Customizing Portfolios
Update client
API Documentation
Getting Started
Customizing Portfolios
Bulk Customization
Customizing Portfolios
Update client
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>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"scaling_factor": "<string>",
"no_hold_tickers": [
{
"ticker": "<string>",
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z"
}
],
"no_trade_tickers": [
{
"ticker": "<string>",
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z"
}
]
}'
{
"external_id": "<string>",
"benchmark_index": "<string>"
}
Authorizations
Body
Response
200 - application/json
The response is of type object
.
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>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"scaling_factor": "<string>",
"no_hold_tickers": [
{
"ticker": "<string>",
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z"
}
],
"no_trade_tickers": [
{
"ticker": "<string>",
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z"
}
]
}'
{
"external_id": "<string>",
"benchmark_index": "<string>"
}