cURL
curl --request GET \
--url https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/ \
--header 'X-Api-Key: <api-key>'import requests
url = "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/"
headers = {"X-Api-Key": "<api-key>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {'X-Api-Key': '<api-key>'}};
fetch('https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"X-Api-Key: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("X-Api-Key", "<api-key>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/")
.header("X-Api-Key", "<api-key>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["X-Api-Key"] = '<api-key>'
response = http.request(request)
puts response.read_body{
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"external_id": "<string>",
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z",
"accounts": [
{
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"external_id": "<string>",
"holdings": {
"tax_lots": [
{
"tilt_asset_id": "<string>",
"ticker_symbol": "<string>",
"ticker_name": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"cost_basis_usd": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"current_value": "<string>",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
}
],
"cash_balance": "<string>",
"non_tradable_assets_value": "<string>",
"liabilities_value": "<string>"
},
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z",
"asset_class_settings": [
{
"asset_class": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"description": "<string>",
"benchmark_index_name": "<string>",
"benchmark_index_identifier": "<string>",
"index_name": "<string>",
"index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"tilt_name": "<string>",
"tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"single_security_tilt_asset_id": "<string>",
"single_security_symbol": "<string>",
"alternative_etf_tilt_asset_ids": [
"<string>"
],
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z"
},
"direct_indexing_enabled": true
}
],
"wash_sale_lots": [
{
"tax_lot": {
"tilt_asset_id": "<string>",
"ticker_symbol": "<string>",
"ticker_name": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"cost_basis_usd": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"current_value": "<string>",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
},
"account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"account_name": "<string>"
}
],
"household_wash_sale_lots": [
{
"tax_lot": {
"tilt_asset_id": "<string>",
"ticker_symbol": "<string>",
"ticker_name": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"cost_basis_usd": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"current_value": "<string>",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
},
"account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"account_name": "<string>"
}
],
"aum": "<string>",
"net_worth": "<string>",
"holdings_risk_annualized_percentage": "<string>",
"is_read_only": true,
"is_brokerage_backed": true,
"is_externally_owned": true,
"source_brokerage_connection_account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"metadata": "<unknown>",
"customization_config": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"long_weight_sum": "<string>",
"short_weight_sum": "<string>",
"tilts": [
{
"factor": "<string>",
"tilt": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"published_at": "2023-11-07T05:31:56Z"
},
"index": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>"
}
}
],
"no_hold_tickers": [
{
"ticker": {
"tilt_asset_id": "<string>",
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
},
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"no_trade_tickers": [
{
"ticker": {
"tilt_asset_id": "<string>",
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
},
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"target_ticker_weights": [
{
"ticker": {
"tilt_asset_id": "<string>",
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
},
"target_weight": "<string>",
"lower_bound": "<string>",
"upper_bound": "<string>",
"min_active": "<string>",
"max_active": "<string>",
"condition": "<string>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"min_active_weight": "<string>",
"max_active_weight": "<string>",
"use_active_risk_bounds": true,
"max_active_risk_pct": "<string>",
"scaling_factor": "<string>",
"use_mean_variance": true,
"factor_exposure_bounds": [
{
"factor": "<string>",
"min_bound": "<string>",
