Get all investments in an instance.

This method will return all of the investments that are found within an instance, specified by the provided instance ID.
If the instance exists but contains no investments, an empty array is returned with HTTP 200.

Each investment in the response includes:

  • id — unique integer identifier of the investment.
  • name — display name of the investment.
  • uploadId — transaction ID of the associated K-1 upload, or null if not uploaded.
  • instanceId — identifier of the instance this investment belongs to.
  • createdDate — ISO 8601 timestamp of when the investment was created.
  • status — current workflow status of the investment, returned as the name of the corresponding !:StatusEnum value.
  • comment — optional comment text associated with the investment, or null if none exists.
  • uploadedBy — the email address of the user who uploaded the investment, or null if the investment was created manually (e.g. via the Add Investment endpoint or Excel import without a resolved user session).
  • tags — list of tag names assigned to the investment, sorted alphabetically. Empty array if the investment has no tags.
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Query Params
int32

The instance ID to retrieve all investments for

date-time

Optional: ISO 8601 datetime filter. When provided, returns only investments created on or after this date.

Headers
string
enum
Defaults to application/json

Generated from available response content types

Allowed:
Responses

400

The request is invalid. A possible reason could be the provided instance ID is the incorrect data type.

500

An internal server error occurred while processing the request.

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