cURL
curl --request POST \
--url https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/ \
--header 'Content-Type: application/json' \
--header 'X-Api-Key: <api-key>' \
--data '
{
"external_id": "<string>",
"holdings": {
"tax_lots": [
{
"tilt_asset_id": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
}
],
"cash_balance": "<string>",
"non_tradable_assets_value": "<string>"
},
"metadata": "<unknown>",
"customization_config": {
"name": "<string>",
"long_weight_sum": "<string>",
"short_weight_sum": "<string>",
"tilts": [
{
"factor": "<string>",
"tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
}
],
"no_hold_tickers": [
{
"tilt_asset_id": "<string>",
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"no_trade_tickers": [
{
"tilt_asset_id": "<string>",
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"target_ticker_weights": [
{
"tilt_asset_id": "<string>",
"target_weight": "<string>",
"lower_bound": "<string>",
"upper_bound": "<string>",
"min_active": "<string>",
"max_active": "<string>",
"condition": "<string>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"min_active_weight": "<string>",
"max_active_weight": "<string>",
"use_active_risk_bounds": true,
"max_active_risk_pct": "<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": {
"short_term_rate": "<string>",
"long_term_rate": "<string>",
"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>",
"tax_use_tax_alpha": true,
"include_positive_tax_alpha_lots": true,
"positive_tax_alpha_scaling_factor": "<string>",
"prevent_tlh_invalidating_purchase": true,
"prevent_tlh_invalidating_sale": true,
"tax_gamma_min": "<string>",
"tax_gamma_max": "<string>",
"tax_gain_target": "<string>",
"tax_gain_target_tolerance": "<string>"
},
"asset_allocations": [
{
"asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"target_allocation": "<string>",
"direct_indexing_enabled": true,
"tilts": [
{
"factor": "<string>",
"tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"impacts_non_benchmark_assets": true,
"is_part_of_benchmark": true
}
]
}
],
"bid_ask_spread_ref_volume": "<string>",
"market_impact_parameter": "<string>",
"bid_ask_spread_parameter": "<string>",
"tcost_bps": "<string>",
"cash_buffer_usd": "<string>",
"cash_buffer_cad": "<string>",
"dynamic_rules": [
{
"field_name": "<string>",
"rules": [
{
"value": "<unknown>",
"cron": "",
"condition": "",
"priority": 0
}
]
}
],
"risk_aversion": "<string>",
"risk_free_rate_pct": "<string>",
"spectral_shift": "<string>",
"risk_bound_increase_factor": "<string>",
"risk_bound_max_iterations": 1073741823,
"use_regula_falsi": true,
"use_turnover_constraint": true,
"max_turnover_pct": "<string>",
"require_whole_shares": true,
"whole_share_assets": [
"<string>"
],
"substitution_pairs": [
[
"<string>"
]
],
"capital_gains_reductions": {},
"use_cash_benchmark": true,
"linear_tcaf": "<string>",
"commission_rate": "<string>",
"broker_spread_bps": "<string>",
"min_trading_volume_dollars": "<string>"
},
"portfolio_config_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"asset_class_settings": [
{
"asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"direct_indexing_enabled": true
}
]
}
'import requests
url = "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/"
payload = {
"external_id": "<string>",
"holdings": {
"tax_lots": [
{
"tilt_asset_id": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
}
],
"cash_balance": "<string>",
"non_tradable_assets_value": "<string>"
},
"metadata": "<unknown>",
"customization_config": {
"name": "<string>",
"long_weight_sum": "<string>",
"short_weight_sum": "<string>",
"tilts": [
{
"factor": "<string>",
"tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
}
],
"no_hold_tickers": [
{
"tilt_asset_id": "<string>",
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"no_trade_tickers": [
{
"tilt_asset_id": "<string>",
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"target_ticker_weights": [
{
"tilt_asset_id": "<string>",
"target_weight": "<string>",
"lower_bound": "<string>",
"upper_bound": "<string>",
"min_active": "<string>",
"max_active": "<string>",
"condition": "<string>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"min_active_weight": "<string>",
"max_active_weight": "<string>",
"use_active_risk_bounds": True,
"max_active_risk_pct": "<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": {
"short_term_rate": "<string>",
"long_term_rate": "<string>",
"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>",
"tax_use_tax_alpha": True,
"include_positive_tax_alpha_lots": True,
"positive_tax_alpha_scaling_factor": "<string>",
"prevent_tlh_invalidating_purchase": True,
"prevent_tlh_invalidating_sale": True,
"tax_gamma_min": "<string>",
"tax_gamma_max": "<string>",
"tax_gain_target": "<string>",
"tax_gain_target_tolerance": "<string>"
},
"asset_allocations": [
{
"asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"target_allocation": "<string>",
"direct_indexing_enabled": True,
"tilts": [
{
"factor": "<string>",
"tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"impacts_non_benchmark_assets": True,
"is_part_of_benchmark": True
}
]
}
],
"bid_ask_spread_ref_volume": "<string>",
"market_impact_parameter": "<string>",
"bid_ask_spread_parameter": "<string>",
"tcost_bps": "<string>",
"cash_buffer_usd": "<string>",
"cash_buffer_cad": "<string>",
"dynamic_rules": [
{
"field_name": "<string>",
"rules": [
{
"value": "<unknown>",
"cron": "",
"condition": "",
"priority": 0
}
]
}
],
"risk_aversion": "<string>",
"risk_free_rate_pct": "<string>",
"spectral_shift": "<string>",
"risk_bound_increase_factor": "<string>",
"risk_bound_max_iterations": 1073741823,
"use_regula_falsi": True,
"use_turnover_constraint": True,
"max_turnover_pct": "<string>",
"require_whole_shares": True,
"whole_share_assets": ["<string>"],
"substitution_pairs": [["<string>"]],
"capital_gains_reductions": {},
"use_cash_benchmark": True,
"linear_tcaf": "<string>",
"commission_rate": "<string>",
"broker_spread_bps": "<string>",
"min_trading_volume_dollars": "<string>"
},
"portfolio_config_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"asset_class_settings": [
{
"asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"direct_indexing_enabled": True
}
]
}
headers = {
"X-Api-Key": "<api-key>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {'X-Api-Key': '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({
external_id: '<string>',
holdings: {
tax_lots: [
{
tilt_asset_id: '<string>',
quantity: '<string>',
cost_basis: '<string>',
trade_date: '2023-12-25',
wash_sale_date: '2023-12-25',
last_sold_for_loss_date: '2023-12-25',
cost_basis_currency: 'USD',
fx_rate: '1.0000000000'
}
],
cash_balance: '<string>',
non_tradable_assets_value: '<string>'
},
metadata: '<unknown>',
customization_config: {
name: '<string>',
long_weight_sum: '<string>',
short_weight_sum: '<string>',
tilts: [
{
factor: '<string>',
tilt_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
index_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a'
}
],
no_hold_tickers: [
{
tilt_asset_id: '<string>',
starts_from: '2023-11-07T05:31:56Z',
expires_at: '2023-11-07T05:31:56Z',
condition: '<string>'
}
],
no_trade_tickers: [
{
tilt_asset_id: '<string>',
starts_from: '2023-11-07T05:31:56Z',
expires_at: '2023-11-07T05:31:56Z',
condition: '<string>'
}
],
target_ticker_weights: [
{
tilt_asset_id: '<string>',
target_weight: '<string>',
lower_bound: '<string>',
upper_bound: '<string>',
min_active: '<string>',
max_active: '<string>',
condition: '<string>'
}
],
min_weight: '<string>',
max_weight: '<string>',
min_active_weight: '<string>',
max_active_weight: '<string>',
use_active_risk_bounds: true,
max_active_risk_pct: '<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: {
short_term_rate: '<string>',
long_term_rate: '<string>',
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>',
tax_use_tax_alpha: true,
include_positive_tax_alpha_lots: true,
positive_tax_alpha_scaling_factor: '<string>',
prevent_tlh_invalidating_purchase: true,
prevent_tlh_invalidating_sale: true,
tax_gamma_min: '<string>',
tax_gamma_max: '<string>',
tax_gain_target: '<string>',
tax_gain_target_tolerance: '<string>'
},
asset_allocations: [
{
asset_class_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
target_allocation: '<string>',
direct_indexing_enabled: true,
tilts: [
{
factor: '<string>',
tilt_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
index_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
impacts_non_benchmark_assets: true,
is_part_of_benchmark: true
}
]
}
],
bid_ask_spread_ref_volume: '<string>',
market_impact_parameter: '<string>',
bid_ask_spread_parameter: '<string>',
tcost_bps: '<string>',
cash_buffer_usd: '<string>',
