JUMP TOGetting StartedIntroductionIdempotent requestsRate limitsEvents via SQSErrorsEnumerationsAuthentication APIsAuthCreate Session TokenpostCreate Authentication TokenpostCore APIsUsersCreate UserpostRetrieve UsergetUpdate UserpatchRetrieve KYC by UsergetDisclosuresList DisclosuresgetRetrieve DisclosuregetCreate Disclosure AcknowledgmentpostList Disclosures Acknowledgments by UsergetAccountsCreate AccountpostRetrieve AccountgetUpdate AccountpatchList Accounts by UsergetRetrieve Money by AccountgetRetrieve summary by AccountgetRetrieve Performance Metrics by AccountgetRetrieve Margin Details by AccountgetInstrumentsList InstrumentsgetRetrieve InstrumentgetRetrieve Options ChaingetRetrieve Option ExpirationgetSearch Instruments by FilterpostOrdersRetrieve Orders by AccountgetList Orders by AccountgetCreate OrderpostRetrieve OrdergetUpdate OrderpatchRetrieve Order By OrderNogetPositionsList Positions by AccountgetTransactionsRetrieve Transaction Summary by AccountgetList Transactions by AccountgetExchangesCreate ExchangepostUpdate ExchangepatchList Exchanges by AccountgetRetrieve Exchange History by AccountgetCommission SchedulesList all Commission SchedulesgetEmbedded disclosuresSupported CountriesList Supported CountriesgetAccount Management APIsViolationsList Violations by AccountgetRetrieve Violations by AccountgetStatementsList Statements by AccountgetList Tax Statements by AccountgetRetrieve Document URL by Account and FileKeygetList Trade Confirmations by AccountgetBeneficiariesCreate BeneficiariespostRetrieve Beneficiaries by AccountgetDelete BeneficiariesdeletePhysical DocumentsCreate Physical DocumentpostList Physical Documents by UsergetRetrieve Physical Document URL by DocumentgetCancel RebillCreate Cancel RebillpostList Cancel RebillsgetRetrieve Cancel RebillgetMoney Movement APIsLinked Bank AccountsList Linked Bank Accounts by UsergetLink Bank AccountpostRetrieve Linked Bank AccountgetUpdate Linked Bank AccountpatchDelete Linked Bank AccountdeleteVirtual Bank AccountsRetrieve Virtual Bank Account by AccountgetDepositsList Deposits by AccountgetList Deposits by UsergetList Recurring Deposits by UsergetCreate DepositpostRetrieve DepositgetRetrieve Recurring DepositsgetUpdate Recurring DepositpatchDelete Recurring DepositdeleteDeposit StatusWithdrawalsList Withdrawals by AccountgetList Withdrawals by UsergetCreate WithdrawalpostList WithdrawalsgetRetrieve WithdrawalgetWithdrawal StatusAsset TransferCreate ACATS TransferpostCreate Minor Graduation TransferpostRetrieve TransfergetList TransfersgetSettlementsRetrieve SettlementsgetRetrieve SettlementgetList Cashless ReconciliationsgetRetrieve Cashless ReconciliationgetUpdate Cashless ReconciliationpatchList Bulk SettlementsgetRetrieve Bulk SettlementgetUpdate Bulk SettlementpatchCreate DVP RVP ReportpostList DVP RVP ReportsgetRetrieve DVP RVPgetSubscriptionsCreate SubscriptionpostList Subscriptions by UsergetDelete SubscriptiondeleteMarket Data APIsQuotesRetrieve Quote (referential feed)getRetrieve Quote (consolidated feed)getChartsRetrieve ChartgetDepth of BookRetrieve Depth of BookpostAdvisor APIsTrade AllocationsCreate Trade AllocationpostRetrieve Trade AllocationgetList Trade Allocations by AdvisorgetAdvisor ReportsList Orders by AdvisorgetList Allocations by AdvisorgetRetrieve Beginning Of Day (BOD) by AdvisorgetFundsCreate FundpostRetrieve FundgetList Funds by AdvisorgetPortfoliosCreate PortfoliopostRetrieve PortfoliogetUpdate PortfoliopatchList Portfolios by AdvisorgetAutoPilotCreate Autopilot RunpostRetrieve Autopilot RungetRetrieve Portfolio by AccountgetList AutoPilot Runs by AdvisorgetEventsAccount EventsAsset Transfer EventsCancel Rebill EventsCorporate Actions EventsMerger & Acquisitions EventsSpinoff EventsStock Split EventsTicker Symbol Change EventsVoluntary Tender EventsInvoluntary Tender Offer EventsGoing Private EventsDividend EventsBond Redemption EventsCoupon EventsDeposit EventsInstrument EventsKYC EventsLinked Bank Account EventsOrder EventsPosition EventsSettlement EventsStatement EventsTransaction EventsUser EventsViolation EventsWithdrawal EventsUpdate Portfoliopatch https://bo-api.drivewealth.io/back-office/managed/portfolios/{portfolioID}Edit the holdings of an existing portfolio using the portfolioID.
