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Purser

Create Valuation

POST
/accounts/{account_id}/valuations
curl --request POST \
  --url https://example.com/accounts/2489E9AD-2EE2-8E00-8EC9-32D5F69181C0/valuations \
  --header 'Content-Type: application/json' \
  --data '{ "as_of": "2026-04-15", "convention": "ledger", "source": "manual", "value": 1 }'

Record a loan or property account’s value on a date: the balance it reports (its latest valuation replaces the postings sum). Any other account type is refused (422): its balance comes from its transactions, plus holdings for a brokerage account. The answer’s value is in ledger sign whichever convention the request used.

Parameters

Section titled “Parameters”

Path Parameters

Section titled “Path Parameters”
account_id
required
Account Id
string format: uuid

Request Bodyrequired

Section titled “Request Bodyrequired”
Media typeapplication/json
ValuationCreate
object
as_of
required
As Of
string format: date
convention
Convention

How value’s sign reads. ledger (default): as Purser stores it, a loan negative when owed. statement: as the statement prints it, a loan POSITIVE when owed (a credit balance is negative); Purser negates it into ledger sign, the same conversion reconciliation applies. A property reads the same either way.

string
default: ledger
Allowed values: ledger statement
source
Source
string
default: manual
value
required
Any of:
number

Responses

Section titled “Responses”

201

Section titled “201”

Successful Response

Media typeapplication/json
ValuationOut
object
account_id
required
Account Id
string format: uuid
as_of
required
As Of
string format: date
id
required
Id
string format: uuid
source
required
Source
string
value
required
Value
string

Example generated

{
  "account_id": "2489E9AD-2EE2-8E00-8EC9-32D5F69181C0",
  "as_of": "2026-04-15",
  "id": "2489E9AD-2EE2-8E00-8EC9-32D5F69181C0",
  "source": "example",
  "value": "example"
}

422

Section titled “422”

Validation Error

Media typeapplication/json
HTTPValidationError
object
detail
Detail
Array<object>
ValidationError
object
ctx
Context
object
input
Input
loc
required
Location
Array
msg
required
Message
string
type
required
Error Type
string

Example generated

{
  "detail": [
    {
      "ctx": {},
      "input": "example",
      "loc": [
        "example"
      ],
      "msg": "example",
      "type": "example"
    }
  ]
}