Create Portfolio Config

cURL

curl --request POST \
  --url https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/ \
  --header 'Content-Type: application/json' \
  --header 'X-Api-Key: <api-key>' \
  --data '
{
  "name": "<string>",
  "long_weight_sum": "<string>",
  "short_weight_sum": "<string>",
  "tilts": [
    {
      "factor": "<string>",
      "tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
    }
  ],
  "no_hold_tickers": [
    {
      "tilt_asset_id": "<string>",
      "starts_from": "2023-11-07T05:31:56Z",
      "expires_at": "2023-11-07T05:31:56Z",
      "condition": "<string>"
    }
  ],
  "no_trade_tickers": [
    {
      "tilt_asset_id": "<string>",
      "starts_from": "2023-11-07T05:31:56Z",
      "expires_at": "2023-11-07T05:31:56Z",
      "condition": "<string>"
    }
  ],
  "target_ticker_weights": [
    {
      "tilt_asset_id": "<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",
      "target_allocation": "<string>",
      "direct_indexing_enabled": true,
      "tilts": [
        {
          "factor": "<string>",
          "tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "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": [
    "<string>"
  ],
  "substitution_pairs": [
    [
      "<string>"
    ]
  ],
  "capital_gains_reductions": {},
  "use_cash_benchmark": true,
  "linear_tcaf": "<string>",
  "commission_rate": "<string>",
  "broker_spread_bps": "<string>",
  "min_trading_volume_dollars": "<string>",
  "status": "draft"
}
'

import requests

url = "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/"

payload = {
    "name": "<string>",
    "long_weight_sum": "<string>",
    "short_weight_sum": "<string>",
    "tilts": [
        {
            "factor": "<string>",
            "tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
            "index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
        }
    ],
    "no_hold_tickers": [
        {
            "tilt_asset_id": "<string>",
            "starts_from": "2023-11-07T05:31:56Z",
            "expires_at": "2023-11-07T05:31:56Z",
            "condition": "<string>"
        }
    ],
    "no_trade_tickers": [
        {
            "tilt_asset_id": "<string>",
            "starts_from": "2023-11-07T05:31:56Z",
            "expires_at": "2023-11-07T05:31:56Z",
            "condition": "<string>"
        }
    ],
    "target_ticker_weights": [
        {
            "tilt_asset_id": "<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",
            "target_allocation": "<string>",
            "direct_indexing_enabled": True,
            "tilts": [
                {
                    "factor": "<string>",
                    "tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
                    "index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
                    "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": ["<string>"],
    "substitution_pairs": [["<string>"]],
    "capital_gains_reductions": {},
    "use_cash_benchmark": True,
    "linear_tcaf": "<string>",
    "commission_rate": "<string>",
    "broker_spread_bps": "<string>",
    "min_trading_volume_dollars": "<string>",
    "status": "draft"
}
headers = {
    "X-Api-Key": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {'X-Api-Key': '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    name: '<string>',
    long_weight_sum: '<string>',
    short_weight_sum: '<string>',
    tilts: [
      {
        factor: '<string>',
        tilt_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
        index_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a'
      }
    ],
    no_hold_tickers: [
      {
        tilt_asset_id: '<string>',
        starts_from: '2023-11-07T05:31:56Z',
        expires_at: '2023-11-07T05:31:56Z',
        condition: '<string>'
      }
    ],
    no_trade_tickers: [
      {
        tilt_asset_id: '<string>',
        starts_from: '2023-11-07T05:31:56Z',
        expires_at: '2023-11-07T05:31:56Z',
        condition: '<string>'
      }
    ],
    target_ticker_weights: [
      {
        tilt_asset_id: '<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',
        target_allocation: '<string>',
        direct_indexing_enabled: true,
        tilts: [
          {
            factor: '<string>',
            tilt_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
            index_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
            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: ['<string>'],
    substitution_pairs: [['<string>']],
    capital_gains_reductions: {},
    use_cash_benchmark: true,
    linear_tcaf: '<string>',
    commission_rate: '<string>',
    broker_spread_bps: '<string>',
    min_trading_volume_dollars: '<string>',
    status: 'draft'
  })
};

fetch('https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/', 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}/portfolio_configs/",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'name' => '<string>',
    'long_weight_sum' => '<string>',
    'short_weight_sum' => '<string>',
    'tilts' => [
        [
                'factor' => '<string>',
                'tilt_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
                'index_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a'
        ]
    ],
    'no_hold_tickers' => [
        [
                'tilt_asset_id' => '<string>',
                'starts_from' => '2023-11-07T05:31:56Z',
                'expires_at' => '2023-11-07T05:31:56Z',
                'condition' => '<string>'
        ]
    ],
    'no_trade_tickers' => [
        [
                'tilt_asset_id' => '<string>',
                'starts_from' => '2023-11-07T05:31:56Z',
                'expires_at' => '2023-11-07T05:31:56Z',
                'condition' => '<string>'
        ]
    ],
    'target_ticker_weights' => [
        [
                'tilt_asset_id' => '<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',
                'target_allocation' => '<string>',
                'direct_indexing_enabled' => true,
                'tilts' => [
                                [
                                                                'factor' => '<string>',
                                                                'tilt_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
                                                                'index_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
                                                                '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' => [
        '<string>'
    ],
    'substitution_pairs' => [
        [
                '<string>'
        ]
    ],
    'capital_gains_reductions' => [
        
