Improved
Reusable run type and initiator schemas on rebalancing runs
November 5th, 2026
Broker API
The run type and initiated_from values on the PortfolioRun schema are now described by the reusable PortfolioRunType and PortfolioRunInitiator component schemas.
PortfolioRunTypecoversfull_rebalance,partial_liquidation, andinvest_cash.PortfolioRunInitiatorcoverssystem,api, anddashboard.
Accepted and returned values are unchanged.
Affected Endpoints
GET /v1/rebalancing/runsGET /v1/rebalancing/runs/{run_id}