Bulk Portfolio Optimization Task

Tilt Pro API

RESTful API for accessing real-time index data, weights, and constituent information. Built for financial professionals and institutions managing index-based portfolios.

Introduction

Quickly start using the API by following this step by step guide

Quick Start

List Indexes

Get Index Details

Get Index Levels

Learn how to customize and optimize client portfolios using the Tilt Pro API.

Portfolio Customization

List the available benchmark indices that can be used as reference
for creating custom indices.

Get benchmark indexes

Get organization

Update organization

Get org clients

Create org client

Get client details

Update client

Optimize client portfolio

Create a rebalance proposal for a client.

Generate client proposal

Get Optimization Task Status

Get Optimization Task Result

Get an aggregated report for the holdings across all clients.

Get Aggregate Holdings

Get an aggregated report for the holdings across all clients, grouped by constituent. The results are sorted by descending total market value.

Get Aggregate Holdings by Constituents

Get metrics for the portfolio optimizations which have been run.

Get Optimization Metrics

Get an aggregated report for trade proposals which have been generated.

Get Aggregate Trade Proposals

Get an aggregated report for trade proposals which have been generated, grouped by constituent. The results are sorted by descending proposal_count, and then descending sum of notional buys & sells.

Get Aggregate Proposals by Constituent

List all authenticated requests. Note that requests which fail to match a valid path are not included in these statistics.

Get  Requests

Get aggregate statistics for all authenticated requests. Note that requests which fail to match a valid path are not included in these statistics.

Get Aggregate Request Metrics

Get a list of ticker constraints across all clients, including at the organization level.

API Documentation

Getting Started

Indexes

Customizing Portfolios

Bulk Customization

Metrics & Reporting

Bulk Portfolio Optimization Task