Material changes in a portfolio
get_portfolio_changesReports material signal changes across a portfolio between two periods: the baseline and threshold used, counts of places checked and changes found, and for each place every signal that moved with direction, from and to values, delta, percent change and the cause (the source data moved, or a OneGoodArea methodology release named by version). Needs a portfolio id from watch_portfolio. Reading does not fire the portfolio's webhooks.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cause | No | List only changes with these causes: source (the source data moved it), method (a OneGoodArea methodology release did, same period), source_and_method (both). Default every cause. | |
| baseline | No | Compare the latest period with the previous period (default) or with the first period in range. | |
| portfolio_id | Yes | The portfolio id returned by watch_portfolio (e.g. 'pf_...'). | |
| threshold_pct | No | Smallest absolute percent change that counts as material. Default 5. Zero or more. | |
| min_transactions | No | Sample-size gate for price moves: both periods need at least this many sales. Whole number, zero or more; default 8. |