> ## Documentation Index
> Fetch the complete documentation index at: https://docs.concretehq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# List tracker values

> List the value history for one tracker across all portfolio companies,
with pagination support.

**Statuses**: by default both `suggested` (extracted, awaiting review) and
`confirmed` values are returned; `rejected` values are excluded unless
explicitly requested via the `status` parameter.




## OpenAPI

````yaml /openapi.yaml get /trackers/{trackerPublicId}/values
openapi: 3.1.0
info:
  title: Concrete API
  description: >
    The Concrete API provides programmatic access to view and create select data
    in Concrete.  The API is primarily intended to facilitate data pipeline
    automations for portfolio management.
  version: 1.0.0
  license:
    name: MIT
  contact:
    name: Concrete Support
    email: support@concretehq.com
    url: https://concretehq.com
servers:
  - url: https://app.concretehq.com/api/v1
    description: Production server
security:
  - bearerAuth: []
tags:
  - name: Authentication
    description: Authentication and member information
  - name: Companies
    description: Portfolio company management
  - name: Funds
    description: Fund and portfolio management
  - name: Meetings
    description: External meeting imports
  - name: Notes
    description: Notes attached to companies and people
  - name: Connections
    description: Data connections and message uploads
  - name: Trackers
    description: Tracked metrics and their per-company value history
paths:
  /trackers/{trackerPublicId}/values:
    get:
      tags:
        - Trackers
      summary: List tracker values
      description: >
        List the value history for one tracker across all portfolio companies,

        with pagination support.


        **Statuses**: by default both `suggested` (extracted, awaiting review)
        and

        `confirmed` values are returned; `rejected` values are excluded unless

        explicitly requested via the `status` parameter.
      operationId: listTrackerValues
      parameters:
        - name: trackerPublicId
          in: path
          description: Tracker public ID
          required: true
          schema:
            type: string
        - name: pageToken
          in: query
          description: Token for pagination to get next page
          required: false
          schema:
            type: string
        - name: limit
          in: query
          description: 'Number of results per page (default: 100, max: 100)'
          required: false
          schema:
            type: integer
            minimum: 1
            maximum: 100
            default: 100
        - name: companyPublicId
          in: query
          description: Only values for this company
          required: false
          schema:
            type: string
        - name: status
          in: query
          description: |
            Only values with these review statuses. Repeat the parameter to pass
            multiple (e.g. `?status=confirmed&status=rejected`).
          required: false
          style: form
          explode: true
          schema:
            type: array
            items:
              type: string
              enum:
                - suggested
                - confirmed
                - rejected
            default:
              - suggested
              - confirmed
        - name: effectiveAfter
          in: query
          description: Only values effective on or after this date (inclusive, YYYY-MM-DD)
          required: false
          schema:
            type: string
            format: date
        - name: effectiveBefore
          in: query
          description: Only values effective on or before this date (inclusive, YYYY-MM-DD)
          required: false
          schema:
            type: string
            format: date
        - name: updatedAfter
          in: query
          description: |
            Only values changed at or after this instant (inclusive, ISO 8601).
            "Changed" covers content edits and review-status changes.
          required: false
          schema:
            type: string
            format: date-time
        - name: sort
          in: query
          description: >-
            Sort order. May be `effectiveAt`, the date the value is valid for,
            or `updatedAt`, the date the value was last changed. Both newest
            first.
          required: false
          schema:
            type: string
            enum:
              - effectiveAt
              - updatedAt
            default: effectiveAt
      responses:
        '200':
          description: List of tracker values
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TrackerValuesResponse'
              examples:
                money-arr:
                  summary: 'Money: ARR (run-rate with denomination)'
                  value:
                    items:
                      - publicId: val123abc456
                        companyPublicId: cmp456def789
                        kind: money
                        value: 24000000
                        unit: USD
                        period:
                          kind: point_in_time
                          denomination: year
                        note: >-
                          We closed May at $24M ARR, up 18% since our February
                          update, with net revenue retention holding at 124%.
                        origin: system
                        status: confirmed
                        citations:
                          - type: file
                            publicId: fil789ghi012
                            name: Acme May 2026 Investor Update.pdf
                            extension: pdf
                            permalink: https://app.concretehq.com/v/fil789ghi012
                        effectiveAt: '2026-05-31'
                        reportedAt: '2026-06-01T12:00:00Z'
                        createdAt: '2026-06-02T08:14:09Z'
                        updatedAt: '2026-06-02T08:14:09Z'
                        statusUpdatedAt: '2026-06-03T16:40:00Z'
                money-quarterly-revenue:
                  summary: 'Money: quarterly revenue (period total with cadence)'
                  value:
                    items:
                      - publicId: val234bcd567
                        companyPublicId: cmp456def789
                        kind: money
                        value: 5200000
                        unit: USD
                        period:
                          kind: period_total
                          cadence:
                            unit: quarter
                            length: 1
                          rawText: Q1 2026
                        note: >-
                          Q1 revenue came in at $5.2M, about 4% ahead of plan,
                          driven by two enterprise renewals landing early.
