# Individual Portfolio Management

## List Countries of Monitored Companies

 - [GET /monitoring/portfolios/{portfolioId}/countries](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/listcountriesofmonitoredcompanies.md): This endpoint provides a list of distinct countries associated with the companies monitored within a specific portfolio.

## List Companies In A Portfolio

 - [GET /monitoring/portfolios/{portfolioId}/companies](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/listcompaniesinaportfolio.md): This endpoints gets all companies from a specific portfolio based on the portfolio id, optionally filter with query parameters.

## Add Company To Portfolio

 - [POST /monitoring/portfolios/{portfolioId}/companies](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/addcompanytoportfolio.md): Endpoint to add a company using a company id, into a portfolio provided in as a path parameter. Additional fields can be used to add a personalReference, freeText, and personalLimit. These fields need to be submitted in the requestBody but can be 'nulled' if not required. See the two examples of the submission with and without these fields.

## Clear Companies From Portfolio

 - [PATCH /monitoring/portfolios/{portfolioId}/companies/clear](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/clearcompaniesfromportfolio.md): This endpoint allows for companies to be deleted from the specified portfolio.

## Get Company Details From A Portfolio

 - [GET /monitoring/portfolios/{portfolioId}/companies/{companyId}](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/getcompanydetailsfromaportfolio.md): This endpoint allows you to get various company details from a portfolio. Requires a portfolioID and companyID in the PATH of the request.

## Delete Company From Portfolio

 - [DELETE /monitoring/portfolios/{portfolioId}/companies/{companyId}](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/deletecompanyfromportfolio.md): Endpoint to delete a company from a portfolio.

## Update Company Details In Portfolio

 - [PATCH /monitoring/portfolios/{portfolioId}/companies/{companyId}](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/updatecompanydetailsinportfolio.md): Updates the company details in a specified portfolio.

## List Portfolio Event Rules

 - [GET /monitoring/portfolios/{portfolioId}/eventRules](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/listportfolioeventrules.md): Get all notification  for the given . Notification event rules allow you to control which events you wish to monitor for the  contained within the given .

## List Portfolio Event Rules By Country

 - [GET /monitoring/portfolios/{portfolioId}/eventRules/{countryCode}](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/listportfolioeventrulesbycountry.md): Endpoint to that lists all the eventRules, their status and parameters based on a portfolio Id, filtered by country. Newly created portfolios are without any notification event rules by default, but you can switch rules on/off per country or on a global basis. There are different rules available for each country due to the different type of change event data that's available. The following GET request lists all the available rules for a portfolio.

## Update EventRules

 - [PUT /monitoring/portfolios/{portfolioId}/eventRules/{countryCode}](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/updateeventrules.md): Endpoint to update an eventRule in a portfolio. Must provide a portfolio unique identifier and a country code in the URL of the PUT request. The Body of the request must contain the  number of the eventRule you want to update, with an  parameter. Some event rules may also contain specific parameters, which can be set with ,  and . parameters. Get the above information by calling the List All eventRules endpoint.   It is recommended that any changes made to the  are verified using the List Portfolio Event Rules Endpoint after the PUT call has been made.

## Set Portfolio Default Rules

 - [PUT /monitoring/portfolios/{portfolioId}/eventRules/setDefault](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/setportfoliodefaultrules.md): Update a portfolios event rules to default state. In Connect, default state means all rules are turned off.

## Portfolio Risk Summary

 - [GET /monitoring/portfolios/{portfolioId}/riskSummary](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/portfoliorisksummary.md): Get current portfolio risk summary information.

## List Portfolio Notifications

 - [GET /monitoring/portfolios/{portfolioId}/notificationEvents](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/listportfolionotifications.md): Get all notificationEvents based on the portfolio id, optionally filter with query parameters.

## List Company Specific NotificationEvents

 - [GET /monitoring/portfolios/{portfolioId}/companies/{companyId}/notificationEvents](https://doc.creditsafe.com/connect-apis-catalog/product-catalog/connect-api-full/connectapi/individual-portfolio-management/listcompanyspecificnotificationevents.md): List of notification events based on the company id,optionally filtered with query parameters.