insighta cloud OpenAPI (1.0.0)

Download OpenAPI specification:

insighta cloud public API for portfolio management and trading.

Service: https://insighta.cloud

Authentication

All endpoints require a Bearer API key in the Authorization header:

Authorization: Bearer <your_api_key>

API keys can be issued at https://insighta.cloud/settings

Portfolios

List portfolios

Without query params: returns the caller's portfolios. With search params: searches public portfolios.

Authorizations:
BearerAuth
query Parameters
search
string

Search term for portfolio name

country
string

Filter by country code

sort_by
string

Sort field

last_item
string

Pagination cursor (portfolio ID)

Responses

Response samples

Content type
application/json
{
  • "data": [
    ]
}

Create a portfolio

Authorizations:
BearerAuth
Request Body schema: application/json
required
name
required
string

Portfolio name

type
required
string
Enum: "simulation" "record"

Portfolio type

currency
required
string
Enum: "USD" "KRW" "JPY"

Base currency

budget
required
number

Initial budget amount

description
string
Default: ""
target_return
number
Default: 0
target_date
string
Default: ""
Array of objects
settings
object
stage
string
Default: "ACTIVE"
Enum: "DRAFT" "ACTIVE"

Portfolio stage

archived
boolean
Default: false

Whether the portfolio is archived

Responses

Request samples

Content type
application/json
{
  • "name": "string",
  • "type": "simulation",
  • "currency": "USD",
  • "budget": 0,
  • "description": "",
  • "target_return": 0,
  • "target_date": "",
  • "items": [
    ],
  • "settings": { },
  • "stage": "DRAFT",
  • "archived": false
}

Response samples

Content type
application/json
{
  • "data": {
    }
}

Get NAV history

Returns Net Asset Value history for a portfolio.

Authorizations:
BearerAuth
path Parameters
portfolio_id
required
string

Responses

Response samples

Content type
application/json
{
  • "data": {
    }
}

Get metrics history

Returns performance metrics history. Valid metrics: twr, target_twr, mwr, target_mwr.

Authorizations:
BearerAuth
path Parameters
portfolio_id
required
string
query Parameters
metrics
required
string

Comma-separated metrics (twr,mwr,target_twr,target_mwr)

from_t
integer

Start timestamp (unix epoch)

to_t
integer

End timestamp (unix epoch)

Responses

Response samples

Content type
application/json
{
  • "data": {
    }
}

Update a portfolio

Update an existing portfolio. Only provided fields are updated.

Authorizations:
BearerAuth
path Parameters
portfolio_id
required
string
Request Body schema: application/json
required
name
string
description
string
Array of objects
target_return
number
target_date
string <date>
is_public
boolean

Responses

Request samples

Content type
application/json
{
  • "name": "string",
  • "description": "string",
  • "items": [
    ],
  • "target_return": 0,
  • "target_date": "2019-08-24",
  • "is_public": true
}

Response samples

Content type
application/json
{
  • "data": {
    }
}

Delete a portfolio

Authorizations:
BearerAuth
path Parameters
portfolio_id
required
string

Responses

Response samples

Content type
application/json
{
  • "message": "string"
}

Trigger portfolio history backfill

Triggers asynchronous NAV history backfill for the specified portfolio.

Authorizations:
BearerAuth
path Parameters
portfolio_id
required
string

Responses

Response samples

Content type
application/json
{
  • "data": {
    }
}

Orders

Get orders

Retrieve orders by order_ids or portfolio_id. Use either order_ids or portfolio_id, not both.

Authorizations:
BearerAuth
query Parameters
order_ids
string

Comma-separated order IDs

portfolio_id
string

Portfolio ID to filter orders

start_date
string

Start date filter

end_date
string

End date filter

status
string

Order status filter

limit
integer

Max number of results

cursor
string

Pagination cursor

Responses

Response samples

Content type
application/json
{
  • "data": [
    ]
}

Create an order

Submit a trade order to update portfolio holdings.

Authorizations:
BearerAuth
Request Body schema: application/json
required
portfolio_id
required
string (Portfolio Id)
required
Array of objects (Items)
currency
string or null (Currency)
Default: null
payment_currency
string or null (Payment Currency)
Default: null
custom_exchange_rate
number or null (Custom Exchange Rate)
Default: null
is_custom_exchange_rate
boolean or null (Is Custom Exchange Rate)
Default: false
memo
string or null (Memo)
Default: null
Array of objects or null (Cash Deposits)
Default: null

Responses

Request samples

Content type
application/json
{
  • "portfolio_id": "string",
  • "items": [
    ],
  • "currency": null,
  • "payment_currency": null,
  • "custom_exchange_rate": null,
  • "is_custom_exchange_rate": false,
  • "memo": null,
  • "cash_deposits": null
}

Response samples

Content type
application/json
{
  • "message": "string"
}

Delete an order

Delete an order owned by the authenticated user.

Authorizations:
BearerAuth
path Parameters
order_id
required
string

ID of the order to delete

Responses

Response samples

Content type
application/json
{
  • "message": "string",
  • "order_id": "string"
}

Market Data

Get recent news and social media

Retrieve recent news articles and social media reactions including government agency publications.

Authorizations:
BearerAuth
query Parameters
period
required
integer [ 1 .. 3 ]

Day range (1-3)

source_type
string
Enum: "NEWS" "SNS"

Filter by source type

min_urgency
integer [ 1 .. 5 ]
Default: 4

Minimum urgency level (1-5)

Responses

Response samples

Content type
application/json
{
  • "data": {
    }
}

Search persons and companies

Search for power players and deep-dive companies by keyword (English only).

Authorizations:
BearerAuth
query Parameters
keyword
required
string

Search keyword (English only)

Responses

Response samples

Content type
application/json
{
  • "data": {
    }
}

Images

Get presigned upload URL

Get a presigned S3 URL to upload an image file.

Authorizations:
BearerAuth
query Parameters
filename
required
string

File name for the upload

content_type
string
Default: "image/png"

MIME type of the file

Responses

Response samples

Content type
application/json
{
  • "data": {
    }
}

Parse/analyze images

Analyze uploaded images using AI with a custom prompt.

Authorizations:
BearerAuth
Request Body schema: application/json
required
files
required
Array of strings

File keys returned from upload URL endpoint

prompt
required
string

Analysis prompt for the AI

Responses

Request samples

Content type
application/json
{
  • "files": [
    ],
  • "prompt": "string"
}

Response samples

Content type
application/json
{
  • "data": { }
}

Copilot

Send a message to Copilot

Send a single message and receive a synchronous response. Each call is independent (no persistent session). Usage limits apply.

Authorizations:
BearerAuth
Request Body schema: application/json
required
message
required
string

The user message text

room_id
string

Optional chat room ID

Array of objects

Optional conversation history

Responses

Request samples

Content type
application/json
{
  • "message": "string",
  • "room_id": "string",
  • "last_messages": [
    ]
}

Response samples

Content type
application/json
{
  • "message_id": "string",
  • "reply": "string",
  • "session_id": "string"
}