cash_buffer_cad: '<string>',
dynamic_rules: [
{
field_name: '<string>',
rules: [{value: '<unknown>', cron: '', condition: '', priority: 0}]
}
],
risk_aversion: '<string>',
risk_free_rate_pct: '<string>',
spectral_shift: '<string>',
risk_bound_increase_factor: '<string>',
risk_bound_max_iterations: 1073741823,
use_regula_falsi: true,
use_turnover_constraint: true,
max_turnover_pct: '<string>',
require_whole_shares: true,
whole_share_assets: ['<string>'],
substitution_pairs: [['<string>']],
capital_gains_reductions: {},
use_cash_benchmark: true,
linear_tcaf: '<string>',
commission_rate: '<string>',
broker_spread_bps: '<string>',
min_trading_volume_dollars: '<string>'
},
portfolio_config_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
asset_class_settings: [
{
asset_class_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
direct_indexing_enabled: true
}
]
})
};
fetch('https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'external_id' => '<string>',
'holdings' => [
'tax_lots' => [
[
'tilt_asset_id' => '<string>',
'quantity' => '<string>',
'cost_basis' => '<string>',
'trade_date' => '2023-12-25',
'wash_sale_date' => '2023-12-25',
'last_sold_for_loss_date' => '2023-12-25',
'cost_basis_currency' => 'USD',
'fx_rate' => '1.0000000000'
]
],
'cash_balance' => '<string>',
'non_tradable_assets_value' => '<string>'
],
'metadata' => '<unknown>',
'customization_config' => [
'name' => '<string>',
'long_weight_sum' => '<string>',
'short_weight_sum' => '<string>',
'tilts' => [
[
'factor' => '<string>',
'tilt_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'index_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a'
]
],
'no_hold_tickers' => [
[
'tilt_asset_id' => '<string>',
'starts_from' => '2023-11-07T05:31:56Z',
'expires_at' => '2023-11-07T05:31:56Z',
'condition' => '<string>'
]
],
'no_trade_tickers' => [
[
'tilt_asset_id' => '<string>',
'starts_from' => '2023-11-07T05:31:56Z',
'expires_at' => '2023-11-07T05:31:56Z',
'condition' => '<string>'
]
],
'target_ticker_weights' => [
[
'tilt_asset_id' => '<string>',
'target_weight' => '<string>',
'lower_bound' => '<string>',
'upper_bound' => '<string>',
'min_active' => '<string>',
'max_active' => '<string>',
'condition' => '<string>'
]
],
'min_weight' => '<string>',
'max_weight' => '<string>',
'min_active_weight' => '<string>',
'max_active_weight' => '<string>',
'use_active_risk_bounds' => true,
'max_active_risk_pct' => '<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' => [
'short_term_rate' => '<string>',
'long_term_rate' => '<string>',
'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>',
'tax_use_tax_alpha' => true,
'include_positive_tax_alpha_lots' => true,
'positive_tax_alpha_scaling_factor' => '<string>',
'prevent_tlh_invalidating_purchase' => true,
'prevent_tlh_invalidating_sale' => true,
'tax_gamma_min' => '<string>',
'tax_gamma_max' => '<string>',
'tax_gain_target' => '<string>',
'tax_gain_target_tolerance' => '<string>'
],
'asset_allocations' => [
[
'asset_class_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'target_allocation' => '<string>',
'direct_indexing_enabled' => true,
'tilts' => [
[
'factor' => '<string>',
'tilt_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'index_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'impacts_non_benchmark_assets' => true,
'is_part_of_benchmark' => true
]
]
]
],
'bid_ask_spread_ref_volume' => '<string>',
'market_impact_parameter' => '<string>',
'bid_ask_spread_parameter' => '<string>',
'tcost_bps' => '<string>',
'cash_buffer_usd' => '<string>',
'cash_buffer_cad' => '<string>',
'dynamic_rules' => [
[
'field_name' => '<string>',
'rules' => [
[
'value' => '<unknown>',
'cron' => '',
'condition' => '',
'priority' => 0
]
]
]
],
'risk_aversion' => '<string>',
'risk_free_rate_pct' => '<string>',
'spectral_shift' => '<string>',
'risk_bound_increase_factor' => '<string>',
'risk_bound_max_iterations' => 1073741823,
'use_regula_falsi' => true,
'use_turnover_constraint' => true,
'max_turnover_pct' => '<string>',
'require_whole_shares' => true,
'whole_share_assets' => [
'<string>'
],
'substitution_pairs' => [
[
'<string>'
]
],
'capital_gains_reductions' => [
],
'use_cash_benchmark' => true,
'linear_tcaf' => '<string>',
'commission_rate' => '<string>',
'broker_spread_bps' => '<string>',
'min_trading_volume_dollars' => '<string>'
],
'portfolio_config_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'asset_class_settings' => [
[
'asset_class_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'direct_indexing_enabled' => true
]
]
]),
CURLOPT_HTTPHEADER => [
"Content-Type: application/json",
"X-Api-Key: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/"
payload := strings.NewReader("{\n \"external_id\": \"<string>\",\n \"holdings\": {\n \"tax_lots\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"quantity\": \"<string>\",\n \"cost_basis\": \"<string>\",\n \"trade_date\": \"2023-12-25\",\n \"wash_sale_date\": \"2023-12-25\",\n \"last_sold_for_loss_date\": \"2023-12-25\",\n \"cost_basis_currency\": \"USD\",\n \"fx_rate\": \"1.0000000000\"\n }\n ],\n \"cash_balance\": \"<string>\",\n \"non_tradable_assets_value\": \"<string>\"\n },\n \"metadata\": \"<unknown>\",\n \"customization_config\": {\n \"name\": \"<string>\",\n \"long_weight_sum\": \"<string>\",\n \"short_weight_sum\": \"<string>\",\n \"tilts\": [\n {\n \"factor\": \"<string>\",\n \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n }\n ],\n \"no_hold_tickers\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"starts_from\": \"2023-11-07T05:31:56Z\",\n \"expires_at\": \"2023-11-07T05:31:56Z\",\n \"condition\": \"<string>\"\n }\n ],\n \"no_trade_tickers\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"starts_from\": \"2023-11-07T05:31:56Z\",\n \"expires_at\": \"2023-11-07T05:31:56Z\",\n \"condition\": \"<string>\"\n }\n ],\n \"target_ticker_weights\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"target_weight\": \"<string>\",\n \"lower_bound\": \"<string>\",\n \"upper_bound\": \"<string>\",\n \"min_active\": \"<string>\",\n \"max_active\": \"<string>\",\n \"condition\": \"<string>\"\n }\n ],\n \"min_weight\": \"<string>\",\n \"max_weight\": \"<string>\",\n \"min_active_weight\": \"<string>\",\n \"max_active_weight\": \"<string>\",\n \"use_active_risk_bounds\": true,\n \"max_active_risk_pct\": \"<string>\",\n \"scaling_factor\": \"<string>\",\n \"use_mean_variance\": true,\n \"factor_exposure_bounds\": [\n {\n \"factor\": \"<string>\",\n \"min_bound\": \"<string>\",\n \"max_bound\": \"<string>\",\n \"min_active_bound\": \"<string>\",\n \"max_active_bound\": \"<string>\"\n }\n ],\n \"tax_preferences\": {\n \"short_term_rate\": \"<string>\",\n \"long_term_rate\": \"<string>\",\n \"tracking_error_threshold\": \"<string>\",\n \"wash_sale_threshold\": 1073741823,\n \"long_term_threshold\": 1073741823,\n \"ordinary_income_tax_rate\": \"<string>\",\n \"n_high_loss_lots\": 1073741823,\n \"tax_gamma\": \"<string>\",\n \"tax_use_tax_alpha\": true,\n \"include_positive_tax_alpha_lots\": true,\n \"positive_tax_alpha_scaling_factor\": \"<string>\",\n \"prevent_tlh_invalidating_purchase\": true,\n \"prevent_tlh_invalidating_sale\": true,\n \"tax_gamma_min\": \"<string>\",\n \"tax_gamma_max\": \"<string>\",\n \"tax_gain_target\": \"<string>\",\n \"tax_gain_target_tolerance\": \"<string>\"\n },\n \"asset_allocations\": [\n {\n \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"target_allocation\": \"<string>\",\n \"direct_indexing_enabled\": true,\n \"tilts\": [\n {\n \"factor\": \"<string>\",\n \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"impacts_non_benchmark_assets\": true,\n \"is_part_of_benchmark\": true\n }\n ]\n }\n ],\n \"bid_ask_spread_ref_volume\": \"<string>\",\n \"market_impact_parameter\": \"<string>\",\n \"bid_ask_spread_parameter\": \"<string>\",\n \"tcost_bps\": \"<string>\",\n \"cash_buffer_usd\": \"<string>\",\n \"cash_buffer_cad\": \"<string>\",\n \"dynamic_rules\": [\n {\n \"field_name\": \"<string>\",\n \"rules\": [\n {\n \"value\": \"<unknown>\",\n \"cron\": \"\",\n \"condition\": \"\",\n \"priority\": 0\n }\n ]\n }\n ],\n \"risk_aversion\": \"<string>\",\n \"risk_free_rate_pct\": \"<string>\",\n \"spectral_shift\": \"<string>\",\n \"risk_bound_increase_factor\": \"<string>\",\n \"risk_bound_max_iterations\": 1073741823,\n \"use_regula_falsi\": true,\n \"use_turnover_constraint\": true,\n \"max_turnover_pct\": \"<string>\",\n \"require_whole_shares\": true,\n \"whole_share_assets\": [\n \"<string>\"\n ],\n \"substitution_pairs\": [\n [\n \"<string>\"\n ]\n ],\n \"capital_gains_reductions\": {},\n \"use_cash_benchmark\": true,\n \"linear_tcaf\": \"<string>\",\n \"commission_rate\": \"<string>\",\n \"broker_spread_bps\": \"<string>\",\n \"min_trading_volume_dollars\": \"<string>\"\n },\n \"portfolio_config_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"asset_class_settings\": [\n {\n \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"direct_indexing_enabled\": true\n }\n ]\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("X-Api-Key", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/")
