---
title: Portfolio Manager
description: Download loan tapes, payment history, and ownership history for the loans you own or have pledged.
---

Portfolio Manager gives asset holders on-demand reports about their loans. Every report is a CSV you can load straight into a spreadsheet or data warehouse, for today or for a past date.

{% cards %}
{% card title="Owned loans" href="/api/portfolio-manager/v2-portfolio-download-owned-layout" icon="file" %}
The latest loan tape for loans you own, in the layout you choose.
{% /card %}
{% card title="Payment history" href="/api/portfolio-manager/v2-portfolio-download-owned-payment-history" icon="receipt" %}
Every payment on your owned loans for a date or range.
{% /card %}
{% card title="Ownership history" href="/api/portfolio-manager/v2-portfolio-download-owned-reports-history" icon="history" %}
When each loan entered and left your portfolio.
{% /card %}
{% card title="Organization reports" href="/api/portfolio-manager/v2-portfolio-organization-download-owned" icon="building" %}
The same reports for one or all entities in your organization.
{% /card %}
{% /cards %}

## How it works

Reports are built from two choices: an **asset type** (for example, a HELOC product) and a **layout**, which decides the columns in the CSV. Discover both first, then download.

{% steps %}
{% step title="List your asset types" %}
{% endpoint method="GET" path="/external/secure/api/v2/portfolio/asset/types" /%} returns the asset types and groups for the loans you currently own.
{% /step %}
{% step title="List the layouts" %}
{% endpoint method="GET" path="/external/secure/api/v2/portfolio/layouts" /%} returns the layouts available for an asset type.
{% /step %}
{% step title="Download a report" %}
{% endpoint method="GET" path="/external/secure/api/v2/portfolio/download/owned/{layout}" /%} returns the latest loan tape as CSV.
{% /step %}
{% /steps %}

## Authentication

Every request needs your API key in the `apikey` header. See [API basics](/getting-started) for the full list of required headers.

```bash
curl https://figure.com/external/secure/api/v2/portfolio/asset/types \
  -H "apikey: $FIGURE_API_KEY"
```

## v1 and v2

Both versions are available. v2 adds asset groups, ownership history, and organization-wide reports, so we recommend it for new integrations. v1 endpoints take the asset type in the path instead of a query parameter.

{% cards %}
{% card title="API reference" href="/api/portfolio-manager" icon="api" %}
Every endpoint, parameter, and response.
{% /card %}
{% card title="Asset Onboarding" href="/asset-onboarding/overview" icon="layers" %}
Get loans onto Figure before you report on them.
{% /card %}
{% /cards %}