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POST
/
api
/
v1
/
custom
/
org
/
{organization_uuid}
/
dynamic_rules
/
preview
cURL
curl --request POST \
  --url https://api.tilt.io/api/v1/custom/org/{organization_uuid}/dynamic_rules/preview/ \
  --header 'Content-Type: application/json' \
  --header 'X-Api-Key: <api-key>' \
  --data '
{
  "client_account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "scenarios": [
    {
      "label": "<string>",
      "context_overrides": {},
      "as_of_datetime": "2023-11-07T05:31:56Z",
      "fundamentals_overrides": {}
    }
  ],
  "include_baseline": true
}
'
{
  "baseline": {
    "summary": {
      "total_optimized_weight": "<string>",
      "total_benchmark_weight": "<string>",
      "total_ideal_weight": "<string>",
      "total_active_weight": "<string>",
      "imputed_alpha": "<string>",
      "transaction_cost": "<string>",
      "simple_tcost": "<string>",
      "commissions_bps": "<string>",
      "market_impact_bps": "<string>",
      "bid_ask_cost_bps": "<string>",
      "nav": "<string>",
      "turnover": "<string>",
      "benchmark_risk_annualized_percentage": "<string>",
      "active_risk_annualized_percentage": "<string>",
      "optimized_risk_annualized_percentage": "<string>",
      "tilt_risk_annualized_percentage": "<string>",
      "average_drift": "<string>",
      "max_drift": "<string>"
    },
    "weights": [
      {
        "ticker": "<string>",
        "optimized_weight": "<string>",
        "initial_weight": "<string>",
        "benchmark_weight": "<string>",
        "active_weight": "<string>",
        "imputed_alpha": "<string>",
        "tax_alpha": "<string>",
        "no_trade": true,
        "no_hold": true,
        "no_buy": true,
        "no_sell": true,
        "ticker_symbol": "<string>",
        "ticker_name": "<string>"
      }
    ],
    "resolved_overrides": {},
    "constraints": {
      "config": {},
      "no_hold_tickers": [
        {
          "tilt_asset_id": "<string>",
          "symbol": "<string>",
          "active": true,
          "reason": "<string>",
          "condition": "<string>"
        }
      ],
      "no_trade_tickers": [
        {
          "tilt_asset_id": "<string>",
          "symbol": "<string>",
          "active": true,
          "reason": "<string>",
          "condition": "<string>"
        }
      ],
      "asset_bounds": [
        {
          "tilt_asset_id": "<string>",
          "symbol": "<string>",
          "active": true,
          "reason": "<string>",
          "condition": "<string>",
          "target_weight": 123,
          "lower_bound": 123,
          "upper_bound": 123,
          "min_active": 123,
          "max_active": 123
        }
      ]
    },
    "error": "<string>"
  },
  "scenarios": [
    {
      "label": "<string>",
      "summary": {
        "total_optimized_weight": "<string>",
        "total_benchmark_weight": "<string>",
        "total_ideal_weight": "<string>",
        "total_active_weight": "<string>",
        "imputed_alpha": "<string>",
        "transaction_cost": "<string>",
        "simple_tcost": "<string>",
        "commissions_bps": "<string>",
        "market_impact_bps": "<string>",
        "bid_ask_cost_bps": "<string>",
        "nav": "<string>",
        "turnover": "<string>",
        "benchmark_risk_annualized_percentage": "<string>",
        "active_risk_annualized_percentage": "<string>",
        "optimized_risk_annualized_percentage": "<string>",
        "tilt_risk_annualized_percentage": "<string>",
        "average_drift": "<string>",
        "max_drift": "<string>"
      },
      "weights": [
        {
          "ticker": "<string>",
          "optimized_weight": "<string>",
          "initial_weight": "<string>",
          "benchmark_weight": "<string>",
          "active_weight": "<string>",
          "imputed_alpha": "<string>",
          "tax_alpha": "<string>",
          "no_trade": true,
          "no_hold": true,
          "no_buy": true,
          "no_sell": true,
          "ticker_symbol": "<string>",
          "ticker_name": "<string>"
        }
      ],
      "resolved_overrides": {},
      "constraints": {
        "config": {},
        "no_hold_tickers": [
          {
            "tilt_asset_id": "<string>",
            "symbol": "<string>",
            "active": true,
            "reason": "<string>",
            "condition": "<string>"
          }
        ],
        "no_trade_tickers": [
          {
            "tilt_asset_id": "<string>",
            "symbol": "<string>",
            "active": true,
            "reason": "<string>",
            "condition": "<string>"
          }
        ],
        "asset_bounds": [
          {
            "tilt_asset_id": "<string>",
            "symbol": "<string>",
            "active": true,
            "reason": "<string>",
            "condition": "<string>",
            "target_weight": 123,
            "lower_bound": 123,
            "upper_bound": 123,
            "min_active": 123,
            "max_active": 123
          }
        ]
      },
      "error": "<string>"
    }
  ]
}

Authorizations

X-Api-Key
string
header
required

Path Parameters

organization_uuid
string<uuid>
required

Body

client_account_uuid
string<uuid>
required
scenarios
object[]
required
include_baseline
boolean
default:true

Response

200 - application/json
baseline
object
required
scenarios
object[]
required