v1

latestOpenAPI 3.0.22026-07-24113565544.0 KB

Funds

List Funds by Advisor

Fetches a list of funds by userID

get/users/{userID}/managed/funds

Path parameters

userIDstring required

A unique identifier created for each User on DriveWealth's platform.

Example:cc07f91b-7ee1-4868-b8fc-823c70a1b932

The User's unique identifier.

Response

Fetching A List of Funds By userID was Successful.

idstring

The unique identifier of a fund.

userIDstring

A unique identifier created for each User on DriveWealth's platform.

namestring

A user defined name that describes the underlying fund.

type'FUND' | 'CASH_RESERVE'

The type of fund.

clientFundIDstring

A user defined identifier attached to the fund.

descriptionstring

A user defined description that describes the underlying fund.

Example response

[
  {
    "id": "fund_4c16152c-f8e7-4a5a-af6b-c36f4e5cc6e7",
    "userID": "cc07f91b-7ee1-4868-b8fc-823c70a1b932",
    "name": "Large Capitalization Fund",
    "type": "FUND",
    "clientFundID": "-3344.123456789",
    "description": "This fund is comprised of large cap stocks weight like the S&P 500.",
    "holdings": [
      {
        "instrumentID": "3fb1e8a9-f7d5-4d90-95e2-43e7326b5636",
        "target": 0.75
      }
    ],
    "triggers": [
      {
        "child": "3fb1e8a9-f7d5-4d90-95e2-43e7326b5636",
        "maxAllowed": 0.05,
        "lowerBound": 0.1,
        "upperBound": 0.25,
        "type": "TOTAL_DRIFT"
      }
    ]
  }
]