"max_bound": "<string>",
"min_active_bound": "<string>",
"max_active_bound": "<string>"
}
],
"tax_preferences": {
"short_term_rate": "<string>",
"long_term_rate": "<string>",
"tracking_error_threshold": "<string>",
"wash_sale_threshold": 1073741823,
"long_term_threshold": 1073741823,
"ordinary_income_tax_rate": "<string>",
"n_high_loss_lots": 1073741823,
"tax_gamma": "<string>",
"tax_use_tax_alpha": true,
"include_positive_tax_alpha_lots": true,
"positive_tax_alpha_scaling_factor": "<string>",
"prevent_tlh_invalidating_purchase": true,
"prevent_tlh_invalidating_sale": true,
"tax_gamma_min": "<string>",
"tax_gamma_max": "<string>",
"tax_gain_target": "<string>",
"tax_gain_target_tolerance": "<string>"
},
"asset_allocations": [
{
"asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"asset_class_name": "<string>",
"asset_class_description": "<string>",
"benchmark_index_identifier": "<string>",
"benchmark_index_name": "<string>",
"benchmark_symbol": "<string>",
"single_security_tilt_asset_id": "<string>",
"single_security_symbol": "<string>",
"target_allocation": "<string>",
"direct_indexing_enabled": true,
"tilts": [
{
"factor": "<string>",
"tilt": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"published_at": "2023-11-07T05:31:56Z"
},
"index": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>"
},
"impacts_non_benchmark_assets": true,
"is_part_of_benchmark": true
}
]
}
],
"bid_ask_spread_ref_volume": "<string>",
"market_impact_parameter": "<string>",
"bid_ask_spread_parameter": "<string>",
"tcost_bps": "<string>",
"cash_buffer_usd": "<string>",
"cash_buffer_cad": "<string>",
"dynamic_rules": [
{
"field_name": "<string>",
"rules": [
{
"value": "<unknown>",
"cron": "",
"condition": "",
"priority": 0
}
]
}
],
"risk_aversion": "<string>",
"risk_free_rate_pct": "<string>",
"spectral_shift": "<string>",
"risk_bound_increase_factor": "<string>",
"risk_bound_max_iterations": 1073741823,
"use_regula_falsi": true,
"use_turnover_constraint": true,
"max_turnover_pct": "<string>",
"require_whole_shares": true,
"whole_share_assets": "<unknown>",
"substitution_pairs": "<unknown>",
"capital_gains_reductions": "<unknown>",
"use_cash_benchmark": true,
"linear_tcaf": "<string>",
"commission_rate": "<string>",
"broker_spread_bps": "<string>",
"min_trading_volume_dollars": "<string>"
},
"portfolio_config": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"long_weight_sum": "<string>",
"short_weight_sum": "<string>",
"tilts": [
{
"factor": "<string>",
"tilt": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"published_at": "2023-11-07T05:31:56Z"
},
"index": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>"
}
}
],
"no_hold_tickers": [
{
"ticker": {
"tilt_asset_id": "<string>",
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
},
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"no_trade_tickers": [
{
"ticker": {
"tilt_asset_id": "<string>",
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
},
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"target_ticker_weights": [
{
"ticker": {
"tilt_asset_id": "<string>",
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
},
"target_weight": "<string>",
"lower_bound": "<string>",
"upper_bound": "<string>",
"min_active": "<string>",
"max_active": "<string>",
"condition": "<string>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"min_active_weight": "<string>",
"max_active_weight": "<string>",
"use_active_risk_bounds": true,
"max_active_risk_pct": "<string>",
"scaling_factor": "<string>",
"use_mean_variance": true,
"factor_exposure_bounds": [
{
"factor": "<string>",
"min_bound": "<string>",
"max_bound": "<string>",
"min_active_bound": "<string>",
"max_active_bound": "<string>"
}
],
"tax_preferences": {
"short_term_rate": "<string>",
"long_term_rate": "<string>",
"tracking_error_threshold": "<string>",
"wash_sale_threshold": 1073741823,
"long_term_threshold": 1073741823,
"ordinary_income_tax_rate": "<string>",
"n_high_loss_lots": 1073741823,
"tax_gamma": "<string>",
"tax_use_tax_alpha": true,
"include_positive_tax_alpha_lots": true,
"positive_tax_alpha_scaling_factor": "<string>",
"prevent_tlh_invalidating_purchase": true,
"prevent_tlh_invalidating_sale": true,
"tax_gamma_min": "<string>",
"tax_gamma_max": "<string>",
"tax_gain_target": "<string>",
"tax_gain_target_tolerance": "<string>"
},
"asset_allocations": [
{
"asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"asset_class_name": "<string>",