.header("X-Api-Key", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"external_id\": \"<string>\",\n \"holdings\": {\n \"tax_lots\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"quantity\": \"<string>\",\n \"cost_basis\": \"<string>\",\n \"trade_date\": \"2023-12-25\",\n \"wash_sale_date\": \"2023-12-25\",\n \"last_sold_for_loss_date\": \"2023-12-25\",\n \"cost_basis_currency\": \"USD\",\n \"fx_rate\": \"1.0000000000\"\n }\n ],\n \"cash_balance\": \"<string>\",\n \"non_tradable_assets_value\": \"<string>\"\n },\n \"metadata\": \"<unknown>\",\n \"customization_config\": {\n \"name\": \"<string>\",\n \"long_weight_sum\": \"<string>\",\n \"short_weight_sum\": \"<string>\",\n \"tilts\": [\n {\n \"factor\": \"<string>\",\n \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n }\n ],\n \"no_hold_tickers\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"starts_from\": \"2023-11-07T05:31:56Z\",\n \"expires_at\": \"2023-11-07T05:31:56Z\",\n \"condition\": \"<string>\"\n }\n ],\n \"no_trade_tickers\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"starts_from\": \"2023-11-07T05:31:56Z\",\n \"expires_at\": \"2023-11-07T05:31:56Z\",\n \"condition\": \"<string>\"\n }\n ],\n \"target_ticker_weights\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"target_weight\": \"<string>\",\n \"lower_bound\": \"<string>\",\n \"upper_bound\": \"<string>\",\n \"min_active\": \"<string>\",\n \"max_active\": \"<string>\",\n \"condition\": \"<string>\"\n }\n ],\n \"min_weight\": \"<string>\",\n \"max_weight\": \"<string>\",\n \"min_active_weight\": \"<string>\",\n \"max_active_weight\": \"<string>\",\n \"use_active_risk_bounds\": true,\n \"max_active_risk_pct\": \"<string>\",\n \"scaling_factor\": \"<string>\",\n \"use_mean_variance\": true,\n \"factor_exposure_bounds\": [\n {\n \"factor\": \"<string>\",\n \"min_bound\": \"<string>\",\n \"max_bound\": \"<string>\",\n \"min_active_bound\": \"<string>\",\n \"max_active_bound\": \"<string>\"\n }\n ],\n \"tax_preferences\": {\n \"short_term_rate\": \"<string>\",\n \"long_term_rate\": \"<string>\",\n \"tracking_error_threshold\": \"<string>\",\n \"wash_sale_threshold\": 1073741823,\n \"long_term_threshold\": 1073741823,\n \"ordinary_income_tax_rate\": \"<string>\",\n \"n_high_loss_lots\": 1073741823,\n \"tax_gamma\": \"<string>\",\n \"tax_use_tax_alpha\": true,\n \"include_positive_tax_alpha_lots\": true,\n \"positive_tax_alpha_scaling_factor\": \"<string>\",\n \"prevent_tlh_invalidating_purchase\": true,\n \"prevent_tlh_invalidating_sale\": true,\n \"tax_gamma_min\": \"<string>\",\n \"tax_gamma_max\": \"<string>\",\n \"tax_gain_target\": \"<string>\",\n \"tax_gain_target_tolerance\": \"<string>\"\n },\n \"asset_allocations\": [\n {\n \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"target_allocation\": \"<string>\",\n \"direct_indexing_enabled\": true,\n \"tilts\": [\n {\n \"factor\": \"<string>\",\n \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"impacts_non_benchmark_assets\": true,\n \"is_part_of_benchmark\": true\n }\n ]\n }\n ],\n \"bid_ask_spread_ref_volume\": \"<string>\",\n \"market_impact_parameter\": \"<string>\",\n \"bid_ask_spread_parameter\": \"<string>\",\n \"tcost_bps\": \"<string>\",\n \"cash_buffer_usd\": \"<string>\",\n \"cash_buffer_cad\": \"<string>\",\n \"dynamic_rules\": [\n {\n \"field_name\": \"<string>\",\n \"rules\": [\n {\n \"value\": \"<unknown>\",\n \"cron\": \"\",\n \"condition\": \"\",\n \"priority\": 0\n }\n ]\n }\n ],\n \"risk_aversion\": \"<string>\",\n \"risk_free_rate_pct\": \"<string>\",\n \"spectral_shift\": \"<string>\",\n \"risk_bound_increase_factor\": \"<string>\",\n \"risk_bound_max_iterations\": 1073741823,\n \"use_regula_falsi\": true,\n \"use_turnover_constraint\": true,\n \"max_turnover_pct\": \"<string>\",\n \"require_whole_shares\": true,\n \"whole_share_assets\": [\n \"<string>\"\n ],\n \"substitution_pairs\": [\n [\n \"<string>\"\n ]\n ],\n \"capital_gains_reductions\": {},\n \"use_cash_benchmark\": true,\n \"linear_tcaf\": \"<string>\",\n \"commission_rate\": \"<string>\",\n \"broker_spread_bps\": \"<string>\",\n \"min_trading_volume_dollars\": \"<string>\"\n },\n \"portfolio_config_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"asset_class_settings\": [\n {\n \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"direct_indexing_enabled\": true\n }\n ]\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["X-Api-Key"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"external_id\": \"<string>\",\n \"holdings\": {\n \"tax_lots\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"quantity\": \"<string>\",\n \"cost_basis\": \"<string>\",\n \"trade_date\": \"2023-12-25\",\n \"wash_sale_date\": \"2023-12-25\",\n \"last_sold_for_loss_date\": \"2023-12-25\",\n \"cost_basis_currency\": \"USD\",\n \"fx_rate\": \"1.0000000000\"\n }\n ],\n \"cash_balance\": \"<string>\",\n \"non_tradable_assets_value\": \"<string>\"\n },\n \"metadata\": \"<unknown>\",\n \"customization_config\": {\n \"name\": \"<string>\",\n \"long_weight_sum\": \"<string>\",\n \"short_weight_sum\": \"<string>\",\n \"tilts\": [\n {\n \"factor\": \"<string>\",\n \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n }\n ],\n \"no_hold_tickers\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"starts_from\": \"2023-11-07T05:31:56Z\",\n \"expires_at\": \"2023-11-07T05:31:56Z\",\n \"condition\": \"<string>\"\n }\n ],\n \"no_trade_tickers\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"starts_from\": \"2023-11-07T05:31:56Z\",\n \"expires_at\": \"2023-11-07T05:31:56Z\",\n \"condition\": \"<string>\"\n }\n ],\n \"target_ticker_weights\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"target_weight\": \"<string>\",\n \"lower_bound\": \"<string>\",\n \"upper_bound\": \"<string>\",\n \"min_active\": \"<string>\",\n \"max_active\": \"<string>\",\n \"condition\": \"<string>\"\n }\n ],\n \"min_weight\": \"<string>\",\n \"max_weight\": \"<string>\",\n \"min_active_weight\": \"<string>\",\n \"max_active_weight\": \"<string>\",\n \"use_active_risk_bounds\": true,\n \"max_active_risk_pct\": \"<string>\",\n \"scaling_factor\": \"<string>\",\n \"use_mean_variance\": true,\n \"factor_exposure_bounds\": [\n {\n \"factor\": \"<string>\",\n \"min_bound\": \"<string>\",\n \"max_bound\": \"<string>\",\n \"min_active_bound\": \"<string>\",\n \"max_active_bound\": \"<string>\"\n }\n ],\n \"tax_preferences\": {\n \"short_term_rate\": \"<string>\",\n \"long_term_rate\": \"<string>\",\n \"tracking_error_threshold\": \"<string>\",\n \"wash_sale_threshold\": 1073741823,\n \"long_term_threshold\": 1073741823,\n \"ordinary_income_tax_rate\": \"<string>\",\n \"n_high_loss_lots\": 1073741823,\n \"tax_gamma\": \"<string>\",\n \"tax_use_tax_alpha\": true,\n \"include_positive_tax_alpha_lots\": true,\n \"positive_tax_alpha_scaling_factor\": \"<string>\",\n \"prevent_tlh_invalidating_purchase\": true,\n \"prevent_tlh_invalidating_sale\": true,\n \"tax_gamma_min\": \"<string>\",\n \"tax_gamma_max\": \"<string>\",\n \"tax_gain_target\": \"<string>\",\n \"tax_gain_target_tolerance\": \"<string>\"\n },\n \"asset_allocations\": [\n {\n \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"target_allocation\": \"<string>\",\n \"direct_indexing_enabled\": true,\n \"tilts\": [\n {\n \"factor\": \"<string>\",\n \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"impacts_non_benchmark_assets\": true,\n \"is_part_of_benchmark\": true\n }\n ]\n }\n ],\n \"bid_ask_spread_ref_volume\": \"<string>\",\n \"market_impact_parameter\": \"<string>\",\n \"bid_ask_spread_parameter\": \"<string>\",\n \"tcost_bps\": \"<string>\",\n \"cash_buffer_usd\": \"<string>\",\n \"cash_buffer_cad\": \"<string>\",\n \"dynamic_rules\": [\n {\n \"field_name\": \"<string>\",\n \"rules\": [\n {\n \"value\": \"<unknown>\",\n \"cron\": \"\",\n \"condition\": \"\",\n \"priority\": 0\n }\n ]\n }\n ],\n \"risk_aversion\": \"<string>\",\n \"risk_free_rate_pct\": \"<string>\",\n \"spectral_shift\": \"<string>\",\n \"risk_bound_increase_factor\": \"<string>\",\n \"risk_bound_max_iterations\": 1073741823,\n \"use_regula_falsi\": true,\n \"use_turnover_constraint\": true,\n \"max_turnover_pct\": \"<string>\",\n \"require_whole_shares\": true,\n \"whole_share_assets\": [\n \"<string>\"\n ],\n \"substitution_pairs\": [\n [\n \"<string>\"\n ]\n ],\n \"capital_gains_reductions\": {},\n \"use_cash_benchmark\": true,\n \"linear_tcaf\": \"<string>\",\n \"commission_rate\": \"<string>\",\n \"broker_spread_bps\": \"<string>\",\n \"min_trading_volume_dollars\": \"<string>\"\n },\n \"portfolio_config_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"asset_class_settings\": [\n {\n \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"direct_indexing_enabled\": true\n }\n ]\n}"
