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Pull portfolio, performance, and tax data

Prerequisites

Section titled “Prerequisites”
  • portfolio:read for portfolio metadata.
  • performance:read for performance reports.
  • tax:read for tax reports.

List granted portfolios.

Terminal window
curl https://api.metrifly.com/v1/portfolios \
  -H "Authorization: ApiKey $METRIFLY_API_KEY"

Read a portfolio by id.

Terminal window
curl https://api.metrifly.com/v1/portfolios/pf_123 \
  -H "Authorization: ApiKey $METRIFLY_API_KEY"

Read performance for a date range.

Terminal window
curl "https://api.metrifly.com/v1/portfolios/pf_123/performance?from=2026-01-01&to=2026-06-30" \
  -H "Authorization: ApiKey $METRIFLY_API_KEY"

Read a tax report for an Australian financial year.

Terminal window
curl "https://api.metrifly.com/v1/portfolios/pf_123/tax-report?fy=2026&method=FIFO" \
  -H "Authorization: ApiKey $METRIFLY_API_KEY"

Tax reports are portfolio records, not tax advice. Customers should verify lodgement figures with a registered tax agent.