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

# Get portfolio intelligence

> Cross-product roll-up across the account's portfolio. Heatmap, comparative scores, portfolio-level insights.

Cross-product roll-up across the account's portfolio. Returns the heatmap, comparative scores, and portfolio-level insights used by the executive and investor views.

```bash theme={null}
curl -X GET https://app.dacard.ai/api/intelligence/portfolio \
  -H "Authorization: Bearer $DACARD_API_KEY"
```

| Property | Value |
| - | - |
| **Auth** | Required |
| **Required plan** | Business or Enterprise |
| **Idempotent** | Yes |

## Query

| Field | Type | Required | Notes |
| - | - | - | - |
| `accountId` | string | no | Defaults to the caller's account. Investor-tier callers may pass a portfolio account id they have an active credential grant for. |

## Errors

| Status | Code | When |
| - | - | - |
| 401 | `AUTH_REQUIRED` | No session. |
| 403 | `FEATURE_GATED` | Caller is on Free or Pro. |
| 403 | `FORBIDDEN` | `accountId` not owned and no active credential grant. |
| 500 | `INTERNAL_ERROR` | Read failed. |

See [Get portfolio (legacy)](https://docs.dacard.ai/api-reference/intelligence/get-portfolio-legacy.md) for the older single-product portfolio shape.


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