portfolioBlock

returns PortfolioBlock

Portfolio-centric molecule: portfolio + active positions + securities + entities.

Arguments

Name	Type	Description
portfolioId	String!	The portfolio to assemble the molecule for.

Returns PortfolioBlock

Molecular response shape for portfolio-block operations. Bundles the portfolio core, its embedded positions, and pre-computed totals into a single payload — the contract for create-portfolio-block, update-portfolio-block, and the read-side get-portfolio-block. Cents-precision values aren't surfaced here; use PositionResponse / PortfolioResponse for those.

Field	Type	Description
id	ID!	Portfolio ID (`port_*` ULID).
name	String!	Display name.
description	String	Free-text description.
strategy	String	Free-text strategy classification.
inceptionDate	Date	Date the portfolio was established.
baseCurrency	String!	ISO 4217 currency code for portfolio aggregates.
owner	EntityLite	Embedded owning entity, when set. `null` for unattributed portfolios.
positions	[PositionBlock!]!	All positions in this portfolio, including disposed ones (filter by `status` for active-only display).
totalCostBasisDollars	Float!	Sum of `cost_basis_dollars` across every position.
totalCurrentValueDollars	Float	Sum of `current_value_dollars` across every position. `null` when any active position lacks a mark.
activePositionCount	Int!	Count of positions with `status='active'`.
createdAt	DateTime!	Row creation timestamp (UTC).
updatedAt	DateTime!	Last-modified timestamp (UTC).

Example

query

{ portfolioBlock(portfolioId: "...") { id name description strategy } }

curl

curl -X POST "https://api.robosystems.ai/extensions/$GRAPH_ID/graphql" \
  -H "X-API-Key: $ROBOSYSTEMS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"query": "{ portfolioBlock(portfolioId: \"...\") { id name description strategy } }"}'