> ## 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.

# Get portfolio intelligence

> Cross-product roll-up across the account's portfolio. Heatmap, comparative scores, portfolio-level insights.

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.

```bash theme={null}
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.                                          |

See [Get portfolio (legacy)](/api-reference/intelligence/get-portfolio-legacy) for the older single-product portfolio shape.