Themes

Thematic investing — create, track, and manage investment themes with associated stocks.

GET/api/themes

List all themes with performance data.

Response

{
  "themes": [
    {
      "id": 1,
      "name": "AI Infrastructure",
      "description": "Companies building AI compute and infrastructure",
      "stockCount": 12,
      "performance": {
        "change1w": 3.2,
        "change1m": 8.5,
        "change3m": 15.2
      },
      "crowdingScore": 72
    }
  ]
}

GET/api/themes/lite

Lightweight theme list (id, name, stockCount only — faster).

Response

{
  "themes": [
    { "id": 1, "name": "AI Infrastructure", "stockCount": 12 },
    { "id": 2, "name": "China Recovery", "stockCount": 8 }
  ]
}

GET/api/themes/[id]

Get full theme details including all associated stocks.

Parameters

Name	Type	Required	Description
id	number	Yes	Theme ID in URL path

Response

{
  "theme": {
    "id": 1,
    "name": "AI Infrastructure",
    "description": "Companies building AI compute",
    "stocks": [
      { "ticker": "NVDA", "weight": 20, "addedAt": "2026-01-15" },
      { "ticker": "AMD", "weight": 15, "addedAt": "2026-01-15" }
    ],
    "performance": { "change1w": 3.2, "change1m": 8.5, "change3m": 15.2 }
  }
}

GET/api/themes/performance

Performance data for all themes.

Response

{
  "themes": [
    { "id": 1, "name": "AI Infrastructure", "change1w": 3.2, "change1m": 8.5, "change3m": 15.2 }
  ]
}