                        origin: system
                        status: confirmed
                        citations:
                          - type: email
                            publicId: eml345cde678
                            subject: Q1 financials
                            permalink: https://app.concretehq.com/v/eml345cde678
                        effectiveAt: '2026-03-31'
                        reportedAt: '2026-04-12T09:30:00Z'
                        createdAt: '2026-04-12T10:01:22Z'
                        updatedAt: '2026-04-12T10:01:22Z'
                        statusUpdatedAt: '2026-04-14T08:00:00Z'
                number-headcount:
                  summary: 'Number: headcount (pure snapshot, no period qualifiers)'
                  value:
                    items:
                      - publicId: val345cde678
                        companyPublicId: cmp456def789
                        kind: number
                        value: 143
                        unit: employees
                        period:
                          kind: point_in_time
                        note: null
                        origin: member
                        status: confirmed
                        citations: []
                        effectiveAt: '2026-06-01'
                        reportedAt: '2026-06-01T17:45:00Z'
                        createdAt: '2026-06-01T17:45:00Z'
                        updatedAt: '2026-06-01T17:45:00Z'
                        statusUpdatedAt: '2026-06-01T17:45:00Z'
                percent-gross-margin:
                  summary: 'Percent: gross margin (snapshot with underlying cadence)'
                  value:
                    items:
                      - publicId: val456def789
                        companyPublicId: cmp456def789
                        kind: percent
                        value: 62.5
                        unit: '%'
                        period:
                          kind: point_in_time
                          underlyingCadence:
                            unit: quarter
                            length: 1
                        note: >-
                          Gross margin improved to 62.5% this quarter as we
                          migrated the remaining workloads off dedicated GPUs.
                        origin: system
                        status: suggested
                        citations:
                          - type: element
                            publicId: ele567efg890
                            label: P&L summary table
                            index: 4
                            permalink: https://app.concretehq.com/v/ele567efg890
                        effectiveAt: '2026-03-31'
                        reportedAt: '2026-04-20T11:00:00Z'
                        createdAt: '2026-04-21T03:12:45Z'
                        updatedAt: '2026-04-21T03:12:45Z'
                        statusUpdatedAt: null
                boolean-fundraising:
                  summary: 'Boolean: actively fundraising (no period semantics)'
                  value:
                    items:
                      - publicId: val567efg890
                        companyPublicId: cmp456def789
                        kind: boolean
                        value: true
                        unit: null
                        note: >-
                          We're officially kicking off our Series B this month
                          and hope to wrap up by end of summer.
                        origin: system
                        status: suggested
                        citations:
                          - type: email
                            publicId: eml678fgh901
                            subject: Kicking off our Series B
                            permalink: https://app.concretehq.com/v/eml678fgh901
                        effectiveAt: '2026-05-20'
                        reportedAt: '2026-05-20T15:30:00Z'
                        createdAt: '2026-05-21T02:45:10Z'
                        updatedAt: '2026-05-21T02:45:10Z'
                        statusUpdatedAt: null
                text-investor-requests:
                  summary: 'Text: investor requests (no period semantics)'
                  value:
                    items:
                      - publicId: val678fgh901
                        companyPublicId: cmp456def789
                        kind: text
                        value: >-
                          Intros to enterprise design partners; recommendations
                          for a fractional CFO
                        unit: null
                        note: >-
                          Two asks this month: we'd love intros to enterprise
                          design partners in logistics, and if you know a great
                          fractional CFO, send them our way.
                        origin: system
                        status: confirmed
                        citations:
                          - type: meeting
                            publicId: mtg789ghi012
                            title: Acme monthly check-in
                            permalink: https://app.concretehq.com/v/mtg789ghi012
                        effectiveAt: '2026-05-15'
                        reportedAt: '2026-05-15T16:00:00Z'
                        createdAt: '2026-05-16T01:20:33Z'
                        updatedAt: '2026-05-16T01:20:33Z'
                        statusUpdatedAt: '2026-05-18T09:15:00Z'
                score-financial-health:
                  summary: 'Score: financial health (note carries the reasoning)'
                  value:
                    items:
                      - publicId: val789ghi012
                        companyPublicId: cmp456def789
                        kind: score
                        value: 72
                        unit: null
                        note: >-
                          Strong revenue growth (3x YoY) and improving margins,
                          offset by elevated burn and less than 18 months of
                          runway.
