Portfolio Customization

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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.

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2. Update Client Portfolio Parameters

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

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Update organization level no hold & no trade lists

You may also set no-hold and no-trade tickers at the organization level, but using the update organization details endpoint.

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3. Run Portfolio Optimization

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

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4. Generate Trade Proposals

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