GET api/OrderManagement/GetPortfolioSummaryRpt?ClientNo={ClientNo}&UserId={UserId}

Request Information

URI Parameters

Name	Description	Type	Additional information
ClientNo		string	Required
UserId		string	Required

Body Parameters

None.

Response Information

Resource Description

Collection of PortfolioSummaryRpt

Name	Type	Additional information
ClientNo	string	None.
BalDate	date	None.
BuyLimit	decimal number	None.
GroupID	integer	None.
Status	integer	None.
StatusName	string	None.
Sector	string	None.
SectorName	string	None.
NoOfCounter	integer	None.
InvCost	decimal number	None.
MktVal	decimal number	None.

Response Formats

application/json, text/json

Sample:

[
  {
    "ClientNo": "sample string 1",
    "BalDate": "2025-12-17T11:55:19.2660244+08:00",
    "BuyLimit": 3.0,
    "GroupID": 4,
    "Status": 5,
    "StatusName": "sample string 6",
    "Sector": "sample string 7",
    "SectorName": "sample string 8",
    "NoOfCounter": 9,
    "InvCost": 10.0,
    "MktVal": 11.0
  },
  {
    "ClientNo": "sample string 1",
    "BalDate": "2025-12-17T11:55:19.2660244+08:00",
    "BuyLimit": 3.0,
    "GroupID": 4,
    "Status": 5,
    "StatusName": "sample string 6",
    "Sector": "sample string 7",
    "SectorName": "sample string 8",
    "NoOfCounter": 9,
    "InvCost": 10.0,
    "MktVal": 11.0
  }
]

application/xml, text/xml

Sample:

<ArrayOfPortfolioSummaryRpt xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/POEMSWEBAPI.Models.OrderManagement">
  <PortfolioSummaryRpt>
    <BalDate>2025-12-17T11:55:19.2660244+08:00</BalDate>
    <BuyLimit>3</BuyLimit>
    <ClientNo>sample string 1</ClientNo>
    <GroupID>4</GroupID>
    <InvCost>10</InvCost>
    <MktVal>11</MktVal>
    <NoOfCounter>9</NoOfCounter>
    <Sector>sample string 7</Sector>
    <SectorName>sample string 8</SectorName>
    <Status>5</Status>
    <StatusName>sample string 6</StatusName>
  </PortfolioSummaryRpt>
  <PortfolioSummaryRpt>
    <BalDate>2025-12-17T11:55:19.2660244+08:00</BalDate>
    <BuyLimit>3</BuyLimit>
    <ClientNo>sample string 1</ClientNo>
    <GroupID>4</GroupID>
    <InvCost>10</InvCost>
    <MktVal>11</MktVal>
    <NoOfCounter>9</NoOfCounter>
    <Sector>sample string 7</Sector>
    <SectorName>sample string 8</SectorName>
    <Status>5</Status>
    <StatusName>sample string 6</StatusName>
  </PortfolioSummaryRpt>
</ArrayOfPortfolioSummaryRpt>