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Get Portfolios in Graphql

This query returns a list of portfolios with basic fields.



Screenshot 2025-12-16 at 17.03.42.png

GraphQL Query

query GetPortfolioList {
  portfolio(
    pagination: {
      limit: 20
      offset: 0
    }
  ) {
    id
    user_code
    name,
    portfolio_type {
      pk
    }

  }
}

Python Example

import requests

url = "https://<domain_name>/<realm_code>/<space_code>/graphql/"

headers = {
    "Authorization": "Bearer <access_token>",
    "Content-Type": "application/json"
}

payload = {
    "query": """
    query GetPortfolioList {
      portfolio(
        pagination: {
          limit: 20
          offset: 0
        }
      ) {
        id
        user_code
        name
        currency {
          id
          code
          name
        }
      }
    }
    """
}

response = requests.post(url, json=payload, headers=headers)
print(response.json())

What This Query Does

  • Fetches a paginated list of portfolios
  • Returns core portfolio fields
  • Includes portfolio currency
  • Uses one GraphQL request