curl --request POST \
--url https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/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",
"tax_lots": [
{
"cost_basis": "<string>",
"quantity": "<string>",
"trade_date": "2023-12-25",
"gain": "<string>"
}
],
"fx_cost_breakdown": {
"base_amount_usd": "<string>",
"fx_rate": "<string>",
"fx_fee_percentage": "<string>",
"fx_fee_amount_usd": "<string>",
"net_amount_usd": "<string>",
"currency": "USD"
},
"amount_usd": "<string>",
"order_category": "long",
"reason": "removed_from_target",
"existing_quantity": "<string>",
"existing_weight": "<string>",
"existing_market_value": "<string>",
"target_weight": "<string>"
}
]
}Create a rebalance proposal for a client.
curl --request POST \
--url https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/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",
"tax_lots": [
{
"cost_basis": "<string>",
"quantity": "<string>",
"trade_date": "2023-12-25",
"gain": "<string>"
}
],
"fx_cost_breakdown": {
"base_amount_usd": "<string>",
"fx_rate": "<string>",
"fx_fee_percentage": "<string>",
"fx_fee_amount_usd": "<string>",
"net_amount_usd": "<string>",
"currency": "USD"
},
"amount_usd": "<string>",
"order_category": "long",
"reason": "removed_from_target",
"existing_quantity": "<string>",
"existing_weight": "<string>",
"existing_market_value": "<string>",
"target_weight": "<string>"
}
]
}Show child attributes
qty - Qtynotional - Notionalqty, notional Show child attributes
USD - UsdEUR - EurGBP - GbpJPY - JpyCAD - CadUSD, EUR, GBP, JPY, CAD long - Longshort_order - Short Ordershort_cover - Short Coverlong, short_order, short_cover removed_from_target - Removed From Targetadded_to_target - Added To Targetweight_decreased - Weight Decreasedweight_increased - Weight Increasedremoved_from_target, added_to_target, weight_decreased, weight_increased