Generate Report

This endpoint generates a report for a portfolio and returns the result in JSON format.

For file downloads, see Export Report.

Endpoint

JSON response

GET https://cloud-gateway.dmo.app.pantaindex.com/api/v1/report-service/report/generate/portfolio/{portfolioId}

Authentication

This endpoint requires authentication. See Authentication for details on how to obtain an access token.

Required headers

Header	Required	Description
Authorization	Yes	Bearer access token
X-CLIENT-ID	Yes	Your tenant/client ID

Path parameter

Name	Type	Required	Description
portfolioId	Integer	Yes	Portfolio identifier

Query parameters

Parameter	Type	Required	Description
reportType	String	Yes	Type of report to generate. Supported values: index, constituent.close, constituent.open, constituent.proforma
date	Date (YYYY-MM-DD)	Yes	Report date

Example request

curl --request GET \
  --url "https://cloud-gateway.dmo.app.pantaindex.com/api/v1/report-service/report/generate/portfolio/1?reportType=index&date=2023-06-26" \
  --header "X-CLIENT-ID: YOUR_TENANT_ID" \
  --header "Authorization: Bearer YOUR_ACCESS_TOKEN"

Example response

reportType=index

{
  "report": [
    {
      "effectiveDate": "2023-06-29",
      "indexId": "9c0c3626-a798-4374-b955-a3835e6ddcc4",
      "indexName": "Example 600 OG EUR",
      "indexValue": 1302.917413,
      "currency": "EUR",
      "closeMarketValue": 13029174,
      "openMarketValue": 13029174,
      ...
    },
    ...
  ]
}

reportType=constituent.close

{
  "report": [
    {
      "effectiveDate": "2023-06-29",
      "isin": "EU0009654569",
      "securityName": "STOXX Example 600 OIL & GAS NET EUR",
      "securityTicker": "SXER Index",
      "closingPrice": 996.57944,
      "currency": "EUR",
      "closingFx": 1,
      "indexShares": 6549.996509,
      "indexWeighting": 0.500998,
      ...
    },
    ...
  ]
}

constituent.open, constituent.proforma, and constituent.close use the same general response structure, but the returned fields may differ depending on the report configuration.

Full workflow (cURL)

TOKEN=$(curl -s -X POST \
  "https://login.dmo.app.pantaindex.com/realms/panta-technology/protocol/openid-connect/token" \
  -H "Content-Type: application/x-www-form-urlencoded" \
  -d "client_id=YOUR_CLIENT_ID" \
  -d "client_secret=YOUR_CLIENT_SECRET" \
  -d "grant_type=password" \
  -d "username=YOUR_USERNAME" \
  -d "password=YOUR_PASSWORD" \
  | jq -r .access_token)

curl --request GET \
  --url "https://cloud-gateway.dmo.app.pantaindex.com/api/v1/report-service/report/generate/portfolio/1?reportType=index&date=2023-06-26" \
  --header "X-CLIENT-ID: YOUR_TENANT_ID" \
  --header "Authorization: Bearer $TOKEN"

JavaScript / TypeScript example

async function callPantaApi(clientId, portfolioId) {
  const authResponse = await fetch(
    "https://login.dmo.app.pantaindex.com/realms/panta-technology/protocol/openid-connect/token",
    {
      method: "POST",
      headers: { "Content-Type": "application/x-www-form-urlencoded" },
      body: new URLSearchParams({
        client_id: "YOUR_CLIENT_ID",
        client_secret: "YOUR_CLIENT_SECRET",
        grant_type: "password",
        username: "YOUR_USERNAME",
        password: "YOUR_PASSWORD",
      }),
    }
  );

  if (!authResponse.ok) {
    throw new Error(`Authentication failed: ${authResponse.status}`);
  }

  const { access_token: token } = await authResponse.json();

  const apiResponse = await fetch(
    `https://cloud-gateway.dmo.app.pantaindex.com/api/v1/report-service/report/generate/portfolio/${portfolioId}?reportType=index&date=2023-06-26`,
    {
      method: "GET",
      headers: {
        "X-CLIENT-ID": clientId,
        "Authorization": `Bearer ${token}`,
      },
    }
  );

  if (!apiResponse.ok) {
    throw new Error(`API request failed: ${apiResponse.status}`);
  }

  return apiResponse.json();
}

callPantaApi("YOUR_TENANT_ID", 1).then(console.log).catch(console.error);

Rate limits

This endpoint is limited to 4 requests per 60 seconds.

If you receive 429 Too Many Requests, wait briefly and retry.

Error handling

Status Code	Meaning	Action
200 OK	Success	Parse the JSON response body
400 Bad Request	Malformed request	Check request parameters and request format
401 Unauthorized	Invalid or expired token	Re-authenticate to obtain a new token
403 Forbidden	Insufficient permissions	Verify your tenant ID and account permissions
404 Not Found	Resource not found	Check the portfolio ID or endpoint path
429 Too Many Requests	Rate limit exceeded	Wait briefly and retry the request
500 Internal Server Error	Server-side issue	Retry after a short delay; contact support if persistent

Support

If you have any questions about your integration or encounter issues not covered in this guide, please reach out to your Panta account manager or contact:

support@pantaindex.com

Notes

• The response body for the JSON endpoint contains a top-level report array.
• The exact fields returned in each report row depend on the selected reportType and the configured report definition.
• For the generated contract and schemas, see API Reference.