Get Portfolio changes
get_portfolio_changesLists the client workspaces whose MIDAS score moved since a date (default: the last 30 days), largest move first. A client appears when its most recent scored Diagnostic is on or after that date and its MIDAS changed, against the scored Diagnostic before it, by more than the usual run-to-run variation; smaller moves are left out, because scores for an unchanged site can move a little between runs. Each item has the client_id and client name, the previous and current MIDAS and the change, both report_ids with their dates for citing (report_id, previous_report_id and previous_report_date are null when that pair cannot be confirmed in this account), and the open items of critical or high priority (only work the account owes: items from Diagnostics classified as a competitor, research or a prospect are not counted). direction narrows the list to declines or improvements; client_id narrows it to one client. An empty list means no client moved by more than that in the window, not that nothing changed. truncated is true when more clients moved by more than that in the window than one call examines (the most recent are examined), so the list may be incomplete. Archived workspaces are not included. Included with team accounts on the Agency plans, Business Enterprise and custom plans. Fits "which of my clients got worse this month" and "who improved since our last review".
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Page size (default 10, max 25). | |
| since | No | Start of the window: a date (YYYY-MM-DD, read as midnight UTC) or an RFC 3339 date-time. Default: 30 days ago. | |
| cursor | No | Opaque pagination cursor (next_cursor) from a previous response. | |
| client_id | No | One client workspace only. | |
| direction | No | declined, improved, or any (default). |