Browse the extensions reference

RoboLedger: Setup

RoboLedger: Taxonomy & Mapping

RoboLedger: Information Blocks

RoboLedger: Ledger & Events

RoboLedger: Fiscal Close

RoboLedger: Reports

RoboLedger: Report Distribution

RoboLedger: Analytical Views

RoboInvestor

Named commands for portfolio management writes and analytical views

6 operations.

post/extensions/roboinvestor/{graph_id}/operations/create-portfolio-block
Create Portfolio Block
Create a portfolio with optional initial positions in a single atomic envelope.
post/extensions/roboinvestor/{graph_id}/operations/update-portfolio-block
Update Portfolio Block
Patch portfolio fields and apply position deltas (add / update / dispose) atomically.
post/extensions/roboinvestor/{graph_id}/operations/delete-portfolio-block
Delete Portfolio Block
Cascade-delete the portfolio plus all of its positions.
post/extensions/roboinvestor/{graph_id}/operations/create-security
Create Security
Register a security (common stock, preferred stock, warrant, convertible note, etc.) owned by this graph's entity.
post/extensions/roboinvestor/{graph_id}/operations/update-security
Update Security
Update mutable fields on a security (name, type, subtype, terms, share counts, entity linkage).
post/extensions/roboinvestor/{graph_id}/operations/delete-security
Delete Security
Soft-delete the security (isactive=false).