                        summary: Revenue 3x; burn rate limits ceiling
                        origin: system
                        status: suggested
                        citations:
                          - type: file
                            publicId: fil890hij123
                            name: Acme Q1 2026 Board Deck.pdf
                            extension: pdf
                            permalink: https://app.concretehq.com/v/fil890hij123
                        effectiveAt: '2026-03-31'
                        reportedAt: '2026-04-18T14:00:00Z'
                        createdAt: '2026-04-19T05:42:18Z'
                        updatedAt: '2026-04-19T05:42:18Z'
                        statusUpdatedAt: null
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
components:
  schemas:
    TrackerValuesResponse:
      type: object
      required:
        - items
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/TrackerValue'
        nextPageToken:
          type: string
          description: Token for fetching next page
          example: next_page_token_here
    TrackerValue:
      type: object
      description: >
        A single observation of a tracker for one portfolio company, either

        extracted automatically from source content (`origin: system`) or
        entered

        manually (`origin: member`).
      required:
        - publicId
        - companyPublicId
        - kind
        - origin
        - status
        - citations
        - effectiveAt
        - reportedAt
        - createdAt
        - updatedAt
      properties:
        publicId:
          type: string
          description: Value public ID
          example: abc123def456
        companyPublicId:
          type: string
          description: Public ID of the portfolio company this value belongs to
          example: 654fed321cba
        kind:
          type: string
          enum:
            - money
            - number
            - percent
            - boolean
            - text
            - score
          description: The tracker's data type; determines the JSON type of `value`
          example: money
        value:
          nullable: true
          oneOf:
            - type: number
            - type: string
            - type: boolean
          description: |
            The observed value. JSON type follows `kind`: number for
            money/number/percent/score, string for text, boolean for boolean.
          example: 24000000
        unit:
          type: string
          nullable: true
          description: Unit of the value (e.g. "USD", "employees")
          example: USD
        period:
          description: |
            As-reported period semantics, discriminated by `kind`. Sub-fields
            are omitted (not null) when they don't apply to the value, and the
            whole object is omitted for values without period semantics
            (text, boolean, and score trackers).
          oneOf:
            - $ref: '#/components/schemas/TrackerValuePeriodTotal'
            - $ref: '#/components/schemas/TrackerValuePointInTime'
          discriminator:
            propertyName: kind
            mapping:
              period_total:
                $ref: '#/components/schemas/TrackerValuePeriodTotal'
              point_in_time:
                $ref: '#/components/schemas/TrackerValuePointInTime'
        note:
          type: string
          nullable: true
          description: |
            Supporting context, typically the text from the source material
            that the value was extracted from. For score trackers this holds
            the reasoning behind the score.
        summary:
          type: string
          description: |
            Score values only: a short label capturing the key driver of the
            score (e.g. "Revenue 3x; burn rate limits ceiling"). Omitted for
            all other tracker kinds.
        origin:
          type: string
          enum:
            - member
            - system
          description: '`system` = extracted automatically, `member` = entered manually'
          example: system
        status:
          type: string
          enum:
            - suggested
            - confirmed
            - rejected
          description: |
            Review status. `suggested` values were extracted automatically and
            await human review; `confirmed` values have been validated;
            `rejected` values were marked wrong or outdated.
          example: confirmed
        citations:
          type: array
          items:
            $ref: '#/components/schemas/TrackerValueCitation'
          description: >-
            Source evidence the value was extracted from (empty for manual
            entries)
        effectiveAt:
          type: string
          format: date
          description: The date the value is valid for (often a period-end date)
          example: '2026-05-31'
        reportedAt:
          type: string
          format: date-time
          description: When the value was reported in the source content
        createdAt:
          type: string
          format: date-time
          description: When the value was recorded in Concrete
        updatedAt:
          type: string
          format: date-time
          description: >-
            When the value's content was last updated (excludes status-only
            changes)
        statusUpdatedAt:
          type: string
          format: date-time
          nullable: true
          description: When the review status last changed
      example:
        publicId: val123abc456
        companyPublicId: cmp456def789
        kind: money
        value: 24000000
        unit: USD
        period:
          kind: point_in_time
          denomination: year
        note: >-
          We closed May at $24M ARR, up 18% since our February update, with net
          revenue retention holding at 124%.