response = http.request(request)
puts response.read_body{
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"external_id": "<string>",
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z",
"accounts": [
{
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"external_id": "<string>",
"holdings": {
"tax_lots": [
{
"tilt_asset_id": "<string>",
"ticker_symbol": "<string>",
"ticker_name": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"cost_basis_usd": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"current_value": "<string>",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
}
],
"cash_balance": "<string>",
"non_tradable_assets_value": "<string>",
"liabilities_value": "<string>"
},
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z",
"asset_class_settings": [
{
"asset_class": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"description": "<string>",
"benchmark_index_name": "<string>",
"benchmark_index_identifier": "<string>",
"index_name": "<string>",
"index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"tilt_name": "<string>",
"tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"single_security_tilt_asset_id": "<string>",
"single_security_symbol": "<string>",
"alternative_etf_tilt_asset_ids": [
"<string>"
],
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z"
},
"direct_indexing_enabled": true
}
],
"wash_sale_lots": [
{
"tax_lot": {
"tilt_asset_id": "<string>",
"ticker_symbol": "<string>",
"ticker_name": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"cost_basis_usd": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"current_value": "<string>",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
},
"account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"account_name": "<string>"
}
],
"household_wash_sale_lots": [
{
"tax_lot": {
"tilt_asset_id": "<string>",
"ticker_symbol": "<string>",
"ticker_name": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"cost_basis_usd": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"current_value": "<string>",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
},
"account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"account_name": "<string>"
}
],
"aum": "<string>",
"net_worth": "<string>",
"holdings_risk_annualized_percentage": "<string>",
"is_read_only": true,
"is_brokerage_backed": true,
"is_externally_owned": true,
"source_brokerage_connection_account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"metadata": "<unknown>",
"customization_config": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"long_weight_sum": "<string>",
"short_weight_sum": "<string>",
"tilts": [
{
"factor": "<string>",
"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>"
}
}
],
"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",
"condition": "<string>"
}
],
"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",
"condition": "<string>"
}
],
"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>",
"lower_bound": "<string>",
"upper_bound": "<string>",
"min_active": "<string>",
"max_active": "<string>",
"condition": "<string>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"min_active_weight": "<string>",
"max_active_weight": "<string>",
"use_active_risk_bounds": true,
"max_active_risk_pct": "<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": {
"short_term_rate": "<string>",
"long_term_rate": "<string>",
"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>",
"tax_use_tax_alpha": true,
"include_positive_tax_alpha_lots": true,
"positive_tax_alpha_scaling_factor": "<string>",
"prevent_tlh_invalidating_purchase": true,
"prevent_tlh_invalidating_sale": true,
"tax_gamma_min": "<string>",
"tax_gamma_max": "<string>",
"tax_gain_target": "<string>",
"tax_gain_target_tolerance": "<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>",
"benchmark_symbol": "<string>",
"single_security_tilt_asset_id": "<string>",
"single_security_symbol": "<string>",
"target_allocation": "<string>",
"direct_indexing_enabled": true,
"tilts": [
{
"factor": "<string>",
"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>"
},
"impacts_non_benchmark_assets": true,
"is_part_of_benchmark": true
}
]
}
],
"bid_ask_spread_ref_volume": "<string>",
"market_impact_parameter": "<string>",
"bid_ask_spread_parameter": "<string>",
"tcost_bps": "<string>",
"cash_buffer_usd": "<string>",
"cash_buffer_cad": "<string>",
"dynamic_rules": [
{
"field_name": "<string>",
"rules": [
{
"value": "<unknown>",
"cron": "",
"condition": "",
"priority": 0
}
]
}
],
"risk_aversion": "<string>",
"risk_free_rate_pct": "<string>",
"spectral_shift": "<string>",
"risk_bound_increase_factor": "<string>",
"risk_bound_max_iterations": 1073741823,
"use_regula_falsi": true,
"use_turnover_constraint": true,
"max_turnover_pct": "<string>",
"require_whole_shares": true,
"whole_share_assets": "<unknown>",
"substitution_pairs": "<unknown>",
"capital_gains_reductions": "<unknown>",
"use_cash_benchmark": true,
"linear_tcaf": "<string>",
"commission_rate": "<string>",
"broker_spread_bps": "<string>",
"min_trading_volume_dollars": "<string>"
},
"portfolio_config": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"long_weight_sum": "<string>",
"short_weight_sum": "<string>",
"tilts": [
{
"factor": "<string>",
"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>"
}
}
],
"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",
"condition": "<string>"
}
],
"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",
"condition": "<string>"
}
],
"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>",
"lower_bound": "<string>",
"upper_bound": "<string>",
"min_active": "<string>",
"max_active": "<string>",
"condition": "<string>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"min_active_weight": "<string>",
"max_active_weight": "<string>",
"use_active_risk_bounds": true,
"max_active_risk_pct": "<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": {
"short_term_rate": "<string>",
"long_term_rate": "<string>",
"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>",
"tax_use_tax_alpha": true,
"include_positive_tax_alpha_lots": true,
"positive_tax_alpha_scaling_factor": "<string>",
"prevent_tlh_invalidating_purchase": true,
"prevent_tlh_invalidating_sale": true,
"tax_gamma_min": "<string>",
"tax_gamma_max": "<string>",
"tax_gain_target": "<string>",
"tax_gain_target_tolerance": "<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>",
"benchmark_symbol": "<string>",
"single_security_tilt_asset_id": "<string>",
"single_security_symbol": "<string>",
"target_allocation": "<string>",
"direct_indexing_enabled": true,
"tilts": [
{
"factor": "<string>",
"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>"
},
"impacts_non_benchmark_assets": true,
"is_part_of_benchmark": true
}
]
}
],
"bid_ask_spread_ref_volume": "<string>",
"market_impact_parameter": "<string>",
"bid_ask_spread_parameter": "<string>",
"tcost_bps": "<string>",
"cash_buffer_usd": "<string>",
"cash_buffer_cad": "<string>",
"dynamic_rules": [
{
"field_name": "<string>",
"rules": [
{
"value": "<unknown>",
"cron": "",
"condition": "",
"priority": 0
}
]
}
],
"risk_aversion": "<string>",
"risk_free_rate_pct": "<string>",
"spectral_shift": "<string>",
"risk_bound_increase_factor": "<string>",
"risk_bound_max_iterations": 1073741823,
"use_regula_falsi": true,
"use_turnover_constraint": true,
"max_turnover_pct": "<string>",
"require_whole_shares": true,
"whole_share_assets": "<unknown>",
"substitution_pairs": "<unknown>",
"capital_gains_reductions": "<unknown>",
"use_cash_benchmark": true,
"linear_tcaf": "<string>",
"commission_rate": "<string>",
"broker_spread_bps": "<string>",
"min_trading_volume_dollars": "<string>"
}
}
],
"household": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>"
},
"holdings_risk_annualized_percentage": "<string>",
"metadata": "<unknown>"
}Clients
Create Client
Create a new client in the organization
POST
/
api
/
v1
/
custom
/
org
/
{organization_uuid}
/
clients
/
cURL
curl --request POST \
--url https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/ \
--header 'Content-Type: application/json' \
--header 'X-Api-Key: <api-key>' \
--data '
{
"external_id": "<string>",
"holdings": {
"tax_lots": [
{
"tilt_asset_id": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
}
