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

array of objects

Weight configuration to portfolio. Sum of “percent” values in the weights array must be 100.00

weights
integer

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

array of objects

Rebalancing conditions for portfolio

rebalance_conditions
Response

Language
Credentials
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URL
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application/json