> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finhub.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# SCT13 - Financial Asset Management

> Tools for managing various financial assets and investments via API

# SCT13 - Financial Asset Management

Tools for managing various financial assets and investments, including portfolio management, tracking, and analytics through the API.

## Overview

This capability provides API access to tools for managing financial assets beyond traditional banking, including investment portfolios, securities, and alternative assets.

## Features

| Feature                   | Description                     |
| ------------------------- | ------------------------------- |
| **Portfolio Management**  | Manage asset portfolios         |
| **Investment Tracking**   | Track investment performance    |
| **Risk Assessment**       | Portfolio risk analysis         |
| **Performance Analytics** | Returns and performance metrics |
| **Asset Allocation**      | Optimization tools              |

## Configuration Options

| Level        | Features                 | Assets              |
| ------------ | ------------------------ | ------------------- |
| **Basic**    | Simple tracking          | Limited asset types |
| **Standard** | Comprehensive management | Standard assets     |
| **Advanced** | Sophisticated tools      | All asset classes   |

## API Usage

### Get Portfolio Summary

```bash theme={null}
GET /api/v1/portfolios/{portfolio_id}
Authorization: Bearer {access_token}
```

**Response:**

```json theme={null}
{
  "portfolio_id": "port_abc123",
  "customer_id": "cust_xyz789",
  "total_value": 150000.00,
  "currency": "EUR",
  "positions": [
    {
      "asset_type": "EQUITY",
      "symbol": "AAPL",
      "quantity": 100,
      "current_value": 17500.00,
      "unrealized_pnl": 2500.00
    },
    {
      "asset_type": "FIXED_INCOME",
      "symbol": "BOND_EU_10Y",
      "quantity": 50,
      "current_value": 52500.00,
      "unrealized_pnl": -500.00
    }
  ],
  "performance": {
    "ytd_return": 8.5,
    "total_return": 15.2
  }
}
```

### Get Risk Assessment

```bash theme={null}
GET /api/v1/portfolios/{portfolio_id}/risk
Authorization: Bearer {access_token}
```

**Response:**

```json theme={null}
{
  "portfolio_id": "port_abc123",
  "risk_metrics": {
    "var_95": 5200.00,
    "volatility": 12.5,
    "sharpe_ratio": 1.2,
    "beta": 0.85
  },
  "concentration_risk": {
    "top_holding_pct": 35.0,
    "sector_concentration": "MODERATE"
  }
}
```

### Execute Trade

```bash theme={null}
POST /api/v1/portfolios/{portfolio_id}/orders
Content-Type: application/json
Authorization: Bearer {access_token}

{
  "asset_type": "EQUITY",
  "symbol": "MSFT",
  "side": "BUY",
  "quantity": 25,
  "order_type": "MARKET"
}
```

## Asset Types Supported

| Asset Type       | Description              |
| ---------------- | ------------------------ |
| **Equities**     | Stocks and shares        |
| **Fixed Income** | Bonds and securities     |
| **Funds**        | Mutual funds, ETFs       |
| **Alternative**  | Real estate, commodities |

## Integration with Other Capabilities

| Capability                   | Integration                       |
| ---------------------------- | --------------------------------- |
| **SCT03 - Country**          | Available assets per jurisdiction |
| **SCT06 - Decision Support** | Investment analytics              |
| **SCT09 - Multi-Currency**   | Multi-currency portfolios         |
| **SCT11 - Compliance**       | Investment compliance             |

## Related API Reference

<Card title="Portfolio APIs" icon="chart-pie" href="/baas/api/reference/financial-operations/index">
  View detailed portfolio API specifications
</Card>

## Subscription Tier Availability

| Tier         | Configuration Level |
| ------------ | ------------------- |
| Starter      | Not included        |
| Professional | Not included        |
| Enterprise   | Standard            |
| Custom       | Configurable        |