API and Integrations - Update KPI Metrics | support.carta.com

Update KPI Metrics

Update an Investment's KPIs programmatically

Method and URL

URL https://tactycapi.com/api/v2/kpi-metrics/{{FUND_ID}}/{{INVESTMENT_ID}}<br>
Method POST
Params Fund ID: The fund's unique ID identifier.

Sample Request

The following is a sample request:

// Sample request
curl https://tactycapi.com/api/v2/kpi-metrics/{{FUND_ID}}/{{INVESTMENT_ID}}
 -X PUT
 -H 'Authorization:{{API KEY}}'

Sample Request Body

The response will provide the following fields:

```SAMPLE BODY

{
        "metrics": [\
                {\
                    "id": "6s0yw5c8pS",\
                    "label": "ARR",\
                    "actual": [\
                        2300000,\
                        2545832.891,\
                        2571291.22,\
                        2597004.132,\
                        2622974.173,\
                        2649203.915,\
                        2675695.954,\
                        2702452.914,\
                        2729477.443,\
                        2756772.217,\
                        2784339.94,\
                        2812183.339,\
                        2840305.172,\
                        2868708.224,\
                        2897395.306,\
                        2926369.259,\
                        2955632.952,\
                        2985189.281,\
                        3015041.174,\
                        2784339.94,\
                        2812183.339,\
                        2840305.172,\
                        2868708.224,\
                        2897395.306,\
                        2926369.259,\
                        2955632.952,\
                        2985189.281,\
                        3015041.174,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null\
                    ],\
                    "format": {\
                        "currency": "USD",\
                        "precision": 0\
                    },\
                    "documents": [],\
                    "projected": [\
                        3984901,\
                        4024749.622,\
                        4064997.118,\
                        4105647.089,\
                        4146703.56,\
                        4188170.596,\
                        4230052.302,\
                        4272352.825,\
                        4315076.353,\
                        4358227.116,\
                        4401809.388,\
                        4445827.481,\
                        4490285.756,\
                        4535188.614,\
                        4580540.5,\
                        4626345.905,\
                        4672609.364,\
                        4719335.458,\
                        4766528.812,\
                        4401809.388,\
                        4445827.481,\
                        4490285.756,\
                        4535188.614,\
                        4580540.5,\
                        4626345.905,\
                        4672609.364,\
                        4719335.458,\
                        4766528.812,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null,\
                        null\
                    ],\
                    "startDate": "2021-11-01T00:00:00.000Z",\
                    "qualitative": false,\
                    "hideComments": false,\
                    "reportingType": "quarterly",\
                    "showProjected": false,\
                    "enableDocuments": true,\
                    "showCurrentPeriodOnly": false\
                }\
        ]
}

Response

A successful response will result in all of the KPIs being returned for the fund.