],
"cash_balance": "<string>",
"non_tradable_assets_value": "<string>"
},
"metadata": "<unknown>",
"customization_config": {
"name": "<string>",
"long_weight_sum": "<string>",
"short_weight_sum": "<string>",
"tilts": [
{
"factor": "<string>",
"tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
}
],
"no_hold_tickers": [
{
"tilt_asset_id": "<string>",
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"no_trade_tickers": [
{
"tilt_asset_id": "<string>",
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"target_ticker_weights": [
{
"tilt_asset_id": "<string>",
"target_weight": "<string>",
"lower_bound": "<string>",
"upper_bound": "<string>",
"min_active": "<string>",
"max_active": "<string>",
"condition": "<string>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"min_active_weight": "<string>",
"max_active_weight": "<string>",
"use_active_risk_bounds": true,
"max_active_risk_pct": "<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": {
"short_term_rate": "<string>",
"long_term_rate": "<string>",
"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>",
"tax_use_tax_alpha": true,
"include_positive_tax_alpha_lots": true,
"positive_tax_alpha_scaling_factor": "<string>",
"prevent_tlh_invalidating_purchase": true,
"prevent_tlh_invalidating_sale": true,
"tax_gamma_min": "<string>",
"tax_gamma_max": "<string>",
"tax_gain_target": "<string>",
"tax_gain_target_tolerance": "<string>"
},
"asset_allocations": [
{
"asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"target_allocation": "<string>",
"direct_indexing_enabled": true,
"tilts": [
{
"factor": "<string>",
"tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"impacts_non_benchmark_assets": true,
"is_part_of_benchmark": true
}
]
}
],
"bid_ask_spread_ref_volume": "<string>",
"market_impact_parameter": "<string>",
"bid_ask_spread_parameter": "<string>",
"tcost_bps": "<string>",
"cash_buffer_usd": "<string>",
"cash_buffer_cad": "<string>",
"dynamic_rules": [
{
"field_name": "<string>",
"rules": [
{
"value": "<unknown>",
"cron": "",
"condition": "",
"priority": 0
}
]
}
],
"risk_aversion": "<string>",
"risk_free_rate_pct": "<string>",
"spectral_shift": "<string>",
"risk_bound_increase_factor": "<string>",
"risk_bound_max_iterations": 1073741823,
"use_regula_falsi": true,
"use_turnover_constraint": true,
"max_turnover_pct": "<string>",
"require_whole_shares": true,
"whole_share_assets": [
"<string>"
],
"substitution_pairs": [
[
"<string>"
]
],
"capital_gains_reductions": {},
"use_cash_benchmark": true,
"linear_tcaf": "<string>",
"commission_rate": "<string>",
"broker_spread_bps": "<string>",
"min_trading_volume_dollars": "<string>"
},
"portfolio_config_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"asset_class_settings": [
{
"asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"direct_indexing_enabled": true
}
]
}
'import requests
url = "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/"
payload = {
"external_id": "<string>",
"holdings": {
"tax_lots": [
{
"tilt_asset_id": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
}
],
"cash_balance": "<string>",
"non_tradable_assets_value": "<string>"
},
"metadata": "<unknown>",
"customization_config": {
"name": "<string>",
"long_weight_sum": "<string>",
"short_weight_sum": "<string>",
"tilts": [
{
"factor": "<string>",
"tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
}
],
"no_hold_tickers": [
{
"tilt_asset_id": "<string>",
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"no_trade_tickers": [
{
"tilt_asset_id": "<string>",
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"target_ticker_weights": [
{
"tilt_asset_id": "<string>",
"target_weight": "<string>",
"lower_bound": "<string>",
"upper_bound": "<string>",
"min_active": "<string>",
"max_active": "<string>",
"condition": "<string>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"min_active_weight": "<string>",
"max_active_weight": "<string>",
"use_active_risk_bounds": True,
"max_active_risk_pct": "<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": {
"short_term_rate": "<string>",
"long_term_rate": "<string>",
"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>",
"tax_use_tax_alpha": True,
"include_positive_tax_alpha_lots": True,
"positive_tax_alpha_scaling_factor": "<string>",
"prevent_tlh_invalidating_purchase": True,
"prevent_tlh_invalidating_sale": True,
"tax_gamma_min": "<string>",
"tax_gamma_max": "<string>",
"tax_gain_target": "<string>",
"tax_gain_target_tolerance": "<string>"
},
"asset_allocations": [
{
"asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"target_allocation": "<string>",
"direct_indexing_enabled": True,
"tilts": [
{
"factor": "<string>",
"tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"impacts_non_benchmark_assets": True,
"is_part_of_benchmark": True
}
]
}
],
"bid_ask_spread_ref_volume": "<string>",
"market_impact_parameter": "<string>",
"bid_ask_spread_parameter": "<string>",
"tcost_bps": "<string>",
"cash_buffer_usd": "<string>",
"cash_buffer_cad": "<string>",
"dynamic_rules": [
{
"field_name": "<string>",
"rules": [
{
"value": "<unknown>",
"cron": "",
"condition": "",
"priority": 0
}
]
}
],
"risk_aversion": "<string>",
"risk_free_rate_pct": "<string>",
"spectral_shift": "<string>",
"risk_bound_increase_factor": "<string>",
"risk_bound_max_iterations": 1073741823,
"use_regula_falsi": True,
"use_turnover_constraint": True,
"max_turnover_pct": "<string>",
"require_whole_shares": True,
"whole_share_assets": ["<string>"],
"substitution_pairs": [["<string>"]],
"capital_gains_reductions": {},
"use_cash_benchmark": True,
"linear_tcaf": "<string>",
"commission_rate": "<string>",
"broker_spread_bps": "<string>",
"min_trading_volume_dollars": "<string>"
},
"portfolio_config_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"asset_class_settings": [
{
"asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"direct_indexing_enabled": True
}
]
}
headers = {
"X-Api-Key": "<api-key>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {'X-Api-Key': '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({
external_id: '<string>',
holdings: {
tax_lots: [
{
tilt_asset_id: '<string>',
quantity: '<string>',
cost_basis: '<string>',
trade_date: '2023-12-25',
wash_sale_date: '2023-12-25',
last_sold_for_loss_date: '2023-12-25',
cost_basis_currency: 'USD',
fx_rate: '1.0000000000'
}
],
cash_balance: '<string>',
non_tradable_assets_value: '<string>'
},
metadata: '<unknown>',
customization_config: {
name: '<string>',
long_weight_sum: '<string>',
short_weight_sum: '<string>',
tilts: [
{
factor: '<string>',
tilt_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
index_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a'
}
],
no_hold_tickers: [
{
tilt_asset_id: '<string>',
starts_from: '2023-11-07T05:31:56Z',
expires_at: '2023-11-07T05:31:56Z',
condition: '<string>'
}
],
no_trade_tickers: [
{
tilt_asset_id: '<string>',
starts_from: '2023-11-07T05:31:56Z',
expires_at: '2023-11-07T05:31:56Z',
condition: '<string>'
}
],
target_ticker_weights: [
{
tilt_asset_id: '<string>',
target_weight: '<string>',
lower_bound: '<string>',
upper_bound: '<string>',
min_active: '<string>',
max_active: '<string>',
condition: '<string>'
}
],
min_weight: '<string>',
max_weight: '<string>',
min_active_weight: '<string>',
max_active_weight: '<string>',
use_active_risk_bounds: true,
max_active_risk_pct: '<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: {
short_term_rate: '<string>',
long_term_rate: '<string>',
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>',
tax_use_tax_alpha: true,
include_positive_tax_alpha_lots: true,
positive_tax_alpha_scaling_factor: '<string>',
prevent_tlh_invalidating_purchase: true,
prevent_tlh_invalidating_sale: true,
tax_gamma_min: '<string>',
tax_gamma_max: '<string>',
tax_gain_target: '<string>',
tax_gain_target_tolerance: '<string>'
},
asset_allocations: [
{
asset_class_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
target_allocation: '<string>',
direct_indexing_enabled: true,
tilts: [
{
factor: '<string>',
tilt_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
index_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
impacts_non_benchmark_assets: true,
is_part_of_benchmark: true
}
]
}
],
bid_ask_spread_ref_volume: '<string>',
market_impact_parameter: '<string>',
bid_ask_spread_parameter: '<string>',
tcost_bps: '<string>',
cash_buffer_usd: '<string>',
cash_buffer_cad: '<string>',
dynamic_rules: [
{
field_name: '<string>',
rules: [{value: '<unknown>', cron: '', condition: '', priority: 0}]
}
],
risk_aversion: '<string>',
risk_free_rate_pct: '<string>',
spectral_shift: '<string>',
risk_bound_increase_factor: '<string>',
risk_bound_max_iterations: 1073741823,
use_regula_falsi: true,
