---
title: "Update Portfolio"
method: PATCH
path: "/managed/portfolios/{portfolioID}"
tags: ["Portfolios"]
deprecated: true
---

# Update Portfolio

`PATCH /managed/portfolios/{portfolioID}`

> **Deprecated.**

Updates a Profolio by portfolioID.

## Path parameters

- `portfolioID` string, required

## Request body

- object
  - `name` string — A name given to the Portfolio by the RIA.
  - `clientPortfolioID` string — A user defined identifier attached to the portfolio.
  - `description` string — A short description for the portfolio.
  - `holdings` PortfolioReqHoldings[] — An array of objects that hold the type of Funds in the Portfolio.
    - `type` 'FUND' | 'CASH_RESERVE', required — The type of asset in a Portfolio.
    - `id` string — The unique fundID.
    - `target` number, required — The percentage of a Fund within a Portfolio.
  - `triggers` PortfolioTriggers — An object that holds the details of when to trigger a rebalance of a Portfolio.
    - `type` 'TOTAL_DRIFT' | 'RELATIVE_DRIFT' | 'ABSOLUTE_DRIFT', required — The type of trigger specified to enable a rebalance.
    - `maxAllowed` number, required — The maximum allowed drift for the Portfolio.
    - `child` string, required
    - `lowerBound` number, required — The lowest bound range of the drift parameters.
    - `upperBound` number, required — The highest bound range of the drift parameter.

## Response `200`

Updating a Portfolio by portfolioID was Successful.

- PortfolioRes
  - `id` string — The unique identifier associated with a portfolio.
  - `name` string — A name given to the Portfolio by the RIA.
  - `clientPortfolioID` string — A user defined identifier attached to the portfolio.
  - `description` string — A short description for the Portfolio.
  - `holdings` PortfolioResHoldingsObject[] — An array of objects that hold the type of Funds in the Portfolio.
    - `id` string — The unique FundID.
    - `name` string — A name given to the Fund by the RIA.
    - `type` 'FUND' | 'CASH_RESERVE' — The type of asset in the Portfolio.
    - `clientFundID` string — A user defined identifier attached to the fund.
    - `description` string — A short description for the Fund.
    - `target` number — The percentage of a Fund within a Portfolio.
    - `holdings` HoldingsObject[] — A list of the securities held in a Fund.
      - `instrumentID` string — A unique ID created by DriveWealth to identify a specific instrument.
      - `target` number — The target percentage for the specific instrumentID within a fund.
    - `triggers` TriggersObject[] — The triggers associated with a Portfolio.
      - `type` 'TOTAL_DRIFT' | 'RELATIVE_DRIFT' | 'ABSOLUTE_DRIFT', required — The type of trigger specified to enable a rebalance.
      - `maxAllowed` number, required — The maximum allowed drift for the Fund.
      - `child` string, required
      - `lowerBound` number, required — The lowest bound range of the drift parameters.
      - `upperBound` number, required — The highest bound range of the drift parameter.
  - `userID` string — The unique identifier of the registered investment advisors account.
  - `triggers` PortfolioTriggers[] — An array of objects that hold information on when to trigger a rebalance in the Portfolio.
    - `type` 'TOTAL_DRIFT' | 'RELATIVE_DRIFT' | 'ABSOLUTE_DRIFT', required — The type of trigger specified to enable a rebalance.
    - `maxAllowed` number, required — The maximum allowed drift for the Portfolio.
    - `child` string, required
    - `lowerBound` number, required — The lowest bound range of the drift parameters.
    - `upperBound` number, required — The highest bound range of the drift parameter.
  - `isFundTargetsChanged` boolean
  - `fundsTargetsChanged` boolean

---

[API](https://skmtc.net/drivewealth/apis/authentication-apis.md) · [All operations](https://skmtc.net/drivewealth/apis/authentication-apis/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/drivewealth/authentication-apis/revisions/9fced6d0ac41/schema)