Portfolios

Portfolios group H3 cell locations into named collections for ongoing monitoring and scoring. Each portfolio can hold up to 2,000 locations, apply a custom scoring formula, and track weighted composite scores with 30-day movement trends. Portfolios support three visibility levels — private (owner only), team, and org — so you can share scoring results across your workspace.

`GET` `/api/v1/locus/portfolios`

Requires session authentication.

List all portfolios you have access to, including aggregate scoring metrics. Response

{
  "portfolios": [
    {
      "id": "p_abc123",
      "name": "West Coast QSR Sites",
      "description": "Quick-service restaurant expansion candidates",
      "asset_class": "qsr",
      "active_formula_id": "f_def456",
      "visibility": "team",
      "member_count": 42,
      "weighted_composite": 71.8,
      "formula": {
        "id": "f_def456",
        "name": "QSR v2",
        "asset_class": "qsr",
        "version": 2
      },
      "latest_refresh_run": {
        "status": "completed",
        "requested_at": "2026-04-19T10:00:00Z",
        "completed_at": "2026-04-19T10:02:34Z"
      },
      "metrics": {
        "weighted_composite_30d_start": 69.2,
        "weighted_composite_30d_end": 71.8,
        "weighted_delta_30d": 2.6,
        "coverage_pct": 95.2,
        "weighted_coverage_pct": 96.1,
        "severe_exposure_pct": 4.8,
        "elevated_exposure_pct": 14.3,
        "stable_exposure_pct": 80.9
      },
      "created_at": "2026-03-01T08:00:00Z",
      "updated_at": "2026-04-19T10:02:34Z"
    }
  ]
}

Field	Type	Description
`member_count`	int	Number of locations in the portfolio.
`weighted_composite`	float \| null	Weight-adjusted composite score across all locations.
`formula`	object \| null	Active scoring formula applied to this portfolio.
`metrics.weighted_delta_30d`	float \| null	30-day score movement (positive = improving).
`metrics.coverage_pct`	float	Percentage of locations with scoring data.
`metrics.severe_exposure_pct`	float	Weighted percentage of locations scoring below 30.
`metrics.elevated_exposure_pct`	float	Weighted percentage of locations scoring 30–50.
`metrics.stable_exposure_pct`	float	Weighted percentage of locations scoring 50+.

Example

curl https://axiomlocus.io/api/v1/locus/portfolios \
  -H "Authorization: Bearer YOUR_TOKEN"

`POST` `/api/v1/locus/portfolios`

Requires session authentication.

Create a new portfolio. If you provide an asset_class, Locus automatically assigns the matching system scoring formula. Parameters

Name	Type	Required	Description
`name`	string	✓	Portfolio name.
`description`	string		Human-readable description.
`asset_class`	string		Asset class (e.g. `qsr`, `retail`, `office`, `industrial`, `self_storage`, `data_center`). Auto-assigns the system formula.
`visibility`	string		`private` (default), `team`, or `org`.
`org_id`	string		Workspace org id. Required when visibility is `team` or `org`.
`team_id`	string		Workspace team id. Optional, used with `team` visibility.

Example

curl -X POST https://axiomlocus.io/api/v1/locus/portfolios \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Midwest Industrial Sites",
    "asset_class": "industrial",
    "description": "Distribution center candidates in the Midwest corridor"
  }'

Response

{
  "portfolio": {
    "id": "p_new789",
    "name": "Midwest Industrial Sites",
    "asset_class": "industrial",
    "active_formula_id": "f_sys_industrial_v1",
    "visibility": "private",
    "member_count": 0,
    "weighted_composite": null,
    "created_at": "2026-04-20T12:00:00Z"
  }
}

Portfolio locations

Manage the H3 cell locations within a portfolio. Each location is identified by an h3_index and profile pair.

`GET` `/api/v1/locus/portfolios/{portfolioId}/locations`

Requires session authentication.

List all locations in a portfolio with their current scores. If the portfolio has an active formula, scores are computed using the formula weights rather than the default composite. Response

{
  "locations": [
    {
      "id": "loc_001",
      "h3_index": "882a100d63fffff",
      "profile": "qsr",
      "weight": 1.5,
      "asset_class": "qsr",
      "source": "manual",
      "address_input": "123 Market St, San Francisco, CA",
      "latitude": 37.7749,
      "longitude": -122.4194,
      "composite": 78.4,
      "metro_slug": "sf",
      "neighborhood": "Financial District",
      "formula_id_used": "f_def456",
      "formula_name_used": "QSR v2",
      "formula_version_used": 2,
      "created_at": "2026-03-15T09:00:00Z"
    }
  ]
}

Field	Type	Description
`weight`	float	Relative importance of this location in portfolio aggregations (default 1).
`source`	string	How the location was added: `manual` or `import`.
`composite`	float \| null	Score computed with the active formula, or the default composite if no formula is set.

`POST` `/api/v1/locus/portfolios/{portfolioId}/locations`

Requires session authentication.

Add a location to the portfolio. If a location with the same h3_index and profile already exists, it is updated (upsert). Parameters

Name	Type	Required	Description
`h3_index`	string	✓	H3 cell id at resolution 8.
`profile`	string		Scoring profile (default `general`).
`weight`	number		Relative weight for portfolio aggregation (default 1).
`asset_class`	string		Asset class label for this location.
`address_input`	string		Original address for reference.
`latitude`	number		Latitude for display.
`longitude`	number		Longitude for display.

