Create a Portfolio

Results Explained

Attribute

Type

Description

id

string

the portfolio identifier

name

string

advisor defined name of the portfolio

description

string

advisor defined description of the portfolio

clientPortfolioID

string

advisor defined fund identifier

holdings

object

contains the holding information of the portfolio

holdings.id

string

the fund identifier

holdings.name

string

the name of the fund

holdings.type

string

the fund type

holdings.clientFundID

string

advisor defined fund identifier

holdings.description

string

advisor defined description of the fund

holdings.target

number

the target weight of the fund within the portfolio

holdings.holdings

object

contains the holding information of the fund

holdings.holdings.instrument

string

instrument identifier

holdings.holdings.target

number

target weight of the instrument within the fund

userID

string

RIA user identifier

triggers

object

contains the details of the advisor defined triggers

triggers.child

string

triggers.maxAllowed

number

maximum allowed drift of the related trigger type

triggers.lowerBound

number

lowest bound range of the related trigger type

triggers.upperBound

number

highest bound range of the related trigger type

triggers.type

string

the type of trigger

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