PUT
/
custom
/
org
/
{organization_uuid}
/
client
/
{external_id}
curl --request PUT \
  --url https://api.tilt.io/custom/org/{organization_uuid}/client/{external_id}/ \
  --header 'Content-Type: application/json' \
  --header 'X-Api-Key: <api-key>' \
  --data '{
  "external_id": "<string>",
  "holdings": {
    "holdings": [
      {
        "symbol": "<string>",
        "quantity": "<string>"
      }
    ],
    "tax_lots": [
      {
        "ticker": "<string>",
        "quantity": "<string>",
        "cost_basis": "<string>",
        "trade_date": "2023-12-25"
      }
    ],
    "cash_balance": "<string>"
  },
  "benchmark_index": "<string>",
  "tilts": [
    {
      "tilt": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "factor": "<string>"
    }
  ],
  "no_hold_tickers": [
    "<any>"
  ],
  "no_trade_tickers": [
    "<any>"
  ],
  "min_weight": "<string>",
  "max_weight": "<string>",
  "scaling_factor": "<string>"
}'
{
  "external_id": "<string>",
  "benchmark_index": "<string>"
}

Authorizations

X-Api-Key
string
header
required

Path Parameters

external_id
string
required
organization_uuid
string
required

Body

external_id
string
required

External identifier for the client

Maximum length: 50
benchmark_index
string
required
tilts
object[]
required
no_hold_tickers
any[]
required
no_trade_tickers
any[]
required
min_weight
string
required
max_weight
string
required
scaling_factor
string
required
holdings
object

Serializer for updating holdings data.

Response

200 - application/json
external_id
string
required

External identifier for the client

Maximum length: 50
benchmark_index
string
required