"asset_class_description": "<string>",
"benchmark_index_identifier": "<string>",
"benchmark_index_name": "<string>",
"benchmark_symbol": "<string>",
"single_security_tilt_asset_id": "<string>",
"single_security_symbol": "<string>",
"target_allocation": "<string>",
"direct_indexing_enabled": true,
"tilts": [
{
"factor": "<string>",
"tilt": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"published_at": "2023-11-07T05:31:56Z"
},
"index": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>"
},
"impacts_non_benchmark_assets": true,
"is_part_of_benchmark": true
}
]
}
],
"bid_ask_spread_ref_volume": "<string>",
"market_impact_parameter": "<string>",
"bid_ask_spread_parameter": "<string>",
"tcost_bps": "<string>",
"cash_buffer_usd": "<string>",
"cash_buffer_cad": "<string>",
"dynamic_rules": [
{
"field_name": "<string>",
"rules": [
{
"value": "<unknown>",
"cron": "",
"condition": "",
"priority": 0
}
]
}
],
"risk_aversion": "<string>",
"risk_free_rate_pct": "<string>",
"spectral_shift": "<string>",
"risk_bound_increase_factor": "<string>",
"risk_bound_max_iterations": 1073741823,
"use_regula_falsi": true,
"use_turnover_constraint": true,
"max_turnover_pct": "<string>",
"require_whole_shares": true,
"whole_share_assets": "<unknown>",
"substitution_pairs": "<unknown>",
"capital_gains_reductions": "<unknown>",
"use_cash_benchmark": true,
"linear_tcaf": "<string>",
"commission_rate": "<string>",
"broker_spread_bps": "<string>",
"min_trading_volume_dollars": "<string>"
}
}
],
"household": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>"
},
"holdings_risk_annualized_percentage": "<string>",
"metadata": "<unknown>"
}Clients
Get Client
View for retrieving and updating organization clients.
Supports:
- GET: Retrieve client details
- PATCH: Update the first account under the client
GET
/
api
/
v1
/
custom
/
org
/
{organization_uuid}
/
clients
/
{uuid}
/
cURL
curl --request GET \
--url https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/ \
--header 'X-Api-Key: <api-key>'import requests
url = "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/"
headers = {"X-Api-Key": "<api-key>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {'X-Api-Key': '<api-key>'}};
fetch('https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"X-Api-Key: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("X-Api-Key", "<api-key>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/")
.header("X-Api-Key", "<api-key>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.tilt.io/api/v1/custom/org/{organization_uuid}/clients/{uuid}/")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["X-Api-Key"] = '<api-key>'
response = http.request(request)
puts response.read_body{
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"external_id": "<string>",
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z",
"accounts": [
{
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"external_id": "<string>",
"holdings": {
"tax_lots": [
{
"tilt_asset_id": "<string>",
"ticker_symbol": "<string>",
"ticker_name": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"cost_basis_usd": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"current_value": "<string>",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
}
],
"cash_balance": "<string>",
"non_tradable_assets_value": "<string>",
"liabilities_value": "<string>"
},
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z",
"asset_class_settings": [
{
"asset_class": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"description": "<string>",
"benchmark_index_name": "<string>",
"benchmark_index_identifier": "<string>",
"index_name": "<string>",
"index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"tilt_name": "<string>",
"tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"single_security_tilt_asset_id": "<string>",
"single_security_symbol": "<string>",
"alternative_etf_tilt_asset_ids": [
"<string>"
],
"created": "2023-11-07T05:31:56Z",
"modified": "2023-11-07T05:31:56Z"
},
"direct_indexing_enabled": true
}
],
"wash_sale_lots": [
{
"tax_lot": {
"tilt_asset_id": "<string>",
"ticker_symbol": "<string>",
"ticker_name": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"cost_basis_usd": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"current_value": "<string>",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
},
"account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"account_name": "<string>"
