Invoke Skill Portfolios Analyse

post/api/v1/skills/portfolios.analyse/invoke

Analyse an investment portfolio — opening/closing reconciliation, FX and fair-value movements, capital gains/losses, and journal generation. Used by Family Investment Company (FIC) analysis (UK), trust accounts, personal SIPP/ISA reviews, and other wealth workstreams across UK, AU, US, CA jurisdictions. Currency-agnostic; the workstream step supplies jurisdiction-specific parameters such as the annual exempt amount.

Request bodyapplication/json

Field	Type	Description
`topic`required	`string`	—
`jurisdiction`	`"AU" \| "GB" \| "CA" \| "US" \| "NZ" \| null`	—
`period`	`string \| null`	—
`entity_name`	`string \| null`	—
`client_context`	`object`	— show nested Empty object.

Responses

200Skill executed successfully

Field Type Description

skillrequired string —

outputrequired

object

—

show nested

Field	Type	Description
`stub_fields`	`string[]`	—
`warnings`	`string[]`	—
`analysis`	`string`	—
`summary`	`string`	—
`findings`	`string[]`	—
`confidence`	`number`	—

correlation_idrequired string —

401Authentication required

Field Type Description

errorrequired

object

—

show nested

Field	Type	Description
`type`required	`string`	—
`code`required	`string`	—
`message`required	`string`	—
`param`	`string`	—
`retry_after_seconds`	`integer`	—

403Insufficient permissions

Field Type Description

errorrequired

object

—

show nested

Field	Type	Description
`type`required	`string`	—
`code`required	`string`	—
`message`required	`string`	—
`param`	`string`	—
`retry_after_seconds`	`integer`	—

404Skill not found

Field Type Description

errorrequired

object

—

show nested

Field	Type	Description
`type`required	`string`	—
`code`required	`string`	—
`message`required	`string`	—
`param`	`string`	—
`retry_after_seconds`	`integer`	—

429Rate limit exceeded

Field Type Description

errorrequired

object

—

show nested

Field	Type	Description
`type`required	`string`	—
`code`required	`string`	—
`message`required	`string`	—
`param`	`string`	—
`retry_after_seconds`	`integer`	—

5XXInternal server error

Field Type Description

errorrequired

object

—

show nested

Field	Type	Description
`type`required	`string`	—
`code`required	`string`	—
`message`required	`string`	—
`param`	`string`	—
`retry_after_seconds`	`integer`	—

curl https://api.dev.arch.ie/api/v1/skills/portfolios.analyse/invoke \
  -X POST \
  -H "Authorization: Bearer sk_..." \
  -H "Content-Type: application/json" \
  -d '{
       "topic": "string",
       "jurisdiction": null,
       "period": null,
       "entity_name": null,
       "client_context": {}
     }'