Results Explained
Attribute | Type | Description |
|---|---|---|
| string | rebalance identifier |
| string | ria identifier |
| string | current status of the AutoPilot Run |
| string | timestamp of when the run was updated |
| string | timestamp of when the run was created |
| boolean | was this run part of the regular AutoPilot money movement process |
| boolean | was this run part of the regular AutoPilot rebalancing process |
| object | object containing details of submitted orders |
| number | total number of orders submitted |
| string | s3 download containing the details of each submitted order |
| string | s3 download containing the status and final outcome of the orders that were submitted |
| number | aggregate value of all buy orders |
| number | aggregate value of all sell orders |
| object | object containing the details of the allocations |
| string | s3 download containing the details of each submitted allocation |
| string | s3 download containing the status and final outcome of each allocation that was submitted |
| object | object containing details on sub accounts and their holdings |
| number | total number of sub accounts under the advisor |
| number | total number of sub accounts that were rebalanced |
| number | total number of allocation errors at the sub account level during the rebalance |
| 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 has not yet started |
| rebalance has been cancelled |
| completed rebalance, only rebalancing review |
| completed rebalance, no master orders generated |
| percent of rebalance completed, increases in increments of 10 |
| rebalance is 100% completed |
| rebalance has failed |
| aggregate cash value for required orders |
| quantity of orders when funds or instruments re replaced in portfolio |
| required buy and sell orders for rebalance are prepared to execute |
| cash amount of required buy and sell orders for rebalance |
| all required sell orders submitted for execution |
| adjustment to amount cash orders after quantity orders have executed |
| all required sell orders submitted for execution |
| all required sell orders successfully executed |
| one or more sell orders have failed |
| required sell orders have timed out |
| all required sell orders successfully executed |
| one or more sell orders have failed |
| required sell orders have timed out |
| all required buy orders submitted for execution |
| all required buy orders successfully executed |
| one or more buy orders have failed |
| required buy orders have timedout |
| all required buy orders submitted for execution |
| all required buy orders successfully executed |
| one or more buy orders have failed |
| required buy orders have timedout |
| cleaning up failed master orders |
| next scheduled rebalance updated |
| required allocations are prepared for processing |
| all required allocations submitted for processing |
| required allocations have not yet been started |
| percent of allocation completed, increases in increments of 10 |
| all required allocations have been completed |
| fatal allocation failure |
| allocation processing timeout |
| all sub-account holdings within required rebalance updated |
| sub-account holdings within require rebalance update failed |
| Complete Autopilot run successful |