Portfolio allocation · API reference

Query parameters

byenumoptional
Breakdown dimension (default: sector).
One of: sector, country, asset_type, fund
fund_iduuidoptional
Restrict to one fund (optional).

Response

Status 200, application/json. Resources outside your rights are absent, never an error.

dimensionstring
total_nav_eurnumber
bucketsobject[]
Show child attributes
- keystring
- nav_eurnumber
- weight_pctnumber
- companiesnumber

Errors

400 invalid parameter · 401 missing or expired token · 429 too many requests · 500 read failed. See Errors.

Request

cURL

curl "https://jolv-mcp.vercel.app/v1/get_allocation" \
  -H "Authorization: Bearer $JOLV_TOKEN"

Python

import os, requests

r = requests.get(
    "https://jolv-mcp.vercel.app/v1/get_allocation",
    headers={"Authorization": f"Bearer {os.environ['JOLV_TOKEN']}"},
    timeout=30,
)
r.raise_for_status()
data = r.json()

JavaScript

const r = await fetch("https://jolv-mcp.vercel.app/v1/get_allocation", {
  headers: { Authorization: `Bearer ${process.env.JOLV_TOKEN}` },
});
if (!r.ok) throw new Error((await r.json()).error.message);
const data = await r.json();

Power Query

let
    Source = Json.Document(Web.Contents(
        "https://jolv-mcp.vercel.app/v1/get_allocation",
        [Headers = [Authorization = "Bearer <access_token>"]]))
in
    Source

Example response (illustrative values)

200

{
  "dimension": "sector",
  "total_nav_eur": 84210500,
  "buckets": [
    {
      "key": "Software",
      "nav_eur": 38420000,
      "weight_pct": 45.6,
      "companies": 4
    },
    {
      "key": "Healthcare",
      "nav_eur": 27150500,
      "weight_pct": 32.2,
      "companies": 3
    },
    {
      "key": "Industrials",
      "nav_eur": 18640000,
      "weight_pct": 22.1,
      "companies": 2
    }
  ]
}

Try it

or paste a token below

The call goes from your browser to the API with your own token; nothing is stored. Token kept in this tab only.