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GET
/
api
/
v1
/
custom
/
org
/
{organization_uuid}
/
clients
/
{uuid}
cURL
curl --request GET \
  --url https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/ \
  --header 'X-Api-Key: <api-key>'
{
  "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "external_id": "<string>",
  "created": "2023-11-07T05:31:56Z",
  "modified": "2023-11-07T05:31:56Z",
  "accounts": [
    {
      "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "external_id": "<string>",
      "holdings": {
        "tax_lots": [
          {
            "tilt_asset_id": "<string>",
            "ticker_symbol": "<string>",
            "ticker_name": "<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",
            "current_value": "<string>"
          }
        ],
        "cash_balance": "<string>",
        "non_tradable_assets_value": "<string>"
      },
      "created": "2023-11-07T05:31:56Z",
      "modified": "2023-11-07T05:31:56Z",
      "asset_class_settings": [
        {
          "asset_class": {
            "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
            "name": "<string>",
            "description": "<string>",
            "benchmark_index_name": "<string>",
            "benchmark_index_identifier": "<string>",
            "index_name": "<string>",
            "index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
            "tilt_name": "<string>",
            "tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
            "alternative_etf_tilt_asset_ids": [
              "<string>"
            ],
            "created": "2023-11-07T05:31:56Z",
            "modified": "2023-11-07T05:31:56Z"
          },
          "direct_indexing_enabled": true
        }
      ],
      "wash_sale_lots": [
        {
          "tax_lot": {
            "tilt_asset_id": "<string>",
            "ticker_symbol": "<string>",
            "ticker_name": "<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",
            "current_value": "<string>"
          },
          "account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_name": "<string>"
        }
      ],
      "household_wash_sale_lots": [
        {
          "tax_lot": {
            "tilt_asset_id": "<string>",
            "ticker_symbol": "<string>",
            "ticker_name": "<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",
            "current_value": "<string>"
          },
          "account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "account_name": "<string>"
        }
      ],
      "aum": "<string>",
      "holdings_risk_annualized_percentage": "<string>",
      "metadata": "<unknown>",
      "customization_config": {
        "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "name": "<string>",
        "optimization_mode": "LONG_ONLY",
        "long_weight_sum": "<string>",
        "short_weight_sum": "<string>",
        "risk_model_name": "custom",
        "tilts": [
          {
            "factor": "<string>",
            "tilt": {
              "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
              "name": "<string>",
              "published_at": "2023-11-07T05:31:56Z"
            },
            "index": {
              "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
              "name": "<string>",
              "status": "IN_PROGRESS"
            }
          }
        ],
        "no_hold_tickers": [
          {
            "ticker": {
              "tilt_asset_id": "<string>",
              "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": {
              "tilt_asset_id": "<string>",
              "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"
          }
        ],
        "target_ticker_weights": [
          {
            "ticker": {
              "tilt_asset_id": "<string>",
              "symbol": "<string>",
              "exchange": "<string>",
              "name": "<string>",
              "description": "<string>",
              "image_url": "<string>",
              "ticker_url": "<string>",
              "ticker_type": "<string>",
              "market_cap": 123,
              "sic_description": "<string>"
            },
            "target_weight": "<string>"
          }
        ],
        "min_weight": "<string>",
        "max_weight": "<string>",
        "min_active_weight": "<string>",
        "max_active_weight": "<string>",
        "scaling_factor": "<string>",
        "use_mean_variance": true,
        "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",
          "tracking_error_threshold": "<string>",
          "wash_sale_threshold": 1073741823,
          "long_term_threshold": 1073741823,
          "ordinary_income_tax_rate": "<string>",
          "n_high_loss_lots": 1073741823,
          "tax_gamma": "<string>"
        },
        "asset_allocations": [
          {
            "asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
            "asset_class_name": "<string>",
            "asset_class_description": "<string>",
            "benchmark_index_identifier": "<string>",
            "benchmark_index_name": "<string>",
            "benchmark_symbol": "<string>",
            "target_allocation": "<string>",
            "direct_indexing_enabled": true,