use_turnover_constraint: true,
max_turnover_pct: '<string>',
require_whole_shares: true,
whole_share_assets: ['<string>'],
substitution_pairs: [['<string>']],
capital_gains_reductions: {},
use_cash_benchmark: true,
linear_tcaf: '<string>',
commission_rate: '<string>',
broker_spread_bps: '<string>',
min_trading_volume_dollars: '<string>'
},
portfolio_config_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
asset_class_settings: [
{
asset_class_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
direct_indexing_enabled: true
}
]
})
};
fetch('https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'external_id' => '<string>',
'holdings' => [
'tax_lots' => [
[
'tilt_asset_id' => '<string>',
'quantity' => '<string>',
'cost_basis' => '<string>',
'trade_date' => '2023-12-25',
'wash_sale_date' => '2023-12-25',
'last_sold_for_loss_date' => '2023-12-25',
'cost_basis_currency' => 'USD',
'fx_rate' => '1.0000000000'
]
],
'cash_balance' => '<string>',
'non_tradable_assets_value' => '<string>'
],
'metadata' => '<unknown>',
'customization_config' => [
'name' => '<string>',
'long_weight_sum' => '<string>',
'short_weight_sum' => '<string>',
'tilts' => [
[
'factor' => '<string>',
'tilt_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'index_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a'
]
],
'no_hold_tickers' => [
[
'tilt_asset_id' => '<string>',
'starts_from' => '2023-11-07T05:31:56Z',
'expires_at' => '2023-11-07T05:31:56Z',
'condition' => '<string>'
]
],
'no_trade_tickers' => [
[
'tilt_asset_id' => '<string>',
'starts_from' => '2023-11-07T05:31:56Z',
'expires_at' => '2023-11-07T05:31:56Z',
'condition' => '<string>'
]
],
'target_ticker_weights' => [
[
'tilt_asset_id' => '<string>',
'target_weight' => '<string>',
'lower_bound' => '<string>',
'upper_bound' => '<string>',
'min_active' => '<string>',
'max_active' => '<string>',
'condition' => '<string>'
]
],
'min_weight' => '<string>',
'max_weight' => '<string>',
'min_active_weight' => '<string>',
'max_active_weight' => '<string>',
'use_active_risk_bounds' => true,
'max_active_risk_pct' => '<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' => [
'short_term_rate' => '<string>',
'long_term_rate' => '<string>',
'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>',
'tax_use_tax_alpha' => true,
'include_positive_tax_alpha_lots' => true,
'positive_tax_alpha_scaling_factor' => '<string>',
'prevent_tlh_invalidating_purchase' => true,
'prevent_tlh_invalidating_sale' => true,
'tax_gamma_min' => '<string>',
'tax_gamma_max' => '<string>',
'tax_gain_target' => '<string>',
'tax_gain_target_tolerance' => '<string>'
],
'asset_allocations' => [
[
'asset_class_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'target_allocation' => '<string>',
'direct_indexing_enabled' => true,
'tilts' => [
[
'factor' => '<string>',
'tilt_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'index_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'impacts_non_benchmark_assets' => true,
'is_part_of_benchmark' => true
]
]
]
],
'bid_ask_spread_ref_volume' => '<string>',
'market_impact_parameter' => '<string>',
'bid_ask_spread_parameter' => '<string>',
'tcost_bps' => '<string>',
'cash_buffer_usd' => '<string>',
'cash_buffer_cad' => '<string>',
'dynamic_rules' => [
[
'field_name' => '<string>',
'rules' => [
[
'value' => '<unknown>',
'cron' => '',
'condition' => '',
'priority' => 0
]
]
]
],
'risk_aversion' => '<string>',
'risk_free_rate_pct' => '<string>',
'spectral_shift' => '<string>',
'risk_bound_increase_factor' => '<string>',
'risk_bound_max_iterations' => 1073741823,
'use_regula_falsi' => true,
'use_turnover_constraint' => true,
'max_turnover_pct' => '<string>',
'require_whole_shares' => true,
'whole_share_assets' => [
'<string>'
],
'substitution_pairs' => [
[
'<string>'
]
],
'capital_gains_reductions' => [
],
'use_cash_benchmark' => true,
'linear_tcaf' => '<string>',
'commission_rate' => '<string>',
'broker_spread_bps' => '<string>',
'min_trading_volume_dollars' => '<string>'
],
'portfolio_config_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'asset_class_settings' => [
[
'asset_class_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
'direct_indexing_enabled' => true
]
]
]),
CURLOPT_HTTPHEADER => [
"Content-Type: application/json",
"X-Api-Key: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/"
payload := strings.NewReader("{\n \"external_id\": \"<string>\",\n \"holdings\": {\n \"tax_lots\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"quantity\": \"<string>\",\n \"cost_basis\": \"<string>\",\n \"trade_date\": \"2023-12-25\",\n \"wash_sale_date\": \"2023-12-25\",\n \"last_sold_for_loss_date\": \"2023-12-25\",\n \"cost_basis_currency\": \"USD\",\n \"fx_rate\": \"1.0000000000\"\n }\n ],\n \"cash_balance\": \"<string>\",\n \"non_tradable_assets_value\": \"<string>\"\n },\n \"metadata\": \"<unknown>\",\n \"customization_config\": {\n \"name\": \"<string>\",\n \"long_weight_sum\": \"<string>\",\n \"short_weight_sum\": \"<string>\",\n \"tilts\": [\n {\n \"factor\": \"<string>\",\n \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n }\n ],\n \"no_hold_tickers\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"starts_from\": \"2023-11-07T05:31:56Z\",\n \"expires_at\": \"2023-11-07T05:31:56Z\",\n \"condition\": \"<string>\"\n }\n ],\n \"no_trade_tickers\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"starts_from\": \"2023-11-07T05:31:56Z\",\n \"expires_at\": \"2023-11-07T05:31:56Z\",\n \"condition\": \"<string>\"\n }\n ],\n \"target_ticker_weights\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"target_weight\": \"<string>\",\n \"lower_bound\": \"<string>\",\n \"upper_bound\": \"<string>\",\n \"min_active\": \"<string>\",\n \"max_active\": \"<string>\",\n \"condition\": \"<string>\"\n }\n ],\n \"min_weight\": \"<string>\",\n \"max_weight\": \"<string>\",\n \"min_active_weight\": \"<string>\",\n \"max_active_weight\": \"<string>\",\n \"use_active_risk_bounds\": true,\n \"max_active_risk_pct\": \"<string>\",\n \"scaling_factor\": \"<string>\",\n \"use_mean_variance\": true,\n \"factor_exposure_bounds\": [\n {\n \"factor\": \"<string>\",\n \"min_bound\": \"<string>\",\n \"max_bound\": \"<string>\",\n \"min_active_bound\": \"<string>\",\n \"max_active_bound\": \"<string>\"\n }\n ],\n \"tax_preferences\": {\n \"short_term_rate\": \"<string>\",\n \"long_term_rate\": \"<string>\",\n \"tracking_error_threshold\": \"<string>\",\n \"wash_sale_threshold\": 1073741823,\n \"long_term_threshold\": 1073741823,\n \"ordinary_income_tax_rate\": \"<string>\",\n \"n_high_loss_lots\": 1073741823,\n \"tax_gamma\": \"<string>\",\n \"tax_use_tax_alpha\": true,\n \"include_positive_tax_alpha_lots\": true,\n \"positive_tax_alpha_scaling_factor\": \"<string>\",\n \"prevent_tlh_invalidating_purchase\": true,\n \"prevent_tlh_invalidating_sale\": true,\n \"tax_gamma_min\": \"<string>\",\n \"tax_gamma_max\": \"<string>\",\n \"tax_gain_target\": \"<string>\",\n \"tax_gain_target_tolerance\": \"<string>\"\n },\n \"asset_allocations\": [\n {\n \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"target_allocation\": \"<string>\",\n \"direct_indexing_enabled\": true,\n \"tilts\": [\n {\n \"factor\": \"<string>\",\n \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"impacts_non_benchmark_assets\": true,\n \"is_part_of_benchmark\": true\n }\n ]\n }\n ],\n \"bid_ask_spread_ref_volume\": \"<string>\",\n \"market_impact_parameter\": \"<string>\",\n \"bid_ask_spread_parameter\": \"<string>\",\n \"tcost_bps\": \"<string>\",\n \"cash_buffer_usd\": \"<string>\",\n \"cash_buffer_cad\": \"<string>\",\n \"dynamic_rules\": [\n {\n \"field_name\": \"<string>\",\n \"rules\": [\n {\n \"value\": \"<unknown>\",\n \"cron\": \"\",\n \"condition\": \"\",\n \"priority\": 0\n }\n ]\n }\n ],\n \"risk_aversion\": \"<string>\",\n \"risk_free_rate_pct\": \"<string>\",\n \"spectral_shift\": \"<string>\",\n \"risk_bound_increase_factor\": \"<string>\",\n \"risk_bound_max_iterations\": 1073741823,\n \"use_regula_falsi\": true,\n \"use_turnover_constraint\": true,\n \"max_turnover_pct\": \"<string>\",\n \"require_whole_shares\": true,\n \"whole_share_assets\": [\n \"<string>\"\n ],\n \"substitution_pairs\": [\n [\n \"<string>\"\n ]\n ],\n \"capital_gains_reductions\": {},\n \"use_cash_benchmark\": true,\n \"linear_tcaf\": \"<string>\",\n \"commission_rate\": \"<string>\",\n \"broker_spread_bps\": \"<string>\",\n \"min_trading_volume_dollars\": \"<string>\"\n },\n \"portfolio_config_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"asset_class_settings\": [\n {\n \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"direct_indexing_enabled\": true\n }\n ]\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("X-Api-Key", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/")
