Create Portfolio

POST {{baseUrl}}/v1/rebalancing/portfolios

Creates a portfolio allocation containing securities and/or cash. Having no rebalancing conditions is allowed but the rebalance event would need to be triggered manually. Portfolios created with API may have multiple rebalance_conditions, but only one of type calendar.

Request Body

{"name"=>"AAPL", "description"=>"apple stock", "weights"=>[{"type"=>"asset", "symbol"=>"AAPL", "percent"=>"30.00"}], "cooldown_days"=>"15", "rebalance_conditions"=>[{"type"=>"calendar", "sub_type"=>"weekly", "percent"=>"", "day"=>"Monday"}]}

HEADERS

Key	Datatype	Required	Description
`Content-Type`	string
`Accept`	string

RESPONSES

status: OK

[{&quot;id&quot;:&quot;asd123t1235sd123gsda123safd12&quot;,&quot;name&quot;:&quot;AAPL&quot;,&quot;status&quot;:&quot;&quot;,&quot;description&quot;:&quot;apple stock&quot;,&quot;weights&quot;:[{&quot;type&quot;:&quot;asset&quot;,&quot;symbol&quot;:&quot;AAPL&quot;,&quot;percent&quot;:&quot;30&quot;}],&quot;cooldown_days&quot;:&quot;15&quot;,&quot;rebalancing_conditions&quot;:&quot;&quot;,&quot;created_at&quot;:&quot;2020-09-27T10&quot;,&quot;updated_at&quot;:&quot;2020-09-27T10&quot;}]