        origin: system
        status: confirmed
        citations:
          - type: file
            publicId: fil789ghi012
            name: Acme May 2026 Investor Update.pdf
            extension: pdf
            permalink: https://app.concretehq.com/v/fil789ghi012
        effectiveAt: '2026-05-31'
        reportedAt: '2026-06-01T12:00:00Z'
        createdAt: '2026-06-02T08:14:09Z'
        updatedAt: '2026-06-02T08:14:09Z'
        statusUpdatedAt: '2026-06-03T16:40:00Z'
    Error:
      type: object
      required:
        - error
      properties:
        error:
          type: string
          description: Human-readable error message
          example: Not found
    TrackerValuePeriodTotal:
      type: object
      description: |
        Period semantics for a value accumulated over a bounded window, like
        quarterly revenue. `cadence` is the accumulation window the company
        reported the total for.
      required:
        - kind
      properties:
        kind:
          type: string
          enum:
            - period_total
        cadence:
          $ref: '#/components/schemas/PeriodWindow'
        rawText:
          type: string
          description: The period as stated in the source (e.g. "Q3 2026")
      example:
        kind: period_total
        cadence:
          unit: quarter
          length: 1
        rawText: Q3 2026
    TrackerValuePointInTime:
      type: object
      description: |
        Period semantics for a snapshot value, like ARR or headcount. All
        qualifiers are omitted when they don't apply: `observationWindow` is
        the intrinsic lookback for metrics like weekly active users,
        `underlyingCadence` records the reporting period the source data came
        from, and `denomination` is the run-rate basis ("month" for MRR-style
        figures, "year" for ARR-style). A pure snapshot like headcount carries
        only `kind`.
      required:
        - kind
      properties:
        kind:
          type: string
          enum:
            - point_in_time
        observationWindow:
          $ref: '#/components/schemas/PeriodWindow'
        underlyingCadence:
          $ref: '#/components/schemas/PeriodWindow'
        denomination:
          type: string
          enum:
            - month
            - year
          description: As-reported run-rate basis (never converted)
      example:
        kind: point_in_time
        denomination: year
    TrackerValueCitation:
      type: object
      description: |
        Source evidence backing an extracted value. `type` identifies the kind
        of source entity; the type-specific metadata fields below are populated
        where they apply. Citations may include a `parent` object linking to
        the source material that contains them, for example the email a cited
        file arrived on, or the file a cited element belongs to.
      required:
        - type
        - publicId
        - permalink
      properties:
        type:
          type: string
          enum:
            - touchpoint
            - note
            - email
            - file
            - element
            - meeting
          description: |
            The kind of source entity cited: a touchpoint (related activity
            grouped around an event), a note, an email, a file, an element
            (a section of a file, such as a page or a spreadsheet tab), or a
            meeting.
          example: file
        publicId:
          type: string
          description: Public ID of the cited entity
          example: abc123def456
        permalink:
          type: string
          description: Link to view the source in the Concrete app
          example: https://app.concretehq.com/v/abc123def456
        occurredAt:
          type: string
          format: date-time
          nullable: true
          description: When the cited content occurred, where applicable
        subject:
          type: string
          nullable: true
          description: 'Emails: subject line'
          example: May investor update
        name:
          type: string
          description: 'Files: file name'
          example: Acme May 2026 Investor Update.pdf
        extension:
          type: string
          description: 'Files: file extension'
          example: pdf
        title:
          type: string
          description: 'Meetings: meeting title'
          example: Acme monthly check-in
        headline:
          type: string
          nullable: true
          description: 'Touchpoints: headline summarizing the activity'
        companyPublicId:
          type: string
          description: 'Touchpoints: public ID of the company the touchpoint belongs to'
        author:
          type: string
          description: 'Notes: author display name'
        label:
          type: string
          nullable: true
          description: 'Elements: label describing the section (e.g. a page or tab name)'
        index:
          type: integer
          description: 'Elements: position of the section within the file'
        parent:
          type: object
          description: |
            The source material containing the cited entity, shaped like a
            citation itself but without a `permalink` (use the citing entity's
            permalink). Files carry the email they arrived on; elements carry
            their file, which may in turn carry its email.
    PeriodWindow:
      type: object
      description: |
        A time window expressed as a unit and a length, e.g.
        `{ "unit": "day", "length": 7 }` for a 7-day window or
        `{ "unit": "quarter", "length": 1 }` for one quarter.
        Cadences use month/quarter/year; observation windows may also use
        day and week.
      required:
        - unit
        - length
      properties:
        unit:
          type: string
          enum:
            - day
            - week
            - month
            - quarter
            - year
          example: month
        length:
          type: integer
          minimum: 1
          example: 1
  responses:
    BadRequest:
      description: Bad request
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    Unauthorized:
      description: Unauthorized
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    NotFound:
      description: Resource not found
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: API key authentication using Bearer token format

````