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Portfolio Optimization

Getting Started

Customization Guide

Organization

GET
Get Organization
PATCH
Update Organization
GET
Get Organization Risk Model
POST
Create Organization Risk Model
PUT
Update Organization Risk Model

Asset Classes & Benchmarks

GET
Get Benchmark Index
GET
Get Benchmark Indexes
GET
Get Asset Classes
GET
Get Asset Class
POST
Create Asset Class
PATCH
Update Asset Class
DEL
Delete Asset Class

Portfolios

GET
Get Portfolio Configs
GET
Get Portfolio Config
POST
Create Portfolio Config
PATCH
Update Portfolio Config
DEL
Delete Portfolio Config

Clients

GET
Get Clients
GET
Get Client
POST
Create Client
PATCH
Update Client
POST
Delete Client

Portfolio Customization

POST
Optimize Client Portfolio
POST
Create Trade Proposal

Backtesting

POST
Post Client Backtest
GET
List Client Backtests
GET
Get Backtest Result

Bulk Customization

POST
Create Bulk Optimization Task
POST
Get Optimization Task Status
GET
Get Optimization Task Result
POST
Search Optimization Proposals

Tickers

GET
Search Tickers

Metrics & Reporting

GET
Get Aggregate Holdings
GET
Get Aggregate Holdings by Constituents
GET
Get Optimization Metrics
GET
Get Aggregate Trade Proposals
GET
Get Aggregate Proposals by Constituent
GET
Get Requests
GET
Get Aggregate Request Metrics
GET
Get Ticker Constraints

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Search Tickers Customization Guide Get Ticker Constraints

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