}
],
"household_wash_sale_lots": [
{
"tax_lot": {
"tilt_asset_id": "<string>",
"ticker_symbol": "<string>",
"ticker_name": "<string>",
"quantity": "<string>",
"cost_basis": "<string>",
"cost_basis_usd": "<string>",
"trade_date": "2023-12-25",
"wash_sale_date": "2023-12-25",
"last_sold_for_loss_date": "2023-12-25",
"current_value": "<string>",
"cost_basis_currency": "USD",
"fx_rate": "1.0000000000"
},
"account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"account_name": "<string>"
}
],
"aum": "<string>",
"net_worth": "<string>",
"holdings_risk_annualized_percentage": "<string>",
"is_read_only": true,
"is_brokerage_backed": true,
"is_externally_owned": true,
"source_brokerage_connection_account_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"metadata": "<unknown>",
"customization_config": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"long_weight_sum": "<string>",
"short_weight_sum": "<string>",
"tilts": [
{
"factor": "<string>",
"tilt": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"published_at": "2023-11-07T05:31:56Z"
},
"index": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>"
}
}
],
"no_hold_tickers": [
{
"ticker": {
"tilt_asset_id": "<string>",
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
},
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"no_trade_tickers": [
{
"ticker": {
"tilt_asset_id": "<string>",
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
},
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"target_ticker_weights": [
{
"ticker": {
"tilt_asset_id": "<string>",
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
},
"target_weight": "<string>",
"lower_bound": "<string>",
"upper_bound": "<string>",
"min_active": "<string>",
"max_active": "<string>",
"condition": "<string>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"min_active_weight": "<string>",
"max_active_weight": "<string>",
"use_active_risk_bounds": true,
"max_active_risk_pct": "<string>",
"scaling_factor": "<string>",
"use_mean_variance": true,
"factor_exposure_bounds": [
{
"factor": "<string>",
"min_bound": "<string>",
"max_bound": "<string>",
"min_active_bound": "<string>",
"max_active_bound": "<string>"
}
],
"tax_preferences": {
"short_term_rate": "<string>",
"long_term_rate": "<string>",
"tracking_error_threshold": "<string>",
"wash_sale_threshold": 1073741823,
"long_term_threshold": 1073741823,
"ordinary_income_tax_rate": "<string>",
"n_high_loss_lots": 1073741823,
"tax_gamma": "<string>",
"tax_use_tax_alpha": true,
"include_positive_tax_alpha_lots": true,
"positive_tax_alpha_scaling_factor": "<string>",
"prevent_tlh_invalidating_purchase": true,
"prevent_tlh_invalidating_sale": true,
"tax_gamma_min": "<string>",
"tax_gamma_max": "<string>",
"tax_gain_target": "<string>",
"tax_gain_target_tolerance": "<string>"
},
"asset_allocations": [
{
"asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"asset_class_name": "<string>",
"asset_class_description": "<string>",
"benchmark_index_identifier": "<string>",
"benchmark_index_name": "<string>",
"benchmark_symbol": "<string>",
"single_security_tilt_asset_id": "<string>",
"single_security_symbol": "<string>",
"target_allocation": "<string>",
"direct_indexing_enabled": true,
"tilts": [
{
"factor": "<string>",
"tilt": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"published_at": "2023-11-07T05:31:56Z"
},
"index": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>"
},
"impacts_non_benchmark_assets": true,
"is_part_of_benchmark": true
}
]
}
],
"bid_ask_spread_ref_volume": "<string>",
"market_impact_parameter": "<string>",
"bid_ask_spread_parameter": "<string>",
"tcost_bps": "<string>",
"cash_buffer_usd": "<string>",
"cash_buffer_cad": "<string>",
"dynamic_rules": [
{
"field_name": "<string>",
"rules": [
{
"value": "<unknown>",
"cron": "",
"condition": "",
"priority": 0
}
]
}
],
"risk_aversion": "<string>",
"risk_free_rate_pct": "<string>",
"spectral_shift": "<string>",
"risk_bound_increase_factor": "<string>",
"risk_bound_max_iterations": 1073741823,
"use_regula_falsi": true,
"use_turnover_constraint": true,
"max_turnover_pct": "<string>",
"require_whole_shares": true,
"whole_share_assets": "<unknown>",
"substitution_pairs": "<unknown>",
"capital_gains_reductions": "<unknown>",
"use_cash_benchmark": true,
"linear_tcaf": "<string>",
"commission_rate": "<string>",
"broker_spread_bps": "<string>",
"min_trading_volume_dollars": "<string>"
},
