---
updatedAt: 2026-05-27T16:58:45.000Z
agentTools:
  projectIndex: https://developer.drivewealth.com/apis/llms.txt
---

# List Trade Allocations by Advisor

Fetches a list of an User's allocations.

# OpenAPI definition

```json
{
  "openapi": "3.0.2",
  "info": {
    "title": "Advisor APIs",
    "version": "2026-10-08",
    "contact": {
      "email": "producteng@drivewealth.tech"
    }
  },
  "servers": [
    {
      "url": "https://bo-api.drivewealth.io/back-office",
      "description": "Sandbox (No Real World Financial/Trading Impact)"
    },
    {
      "url": "https://bo-api.drivewealth.net/back-office",
      "description": "Production"
    }
  ],
  "security": [
    {
      "bearerAuth": []
    }
  ],
  "x-readme": {
    "explorer-enabled": false,
    "headers": [
      {
        "key": "dw-client-app-key",
        "value": "{{yourAppKey}}"
      }
    ]
  },
  "tags": [
    {
      "name": "Trade Allocations"
    }
  ],
  "paths": {
    "/users/{userID}/managed/allocations": {
      "get": {
        "tags": [
          "Trade Allocations"
        ],
        "summary": "List Trade Allocations by Advisor",
        "description": "Fetches a list of an User's allocations.",
        "parameters": [
          {
            "in": "path",
            "name": "userID",
            "schema": {
              "$ref": "#/components/schemas/userID"
            },
            "required": true,
            "example": "123e4567-e89b-12d3-a456-000000000004",
            "description": "The User's unique identifier."
          }
        ],
        "responses": {
          "200": {
            "description": "Fetching A List Of A User's Allocation was Successful.",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/Allocations"
                }
              }
            }
          }
        }
      }
    }
  },
  "components": {
    "schemas": {
      "userID": {
        "type": "string",
        "example": "123e4567-e89b-12d3-a456-000000000004",
        "description": "A unique identifier created for each User on DriveWealth's platform."
      },
      "note": {
        "type": "string",
        "example": "Hey! Welcome to DriveWealth Developer Docs!",
        "description": "A way to store a message/comment on the this object."
      },
      "allocationID": {
        "type": "string",
        "example": "JF.allocation.TendiesTradingCo.123e4567-e89b-12d3-a456-00000000004f",
        "description": "The unique identifier that identifies the lot of the allocation."
      },
      "allocationStatus": {
        "type": "string",
        "example": "NEW",
        "description": "The current status of the lot of allocation.",
        "enum": [
          "NEW",
          "ACCEPTED",
          "PART_COMPLETE",
          "COMPLETED",
          "REJECTED"
        ],
        "x-enumDescriptions": {
          "NEW": "The allocation has been created but not yet processed.",
          "ACCEPTED": "The allocation has been accepted.",
          "PART_COMPLETE": "The allocation is partially complete.",
          "COMPLETED": "The allocation is complete.",
          "REJECTED": "The allocation was rejected."
        }
      },
      "unallocatedNotional": {
        "type": "number",
        "example": 5320,
        "description": "The notional value of the shares that have not been allocated to sub accounts."
      },
      "unallocatedQuantity": {
        "type": "number",
        "example": 302,
        "description": "The remaining amount of shares that have not been allocated to the sub accounts."
      },
      "allocationsRequested": {
        "type": "number",
        "example": 500,
        "description": "The amount of sub account allocations passed to the system.",
        "minimum": 1,
        "maximum": 10000
      },
      "allocationsCompleted": {
        "type": "number",
        "example": 25,
        "description": "The amount of completed sub account allocations.",
        "minimum": 1,
        "maximum": 10000
      },
      "Allocation": {
        "type": "object",
        "properties": {
          "id": {
            "$ref": "#/components/schemas/allocationID"
          },
          "clientListID": {
            "$ref": "#/components/schemas/note"
          },
          "status": {
            "$ref": "#/components/schemas/allocationStatus"
          },
          "allocationsRequested": {
            "$ref": "#/components/schemas/allocationsRequested"
          },
          "allocationsCompleted": {
            "$ref": "#/components/schemas/allocationsCompleted"
          },
          "unallocatedNotional": {
            "$ref": "#/components/schemas/unallocatedNotional"
          },
          "unallocatedQuantity": {
            "$ref": "#/components/schemas/unallocatedQuantity"
          },
          "comment": {
            "type": "string",
            "example": "All allocated and accounted for. 1::1::0 client note[empty], . timeMs=667 ratePerSec=1.50 msPerItem=667.00",
            "description": "A custom comment generated by DriveWealth."
          },
          "createdWhen": {
            "type": "string",
            "example": "2022-12-22T16:04:46.724Z",
            "description": "The date and time of the allocation creation."
          }
        }
      },
      "Allocations": {
        "type": "array",
        "description": "A list of a User's sub account allocations.",
        "items": {
          "oneOf": [
            {
              "$ref": "#/components/schemas/Allocation"
            }
          ]
        }
      }
    },
    "securitySchemes": {
      "bearerAuth": {
        "type": "http",
        "scheme": "bearer",
        "bearerFormat": "JWT"
      }
    }
  }
}
```

# Sibling pages

* [Create Trade Allocation](https://developer.drivewealth.com/apis/reference/post_managed-allocations.md)
* [Retrieve Trade Allocation](https://developer.drivewealth.com/apis/reference/get_managed-allocations-allocationid.md)