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These docs are for v2023.08. Click to read the latest docs for v2023.12.

Update Portfolio by ID

Updates a portfolio. If weights or conditions are changed, all subscribed accounts will be evaluated for rebalancing at the next opportunity (normal market hours). If a cooldown is active on the portfolio, the rebalancing will occur after the cooldown expired.

Path Params
string
required

The Portfolio ID

Body Params
string

Used to update portfolio name.

string

Used to update portfolio description.

weights
array of objects

Used to update portfolio weights.

weights
rebalancing_conditions
array of objects

Used to update portfolio conditions.

rebalancing_conditions
string

Used to update portfolio cooldown days.

Response

Language
Credentials
Basic
base64
:
URL
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Response
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application/json

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