Create Fund

post deprecatedhttps://bo-api.drivewealth.io/back-office/managed/funds

Creates a Fund.

Response

Response body

object

string

The unique identifier associated with the Fund.

userID

string

The unique identifier of the registered investment advisors account.

name

string

A name given to the Fund by the RIA.

type

string

clientFundID

string

A user defined identifier attached to the fund.

description

string

A short description for the Fund.

holdings

array of objects

An array of objects that hold the type of securities in a Fund.

holdings

object

instrumentID

string

A unique ID created by DriveWealth to identify a specific instrument.

target

number

The target percentage for the specific instrumentID within a fund.

triggers

array of objects

An array of objects that hold information on when to trigger a rebalance.

triggers

object

type

string

required

The type of trigger specified to enable a rebalance.

TOTAL_DRIFT RELATIVE_DRIFT ABSOLUTE_DRIFT

maxAllowed

number

required

The maximum allowed drift for the Fund.

child

string

required

lowerBound

number

required

The lowest bound range of the drift parameters.

upperBound

number

required

The highest bound range of the drift parameter.

isInstrumentTargetsChanged

boolean

instrumentTargetsChanged

boolean

Language

Credentials

Bearer

JWT

URL


xxxxxxxxxx
1
curl --request POST \
2
     --url https://bo-api.drivewealth.io/back-office/managed/funds \
3
     --header 'accept: application/json' \
4
     --header 'content-type: application/json' \
5
     --header 'dw-client-app-key: {{yourAppKey}}'


xxxxxxxxxx
25
 
1
{
2
  "id": "fund_3d7d00d1-f09e-4f86-9cbf-893c75cf77fe",
3
  "userID": "66304da9-3h6f-2234-935f-ac6b7933d706",
4
  "name": "TECH",
5
  "type": "FUND",
6
  "clientFundID": "AAABBB-1222-3344.123456789",
7
  "description": "Top 10 US Tech",
8
  "holdings": [
9
    {
10
      "instrumentID": "5b85fabb-d57c-44e6-a7f6-a3efc760226c",
11
      "target": 0.5
12
    }
13
  ],
14
  "triggers": [
15
    {
16
      "type": "TOTAL_DRIFT",
17
      "maxAllowed": 0.05,
18
      "child": null,
19
      "lowerBound": 0.01,
20
      "upperBound": 0.02
21
    }
22
  ],
23
  "isInstrumentTargetsChanged": false,
24
  "instrumentTargetsChanged": false
25
}

200Creating a Fund was Successful