Get Indexa account performance
indexa_get_performanceRetrieve cumulative and annualized returns for your Indexa account over a custom date range. Optionally compare performance against benchmark or view forward projections.
Instructions
Retrieve the historical performance series for an Indexa account, with optional date filtering and projection data.
Performance values are returned in base 100 — a value of 105 at index N means +5% cumulative return since the start of the series. Per Indexa support, returns between two points are computed as: 100 * (return[end] / return[start] - 1).
Args:
account_number (string): Indexa account ID
date_from (string, optional): Filter the series to start on or after this date (YYYY-MM-DD)
date_to (string, optional): Filter the series to end on or before this date (YYYY-MM-DD)
include_projections (boolean, default false): Whether to include best/worst/expected forward projections in the JSON output. These can be large; leave off unless explicitly needed.
response_format ('markdown' | 'json'): Output format (default: 'markdown')
The Markdown format computes and displays:
Cumulative return over the period
Annualised return (estimated from the date range)
Plan expected return (Indexa's own projection)
Benchmark comparison and alpha (if benchmark series is present)
A sampled subset of the curve as a table (~8 points)
Returns: For JSON format, the structure is: { "plan_expected_return": number, // e.g. 0.0384 = +3.84%/year expected "performance": { "period": ["YYYY-MM-DD", ...], // dates "return": [number, ...], // base-100 actual return series "benchmark"?: [number, ...], // base-100 benchmark series "best"?: [number, ...], // best-case projection (if requested) "worst"?: [number, ...], // worst-case projection "expected"?: [number, ...] // expected projection } }
Examples:
Use when: "What's my YTD return on Indexa?" -> date_from = first day of year
Use when: "How has my account performed since I opened it?" -> no dates
Use when: "Compare my returns to the benchmark"
Don't use when: The user wants the current value (use indexa_get_portfolio) or transaction history (use indexa_get_transactions).
Error handling:
404: account not found or no performance data yet (e.g. just opened).
401/403: token invalid.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_number | Yes | Indexa account number (account_number field from indexa_get_me). Example: 'NK1NUTP1'. | |
| date_from | No | Lower bound for the returned series (YYYY-MM-DD). Omit for full history. | |
| date_to | No | Upper bound for the returned series (YYYY-MM-DD). Omit for latest available. | |
| include_projections | No | Include best/worst/expected projection arrays in the JSON output. These can be very large; default false to keep responses small. | |
| response_format | No | Output format: 'markdown' for human-readable summary or 'json' for full structured data. | markdown |