{"_id":"5ba5272ba1a8660003a6c0cb","project":"563cc7119799fb0d00047685","version":{"_id":"563cc7119799fb0d00047688","__v":20,"project":"563cc7119799fb0d00047685","createdAt":"2015-11-06T15:28:17.683Z","releaseDate":"2015-11-06T15:28:17.683Z","categories":["563cc7129799fb0d00047689","566f37f37ffa002300c3cd5b","56914e9bd47b020d002225ac","5692b19ffe72e00d00e4f0a8","56940bc2d8c04d1700e5adb6","56940bc83e9d080d00f064f0","56951b2dfcb1032d0089df7a","569522aecaa32519009c410c","569523ce562335190016da97","569523fddcaf0d1700cb86bf","56980e4a8560a60d00e2c3c3","569921a41693520d002e1305","5699323b7465970d00650b82","569e6cc4fbee990d0072d927","56a2768a0aefae0d00b7fe66","5862e862b8b7fa23009665b7","592835c7bc8bca0f000cc9ff","596f693df43cca002e690e1c","5b75bb897de08a00033661ac","5ba524c9d82bbc0003d451f3"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"Model T","version_clean":"1.0.0","version":"1"},"category":{"_id":"5ba524c9d82bbc0003d451f3","project":"563cc7119799fb0d00047685","version":"563cc7119799fb0d00047688","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2018-09-21T17:05:13.755Z","from_sync":false,"order":9999,"slug":"portfolio","title":"Portfolio"},"user":"563cc6fa8894d20d00014ea3","__v":1,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-09-21T17:15:23.514Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"method":"get","examples":{"codes":[{"code":"GET /v1/users/02e57c7d-d071-4c63-b491-1194a9939ea5/accountSummary/02e57c7d-d071-4c63-b491-1194a9939ea5.1452548617456/portfolio HTTP/1.1\nHost: api.drivewealth.io\nAccept: application/json\nContent-Type: application/json\nx-mysolomeo-session-key: 02e57c7d-d071-4c63-b491-1194a9939ea5.2016-01-13T22:34:53.101Z","language":"http"}]},"results":{"codes":[{"name":"","code":"{\n  \"id\": \"portfolio_0f3b2473-fdcd-4ad8-8909-5473adb0699e\",\n  \"equity\": 0,\n  \"totalDrift\": 0.5,\n  \"rebalanceRequired\": true,\n  \"nextPortfolioRebalance\": \"2018-09-21T17:15:00.300Z\",\n  \"lastPortfolioRebalance\": null,\n  \"holdings\": [{\n      \"id\": null,\n      \"type\": \"CASH_RESERVE\",\n      \"target\": 0,\n      \"actual\": 0,\n      \"value\": 0,\n      \"rebalanceRequired\": false,\n      \"holdings\": null\n    },\n    {\n      \"id\": \"fund_bf683b53-1e57-4c01-adca-b20919be8985\",\n      \"type\": \"FUND\",\n      \"target\": 0,\n      \"actual\": 0,\n      \"value\": 0,\n      \"rebalanceRequired\": false,\n      \"holdings\": [{\n          \"instrumentID\": \"a67422af-9e63-43df-8504-7361eb0bd99e\",\n          \"symbol\": \"AAPL\",\n          \"target\": 0.0301,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        },\n        {\n          \"instrumentID\": \"42626ae3-abfb-40c2-35a4-56563e3d172e\",\n          \"symbol\": \"VWO\",\n          \"target\": 0.01,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        },\n        {\n          \"instrumentID\": \"7ff19fe8-ad26-43ba-c1ff-a33fe85ad698\",\n          \"symbol\": \"HD\",\n          \"target\": 0.0159,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        },\n        {\n          \"instrumentID\": \"22f9dd45-b2cd-4a3f-f9d7-1210f3f3f38f\",\n          \"symbol\": \"VOE\",\n          \"target\": 0.1667,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        },\n        {\n          \"instrumentID\": \"5f94b2d9-a970-4b8f-dbe5-7261db529742\",\n          \"symbol\": \"VTV\",\n          \"target\": 0.0832,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        },\n        {\n          \"instrumentID\": \"103de319-ab89-44d6-12ad-1bc2e01e39d9\",\n          \"symbol\": \"VEA\",\n          \"target\": 0.1017,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        },\n        {\n          \"instrumentID\": \"27d1f95e-8c54-49b0-38a3-78b5ac002792\",\n          \"symbol\": \"COST\",\n          \"target\": 0.2702,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        },\n        {\n          \"instrumentID\": \"d25f7d69-9186-4766-94c1-9d3c5c3ad581\",\n          \"symbol\": \"VTI\",\n          \"target\": 0.2054,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        },\n        {\n          \"instrumentID\": \"b84e97bc-876f-49b3-cd0c-8698cc7e9ecc\",\n          \"symbol\": \"VBR\",\n          \"target\": 0.1168,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        }\n      ]\n    },\n    {\n      \"id\": \"fund_1f8c3410-5ba0-4257-8bd1-55f7d5d2b52e\",\n      \"type\": \"FUND\",\n      \"target\": 0,\n      \"actual\": 0,\n      \"value\": 0,\n      \"rebalanceRequired\": false,\n      \"holdings\": [{\n          \"instrumentID\": \"10ed7c71-b7bd-42f1-d832-c04c5b388cae\",\n          \"symbol\": \"EMB\",\n          \"target\": 0.1,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        },\n        {\n          \"instrumentID\": \"17ced9b2-90d3-4261-d56f-d3b0e1f19d54\",\n          \"symbol\": \"AGG\",\n          \"target\": 0.6,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        },\n        {\n          \"instrumentID\": \"ea44ed36-a99e-435a-5093-ad9da557e348\",\n          \"symbol\": \"MUB\",\n          \"target\": 0.2,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        },\n        {\n          \"instrumentID\": \"d25f7d69-9186-4766-94c1-9d3c5c3ad581\",\n          \"symbol\": \"VTI\",\n          \"target\": 0.1,\n          \"actual\": 0,\n          \"openQty\": 0,\n          \"value\": 0\n        }\n      ]\n    }\n  ]\n}","language":"json","status":200}]},"settings":"","auth":"required","params":[{"_id":"5ba5272ba1a8660003a6c0cd","ref":"","in":"path","required":true,"desc":"User ID","default":"","type":"string","name":"userID"},{"_id":"5ba5272ba1a8660003a6c0cc","ref":"","in":"path","required":true,"desc":"accountID","default":"","type":"string","name":"accountID"}],"url":"/users/:userID/accountSummary/:accountID/portfolio"},"isReference":false,"order":999,"body":"","excerpt":"","slug":"get-portfolio-status","type":"endpoint","title":"Get Portfolio Status"}

getGet Portfolio Status


Definition

{{ api_url }}{{ page_api_url }}

Parameters

Path Params

userID:
required
string
User ID
accountID:
required
string
accountID

Examples


Result Format