GET
/
api
/
v1
/
custom
/
org
/
{organization_uuid}
/
client
/
{uuid}
/
cURL
curl --request GET \
  --url https://api.tilt.io/api/v1/custom/org/{organization_uuid}/client/{uuid}/ \
  --header 'X-Api-Key: <api-key>'
{
  "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "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",
        "wash_sale_date": "2023-12-25",
        "last_sold_for_loss_date": "2023-12-25"
      }
    ],
    "cash_balance": "<string>"
  },
  "portfolio": {
    "benchmark_indexes": [
      {
        "benchmark_index": {
          "identifier": "<string>",
          "name": "<string>"
        },
        "weight": "<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>"
        },
        "starts_from": "2023-11-07T05:31:56Z",
        "expires_at": "2023-11-07T05:31:56Z"
      }
    ],
    "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>"
        },
        "starts_from": "2023-11-07T05:31:56Z",
        "expires_at": "2023-11-07T05:31:56Z"
      }
    ],
    "min_weight": "<string>",
    "max_weight": "<string>",
    "scaling_factor": "<string>",
    "factor_exposure_bounds": [
      {
        "factor": "<string>",
        "min_bound": "<string>",
        "max_bound": "<string>",
        "min_active_bound": "<string>",
        "max_active_bound": "<string>"
      }
    ]
  },
  "tax_preferences": {
    "tax_region": "USA",
    "short_term_rate": "<string>",
    "long_term_rate": "<string>",
    "tax_algorithm": "AVG_COST",
    "harvesting": "<string>",
    "tracking_error_threshold": "<string>",
    "wash_sale_threshold": 1,
    "long_term_threshold": 1,
    "ordinary_income_tax_rate": "<string>",
    "n_high_loss_lots": 1
  },
  "created": "2023-11-07T05:31:56Z",
  "modified": "2023-11-07T05:31:56Z"
}

Authorizations

X-Api-Key
string
header
required

Path Parameters

organization_uuid
string<uuid>
required
uuid
string<uuid>
required

Response

200 - application/json

The response is of type object.