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Documentation Index

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The export endpoints let you download large slices of the MKK dataset as CSV files without pagination. Each endpoint accepts the same filter parameters as its JSON counterpart, plus an export_limit parameter that controls the maximum number of rows returned (up to 100,000). Use these endpoints when you need to load data into a spreadsheet, data warehouse, or analytical pipeline.

Endpoints

MethodPathDescription
GET/exports/portfolio-entries.csvExport normalized portfolio holdings as CSV
GET/exports/line-item-values.csvExport extracted line item values as CSV
GET/exports/data-quality.csvExport data quality report entries as CSV
Base URL: https://mkk-roan.vercel.app/api
Use curl -O or redirect the response to a file with > output.csv when downloading exports, to avoid printing raw CSV to your terminal.

Filter parameter reference

The table below shows which filter parameters apply to each export endpoint.
Parameterportfolio-entries.csvline-item-values.csvdata-quality.csv
fund_idYesYesYes
fund_codeYesYesYes
periodYesYes
document_idYesYes
sectionYes
section_idYes
line_item_slugYes
qYesYes
labelYes
low_line_item_thresholdYes
export_limitYesYesYes
offsetYesYes

GET /exports/portfolio-entries.csv

Exports normalized portfolio holdings matching the applied filters. Equivalent to the JSON /portfolio-entries endpoint but returns CSV with up to 100,000 rows.

Query parameters

fund_id
string
Filter to holdings from the fund with this internal ID.
fund_code
string
Filter to holdings from the fund with this fund code (e.g., OJB).
period
string
Filter to holdings from documents for this reporting period in YYYY-MM format.
document_id
integer
Filter to holdings from a specific document by its numeric ID.
section
string
Filter to holdings in a specific portfolio section label.
q
string
Free-text search across security names, ISINs, and issuer names.
export_limit
integer
default:"50000"
Maximum number of rows to include in the export. Accepts values from 1 to 100000. The default is 50000.
offset
integer
default:"0"
Number of rows to skip before exporting. Use with export_limit to page through datasets larger than 100,000 rows.

Example request

curl -o portfolio.csv \
  "https://mkk-roan.vercel.app/api/exports/portfolio-entries.csv?fund_code=OJB&period=2023-06"

GET /exports/line-item-values.csv

Exports extracted line item values matching the applied filters as CSV. Equivalent to the JSON /line-item-values endpoint but returns up to 100,000 rows.

Query parameters

fund_id
string
Filter to values from the fund with this internal ID.
fund_code
string
Filter to values from the fund with this fund code (e.g., OJB).
period
string
Filter to values from documents for this reporting period in YYYY-MM format.
document_id
integer
Filter to values from a specific document by its numeric ID.
section_id
string
Filter to values belonging to the canonical section with this slug.
line_item_slug
string
Filter to values for the canonical line item with this slug (e.g., total-net-assets).
q
string
Free-text search across value labels and line item names.
label
string
Filter by the raw label as it appeared in the source document.
export_limit
integer
default:"50000"
Maximum number of rows to include. Accepts values from 1 to 100000.
offset
integer
default:"0"
Number of rows to skip before exporting.

Example request

curl -o nav_values.csv \
  "https://mkk-roan.vercel.app/api/exports/line-item-values.csv?line_item_slug=total-net-assets&export_limit=100000"

GET /exports/data-quality.csv

Exports data quality report entries as CSV. Equivalent to the JSON /data-quality endpoint but returns the report’s list entries (low-line-item documents, empty documents, and so on) as flat rows.

Query parameters

fund_id
string
Scope the quality report to the fund with this internal ID.
fund_code
string
Scope the quality report to the fund with this fund code (e.g., OJB).
low_line_item_threshold
integer
default:"10"
Documents with fewer than this many extracted line items are flagged in the low-line-item queue. Accepts values from 0 to 100.
export_limit
integer
default:"50000"
Maximum number of rows to include. Accepts values from 1 to 100000.

Example request

curl -o quality.csv \
  "https://mkk-roan.vercel.app/api/exports/data-quality.csv?low_line_item_threshold=5"

Working with large datasets

The maximum export_limit is 100,000 rows per request. If your dataset is larger, use offset to page through it in batches.
The data-quality.csv endpoint does not support offset. If you need to export more than 100,000 data quality rows, narrow the scope with fund_code or fund_id instead.
To download all portfolio entries for a fund with more than 100,000 rows, issue sequential requests with increasing offsets:
curl -o portfolio_p1.csv \
  "https://mkk-roan.vercel.app/api/exports/portfolio-entries.csv?fund_code=OJB&export_limit=100000&offset=0"