v1

latestOpenAPI 3.0.22026-07-24113565544.0 KB

AutoPilot

Retrieve Autopilot Run

Retrieves an Autopilot Run by rebalanceRunID.

get/managed/autopilot/{rebalanceRunID}

Path parameters

rebalanceRunIDstring required

The unique re-balance run identifier rebalanceRunID associated with a specific re-balance.

Response

Retrieving an Autopilot Run by rebalanceRunID was Successful.

idstring

The unique re-balance run identifier rebalanceRunID associated with a specific re-balance.

riaIDstring

This is the parentIBID or userID of the registered investment advisor creating the re-balance run.

statusstring

Status of the re-balance run. See Autopilot Run Status for status values.

updatedstring

A timestamp of when the re-balance run was updated.

createdstring

A timestamp of when the re-balance run was created.

moneyMovementboolean

Was this run part of the regular AutoPilot money movement process?

regularRebalanceboolean

Was this run part of the regular AutoPilot rebalancing process?

reviewOnlyboolean

Example response

{
  "id": "ria_rebalance_ebf7e764-e2d6-4b3d-a333-b8ff05b92b89",
  "riaID": "66304da9-3h6f-2234-935f-ac6b7933d706",
  "status": "REBALANCE_NOT_STARTED",
  "updated": "2022-12-27T06:07:28.955Z",
  "created": "2022-12-27T06:06:28.955Z",
  "moneyMovement": true,
  "regularRebalance": true,
  "reviewOnly": true,
  "orders": {
    "submitted": "https://uat.drivewealth.autopilot.s3.amazonaws.com/44304da9....",
    "outcome": "https://uat.drivewealth.autopilot.s3....",
    "amountBuys": -1059.35,
    "amountSells": 862.69
  },
  "allocations": {
    "submitted": "https://uat.drivewealth.autopilot.s3....",
    "outcome": "https://uat.drivewealth.autopilot.s3...."
  },
  "subAccounts": {
    "total": 4,
    "rebalanced": 3,
    "outcome": "https://uat.drivewealth.autopilot.s3...."
  }
}