfolio is loaded it is good practice to wait until these calculation have completed before making use of the portfolio in other api calls the status of the portfolio can be obtained by making a call to the get /portfolio endpoint passing in the relevant client reference the status us available in the field "data load" "100%" 2 portfolio analytics your are now ready to obtain your first set of analytics to do this you must use the https //app swaggerhub com/apis docs/mantarisk/rest/0 1#/analytics/get portfolio analytics refering the client reference from the previous step