> ## 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. # Retrieve portfolio transactions for a date range. > Returns a tabular portfolio view between the supplied dates, with the end evaluated at end of day in the caller's time zone. `Counterparties` narrows rows when supplied. `IncludeZeroQuantities` defaults to `false`; set it to `true` to retain positions that net to zero. This is read-only. ## OpenAPI ````yaml /risk-and-pricing/atoti-risk-services/apis-endpoints/openapi/openapi.mintlify.json post /api/Position/GetTransactionTable 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/Position/GetTransactionTable: post: tags: - Position summary: Retrieve portfolio transactions for a date range. description: >- Returns a tabular portfolio view between the supplied dates, with the end evaluated at end of day in the caller's time zone. `Counterparties` narrows rows when supplied. `IncludeZeroQuantities` defaults to `false`; set it to `true` to retain positions that net to zero. This is read-only. operationId: GetTransactionTable requestBody: description: >- JSON request with non-empty `PortfolioName`, optional unambiguous `PortfolioType`, `StartDate`, `EndDate`, optional `Counterparties`, and `IncludeZeroQuantities`. A default start date has no effective lower bound; provide an end date for a meaningful result. Date ordering is not explicitly constrained. content: application/json-patch+json: schema: $ref: '#/components/schemas/ApiGetTransactionTableRequest' application/json: schema: $ref: '#/components/schemas/ApiGetTransactionTableRequest' text/json: schema: $ref: '#/components/schemas/ApiGetTransactionTableRequest' application/*+json: schema: $ref: '#/components/schemas/ApiGetTransactionTableRequest' responses: '200': description: >- Returns the transaction data table, or an unsuccessful payload when the portfolio is unavailable to the caller. content: application/json: schema: $ref: '#/components/schemas/ApiGetTransactionTableResponse' '400': description: BadRequest '401': description: Unauthorized '403': description: Forbidden security: - oauth2: [] - apikey: [] components: schemas: ApiGetTransactionTableRequest: required: - $type type: object properties: portfolio_name: type: string description: >- Name of the portfolio to select. The value must not be null or empty. nullable: true example: Example portfolio portfolio_type: enum: - derivitec - enfusion - orchestrade - liquidity_book - maia - fund_studio - not_set type: string description: >- Portfolio category used to resolve the requested portfolio. It may be omitted when the portfolio name resolves unambiguously. nullable: true counterparties: type: array items: type: string description: Optional counterparty names that restrict the returned rows. nullable: true end_date: type: string description: >- Inclusive final calendar date, evaluated at end of day in the caller's time zone. format: date-time include_zero_quantities: type: boolean description: >- Whether to retain positions whose quantities net to zero; defaults to false. start_date: type: string description: >- Initial calendar date; its default value applies no effective lower date bound. format: date-time $type: type: string enum: - >- Derivitec.Web.Core.Positions.ApiGetTransactionTableRequest, Derivitec.Web.Core additionalProperties: false description: >- Portfolio, date window, counterparty filter, and zero-quantity choice used to retrieve a transaction table. ApiGetTransactionTableResponse: description: >- Tabular portfolio positions or transactions produced by a position-table query. discriminator: propertyName: $type mapping: Derivitec.Web.Core.Positions.ApiGetTransactionTableResponse, Derivitec.Web.Core: '#/components/schemas/ApiGetTransactionTableResponseMintlifyShape' Derivitec.Web.Core.Positions.ApiGetPortfolioTableResponse, Derivitec.Web.Core: '#/components/schemas/ApiGetPortfolioTableResponse' oneOf: - $ref: '#/components/schemas/ApiGetTransactionTableResponseMintlifyShape' - $ref: '#/components/schemas/ApiGetPortfolioTableResponse' ApiGetTransactionTableResponseMintlifyShape: 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 data_table: description: >- JSON row table using the caller's organisation-specific columns and grouping when configured. type: array items: type: object additionalProperties: true nullable: true $type: type: string enum: - >- Derivitec.Web.Core.Positions.ApiGetTransactionTableResponse, Derivitec.Web.Core additionalProperties: false description: >- Tabular portfolio positions or transactions produced by a position-table query. ApiGetPortfolioTableResponse: required: - $type type: object additionalProperties: false description: Aggregated position table returned for the selected portfolio date. 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 data_table: description: >- JSON row table using the caller's organisation-specific columns and grouping when configured. type: array items: type: object additionalProperties: true nullable: true $type: type: string enum: - >- Derivitec.Web.Core.Positions.ApiGetPortfolioTableResponse, Derivitec.Web.Core 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 ````