Learn how to customize and optimize client portfolios using the Tilt Pro API.
This guide walks you through the workflow for optimzing client portfolios:
First, create a client in your organization by providing a unique external identifier.
POST /custom/org//client/
Next, configure your client’s portfolio with current holdings, benchmarks, and constraints.
PUT /custom/org//client//
You may also set no-hold and no-trade tickers at the organization level, but using the update organization details endpoint.
PUT /custom/org//
Once you’ve configured the client’s portfolio parameters, run an optimization to generate optimal weights.
POST /custom/org//client//optimize/
Finally, generate actionable trade proposals based on the optimized weights.
POST /custom/org//client//proposal/
Learn how to customize and optimize client portfolios using the Tilt Pro API.
This guide walks you through the workflow for optimzing client portfolios:
First, create a client in your organization by providing a unique external identifier.
POST /custom/org//client/
Next, configure your client’s portfolio with current holdings, benchmarks, and constraints.
PUT /custom/org//client//
You may also set no-hold and no-trade tickers at the organization level, but using the update organization details endpoint.
PUT /custom/org//
Once you’ve configured the client’s portfolio parameters, run an optimization to generate optimal weights.
POST /custom/org//client//optimize/
Finally, generate actionable trade proposals based on the optimized weights.
POST /custom/org//client//proposal/