Update Portfolio by ID
PATCH {{baseUrl}}/v1/rebalancing/portfolios/:portfolio_id
Updates a portfolio. If weights or conditions are changed, all subscribed accounts will be evaluated for rebalancing at the next opportunity (normal market hours). If a cooldown is active on the portfolio, the rebalancing will occur after the cooldown expired.
Request Body
{"name"=>"AAPL", "description"=>"apple stock", "weights"=>[{"type"=>"asset", "symbol"=>"AAPL", "percent"=>"40.00"}], "rebalancing_conditions"=>[{"type"=>"calendar", "sub_type"=>"weekly", "percent"=>"", "day"=>"Monday"}], "cooldown_days"=>"15"}
HEADERS
| Key | Datatype | Required | Description |
|---|---|---|---|
Content-Type | string | ||
Accept | string |
RESPONSES
status: OK
{"id":"asd123t1235sd123gsda123safd12","name":"AAPL","status":"","description":"apple stock","weights":[{"type":"asset","symbol":"AAPL","percent":"40.00"}],"cooldown_days":"15","rebalancing_conditions":"","created_at":"2020-09-27T10","updated_at":"2020-09-30T10"}