Customizing Portfolios
Generate client proposal
API Documentation
Getting Started
Customizing Portfolios
Bulk Customization
Customizing Portfolios
Generate client proposal
Create a rebalance proposal for a client.
POST
/
custom
/
org
/
{organization_uuid}
/
client
/
{external_id}
/
proposal
curl --request POST \
--url https://api.tilt.io/custom/org/{organization_uuid}/client/{external_id}/proposal/ \
--header 'Content-Type: application/json' \
--header 'X-Api-Key: <api-key>' \
--data '{
"optimized_weights": [
{
"ticker": "<string>",
"weight": "<string>"
}
]
}'
{
"orders": [
{
"ticker": "<string>",
"amount": "<string>",
"type": "qty",
"reason": "removed_from_target",
"existing_quantity": "<string>",
"existing_weight": "<string>",
"existing_market_value": "<string>",
"target_weight": "<string>",
"tax_lots": [
{
"cost_basis": "<string>",
"quantity": "<string>",
"trade_date": "2023-12-25",
"gain": "<string>"
}
]
}
]
}
Authorizations
Body
Response
200 - application/json
The response is of type object
.
curl --request POST \
--url https://api.tilt.io/custom/org/{organization_uuid}/client/{external_id}/proposal/ \
--header 'Content-Type: application/json' \
--header 'X-Api-Key: <api-key>' \
--data '{
"optimized_weights": [
{
"ticker": "<string>",
"weight": "<string>"
}
]
}'
{
"orders": [
{
"ticker": "<string>",
"amount": "<string>",
"type": "qty",
"reason": "removed_from_target",
"existing_quantity": "<string>",
"existing_weight": "<string>",
"existing_market_value": "<string>",
"target_weight": "<string>",
"tax_lots": [
{
"cost_basis": "<string>",
"quantity": "<string>",
"trade_date": "2023-12-25",
"gain": "<string>"
}
]
}
]
}