> ## Documentation Index
> Fetch the complete documentation index at: https://docs.activeviam.com/llms.txt
> Use this file to discover all available pages before exploring further.

# List portfolio and book relationships.

> Returns the hierarchy visible to the current user, including accessible portfolios and Derivitec books,
direct parents and children, portfolio type, access level, and active state. Inactive items can appear with
their state. Use this read-only operation to reconstruct the accessible hierarchy without changing it.



## OpenAPI

````yaml /risk-and-pricing/atoti-risk-services/apis-endpoints/openapi/openapi.mintlify.json get /api/Portfolios/PortfolioBookRelationships
openapi: 3.0.4
info:
  title: Derivitec Api 1.0
  version: '1.0'
servers:
  - url: https://api.riskportal.activeviam.com
security:
  - oauth2: []
  - apikey: []
tags:
  - name: AdminUser
  - name: AtotiReport
  - name: AtotiSession
  - name: BloombergOAuth
  - name: Bond
  - name: BondYieldCurvePage
  - name: BookAccess
  - name: Books
  - name: Commodity
  - name: Counterparties
  - name: Currencies
  - name: Equity
  - name: EquityDividend
  - name: EquityPage
  - name: FeatureFlag
  - name: Fx
  - name: FxPage
  - name: GroupAccess
  - name: Home
  - name: LegacyPosition
  - name: MarketData
  - name: MarketDataProvider
  - name: MarketDataProviderAccess
  - name: Meta
  - name: Notification
  - name: Organisation
  - name: PnLReport
  - name: PortfolioAccess
  - name: Portfolios
  - name: Position
  - name: PositionFilter
  - name: PricingEnvironment
  - name: PricingEnvironmentAccess
  - name: RateAsset
  - name: RateAssetPage
  - name: Report
  - name: ReportDefinition
  - name: ReportHistoryLauncherQuery
  - name: ReportLauncher
  - name: ReportQuery
  - name: ReportQueryViewUser
  - name: ReportRestriction
  - name: ReportView
  - name: RiskReport
  - name: Tradable
  - name: TradeBooking
  - name: User
  - name: VarReport
  - name: VarReportQuery
  - name: YieldCurvePage
paths:
  /api/Portfolios/PortfolioBookRelationships:
    get:
      tags:
        - Portfolios
      summary: List portfolio and book relationships.
      description: >-
        Returns the hierarchy visible to the current user, including accessible
        portfolios and Derivitec books,

        direct parents and children, portfolio type, access level, and active
        state. Inactive items can appear with

        their state. Use this read-only operation to reconstruct the accessible
        hierarchy without changing it.
      operationId: GetPortfolioBookRelationships
      responses:
        '200':
          description: >-
            Returns accessible portfolio and book relationship records; an empty
            collection is valid.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiGetPortfolioBookRelationshipsResponse'
        '400':
          description: BadRequest
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
      security:
        - oauth2: []
        - apikey: []
components:
  schemas:
    ApiGetPortfolioBookRelationshipsResponse:
      required:
        - $type
      type: object
      properties:
        is_success:
          type: boolean
          description: >-
            Whether the operation completed successfully. The default is `true`;
            error outcomes set it to `false`.
          example: true
        error_messages:
          type: array
          items:
            type: string
          description: >-
            Messages explaining operation-level failures. The collection is
            empty by default.
          nullable: true
        portfolio_book_relationships:
          type: array
          items:
            $ref: '#/components/schemas/PortfolioBookRelationship'
          description: >-
            Accessible portfolio and book entries with their direct parent and
            child links; an empty collection is valid.
          nullable: true
        $type:
          type: string
          enum:
            - >-
              Derivitec.Web.Core.Portfolios.ApiGetPortfolioBookRelationshipsResponse,
              Derivitec.Web.Core
      additionalProperties: false
      description: >-
        Accessible portfolio and book hierarchy with direct parent and child
        relationships.
    PortfolioBookRelationship:
      required:
        - $type
      type: object
      properties:
        name:
          type: string
          description: Client-visible name of the portfolio or book.
          nullable: true
        description:
          type: string
          description: Client-visible description of the portfolio or book.
          nullable: true
        group_type:
          enum:
            - portfolio
            - book
          type: string
          description: Whether this hierarchy entry represents a Portfolio or a Book.
        portfolio_type:
          enum:
            - derivitec
            - enfusion
            - orchestrade
            - liquidity_book
            - maia
            - fund_studio
            - not_set
          type: string
          description: Portfolio source that disambiguates this hierarchy entry's identity.
