v1

latestOpenAPI 3.0.22026-07-24113565544.0 KB

Portfolios

List Portfolios by Advisor

Fetches a list of portfolios by userID

get/users/{userID}/managed/portfolio

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 Portfolios By userID was Successful.

idstring

The unique identifier of a portfolio.

namestring

A user defined name that describes the underlying portfolio.

descriptionstring

A user defined description that describes the underlying portfolio.

clientPortfolioIDstring

A user defined identifier attached to the portfolio.

userIDstring

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

Example response

[
  {
    "id": "portfolio_87fec25f-c350-4a53-83a0-fc6be0c2989e",
    "name": "Go Getter Portfolio",
    "description": "This portfolio is comprised different funds that make up an aggressive portfolio.",
    "clientPortfolioID": "-3344.123456789",
    "holdings": [
      {
        "type": "CASH_RESERVE"
      }
    ],
    "userID": "cc07f91b-7ee1-4868-b8fc-823c70a1b932",
    "triggers": [
      {
        "child": "fund_4c16152c-f8e7-4a5a-af6b-c36f4e5cc6e7",
        "maxAllowed": 0.05,
        "lowerBound": 0.1,
        "upperBound": 0.25,
        "type": "TOTAL_DRIFT"
      }
    ]
  }
]