Example

curl -X POST https://axiomlocus.io/api/v1/locus/portfolios/p_abc123/locations \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "h3_index": "882a100d63fffff",
    "profile": "qsr",
    "weight": 1.5,
    "address_input": "123 Market St, San Francisco, CA",
    "latitude": 37.7749,
    "longitude": -122.4194
  }'

`PATCH` `/api/v1/locus/portfolios/{portfolioId}/locations`

Requires session authentication.

Update a location’s weight or asset class. Parameters

Name	Type	Required	Description
`h3_index`	string	✓	H3 cell id to update.
`profile`	string		Scoring profile (default `general`).
`weight`	number		New weight value (must be positive).
`asset_class`	string		New asset class label.

`DELETE` `/api/v1/locus/portfolios/{portfolioId}/locations`

Requires session authentication.

Remove a location from the portfolio. Query parameters

Name	Type	Required	Description
`h3_index`	string	✓	H3 cell id to remove.
`profile`	string		Scoring profile (default `general`).

Example

curl -X DELETE "https://axiomlocus.io/api/v1/locus/portfolios/p_abc123/locations?h3_index=882a100d63fffff&profile=qsr" \
  -H "Authorization: Bearer YOUR_TOKEN"

Bulk import

`POST` `/api/v1/locus/portfolios/{portfolioId}/locations/import`

Requires session authentication.

Import multiple locations into a portfolio in a single request. Accepts a JSON array of location objects. Existing locations (matching h3_index + profile) are updated; new ones are created. Request body

{
  "locations": [
    { "h3_index": "882a100d63fffff", "profile": "retail", "weight": 2.0, "address_input": "123 Market St" },
    { "h3_index": "882a100d65fffff", "profile": "retail", "weight": 1.0, "address_input": "456 Oak Ave" }
  ]
}

Scoring refresh

`GET` `/api/v1/locus/portfolios/{portfolioId}/refresh`

Requires session authentication.

List recent scoring refresh runs for the portfolio. Query parameters

Name	Type	Required	Description
`limit`	number		Max runs to return (default 20, max 100).

Response

{
  "runs": [
    {
      "id": "run_001",
      "status": "completed",
      "requested_at": "2026-04-19T10:00:00Z",
      "started_at": "2026-04-19T10:00:05Z",
      "completed_at": "2026-04-19T10:02:34Z",
      "error_message": null
    }
  ]
}

`POST` `/api/v1/locus/portfolios/{portfolioId}/refresh`

Requires session authentication.

Queue a scoring refresh. The refresh is processed asynchronously — scores for all locations in the portfolio are recomputed with the latest data and the active formula. Response (HTTP 202)

{
  "run": {
    "id": "run_002",
    "status": "queued",
    "requested_at": "2026-04-20T12:00:00Z"
  }
}

Status	Description
`queued`	Waiting for the next processing cycle.
`running`	Scoring is in progress.
`completed`	All locations have been rescored.
`failed`	An error occurred. Check `error_message`.

Overview

Scoring

Location data

Portfolio management

Reports & exports

Platform

`GET` `/api/v1/locus/portfolios`

`POST` `/api/v1/locus/portfolios`

Portfolio locations

`GET` `/api/v1/locus/portfolios/{portfolioId}/locations`

`POST` `/api/v1/locus/portfolios/{portfolioId}/locations`

`PATCH` `/api/v1/locus/portfolios/{portfolioId}/locations`

`DELETE` `/api/v1/locus/portfolios/{portfolioId}/locations`

Bulk import

`POST` `/api/v1/locus/portfolios/{portfolioId}/locations/import`

Scoring refresh

`GET` `/api/v1/locus/portfolios/{portfolioId}/refresh`

`POST` `/api/v1/locus/portfolios/{portfolioId}/refresh`

​GET /api/v1/locus/portfolios

​POST /api/v1/locus/portfolios

​Portfolio locations

​GET /api/v1/locus/portfolios/{portfolioId}/locations

​POST /api/v1/locus/portfolios/{portfolioId}/locations

​PATCH /api/v1/locus/portfolios/{portfolioId}/locations

​DELETE /api/v1/locus/portfolios/{portfolioId}/locations

​Bulk import

​POST /api/v1/locus/portfolios/{portfolioId}/locations/import

​Scoring refresh

​GET /api/v1/locus/portfolios/{portfolioId}/refresh

​POST /api/v1/locus/portfolios/{portfolioId}/refresh

`GET` `/api/v1/locus/portfolios`

`POST` `/api/v1/locus/portfolios`

Portfolio locations

`GET` `/api/v1/locus/portfolios/{portfolioId}/locations`

`POST` `/api/v1/locus/portfolios/{portfolioId}/locations`

`PATCH` `/api/v1/locus/portfolios/{portfolioId}/locations`

`DELETE` `/api/v1/locus/portfolios/{portfolioId}/locations`

Bulk import

`POST` `/api/v1/locus/portfolios/{portfolioId}/locations/import`

Scoring refresh

`GET` `/api/v1/locus/portfolios/{portfolioId}/refresh`

`POST` `/api/v1/locus/portfolios/{portfolioId}/refresh`