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Cross-product roll-up across the account’s portfolio. Returns the heatmap, comparative scores, and portfolio-level insights used by the executive and investor views.
curl -X GET https://app.dacard.ai/api/intelligence/portfolio \
  -H "Authorization: Bearer $DACARD_API_KEY"
PropertyValue
AuthRequired
Required planBusiness or Enterprise
IdempotentYes

Query

FieldTypeRequiredNotes
accountIdstringnoDefaults to the caller’s account. Investor-tier callers may pass a portfolio account id they have an active credential grant for.

Errors

StatusCodeWhen
401AUTH_REQUIREDNo session.
403FEATURE_GATEDCaller is on Free or Pro.
403FORBIDDENaccountId not owned and no active credential grant.
500INTERNAL_ERRORRead failed.
See Get portfolio (legacy) for the older single-product portfolio shape.