Connection check
verified live · 20h ago
wealth
The family estate in full — what you hold, what you owe, and what it is exposed to.
Tools
39
GitHub stars
—
Installs / wk
—
Licence
—
Transport
streamable-http, sse
Last checked
20h ago
Tools & capabilities
39 toolsRead from the running server on 20h ago.
get_correlations
read-only
limiteffect_type
Cross-asset correlations by effect type. Cross-asset correlations by effect type.
get_country_brief
read-only
iso2*days_back
Per-country geopolitical drilldown (ISO-2). Per-country geopolitical drilldown (ISO-2).
get_document
read-only
doc_id*household_id*
Metadata for one document. Metadata for one document.
get_drift_snapshot
read-only
household_id
Drift snapshot across the household's portfolios. Drift snapshot across the household's portfolios.
get_entity
read-only
entity_id*
One household entity in detail. One household entity in detail.
get_equity_fundamentals
read-only
peersfrequencyidentifier*year_historyforce_refreshidentifier_type
Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers. Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
get_executive_brief
read-only
scope
The executive editorial brief — regime, themes, risks, market snapshot. The executive editorial brief — regime, themes, risks, market snapshot.
get_executive_desk
read-only
The desk's longer-form read for today. The desk's longer-form read for today.
get_facility
read-only
facility_id*
One credit facility in full, including covenant headroom and pledged collateral. One credit facility in full, including covenant headroom and pledged collateral.
get_geo_map
read-only
layersregioncountryseveritydays_back
Global geopolitical intelligence layers over a look-back window. Global geopolitical intelligence layers over a look-back window.
get_household_aum
read-only
household_id
Assets under management for the household — canonical, cash-inclusive, FX-converted. Assets under management for the household — canonical, cash-inclusive, FX-converted.
get_market_brief
read-only
Today's market brief — the 'what matters now' pulse (personalised when available). Today's market brief — the 'what matters now' pulse (personalised when available).
get_market_data
read-only
Market data for the user's watchlist, with signals where available. Market data for the user's watchlist, with signals where available.
get_net_worth
read-only
household_id
Net worth: total estate gross (AUM incl. cash + real assets) minus liabilities, FX-converted. Net worth: total estate gross (AUM incl. cash + real assets) minus liabilities, FX-converted.
get_open_breaches
read-only
household_id
Open compliance/policy breaches. Open compliance/policy breaches.
get_portfolio_drift
read-only
household_id*portfolio_id*
Drift of a portfolio versus its target allocation. Drift of a portfolio versus its target allocation.
get_portfolio_positions
read-only
limitcursorhousehold_id
Positions for a household, paginated, sorted by market value. Positions for a household, paginated, sorted by market value.
get_portfolio_risk
read-only
household_id*portfolio_id*
Risk metrics for one portfolio. Risk metrics for one portfolio.
get_portfolio_summary
read-only
household_id
Portfolio summary — market value, cost basis, unrealised P&L, allocation by asset class. Portfolio summary — market value, cost basis, unrealised P&L, allocation by asset class.
get_real_asset
read-only
asset_id*
One real asset in detail. One real asset in detail.
get_real_asset_economics
read-only
household_id
Real-asset economics — income, costs, net cashflow and net yield. Real-asset economics — income, costs, net cashflow and net yield.
get_recent_results
read-only
limitdays_back
Recent auction-realised and list-price events over a look-back window. Recent auction-realised and list-price events over a look-back window.
get_risk_dashboard
read-only
household_id
Household risk dashboard — volatility, VaR, concentration, drawdown. Household risk dashboard — volatility, VaR, concentration, drawdown.
get_signals_recent
read-only
limitdays_back
Recent alt-asset trade signals over a look-back window (days_back). Recent alt-asset trade signals over a look-back window (days_back).
get_today_brief
read-only
household_id
The household's daily briefing — what matters today. The household's daily briefing — what matters today.
get_unread_alerts
read-only
household_id
Unread alerts for the household. Unread alerts for the household.
get_upcoming_calendar
read-only
dayshousehold_id
Upcoming dividends, earnings and macro events that touch the book. Upcoming dividends, earnings and macro events that touch the book.
list_accounts
read-only
statushousehold_id
Accounts and custody for the household. Accounts and custody for the household.
list_capabilities
read-only
What this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, tod… What this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents) behind a single connection.
list_documents
read-only
limitdomainstatuscategoryhousehold_id
Document metadata in the household vault. Document metadata in the household vault.
list_facilities
read-only
limitstatushousehold_id
Credit facilities — balances, limits, rates, maturities, covenants, collateral. Credit facilities — balances, limits, rates, maturities, covenants, collateral.
list_family
read-only
household_id
Household entities — people and structures. Household entities — people and structures.
list_goals
read-only
household_idinclude_inactive
Financial goals — target vs current funding, progress, gap and status. Financial goals — target vs current funding, progress, gap and status.
list_households
read-only
The households this user belongs to, with their ids. Needed only when they belong to more than one — otherwise omit household_id and it resolves to theirs. The households this user belongs to, with their ids. Needed only when they belong to more than one — otherwise omit household_id and it resolves to theirs.
list_layers
read-only
Catalogue of geopolitical map layers you can request. Catalogue of geopolitical map layers you can request.
list_real_assets
read-only
limitcursorasset_classhousehold_id
Real assets — property, vessels, aircraft, art and collections. Real assets — property, vessels, aircraft, art and collections.
list_watchlist
read-only
household_id
The household's tracked instruments with price, momentum, signal and volatility. The household's tracked instruments with price, momentum, signal and volatility.
lookup_index_by_brand
read-only
brand*limit
Find alt-asset indices by brand or keyword (wine, watches, art, cars). Find alt-asset indices by brand or keyword (wine, watches, art, cars).
run_technical_analysis
read-only
benchmarkfrequencyidentifier*trade_modehistory_daysinitial_cash
+6