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latestOpenAPI 3.1.02026-08-22181751733.6 KB

67f9f562c2c6

tradingFaAllocationManagement

Request Model Summary

Request a summary for a single model.

post/fa/model/summary

Request body

reqIDinteger

Request identifier to uniquely track a request.

modelstring

Name of your model.

Response

Successfully retrieve model summary.

bootstrappedboolean

Used internally for client portal designation. Should be ignored.

customIndexboolean

Used internally for client portal. Should be ignored.

descstring

Personal description of model to read in IBKR GUI elements.

isStaticboolean

Determine if investing and rebalancing should be handled statically or dynamically. * true - Static models will always use the original targets. * false - Dynamic models will adjust allocation in response to market movements.

mismatchboolean

Notes if the Actual allocation has become misalligned with the Target.

modelstring

Name of the model.

nlvnumber double

Net Liquidation of the model.

numAccountsinteger

Lists the number of accounts held within the model.

reqIDinteger

Request identifier to uniquely track a request.

subscriptionStatusinteger

Describes if the model is in polling mode.