Customizing Portfolios
Get client details
API Documentation
Getting Started
Customizing Portfolios
Get client details
GET
/
custom
/
org
/
{organization_uuid}
/
client
/
{external_id}
curl --request GET \
--url https://api.tilt.io/custom/org/{organization_uuid}/client/{external_id}/ \
--header 'X-Api-Key: <api-key>'
{
"external_id": "<string>",
"organization": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"organization_name": "<string>",
"holdings": {
"holdings": [
{
"symbol": "<string>",
"quantity": "<string>"
}
],
"tax_lots": [
{
"ticker": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"trade_date": "2023-12-25"
}
],
"cash_balance": "<string>"
},
"portfolio": {
"benchmark_index": {
"identifier": "<string>",
"name": "<string>"
},
"tilts": [
{
"tilt": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"published_at": "2023-11-07T05:31:56Z"
},
"factor": "<string>"
}
],
"no_hold_tickers": [
{
"ticker": {
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
}
}
],
"no_trade_tickers": [
{
"ticker": {
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
}
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"scaling_factor": "<string>"
},
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z"
}
Authorizations
Response
200 - application/json
External identifier for the client
Maximum length:
50
Serializer for reading CustomPortfolioNoHoldTicker data.
Serializer for reading CustomPortfolioNoTradeTicker data.
curl --request GET \
--url https://api.tilt.io/custom/org/{organization_uuid}/client/{external_id}/ \
--header 'X-Api-Key: <api-key>'
{
"external_id": "<string>",
"organization": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"organization_name": "<string>",
"holdings": {
"holdings": [
{
"symbol": "<string>",
"quantity": "<string>"
}
],
"tax_lots": [
{
"ticker": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"trade_date": "2023-12-25"
}
],
"cash_balance": "<string>"
},
"portfolio": {
"benchmark_index": {
"identifier": "<string>",
"name": "<string>"
},
"tilts": [
{
"tilt": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"published_at": "2023-11-07T05:31:56Z"
},
"factor": "<string>"
}
],
"no_hold_tickers": [
{
"ticker": {
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
}
}
],
"no_trade_tickers": [
{
"ticker": {
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
}
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"scaling_factor": "<string>"
},
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z"
}