Documentation Index
Fetch the complete documentation index at: https://docs.dacard.ai/llms.txt
Use this file to discover all available pages before exploring further.
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"
| Property | Value |
|---|
| Auth | Required |
| Required plan | Business or Enterprise |
| Idempotent | Yes |
Query
| Field | Type | Required | Notes |
|---|
accountId | string | no | Defaults to the caller’s account. Investor-tier callers may pass a portfolio account id they have an active credential grant for. |
Errors
| Status | Code | When |
|---|
| 401 | AUTH_REQUIRED | No session. |
| 403 | FEATURE_GATED | Caller is on Free or Pro. |
| 403 | FORBIDDEN | accountId not owned and no active credential grant. |
| 500 | INTERNAL_ERROR | Read failed. |
