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v1

latestOpenAPI 3.0.02026-07-26166415635.8 KB
Rebalancing

Create Portfolio

Creates a portfolio allocation containing securities and/or cash. Having no rebalancing conditions is allowed but the rebalance event would need to be triggered manually. Portfolios created with API may have multiple rebalance_conditions, but only one of type calendar.

post/v1/rebalancing/portfolios

Request body

cooldown_daysinteger

Count of calendar days following a rebalance before a subscription is eligible to trigger another rebalance

descriptionstring

Text to describe portfolio

namestring

Name of portfolio

Response

OK

cooldown_daysinteger required

Count of calendar days following a rebalance before a subscription is eligible to trigger another rebalance

created_atstring

Portfolio creation timestamp

descriptionstring

Text to describe portfolio

idstring

Portfolio ID

namestring

Name of portfolio

rebalancing_conditionsstring

Rebalancing conditions for portfolio

status'active' | 'inactive' | 'needs_adjustment'

Current status of portfolio

updated_atstring

Portfolio updated timestamp