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GET
/
api
/
v1
/
custom
/
org
/
{organization_uuid}
/
portfolio_configs
/
cURL
curl --request GET \
  --url https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/ \
  --header 'X-Api-Key: <api-key>'
[
  {
    "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "name": "<string>",
    "risk_model_name": "custom",
    "tilts": [
      {
        "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"
        },
        "factor": "<string>"
      }
    ],
    "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>",
    "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>",
        "target_allocation": "<string>",
        "direct_indexing_enabled": true
      }
    ],
    "bid_ask_spread_ref_volume": "<string>",
    "market_impact_parameter": "<string>",
    "bid_ask_spread_parameter": "<string>",
    "tcost_bps": "<string>"
  }
]

Authorizations

X-Api-Key
string
header
required

Path Parameters

organization_uuid
string<uuid>
required

Response

200 - application/json
uuid
string<uuid>
required
name
string | null
Maximum length: 255
risk_model_name

Risk model to use for portfolio optimization

  • custom - Custom
  • pca - Pca
  • characteristics - Characteristics
Available options:
custom,
pca,
characteristics
tilts
object[]
no_hold_tickers
object[]
no_trade_tickers
object[]
target_ticker_weights
object[]
min_weight
string<decimal> | null
max_weight
string<decimal> | null
scaling_factor
string<decimal> | null
use_mean_variance
boolean | null
factor_exposure_bounds
object[]
tax_preferences
object
asset_allocations
object[]
bid_ask_spread_ref_volume
string<decimal> | null
market_impact_parameter
string<decimal> | null
bid_ask_spread_parameter
string<decimal> | null
tcost_bps
string<decimal> | null