Datasets & Portfolios

Prepare your market data and define the portfolio you want to analyze.

Overview

Scratio uses your historical market data to calculate portfolio risk.

Start by uploading a CSV dataset, then provide the portfolio you want to analyze.

A dataset contains historical prices for one or more assets. Upload the dataset using the Dataset Upload API.

After a successful upload, Scratio returns a unique dataset_id. Use this ID when making a risk calculation.

See Dataset Upload and CSV Format for more information.

A portfolio defines which assets you want to analyze and the weight assigned to each asset.

{
  "portfolio": [
    {
      "symbol": "AAPL",
      "weight": 0.6
    },
    {
      "symbol": "MSFT",
      "weight": 0.4
    }
  ]
}

Portfolio assets must match the asset columns in your uploaded dataset, and the portfolio weights must sum to 1.0.

See Portfolio Input for the full format and validation rules.