List multi-asset portfolios

get

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

List multi-asset portfolios.

Required scope	Required feature flag
portfolio:read	PORTFOLIO_ANALYZER

Query Params

searchTerm

string

A search term to filter the results. Optional parameter.

modelType

string

enum

What type of model is this (ALL if none provided)

Allowed:

nameCheck

boolean

Defaults to false

Is this a name check for duplicate names (case insenstive exact match)? Search term is the name to check, portfolioIdToIgnore is used. All other attributes are ignored (including page related ones). If any results are returned, that is the duplicate portfolio.

onlyFullyAllocated

boolean

Defaults to false

Return only fully allocated portfolios that can be added to a compare

onlySaved

boolean

Defaults to false

Return only saved portfolios (no drafts)

onlyMine

boolean

Defaults to false

Only return portfolios that are owned by the user logged in as the owner

portfolioIdToIgnore

uuid

Ignore this Portfolio ID when checking for duplicate names, can be used for updates

portfolioType

string

enum

The type of the portfolio to be selected

Allowed:

forUser

uuid

Defaults to null

Only return portfolios that belong to this person

sortableFields

array of strings

Fields that should be sorted by, will be taken in order provided, (defaults to Sort Order and Updated At)

sortableFields

sortDirections

array of strings

Sort direction, (Defaults to ascending (ASC) sort)

sortDirections

Allowed:

limit

number

1 to 50

Defaults to 20

The number of items to return. Default is 20. Max is 50.

page

number

≥ 1

Defaults to 1

The page number to return. Default is 1.

Responses

400

Bad Request.

401

Unauthorized.

403

Forbidden.

404

Not Found.

500

Internal Server Error.

200List of portfolios with pagination