Evidence API and CSV access

Endpoints

• Identity

  Resolve directory/legacy provider and strategy slugs to evidence-layer IDs (e.g. LLP → Private Limited, PROVIDER__STRATEGY).

  https://server.knowyourpms.com/api/v1/data/identity?provider_id=1729_ADVISORS_LLP&strategy_id=1729_FUNDAMENTAL_VALUE_INVESTING

• Releases

  Immutable ingestion releases with reporting period, parser/schema versions, and change summary.

  https://server.knowyourpms.com/api/v1/data/releases

• Observations

  Current observations with status, release_id, source location, quality flags, and revision. Also available as /observations/page with a total envelope.

  https://server.knowyourpms.com/api/v1/data/observations?provider_id=SBI_FUNDS_MANAGEMENT_LIMITED&limit=100

• CSV export

  Same observation contract as a downloadable CSV for research pipelines.

  https://server.knowyourpms.com/api/v1/data/observations.csv?provider_id=SBI_FUNDS_MANAGEMENT_LIMITED

• Coverage

  Expected vs reported months, missing periods, stale counts, and completeness.

  https://server.knowyourpms.com/api/v1/data/coverage?provider_id=SBI_FUNDS_MANAGEMENT_LIMITED

• Methodology

  Status semantics, source hierarchy, revision policy, and basis rules.

  https://server.knowyourpms.com/api/v1/data/methodology

• Providers

  Canonical evidence-layer provider IDs and registration numbers.

  https://server.knowyourpms.com/api/v1/data/providers

Mutual fund and ETF list

Public scheme list. Direct plans only. An empty search returns schemes with an AMFI NAV in about the last year. This is not the SEBI evidence API, and it does not publish AUM or fees.

Use instrument=etf for ETFs, and /api/v1/mf/schemes/{code} for one scheme. HTML pages live at /mf and /etf.

Strategy ID shapes

Directory pages may use legacy strategy slugs. The evidence layer uses compound IDs of the form PROVIDER_ID__STRATEGY_SLUG. Clients should accept both shapes. Provider pages also resolve legal-suffix variants (for example LLP vs Private Limited) via registration number when needed.

Example CSV helper URL builder returns: http://127.0.0.1:8000/api/v1/data/observations.csv?provider_id=SBI_FUNDS_MANAGEMENT_LIMITED&release_id=jul-2026

Freshness rules for consumers

• Use available period / reporting_period_end from the release—do not label data as “latest” unless it matches the current calendar month.
• Filter on release_id (for example jul-2026) when you need a fixed vintage.
• Treat status values as authoritative: reported, not reported, estimated, stale, conflicted, parse failed, and not applicable stay distinct.