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>" }
External identifier for the client
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Show child attributes
Serializer for updating holdings data.
Serializer for holdings.holdings data.
Serializer for holdings.tax_lots data.