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POST
cURL
Create tasks to optimize portfolio and generate proposals for multiple clients.

Authorizations

X-Api-Key
string
header
required

Path Parameters

organization_uuid
string<uuid>
required

Body

account_uuids
string[]
required
require_optimization_ready
boolean
default:false

Reject selected accounts without an assigned portfolio or non-zero tax lots.

Response

sweep_uuid
string<uuid>
required
evaluation_date
string<date>
required
proposal_uuids
string[]
required