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Overview

This guide walks you through the workflow for optimzing client portfolios:

  1. Creating a new client
  2. Configuring the client’s portfolio parameters
  3. Running an optimization
  4. Generating trade proposals

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Prerequisites

  • API Key with permissions to access the Tilt Pro API
  • Organization UUID for your organization

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1. Create a New Client

First, create a client in your organization by providing a unique external identifier.

Create org client

POST /custom/org//client/

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2. Update Client Portfolio Parameters

Next, configure your client’s portfolio with current holdings, benchmarks, and constraints.

Update client

PUT /custom/org//client//

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3. Run Portfolio Optimization

Once you’ve configured the client’s portfolio parameters, run an optimization to generate optimal weights.

Optimize client portfolio

POST /custom/org//client//optimize/

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4. Generate Trade Proposals

Finally, generate actionable trade proposals based on the optimized weights.

Generate client proposal

POST /custom/org//client//proposal/