Update equity portfolio

patch

https://api.secondengine.com/{tenant}/portfolio/equity/{id}

Update a US/Canadian equity portfolio.

Required scope	Required feature flag
portfolio:write	EQUITY_ANALYZER

Path Params

string

required

ID of the portfolio to update

Query Params

isSaved

boolean

Is this a saved portfolio (defaults to false)

Body Params

name

string

value

number

The amount of money this portfolio is worth defined as {"amount": 500000.50, "currency": "CAD" }

currency

string

Defaults to CAD

sortOrder

number

isFavorite

boolean

Defaults to false

isClient

boolean

Defaults to true

Is this only visible to the owner?

modelType

string

enum

Defaults to client

client: Portfolio created by an advisor that can be used to present to a client
model: Portfolio that is created by either an advisor or by Picton Mahoney that can be used to compare to a client portfolio
PMAM_model: Picton Mahoney model that is essentially a Picton Mahoney product.Can not be changed by advisors.
benchmark: Portfolio that is generated by the system such as a composite index(Example: S & P 500)
customized_benchmark: ???
individual_investment: A single stock market symbol(Examples from the USA: GOOG, TSLA, F, GOLD)

Allowed:

portfolioType

string

Defaults to broad_reference

The portfolio type, currently either Broad Reference, Startegic Benchmark or Model Portfolio

sleeves

array of objects

Associated Allocations for this Portfolio

sleeves

countryOfListings

string

enum

Specifies if this is a us equity or canadian equity. Only for Equity analyzer

Allowed:

forAdvisor

string

Defaults to null

this is the advisor that requests the wholesaler to create a portfolio

forDealership

string

Defaults to null

this is the dealership to which the advisor belongs

Response

200Created a new version of the portfolio with the specified ID