get https://bo-api.drivewealth.io/back-office/accounts//portfolio
Returns a specific clients portfolio
Results Explained
Attribute | Type | Description |
---|---|---|
| string | portfolio identifier |
| number | sub-accounts equity value |
| number | total drift away from target |
| boolean | flag that determines if a rebalance is required |
| string | date of the next portfolio rebalance |
| string | last time the portfolio was rebalanced |
| array | Array of Holding objects |
| string | fund identifier |
| string | the type of fund |
| string | name of the fund |
| number | funds target percentage weight |
| number | funds actual percentage weight |
| number | current value of the fund |
| boolean | determines if the fund is in need of rebalancing |