Get Category Allocation

Current allocation of an AMFI category and of its return deciles.

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Body Params

Request body for POST /api/portfolio/category-allocation.

  • Mode Aas_of + horizon.
  • Mode Bstart_date + end_date.

The window end is the as-of the snapshots are read at. The window itself
also decides which cohort members the category row averages: only funds
with a return over it, which is the same universe /category-analytics
ranks and ships as members.

string
required

unique_id of the fund whose category defines the cohort.

fund_ids
array of strings
length ≤ 10

Reference funds to report individually, one row each, in the order given. Typically the instrument_id values off /category-analytics's series.

Fund Ids
group_by
array of strings

Pivot dimensions, each reported as its own independent breakdown over the same holdings — not nested. Asking for several costs one resolver each and no extra holdings read, so a caller offering a dimension picker should request them all once and switch locally.

Group By
Allowed:
date

Mode A: window end

string
enum

Mode A: window size back from as_of

date

Mode B: window start

date

Mode B: window end

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