Analytics API

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9 endpoints in this group.

`GET /api/analytics/aum`

Get Aum

AUM history with capital breakdown: net_capital = contributed capital from capital_accounts unrealized = sum of unrealized_pnl from latest snapshot realized_ytd = sum of gain_loss from realized_trades YTD total_aum = net_capital + unrealized + realized_ytd

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`account_id`	query	—	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/analytics/cumulative-pnl`

Cumulative Pnl

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`account_id`	query	—	optional
`year`	query	—	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/analytics/date-range`

Get Date Range

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`account_id`	query	—	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/analytics/drawdown`

Compute Drawdown

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`account_id`	query	—	optional
`year`	query	—	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/analytics/investor-allocation`

Get Investor Allocation

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`account_id`	query	—	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/analytics/pnl`

Aggregate Pnl

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`account_id`	query	—	optional
`period`	query	string	optional	daily
`year`	query	—	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`POST /api/analytics/xirr`

Compute Xirr

Compute XIRR (irregular cash flow IRR) using Newton-Raphson. Returns annualized rate of return. None if no convergence.

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/analytics/yoy`

Yoy Summary

Year-over-year P&L summary with growth rates and return %. Includes pnl_growth_pct vs prior year and aum_growth_pct.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`account_id`	query	—	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`POST /api/market/refresh`

Refresh Market Data

Fetch latest prices from yfinance and update daily_position_snapshots.

Parameters

Name	In	Type	Required	Description
`symbols`	query	string	optional	Comma-separated symbols to refresh
`tenant_id`	query	integer	optional
`account_id`	query	—	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error