Create multi-asset portfolio for advisor

post

https://api.secondengine.com/{tenant}/portfolio/multiAsset/forAdvisor

Create a multi-asset portfolio for an advisor.

Body Params

Create Portfolio for Advisor Dto

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

required

isFavorite

boolean

required

Defaults to false

parentId

uuid

this points to the other portfolio (UUID) this was generated from

isClient

boolean

required

Defaults to true

Is this only visible to the owner?

modelType

string

enum

required

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

enum

required

Defaults to broad_reference

The portfolio type, currently either Broad Reference or Startegic Benchmark

Allowed:

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:

ownerId

string

required

this is the unique identifier of the advisor that the pccs user is creating a portfolio for

Responses

400

Bad Request.

401

Unauthorized.

403

Forbidden.

500

Internal Server Error.

201Portfolio created successfully for advisor.