            "tilts": [
              {
                "factor": "<string>",
                "tilt": {
                  "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
                  "name": "<string>",
                  "published_at": "2023-11-07T05:31:56Z"
                },
                "index": {
                  "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
                  "name": "<string>",
                  "status": "IN_PROGRESS"
                },
                "impacts_non_benchmark_assets": true,
                "is_part_of_benchmark": true
              }
            ]
          }
        ],
        "bid_ask_spread_ref_volume": "<string>",
        "market_impact_parameter": "<string>",
        "bid_ask_spread_parameter": "<string>",
        "tcost_bps": "<string>",
        "cash_buffer_usd": "<string>",
        "cash_buffer_cad": "<string>"
      },
      "portfolio_config": {
        "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
        "name": "<string>",
        "optimization_mode": "LONG_ONLY",
        "long_weight_sum": "<string>",
        "short_weight_sum": "<string>",
        "risk_model_name": "custom",
        "tilts": [
          {
            "factor": "<string>",
            "tilt": {
              "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
              "name": "<string>",
              "published_at": "2023-11-07T05:31:56Z"
            },
            "index": {
              "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
              "name": "<string>",
              "status": "IN_PROGRESS"
            }
          }
        ],
        "no_hold_tickers": [
          {
            "ticker": {
              "tilt_asset_id": "<string>",
              "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": {
              "tilt_asset_id": "<string>",
              "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"
          }
        ],
        "target_ticker_weights": [
          {
            "ticker": {
              "tilt_asset_id": "<string>",
              "symbol": "<string>",
              "exchange": "<string>",
              "name": "<string>",
              "description": "<string>",
              "image_url": "<string>",
              "ticker_url": "<string>",
              "ticker_type": "<string>",
              "market_cap": 123,
              "sic_description": "<string>"
            },
            "target_weight": "<string>"
          }
        ],
        "min_weight": "<string>",
        "max_weight": "<string>",
        "min_active_weight": "<string>",
        "max_active_weight": "<string>",
        "scaling_factor": "<string>",
        "use_mean_variance": true,
        "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",
          "tracking_error_threshold": "<string>",
          "wash_sale_threshold": 1073741823,
          "long_term_threshold": 1073741823,
          "ordinary_income_tax_rate": "<string>",
          "n_high_loss_lots": 1073741823,
          "tax_gamma": "<string>"
        },
        "asset_allocations": [
          {
            "asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
            "asset_class_name": "<string>",
            "asset_class_description": "<string>",
            "benchmark_index_identifier": "<string>",
            "benchmark_index_name": "<string>",
            "benchmark_symbol": "<string>",
            "target_allocation": "<string>",
            "direct_indexing_enabled": true,
            "tilts": [
              {
                "factor": "<string>",
                "tilt": {
                  "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
                  "name": "<string>",
                  "published_at": "2023-11-07T05:31:56Z"
                },
                "index": {
                  "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
                  "name": "<string>",
                  "status": "IN_PROGRESS"
                },
                "impacts_non_benchmark_assets": true,
                "is_part_of_benchmark": true
              }
            ]
          }
        ],
        "bid_ask_spread_ref_volume": "<string>",
        "market_impact_parameter": "<string>",
        "bid_ask_spread_parameter": "<string>",
        "tcost_bps": "<string>",
        "cash_buffer_usd": "<string>",
        "cash_buffer_cad": "<string>"
      }
    }
  ],
  "household": {
    "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "name": "<string>"
  },
  "holdings_risk_annualized_percentage": "<string>",
  "metadata": "<unknown>"
}

Authorizations

​
X-Api-Key
string
header
required

Path Parameters

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

Response

200 - application/json
​
uuid
string<uuid>
required
​
external_id
string
required

External identifier for the client

Maximum string length: 50
​
created
string<date-time>
required
​
modified
string<date-time>
required
​
accounts
object[]
required
​
household
object
required

Read-only nested serializer for household in client responses.

​
holdings_risk_annualized_percentage
string<decimal> | null
required
​
metadata
any | null

Store arbitrary metadata about this client in a JSON field, but should not include PII information.