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

Create Portfolio

Creates a portfolio allocation containing securities and/or cash. Having no rebalancing conditions is allowed but the rebalance event would need to be triggered manually. Portfolios created with API may have multiple rebalance_conditions, but only one of type calendar.

Body Params
string

Name of portfolio

string

Text to describe portfolio

weights
array of objects

Weight configuration to portfolio. Sum of ā€œpercentā€ values in the weights array must be 100.00

weights
string

Count of calendar days following a rebalance before a subscription is eligible to trigger another rebalance

rebalance_conditions
array of objects

Rebalancing conditions for portfolio

rebalance_conditions
Response

Language
Credentials
Basic
base64
:
URL
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Response
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application/json

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