        access_type:
          enum:
            - view
            - edit
            - full
            - owner
          type: string
          description: >-
            Effective access level reported for the current user on this
            hierarchy entry; it is descriptive, not independent proof of
            authorisation.
        link_id:
          type: integer
          description: >-
            Numeric identifier carried for this portfolio or book entry and
            interpreted with its group and portfolio source.
          format: int32
          example: 1001
        is_active:
          type: boolean
          description: Whether the portfolio or book is currently active.
        group_key:
          type: string
          description: >-
            Opaque client key that distinguishes this hierarchy entry; callers
            must not parse a construction format from it.
          nullable: true
          readOnly: true
        parents:
          type: array
          items:
            $ref: '#/components/schemas/PortfolioBookInfo'
          description: Direct parent portfolios of this hierarchy entry.
          nullable: true
        children:
          type: array
          items:
            $ref: '#/components/schemas/PortfolioBookInfo'
          description: >-
            Direct child portfolios and books of this hierarchy entry;
            descendants beyond one link are represented on their own entries.
          nullable: true
        $type:
          type: string
          enum:
            - >-
              Derivitec.Web.Core.Portfolios.PortfolioBookRelationship,
              Derivitec.Web.Core
      additionalProperties: false
      description: >-
        A portfolio-or-book hierarchy entry together with its direct parents and
        children.
    PortfolioBookInfo:
      description: >-
        Display, source, lifecycle, access, and link identity for one
        portfolio-or-book hierarchy entry.
      discriminator:
        propertyName: $type
        mapping:
          Derivitec.Web.Core.Portfolios.PortfolioBookInfo, Derivitec.Web.Core: '#/components/schemas/PortfolioBookInfoMintlifyShape'
          Derivitec.Web.Core.Portfolios.PortfolioBookRelationship, Derivitec.Web.Core: '#/components/schemas/PortfolioBookRelationship'
      oneOf:
        - $ref: '#/components/schemas/PortfolioBookInfoMintlifyShape'
        - $ref: '#/components/schemas/PortfolioBookRelationship'
    PortfolioBookInfoMintlifyShape:
      required:
        - $type
      type: object
      properties:
        name:
          type: string
          description: Client-visible name of the portfolio or book.
          nullable: true
        description:
          type: string
          description: Client-visible description of the portfolio or book.
          nullable: true
        group_type:
          enum:
            - portfolio
            - book
          type: string
          description: Whether this hierarchy entry represents a Portfolio or a Book.
        portfolio_type:
          enum:
            - derivitec
            - enfusion
            - orchestrade
            - liquidity_book
            - maia
            - fund_studio
            - not_set
          type: string
          description: Portfolio source that disambiguates this hierarchy entry's identity.
        access_type:
          enum:
            - view
            - edit
            - full
            - owner
          type: string
          description: >-
            Effective access level reported for the current user on this
            hierarchy entry; it is descriptive, not independent proof of
            authorisation.
        link_id:
          type: integer
          description: >-
            Numeric identifier carried for this portfolio or book entry and
            interpreted with its group and portfolio source.
          format: int32
          example: 1001
        is_active:
          type: boolean
          description: Whether the portfolio or book is currently active.
        group_key:
          type: string
          description: >-
            Opaque client key that distinguishes this hierarchy entry; callers
            must not parse a construction format from it.
          nullable: true
          readOnly: true
        $type:
          type: string
          enum:
            - >-
              Derivitec.Web.Core.Portfolios.PortfolioBookInfo,
              Derivitec.Web.Core
      additionalProperties: false
      description: >-
        Display, source, lifecycle, access, and link identity for one
        portfolio-or-book hierarchy entry.
  securitySchemes:
    oauth2:
      type: oauth2
      description: >-
        OAuth2 access-token requested from AWS Cognito and provided as a Auth
        Bearer header
      flows:
        implicit:
          authorizationUrl: https://auth.riskportal.derivitec.com/oauth2/authorize
          scopes: {}
    apikey:
      type: apiKey
      description: API-Key requested via the site and provided as a header
      name: x-api-key
      in: header

````