.header("X-Api-Key", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"external_id\": \"<string>\",\n \"holdings\": {\n \"tax_lots\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"quantity\": \"<string>\",\n \"cost_basis\": \"<string>\",\n \"trade_date\": \"2023-12-25\",\n \"wash_sale_date\": \"2023-12-25\",\n \"last_sold_for_loss_date\": \"2023-12-25\",\n \"cost_basis_currency\": \"USD\",\n \"fx_rate\": \"1.0000000000\"\n }\n ],\n \"cash_balance\": \"<string>\",\n \"non_tradable_assets_value\": \"<string>\"\n },\n \"metadata\": \"<unknown>\",\n \"customization_config\": {\n \"name\": \"<string>\",\n \"long_weight_sum\": \"<string>\",\n \"short_weight_sum\": \"<string>\",\n \"tilts\": [\n {\n \"factor\": \"<string>\",\n \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n }\n ],\n \"no_hold_tickers\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"starts_from\": \"2023-11-07T05:31:56Z\",\n \"expires_at\": \"2023-11-07T05:31:56Z\",\n \"condition\": \"<string>\"\n }\n ],\n \"no_trade_tickers\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"starts_from\": \"2023-11-07T05:31:56Z\",\n \"expires_at\": \"2023-11-07T05:31:56Z\",\n \"condition\": \"<string>\"\n }\n ],\n \"target_ticker_weights\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"target_weight\": \"<string>\",\n \"lower_bound\": \"<string>\",\n \"upper_bound\": \"<string>\",\n \"min_active\": \"<string>\",\n \"max_active\": \"<string>\",\n \"condition\": \"<string>\"\n }\n ],\n \"min_weight\": \"<string>\",\n \"max_weight\": \"<string>\",\n \"min_active_weight\": \"<string>\",\n \"max_active_weight\": \"<string>\",\n \"use_active_risk_bounds\": true,\n \"max_active_risk_pct\": \"<string>\",\n \"scaling_factor\": \"<string>\",\n \"use_mean_variance\": true,\n \"factor_exposure_bounds\": [\n {\n \"factor\": \"<string>\",\n \"min_bound\": \"<string>\",\n \"max_bound\": \"<string>\",\n \"min_active_bound\": \"<string>\",\n \"max_active_bound\": \"<string>\"\n }\n ],\n \"tax_preferences\": {\n \"short_term_rate\": \"<string>\",\n \"long_term_rate\": \"<string>\",\n \"tracking_error_threshold\": \"<string>\",\n \"wash_sale_threshold\": 1073741823,\n \"long_term_threshold\": 1073741823,\n \"ordinary_income_tax_rate\": \"<string>\",\n \"n_high_loss_lots\": 1073741823,\n \"tax_gamma\": \"<string>\",\n \"tax_use_tax_alpha\": true,\n \"include_positive_tax_alpha_lots\": true,\n \"positive_tax_alpha_scaling_factor\": \"<string>\",\n \"prevent_tlh_invalidating_purchase\": true,\n \"prevent_tlh_invalidating_sale\": true,\n \"tax_gamma_min\": \"<string>\",\n \"tax_gamma_max\": \"<string>\",\n \"tax_gain_target\": \"<string>\",\n \"tax_gain_target_tolerance\": \"<string>\"\n },\n \"asset_allocations\": [\n {\n \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"target_allocation\": \"<string>\",\n \"direct_indexing_enabled\": true,\n \"tilts\": [\n {\n \"factor\": \"<string>\",\n \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"impacts_non_benchmark_assets\": true,\n \"is_part_of_benchmark\": true\n }\n ]\n }\n ],\n \"bid_ask_spread_ref_volume\": \"<string>\",\n \"market_impact_parameter\": \"<string>\",\n \"bid_ask_spread_parameter\": \"<string>\",\n \"tcost_bps\": \"<string>\",\n \"cash_buffer_usd\": \"<string>\",\n \"cash_buffer_cad\": \"<string>\",\n \"dynamic_rules\": [\n {\n \"field_name\": \"<string>\",\n \"rules\": [\n {\n \"value\": \"<unknown>\",\n \"cron\": \"\",\n \"condition\": \"\",\n \"priority\": 0\n }\n ]\n }\n ],\n \"risk_aversion\": \"<string>\",\n \"risk_free_rate_pct\": \"<string>\",\n \"spectral_shift\": \"<string>\",\n \"risk_bound_increase_factor\": \"<string>\",\n \"risk_bound_max_iterations\": 1073741823,\n \"use_regula_falsi\": true,\n \"use_turnover_constraint\": true,\n \"max_turnover_pct\": \"<string>\",\n \"require_whole_shares\": true,\n \"whole_share_assets\": [\n \"<string>\"\n ],\n \"substitution_pairs\": [\n [\n \"<string>\"\n ]\n ],\n \"capital_gains_reductions\": {},\n \"use_cash_benchmark\": true,\n \"linear_tcaf\": \"<string>\",\n \"commission_rate\": \"<string>\",\n \"broker_spread_bps\": \"<string>\",\n \"min_trading_volume_dollars\": \"<string>\"\n },\n \"portfolio_config_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"asset_class_settings\": [\n {\n \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"direct_indexing_enabled\": true\n }\n ]\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["X-Api-Key"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"external_id\": \"<string>\",\n \"holdings\": {\n \"tax_lots\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"quantity\": \"<string>\",\n \"cost_basis\": \"<string>\",\n \"trade_date\": \"2023-12-25\",\n \"wash_sale_date\": \"2023-12-25\",\n \"last_sold_for_loss_date\": \"2023-12-25\",\n \"cost_basis_currency\": \"USD\",\n \"fx_rate\": \"1.0000000000\"\n }\n ],\n \"cash_balance\": \"<string>\",\n \"non_tradable_assets_value\": \"<string>\"\n },\n \"metadata\": \"<unknown>\",\n \"customization_config\": {\n \"name\": \"<string>\",\n \"long_weight_sum\": \"<string>\",\n \"short_weight_sum\": \"<string>\",\n \"tilts\": [\n {\n \"factor\": \"<string>\",\n \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n }\n ],\n \"no_hold_tickers\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"starts_from\": \"2023-11-07T05:31:56Z\",\n \"expires_at\": \"2023-11-07T05:31:56Z\",\n \"condition\": \"<string>\"\n }\n ],\n \"no_trade_tickers\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"starts_from\": \"2023-11-07T05:31:56Z\",\n \"expires_at\": \"2023-11-07T05:31:56Z\",\n \"condition\": \"<string>\"\n }\n ],\n \"target_ticker_weights\": [\n {\n \"tilt_asset_id\": \"<string>\",\n \"target_weight\": \"<string>\",\n \"lower_bound\": \"<string>\",\n \"upper_bound\": \"<string>\",\n \"min_active\": \"<string>\",\n \"max_active\": \"<string>\",\n \"condition\": \"<string>\"\n }\n ],\n \"min_weight\": \"<string>\",\n \"max_weight\": \"<string>\",\n \"min_active_weight\": \"<string>\",\n \"max_active_weight\": \"<string>\",\n \"use_active_risk_bounds\": true,\n \"max_active_risk_pct\": \"<string>\",\n \"scaling_factor\": \"<string>\",\n \"use_mean_variance\": true,\n \"factor_exposure_bounds\": [\n {\n \"factor\": \"<string>\",\n \"min_bound\": \"<string>\",\n \"max_bound\": \"<string>\",\n \"min_active_bound\": \"<string>\",\n \"max_active_bound\": \"<string>\"\n }\n ],\n \"tax_preferences\": {\n \"short_term_rate\": \"<string>\",\n \"long_term_rate\": \"<string>\",\n \"tracking_error_threshold\": \"<string>\",\n \"wash_sale_threshold\": 1073741823,\n \"long_term_threshold\": 1073741823,\n \"ordinary_income_tax_rate\": \"<string>\",\n \"n_high_loss_lots\": 1073741823,\n \"tax_gamma\": \"<string>\",\n \"tax_use_tax_alpha\": true,\n \"include_positive_tax_alpha_lots\": true,\n \"positive_tax_alpha_scaling_factor\": \"<string>\",\n \"prevent_tlh_invalidating_purchase\": true,\n \"prevent_tlh_invalidating_sale\": true,\n \"tax_gamma_min\": \"<string>\",\n \"tax_gamma_max\": \"<string>\",\n \"tax_gain_target\": \"<string>\",\n \"tax_gain_target_tolerance\": \"<string>\"\n },\n \"asset_allocations\": [\n {\n \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"target_allocation\": \"<string>\",\n \"direct_indexing_enabled\": true,\n \"tilts\": [\n {\n \"factor\": \"<string>\",\n \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"impacts_non_benchmark_assets\": true,\n \"is_part_of_benchmark\": true\n }\n ]\n }\n ],\n \"bid_ask_spread_ref_volume\": \"<string>\",\n \"market_impact_parameter\": \"<string>\",\n \"bid_ask_spread_parameter\": \"<string>\",\n \"tcost_bps\": \"<string>\",\n \"cash_buffer_usd\": \"<string>\",\n \"cash_buffer_cad\": \"<string>\",\n \"dynamic_rules\": [\n {\n \"field_name\": \"<string>\",\n \"rules\": [\n {\n \"value\": \"<unknown>\",\n \"cron\": \"\",\n \"condition\": \"\",\n \"priority\": 0\n }\n ]\n }\n ],\n \"risk_aversion\": \"<string>\",\n \"risk_free_rate_pct\": \"<string>\",\n \"spectral_shift\": \"<string>\",\n \"risk_bound_increase_factor\": \"<string>\",\n \"risk_bound_max_iterations\": 1073741823,\n \"use_regula_falsi\": true,\n \"use_turnover_constraint\": true,\n \"max_turnover_pct\": \"<string>\",\n \"require_whole_shares\": true,\n \"whole_share_assets\": [\n \"<string>\"\n ],\n \"substitution_pairs\": [\n [\n \"<string>\"\n ]\n ],\n \"capital_gains_reductions\": {},\n \"use_cash_benchmark\": true,\n \"linear_tcaf\": \"<string>\",\n \"commission_rate\": \"<string>\",\n \"broker_spread_bps\": \"<string>\",\n \"min_trading_volume_dollars\": \"<string>\"\n },\n \"portfolio_config_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"asset_class_settings\": [\n {\n \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n \"direct_indexing_enabled\": true\n }\n ]\n}"
