Qodex.ai

Advanced-Portfolios

Number of APIs: 12

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

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

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

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

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

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

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

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

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

  10. Trigger rebalancing on account(s) POST {{proxiedPublicURL}}/portfolios/rebalancings/executions