Qodex.ai

Advanced-Portfolios

Number of APIs: 12

  1. Create allocation POST {{proxiedPublicURL}}/portfolios/allocations

  2. List configurations GET {{proxiedPublicURL}}/portfolios/configurations?limit=100&offset=0

  3. Retrieve allocation GET {{proxiedPublicURL}}/portfolios/allocations/{{latestPortfolioAllocationID}}

  4. Create order POST {{proxiedPublicURL}}/portfolios/orders

  5. List orders GET {{proxiedPublicURL}}/portfolios/orders?limit=100&offset=0

  6. List allocations GET {{proxiedPublicURL}}/portfolios/allocations?limit=100&offset=0

  7. Retrieve configuration GET {{proxiedPublicURL}}/portfolios/configurations/{{latestPortfolioAccountID}}

  8. Update portfolio configuration PATCH {{proxiedPublicURL}}/portfolios/configurations/{{latestPortfolioAccountID}}

  9. Retrieve order GET {{proxiedPublicURL}}/portfolios/orders/{{latestPortfolioOrderID}}

  10. Retrieve rebalancing execution GET {{proxiedPublicURL}}/portfolios/rebalancings/executions/{{latestRebalancingExecutionID}}