Create allocation

POST {{proxiedPublicURL}}/portfolios/allocations

Create a new reference account for a user

Request Body

{"name"=>"50-30-20", "allocation"=>[{"instrument_id"=>"LU0779800910", "instrument_id_type"=>"ISIN", "weight"=>"0.5"}, {"instrument_id"=>"IE00BM67HM91", "instrument_id_type"=>"ISIN", "weight"=>"0.3"}, {"instrument_id"=>"IE00BM67HK77", "instrument_id_type"=>"ISIN", "weight"=>"0.2"}]}

HEADERS

KeyDatatypeRequiredDescription
upvest-client-idstring(Required) Tenant Client ID
upvest-api-versionnumberUpvest API version
Content-Typestring
idempotency-keystringRequired Idempotency Key to not process requests multiple times