Viewing: Portfolio

Portfolio

SAHMK Portfolio provides a structured transaction ledger with holdings and performance summaries, available through API and the developer dashboard.

GET/POST /portfolios/

Free

Create and manage portfolios within your plan limits.

Endpoint

https://api.sahmk.sa/api/v1/portfolios/

Parameters

(*) Required

ParameterTypeAllowed
name *string

portfolio name

descriptionstring

optional description

workspacenumber

optional workspace id

200 OKapplication/json
{
  "id": 42,
  "owner_id": 1198,
  "workspace": null,
  "name": "Core Portfolio",
  "description": "Long-only Tadawul",
  "base_currency": "SAR",
  "metadata": {},
  "created_at": "2026-10-17T14:20:00Z",
  "updated_at": "2026-10-17T14:20:00Z"
}

POST /portfolios/{id}/transactions/

Free

Append transactions to the portfolio ledger (deposit, buy, sell, dividend, fee, withdrawal).

Endpoint

https://api.sahmk.sa/api/v1/portfolios/{portfolio_id}/transactions/

Parameters

(*) Required

ParameterTypeAllowed
transaction_type *string
depositbuyselldividendfeewithdrawal
amount_sar *number

transaction amount in SAR

symbolstring

required for buy/sell

quantitynumber

required for buy/sell

unit_price_sarnumber

unit price for buy/sell

fee_sarnumber

optional fee

Note

The ledger is append-only, and only the latest transaction can be reversed.

Data Available by Plan:

  • Free: Up to 1 portfolio, delayed valuation, and performance up to 30 days.
  • Starter: Up to 3 portfolios, delayed valuation, and performance up to 1 year.
  • Pro: Up to 10 portfolios, realtime valuation, and performance up to 3 years.
  • Business: Up to 50 portfolios, realtime valuation, and full available performance window.

Workspace integration

Workspace attachment is optional. It adds an operational layer for monitoring and alerts while the portfolio accounting model remains independent.

Open Portfolios in Dashboard

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