response = http.request(request)
puts response.read_body{
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"external_id": "<string>",
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z",
"accounts": [
{
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"external_id": "<string>",
"holdings": {
"tax_lots": [
{
"tilt_asset_id": "<string>",
"ticker_symbol": "<string>",
"ticker_name": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"cost_basis_usd": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"current_value": "<string>",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
}
],
"cash_balance": "<string>",
"non_tradable_assets_value": "<string>",
"liabilities_value": "<string>"
},
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z",
"asset_class_settings": [
{
"asset_class": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"description": "<string>",
"benchmark_index_name": "<string>",
"benchmark_index_identifier": "<string>",
"index_name": "<string>",
"index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"tilt_name": "<string>",
"tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"single_security_tilt_asset_id": "<string>",
"single_security_symbol": "<string>",
"alternative_etf_tilt_asset_ids": [
"<string>"
],
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z"
},
"direct_indexing_enabled": true
}
],
"wash_sale_lots": [
{
"tax_lot": {
"tilt_asset_id": "<string>",
"ticker_symbol": "<string>",
"ticker_name": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"cost_basis_usd": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"current_value": "<string>",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
},
"account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"account_name": "<string>"
}
],
"household_wash_sale_lots": [
{
"tax_lot": {
"tilt_asset_id": "<string>",
"ticker_symbol": "<string>",
"ticker_name": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"cost_basis_usd": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"current_value": "<string>",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
},
"account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"account_name": "<string>"
}
],
"aum": "<string>",
"net_worth": "<string>",
"holdings_risk_annualized_percentage": "<string>",
"is_read_only": true,
"is_brokerage_backed": true,
"is_externally_owned": true,
"source_brokerage_connection_account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"metadata": "<unknown>",
"customization_config": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"long_weight_sum": "<string>",
"short_weight_sum": "<string>",
"tilts": [
{
"factor": "<string>",
"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>"
}
}
],
"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",
"condition": "<string>"
}
],
"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",
"condition": "<string>"
}
],
"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>",
"lower_bound": "<string>",
"upper_bound": "<string>",
"min_active": "<string>",
"max_active": "<string>",
"condition": "<string>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"min_active_weight": "<string>",
"max_active_weight": "<string>",
"use_active_risk_bounds": true,
"max_active_risk_pct": "<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": {
"short_term_rate": "<string>",
"long_term_rate": "<string>",
"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>",
"tax_use_tax_alpha": true,
"include_positive_tax_alpha_lots": true,
"positive_tax_alpha_scaling_factor": "<string>",
"prevent_tlh_invalidating_purchase": true,
"prevent_tlh_invalidating_sale": true,
"tax_gamma_min": "<string>",
"tax_gamma_max": "<string>",
"tax_gain_target": "<string>",
"tax_gain_target_tolerance": "<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>",
"benchmark_symbol": "<string>",
"single_security_tilt_asset_id": "<string>",
"single_security_symbol": "<string>",
"target_allocation": "<string>",
"direct_indexing_enabled": true,
"tilts": [
{
"factor": "<string>",
"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>"
},
"impacts_non_benchmark_assets": true,
"is_part_of_benchmark": true
}
]
}
],
"bid_ask_spread_ref_volume": "<string>",
"market_impact_parameter": "<string>",
"bid_ask_spread_parameter": "<string>",
"tcost_bps": "<string>",
"cash_buffer_usd": "<string>",
"cash_buffer_cad": "<string>",
"dynamic_rules": [
{
"field_name": "<string>",
"rules": [
{
"value": "<unknown>",
"cron": "",
"condition": "",
"priority": 0
}
]
}
],
"risk_aversion": "<string>",
"risk_free_rate_pct": "<string>",
"spectral_shift": "<string>",
"risk_bound_increase_factor": "<string>",
"risk_bound_max_iterations": 1073741823,
"use_regula_falsi": true,
"use_turnover_constraint": true,
"max_turnover_pct": "<string>",
"require_whole_shares": true,
"whole_share_assets": "<unknown>",
"substitution_pairs": "<unknown>",
"capital_gains_reductions": "<unknown>",
"use_cash_benchmark": true,
"linear_tcaf": "<string>",
"commission_rate": "<string>",
"broker_spread_bps": "<string>",
"min_trading_volume_dollars": "<string>"
},
"portfolio_config": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"long_weight_sum": "<string>",
"short_weight_sum": "<string>",
"tilts": [
{
"factor": "<string>",
"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>"
}
}
],
"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",
"condition": "<string>"
}
],
"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",
"condition": "<string>"
}
],
"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>",
"lower_bound": "<string>",
"upper_bound": "<string>",
"min_active": "<string>",
"max_active": "<string>",
"condition": "<string>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"min_active_weight": "<string>",
"max_active_weight": "<string>",
"use_active_risk_bounds": true,
"max_active_risk_pct": "<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": {
"short_term_rate": "<string>",
"long_term_rate": "<string>",
"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>",
"tax_use_tax_alpha": true,
"include_positive_tax_alpha_lots": true,
"positive_tax_alpha_scaling_factor": "<string>",
"prevent_tlh_invalidating_purchase": true,
"prevent_tlh_invalidating_sale": true,
"tax_gamma_min": "<string>",
"tax_gamma_max": "<string>",
"tax_gain_target": "<string>",
"tax_gain_target_tolerance": "<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>",
"benchmark_symbol": "<string>",
"single_security_tilt_asset_id": "<string>",
"single_security_symbol": "<string>",
"target_allocation": "<string>",
"direct_indexing_enabled": true,
"tilts": [
{
"factor": "<string>",
"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>"
},
"impacts_non_benchmark_assets": true,
"is_part_of_benchmark": true
}
]
}
],
"bid_ask_spread_ref_volume": "<string>",
"market_impact_parameter": "<string>",
"bid_ask_spread_parameter": "<string>",
"tcost_bps": "<string>",
"cash_buffer_usd": "<string>",
"cash_buffer_cad": "<string>",
"dynamic_rules": [
{
"field_name": "<string>",
"rules": [
{
"value": "<unknown>",
"cron": "",
"condition": "",
"priority": 0
}
]
}
],
"risk_aversion": "<string>",
"risk_free_rate_pct": "<string>",
"spectral_shift": "<string>",
"risk_bound_increase_factor": "<string>",
"risk_bound_max_iterations": 1073741823,
"use_regula_falsi": true,
"use_turnover_constraint": true,
"max_turnover_pct": "<string>",
"require_whole_shares": true,
"whole_share_assets": "<unknown>",
"substitution_pairs": "<unknown>",
"capital_gains_reductions": "<unknown>",
"use_cash_benchmark": true,
"linear_tcaf": "<string>",
"commission_rate": "<string>",
"broker_spread_bps": "<string>",
"min_trading_volume_dollars": "<string>"
}
}
],
"household": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>"
},
"holdings_risk_annualized_percentage": "<string>",
"metadata": "<unknown>"
}Authorizations
Path Parameters
Body
application/jsonapplication/x-www-form-urlencodedmultipart/form-data
Serializer for updating holdings data.
Show child attributes
Show child attributes
Store arbitrary metadata about this account in a JSON field, but should not include PII information.
Show child attributes
Show child attributes
Show child attributes
Show child attributes
Response
201 - application/json
External identifier for the client
Maximum string length:
50Show child attributes
Show child attributes
Read-only nested serializer for household in client responses.
Show child attributes
Show child attributes
Pattern:
^-?\d{0,2}(?:\.\d{0,10})?$Store arbitrary metadata about this client in a JSON field, but should not include PII information.
⌘I