portfolio_import_preview

ai.stonewake/stonewake · Verify this server

Preview adding a book of companies to the caller team's monitored portfolio. Pass the book as CSV text whose header is identifier_type,identifier plus, optionally, name, currency, limit_amount and drawn_amount; at most 2,000 rows. Every row is matched by its registry identifier alone, where identifier_type is lei, uk_crn, de_register (register type, number and court, for example HRB 275806 München), us_cik or another national register scheme. The name column is echoed back and never used to match. Each row answers its outcome (add, reactivate, in_book, duplicate, ambiguous, unresolved, invalid), a reason, and the matched node_id and register name. Rows are paged with limit and offset in file order; counts and total always cover the whole file, so page on until offset reaches total. Nothing is written, and applying an import happens in the Stonewake dashboard.