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Create Portfolio

post deprecated
https://bo-api.drivewealth.io/back-office/managed/portfolios

Creates a Portfolio.

Body Params
string
required

The unique identifier of the registered investment advisors account.

string
required

A name given to the Portfolio by the RIA.

string
required

A user defined identifier attached to the portfolio.

string
required

A short description for the portfolio.

holdings
array of objects
required

An array of objects that hold a list of Funds in a portfolio.

holdings*
triggers
array of objects
required

An array of objects that hold a list if triggers associated with a portfolio.

triggers*
Response

Updated 8 months ago

Language
Credentials
Bearer
JWT
URL
Response 
 Choose an example:
application/json
Updated 8 months ago