Get Autopilot Run Status

Results Explained

Attribute

Type

Description

id

string

rebalance identifier

riaID

string

ria identifier

status

string

current status of the AutoPilot Run

updated

string

timestamp of when the run was updated

created

string

timestamp of when the run was created

moneyMovement

boolean

was this run part of the regular AutoPilot money movement process

regularRebalance

boolean

was this run part of the regular AutoPilot rebalancing process

orders

object

object containing details of submitted orders

orders.total

number

total number of orders submitted

orders.submitted

string

s3 download containing the details of each submitted order

orders.outcome

string

s3 download containing the status and final outcome of the orders that were submitted

orders.amountBuys

number

aggregate value of all buy orders

orders.amountSells

number

aggregate value of all sell orders

allocations

object

object containing the details of the allocations

allocations.submitted

string

s3 download containing the details of each submitted allocation

allocations.outcome

string

s3 download containing the status and final outcome of each allocation that was submitted

subAccounts

object

object containing details on sub accounts and their holdings

subAccounts.total

number

total number of sub accounts under the advisor

subAccounts.rebalanced

number

total number of sub accounts that were rebalanced

subAccounts.error

number

total number of allocation errors at the sub account level during the rebalance

subAccounts.outcome

string

s3 download containing the final outcome of the rebalance, includes sub account details and their holdings

Possible Autopilot Run Statuses

Rebalance Status

Description

REBALANCE_NOT_STARTED

rebalance has not yet started

REBALANCE_ABORTED

rebalance has been cancelled

REBALANCE_REVIEW_COMPLETED

completed rebalance, only rebalancing review

REBALANCE_NO_ORDERS_GENERATED

completed rebalance, no master orders generated

REBALANCE_10

percent of rebalance completed, increases in increments of 10
"REBALANCE_10" ..... "REBALANCE_90"

REBALANCE_COMPLETED

rebalance is 100% completed

REBALANCE_FAILED

rebalance has failed

AMOUNTCASH_ORDERS_AGGREGATED

aggregate cash value for required orders

ORDERQTY_ORDERS_AGGREGATED

quantity of orders when funds or instruments re replaced in portfolio

ORDERQTY_ORDERS_PREPARED

required buy and sell orders for rebalance are prepared to execute

AMOUNTCASH_ORDERS_PREPARED

cash amount of required buy and sell orders for rebalance

SELL_ORDERQTY_ORDERS_SUBMITTED

all required sell orders submitted for execution

SUBACCOUNT_ORDERS_ADJUSTED

adjustment to amount cash orders after quantity orders have executed

SELL_AMOUNTCASH_ORDERS_SUBMITTED

all required sell orders submitted for execution

SELL_AMOUNTCASH_ORDERS_COMPLETED

all required sell orders successfully executed

SELL_AMOUNTCASH_ORDERS_FAILED

one or more sell orders have failed

SELL_AMOUNTCASH_ORDERS_TIMEDOUT

required sell orders have timed out

SELL_ORDERQTY_ORDERS_COMPLETED

all required sell orders successfully executed

SELL_ORDERQTY_ORDERS_FAILED

one or more sell orders have failed

SELL_ORDERQTY_ORDERS_TIMEDOUT

required sell orders have timed out

BUY_ORDERQTY_ORDERS_SUBMITTED

all required buy orders submitted for execution

BUY_ORDERQTY_ORDERS_COMPLETED

all required buy orders successfully executed

BUY_ORDERQTY_ORDERS_FAILED

one or more buy orders have failed

BUY_ORDERQTY_ORDERS_TIMEDOUT

required buy orders have timedout

BUY_AMOUNTCASH_ORDERS_SUBMITTED

all required buy orders submitted for execution

BUY_AMOUNTCASH_ORDERS_COMPLETED

all required buy orders successfully executed

BUY_AMOUNTCASH_ORDERS_FAILED

one or more buy orders have failed

BUY_AMOUNTCASH_ORDERS_TIMEDOUT

required buy orders have timedout

ORDERS_CLEANEDUP

cleaning up failed master orders

RIA_NEXT_REBALANCE_UPDATED

next scheduled rebalance updated

ALLOCATION_PREPARED

required allocations are prepared for processing

ALLOCATION_SUBMITTED

all required allocations submitted for processing

ALLOCATION_NOT_STARTED

required allocations have not yet been started

ALLOCATION_10

percent of allocation completed, increases in increments of 10
"ALLOCATION_10" ..... "ALLOCATION_90"

ALLOCATION_COMPLETED

all required allocations have been completed

ALLOCATION_FAILED

fatal allocation failure

ALLOCATION_TIMEDOUT

allocation processing timeout

SUBACCOUNT_HOLDINGS_UPDATED

all sub-account holdings within required rebalance updated

SUBACCOUNT_HOLDINGS_UPDATE_FAILED

sub-account holdings within require rebalance update failed

SUCCESS

Complete Autopilot run successful

Language
Authentication