Apmiindia APIinsights.apmiindia.org ↗

"""APMI Insights: explore PMS industry data, search providers, and drill into performance."""
from parse_apis.apmi_insights_api import (
    ApmiInsights, Strategy, ServiceType, ResourceNotFound
)

client = ApmiInsights()

# Industry overview — single call, typed nested fields.
dashboard = client.dashboards.get()
print(f"Industry AUM as of {dashboard.summary.as_on_date}: ₹{dashboard.summary.total:,.0f} Cr")
print(f"  Equity: ₹{dashboard.summary.equity_total:,.0f} Cr")

# Top equity investment approaches — paginated, capped.
for ia in client.investmentapproachsummaries.list(strategy=Strategy.EQUITY, limit=3):
    print(f"{ia.ia_name} | 1Y: {ia.ia_one_year}% | AUM: {ia.aum} Cr")

# Drill into the first result's full insight report.
top = client.investmentapproachsummaries.list(strategy=Strategy.EQUITY, limit=1).first()
if top:
    detail = top.details()
    print(f"\nDetail: {detail.ia_name} ({detail.strategy})")
    print(f"  Benchmark: {detail.benchmark}, Inception: {detail.date_of_inception}")
    for perf in detail.performance:
        print(f"  {perf.type} 1Y: {perf.one_year}%")

# Search and fetch a PMS provider.
result = client.investmentapproachsummaries.search(query="HDFC", limit=1).first()
if result:
    provider = client.pmsproviders.get(uuid=result.pms_id)
    print(f"\nProvider: {provider.name} (SEBI: {provider.sebi_reg_no})")
    print(f"  Total AUM: ₹{provider.total_aum:,.0f} Cr, IAs: {provider.no_of_ias}")

# Typed error handling — catch a bad UUID gracefully.
try:
    client.investmentapproaches.get(uuid="non-existent-uuid-000")
except ResourceNotFound as exc:
    print(f"\nNot found (uuid={exc.uuid}): {exc}")

# Discretionary AUM breakdown — filtered list.
for rec in client.aumrecords.list_discretionary(limit=4):
    print(f"  {rec.strategy_name} (D): ₹{rec.aum:,.0f} Cr")

print("\nExercised: dashboards.get / investmentapproachsummaries.list / .details / .search / pmsproviders.get / investmentapproaches.get / aumrecords.list_discretionary")