Antevo Wealth

The family estate in full — what you hold, what you owe, and what it is exposed to.

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    The family estate in full — what you hold, what you owe, and what it is exposed to.

    Список инструментов сервера (36)

    Технические названия из tools/list. Нужны только разработчикам.

    get_net_worthWhat the household is worth, at the width you ask for: scope='estate' (default) is AUM plus real assets minus liabilities; 'aum' is investable securities and cash only; 'allocation' breaks that book down by asset class. FX-converted.
    get_exposure_toHow much of the book sits behind a country (ISO-2) or a TRBC sector, with the positions behind it. Omit `value` for the ranked breakdown. Always read coverage.classified_pct — sector resolves for only part of the book.
    list_householdsThe households this user belongs to, with their ids. Needed only when they belong to more than one — otherwise omit household_id and it resolves to theirs.
    get_portfolio_positionsPositions for a household, paginated, sorted by market value.
    list_accountsAccounts and custody for the household.
    get_riskRisk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.
    get_portfolio_driftDrift of a portfolio versus its target allocation.
    list_facilitiesCredit facilities — balances, limits, rates, maturities, covenants, collateral.
    get_facilityOne credit facility in full, including covenant headroom and pledged collateral.
    list_real_assetsReal assets — property, vessels, aircraft, art and collections.
    get_real_assetOne real asset in detail.
    get_real_asset_economicsReal-asset economics — income, costs, net cashflow and net yield.
    get_briefToday's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.
    get_market_dataMarket data for the user's watchlist, with signals where available.
    list_published_contentPublished video, audio and research notes — the desk's catalogue.
    lookup_index_by_brandFind alt-asset indices by brand or keyword (wine, watches, art, cars).
    get_recent_resultsRecent auction-realised and list-price events over a look-back window.
    get_signals_recentRecent alt-asset trade signals over a look-back window (days_back).
    get_correlationsCross-asset correlations by effect type.
    get_equity_fundamentalsEquity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
    run_technical_analysisTechnical analysis for any instrument — how indicators lean, the regime, or a full backtest.
    list_layersCatalogue of geopolitical map layers you can request.
    get_geo_mapGlobal geopolitical intelligence layers over a look-back window.
    get_country_briefPer-country geopolitical drilldown (ISO-2).
    list_watchlistThe household's tracked instruments with price, momentum, how each leans and volatility.
    list_goalsFinancial goals — target vs current funding, progress, gap and status.
    get_today_briefThe household's daily briefing — what matters today.
    get_unread_alertsUnread alerts for the household.
    get_open_breachesOpen compliance/policy breaches.
    get_drift_snapshotDrift snapshot across the household's portfolios.
    get_upcoming_calendarUpcoming dividends, earnings and macro events that touch the book.
    list_familyHousehold entities — people and structures.
    get_entityOne household entity in detail.
    list_documentsDocument metadata in the household vault.
    get_documentMetadata for one document.
    list_capabilitiesWhat this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents) behind a single connection.