"portfolio_config": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"long_weight_sum": "<string>",
"short_weight_sum": "<string>",
"tilts": [
{
"factor": "<string>",
"tilt": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"published_at": "2023-11-07T05:31:56Z"
},
"index": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>"
}
}
],
"no_hold_tickers": [
{
"ticker": {
"tilt_asset_id": "<string>",
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
},
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"no_trade_tickers": [
{
"ticker": {
"tilt_asset_id": "<string>",
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
},
"starts_from": "2023-11-07T05:31:56Z",
"expires_at": "2023-11-07T05:31:56Z",
"condition": "<string>"
}
],
"target_ticker_weights": [
{
"ticker": {
"tilt_asset_id": "<string>",
"symbol": "<string>",
"exchange": "<string>",
"name": "<string>",
"description": "<string>",
"image_url": "<string>",
"ticker_url": "<string>",
"ticker_type": "<string>",
"market_cap": 123,
"sic_description": "<string>"
},
"target_weight": "<string>",
"lower_bound": "<string>",
"upper_bound": "<string>",
"min_active": "<string>",
"max_active": "<string>",
"condition": "<string>"
}
],
"min_weight": "<string>",
"max_weight": "<string>",
"min_active_weight": "<string>",
"max_active_weight": "<string>",
"use_active_risk_bounds": true,
"max_active_risk_pct": "<string>",
"scaling_factor": "<string>",
"use_mean_variance": true,
"factor_exposure_bounds": [
{
"factor": "<string>",
"min_bound": "<string>",
"max_bound": "<string>",
"min_active_bound": "<string>",
"max_active_bound": "<string>"
}
],
"tax_preferences": {
"short_term_rate": "<string>",
"long_term_rate": "<string>",
"tracking_error_threshold": "<string>",
"wash_sale_threshold": 1073741823,
"long_term_threshold": 1073741823,
"ordinary_income_tax_rate": "<string>",
"n_high_loss_lots": 1073741823,
"tax_gamma": "<string>",
"tax_use_tax_alpha": true,
"include_positive_tax_alpha_lots": true,
"positive_tax_alpha_scaling_factor": "<string>",
"prevent_tlh_invalidating_purchase": true,
"prevent_tlh_invalidating_sale": true,
"tax_gamma_min": "<string>",
"tax_gamma_max": "<string>",
"tax_gain_target": "<string>",
"tax_gain_target_tolerance": "<string>"
},
"asset_allocations": [
{
"asset_class_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"asset_class_name": "<string>",
"asset_class_description": "<string>",
"benchmark_index_identifier": "<string>",
"benchmark_index_name": "<string>",
"benchmark_symbol": "<string>",
"single_security_tilt_asset_id": "<string>",
"single_security_symbol": "<string>",
"target_allocation": "<string>",
"direct_indexing_enabled": true,
"tilts": [
{
"factor": "<string>",
"tilt": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>",
"published_at": "2023-11-07T05:31:56Z"
},
"index": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>"
},
"impacts_non_benchmark_assets": true,
"is_part_of_benchmark": true
}
]
}
],
"bid_ask_spread_ref_volume": "<string>",
"market_impact_parameter": "<string>",
"bid_ask_spread_parameter": "<string>",
"tcost_bps": "<string>",
"cash_buffer_usd": "<string>",
"cash_buffer_cad": "<string>",
"dynamic_rules": [
{
"field_name": "<string>",
"rules": [
{
"value": "<unknown>",
"cron": "",
"condition": "",
"priority": 0
}
]
}
],
"risk_aversion": "<string>",
"risk_free_rate_pct": "<string>",
"spectral_shift": "<string>",
"risk_bound_increase_factor": "<string>",
"risk_bound_max_iterations": 1073741823,
"use_regula_falsi": true,
"use_turnover_constraint": true,
"max_turnover_pct": "<string>",
"require_whole_shares": true,
"whole_share_assets": "<unknown>",
"substitution_pairs": "<unknown>",
"capital_gains_reductions": "<unknown>",
"use_cash_benchmark": true,
"linear_tcaf": "<string>",
"commission_rate": "<string>",
"broker_spread_bps": "<string>",
"min_trading_volume_dollars": "<string>"
}
}
],
"household": {
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"name": "<string>"
},
"holdings_risk_annualized_percentage": "<string>",
"metadata": "<unknown>"
}Authorizations
Response
200 - application/json
External identifier for the client
Maximum string length:
50Show child attributes
Show child attributes
Read-only nested serializer for household in client responses.
Show child attributes
Show child attributes
Pattern:
^-?\d{0,2}(?:\.\d{0,10})?$Store arbitrary metadata about this client in a JSON field, but should not include PII information.
⌘I