This is a preview version of the API intended for early testing and integration. Preview versions are not stable and may include breaking changes before general availability.

SE · Intelligence API · 2026-04-01

PortfolioMetricsRequest

Sources to resolve into one portfolio, and the metrics to compute over it

metricsArray<string>

Metric names; when omitted, every supported metric the sources may ask for. wealth.concentration reads the wealth line (over a USER source, for a client in the wealth product line only), insurance.coverage_held the insurance line (car, condo and villa policies)

sourcesArray<PortfolioSource>required

One USER, or one or more COLLECTIONs

Example

{
  "metrics": [
    "wealth.concentration",
    "insurance.coverage_held"
  ],
  "sources": []
}

{  "metrics": [    "wealth.concentration",    "insurance.coverage_held"  ],  "sources": []}