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POST
cURL

Authorizations

X-Api-Key
string
header
required

Path Parameters

account_uuid
string<uuid>
required
client_uuid
string<uuid>
required
organization_uuid
string<uuid>
required

Response

200 - application/json
weights
object[]
required
summary
object
required
tax_summary
object | null
required
factor_exposures_summary
object | null

Factor exposure summary report showing benchmark, optimized, active, ideal, and initial exposures for each factor.

trade_attribution
object[] | null

Trade attribution report explaining why each trade was made, including flags for tax loss harvesting, tilt exposure changes, trade restrictions, and constraint-driven trades.