Portfolwright Documentation
Everything you need to integrate the rebalancing API, configure webhooks, and navigate European tax rules.
Getting Started
API keys, first rebalance, 14-day path to production.
API Reference
Full endpoint documentation with request/response examples.
Webhooks
Event types, payload shapes, delivery guarantees.
Tax Configuration
FIFO, HIFO, wrapper logic, MiFID II records.
Documentation categories
Recent changelog
v1.8.0 — Added Euronext Dublin (XMSM) connectivity. Oslo Børs settlement calendar updated for 2026 public holidays.
v1.7.4 — MiFID II record export now supports CSV and JSON formats. Added retained_until field to compliance record response.
v1.7.2 — Webhook delivery timeout increased to 30s. Added retry delay visibility in event logs.
v1.7.0 — PEA (French) €150K deposit cap tracking added. ISA annual allowance resets automated for April 6 tax year boundary.
v1.6.5 — Real-time NAV calculation endpoint (GET /v1/portfolios/{id}/nav) now generally available.