Portfolio & positions

GET /v1/investors/{id}/portfolio

The overview: total value, cash, and positions with cost basis and unrealized P/L.

Position field	Notes
asset / symbol
kind	equity | fund | cash
qty	whole shares (equities)
price_micros	current price
value_micros	market value
cost_micros	cost basis
unrealized_micros / unrealized_pct	P/L
weight_pct	allocation

vs. Alpaca: maps to GET /v2/positions. Alpaca's market_value → value_micros, cost_basis → cost_micros, unrealized_pl → unrealized_micros. All EGX positions are long (no shorting).

GET /v1/investors/{id}/portfolio/exposures

Sector exposures, HHI concentration, top-holding percentage.

GET /v1/investors/{id}/portfolio/performance?days=90

A daily time series plus time-weighted return (twr_pct). Maps to Alpaca's GET /v2/account/portfolio/history.

GET /v1/investors/{id}/portfolio/risk?days=60

Descriptive risk statistics: annualized volatility, max drawdown, 1-day VaR(95), and beta vs the EGX30 index. Descriptive only — not advice.