Update Portfolio

Updates a Profolio by portfolioID.

Path Params
string
required

A unique identifier associated with a specific Portfolio.

Body Params
string

A name given to the Portfolio by the RIA.

string

A user defined identifier attached to the portfolio.

string

A short description for the portfolio.

holdings
array of objects

An array of objects that hold the type of Funds in the Portfolio.

holdings
triggers
object

An object that holds the details of when to trigger a rebalance of a Portfolio.

Response

Language
Credentials
Bearer
JWT
URL
Response
Choose an example:
application/json