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v1

latestOpenAPI 3.0.02026-07-26166415635.8 KB
Rebalancing

Update Portfolio by ID

Updates a portfolio. If weights or conditions are changed, all subscribed accounts will be evaluated for rebalancing at the next opportunity (normal market hours). If a cooldown is active on the portfolio, the rebalancing will occur after the cooldown expired.

patch/v1/rebalancing/portfolios/{portfolio_id}

Request body

cooldown_daysinteger required

Used to update portfolio cooldown days.

descriptionstring

Used to update portfolio description.

namestring

Used to update portfolio name.

Response

The updated portfolio

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