Account Performance

POST

/pa/performance

POST

/pa/performance

$ curl -X POST https://api.ibkr.com/pa/performance \
>      -H "Content-Type: application/json" \
>      -d '{}'

1 {
2   "currencyType": "base",
3   "rc": 0,
4   "nav": {
5     "data": [
6       {
7         "idType": "acctid",
8         "navs": [
9           "202767332.1223",
10           "215718598.8239"
11         ],
12         "start": "20230102",
13         "end": "20231213",
14         "id": "U1234567",
15         "startNAV": {
16           "date": "20221230",
17           "val": 1
18         },
19         "baseCurrency": "USD"
20       }
21     ],
22     "freq": "D",
23     "dates": [
24       "20230102",
25       "20231213"
26     ]
27   },
28   "nd": 346,
29   "cps": {
30     "data": [
31       {
32         "idType": "acctid",
33         "start": "20230102",
34         "end": "20231213",
35         "returns": [
36           "0",
37           "0.0639"
38         ],
39         "id": "U1234567",
40         "baseCurrency": "USD"
41       }
42     ],
43     "freq": "D",
44     "dates": [
45       "20230102",
46       "20231213"
47     ]
48   },
49   "tpps": {
50     "data": [
51       {
52         "idType": "acctid",
53         "start": "20230102",
54         "end": "20231213",
55         "returns": [
56           "0.0037",
57           "0.0031",
58           "0.0033",
59           "0.0034",
60           "0.02",
61           "0.0127",
62           "0.0036",
63           "0.0036",
64           "0.0034",
65           "0.0012",
66           "0.0026",
67           "0.0017"
68         ],
69         "id": "U1234567",
70         "baseCurrency": "USD"
71       }
72     ],
73     "freq": "M",
74     "dates": [
75       "202301",
76       "202302",
77       "202303",
78       "202304",
79       "202305",
80       "202306",
81       "202307",
82       "202308",
83       "202309",
84       "202310",
85       "202311",
86       "202312"
87     ]
88   },
89   "id": "getPerformanceData",
90   "included": [
91     "U1234567"
92   ],
93   "pm": "TWR"
94 }

Returns the performance (MTM) for the given accounts, if more than one account is passed, the result is consolidated.

Request

This endpoint expects an object.

acctIdslist of anyOptional

An array of strings containing each account identifier to retrieve performance details for.

periodenumOptionalDefaults to 12M

Specify the period for which the account should be analyzed. Available period lengths:

1D - The last 24 hours.
7D - The last 7 full days.
MTD - Performance since the 1st of the month.
1M - A full calendar month from the last full trade day.
3M - 3 full calendar months from the last full trade day.
6M - 6 full calendar months from the last full trade day.
12M - 12 full calendar month from the last full trade day.
YTD - Performance since January 1st.

Specify the period for which the account should be analyzed. Available period lengths: * `1D` - The last 24 hours. * `7D` - The last 7 full days. * `MTD` - Performance since the 1st of the month. * `1M` - A full calendar month from the last full trade day. * `3M` - 3 full calendar months from the last full trade day. * `6M` - 6 full calendar months from the last full trade day. * `12M` - 12 full calendar month from the last full trade day. * `YTD` - Performance since January 1st.

Response

An array of objects detailing contract information.

currencyTypestring

Confirms if the currency type. If trading exclusively in your base currency, "base" will be returned.

rclong

Returns the data identifier (Internal Use Only).

navobject

Net asset value data for the account or consolidated accounts. NAV data is not applicable to benchmarks.

ndlong

Returns the total data points.

cpsobject

Returns the object containing the Cumulative performance data.

tppsobject

Returns the time period performance data.

idstring

Returns the request identifier, getPerformanceData.

includedlist of any

Returns an array containing accounts reviewed.

pmstring

Portfolio Measure. Used to indicate TWR or MWR values returned.

Errors

400

Bad Request Error

401

Unauthorized Error

500

Internal Server Error

503

Service Unavailable Error