    ],
    'use_cash_benchmark' => true,
    'linear_tcaf' => '<string>',
    'commission_rate' => '<string>',
    'broker_spread_bps' => '<string>',
    'min_trading_volume_dollars' => '<string>',
    'status' => 'draft'
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "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"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/"

	payload := strings.NewReader("{\n  \"name\": \"<string>\",\n  \"long_weight_sum\": \"<string>\",\n  \"short_weight_sum\": \"<string>\",\n  \"tilts\": [\n    {\n      \"factor\": \"<string>\",\n      \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n      \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n    }\n  ],\n  \"no_hold_tickers\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"starts_from\": \"2023-11-07T05:31:56Z\",\n      \"expires_at\": \"2023-11-07T05:31:56Z\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"no_trade_tickers\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"starts_from\": \"2023-11-07T05:31:56Z\",\n      \"expires_at\": \"2023-11-07T05:31:56Z\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"target_ticker_weights\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"target_weight\": \"<string>\",\n      \"lower_bound\": \"<string>\",\n      \"upper_bound\": \"<string>\",\n      \"min_active\": \"<string>\",\n      \"max_active\": \"<string>\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"min_weight\": \"<string>\",\n  \"max_weight\": \"<string>\",\n  \"min_active_weight\": \"<string>\",\n  \"max_active_weight\": \"<string>\",\n  \"use_active_risk_bounds\": true,\n  \"max_active_risk_pct\": \"<string>\",\n  \"scaling_factor\": \"<string>\",\n  \"use_mean_variance\": true,\n  \"factor_exposure_bounds\": [\n    {\n      \"factor\": \"<string>\",\n      \"min_bound\": \"<string>\",\n      \"max_bound\": \"<string>\",\n      \"min_active_bound\": \"<string>\",\n      \"max_active_bound\": \"<string>\"\n    }\n  ],\n  \"tax_preferences\": {\n    \"short_term_rate\": \"<string>\",\n    \"long_term_rate\": \"<string>\",\n    \"tracking_error_threshold\": \"<string>\",\n    \"wash_sale_threshold\": 1073741823,\n    \"long_term_threshold\": 1073741823,\n    \"ordinary_income_tax_rate\": \"<string>\",\n    \"n_high_loss_lots\": 1073741823,\n    \"tax_gamma\": \"<string>\",\n    \"tax_use_tax_alpha\": true,\n    \"include_positive_tax_alpha_lots\": true,\n    \"positive_tax_alpha_scaling_factor\": \"<string>\",\n    \"prevent_tlh_invalidating_purchase\": true,\n    \"prevent_tlh_invalidating_sale\": true,\n    \"tax_gamma_min\": \"<string>\",\n    \"tax_gamma_max\": \"<string>\",\n    \"tax_gain_target\": \"<string>\",\n    \"tax_gain_target_tolerance\": \"<string>\"\n  },\n  \"asset_allocations\": [\n    {\n      \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n      \"target_allocation\": \"<string>\",\n      \"direct_indexing_enabled\": true,\n      \"tilts\": [\n        {\n          \"factor\": \"<string>\",\n          \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n          \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n          \"impacts_non_benchmark_assets\": true,\n          \"is_part_of_benchmark\": true\n        }\n      ]\n    }\n  ],\n  \"bid_ask_spread_ref_volume\": \"<string>\",\n  \"market_impact_parameter\": \"<string>\",\n  \"bid_ask_spread_parameter\": \"<string>\",\n  \"tcost_bps\": \"<string>\",\n  \"cash_buffer_usd\": \"<string>\",\n  \"cash_buffer_cad\": \"<string>\",\n  \"dynamic_rules\": [\n    {\n      \"field_name\": \"<string>\",\n      \"rules\": [\n        {\n          \"value\": \"<unknown>\",\n          \"cron\": \"\",\n          \"condition\": \"\",\n          \"priority\": 0\n        }\n      ]\n    }\n  ],\n  \"risk_aversion\": \"<string>\",\n  \"risk_free_rate_pct\": \"<string>\",\n  \"spectral_shift\": \"<string>\",\n  \"risk_bound_increase_factor\": \"<string>\",\n  \"risk_bound_max_iterations\": 1073741823,\n  \"use_regula_falsi\": true,\n  \"use_turnover_constraint\": true,\n  \"max_turnover_pct\": \"<string>\",\n  \"require_whole_shares\": true,\n  \"whole_share_assets\": [\n    \"<string>\"\n  ],\n  \"substitution_pairs\": [\n    [\n      \"<string>\"\n    ]\n  ],\n  \"capital_gains_reductions\": {},\n  \"use_cash_benchmark\": true,\n  \"linear_tcaf\": \"<string>\",\n  \"commission_rate\": \"<string>\",\n  \"broker_spread_bps\": \"<string>\",\n  \"min_trading_volume_dollars\": \"<string>\",\n  \"status\": \"draft\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("X-Api-Key", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/")
  .header("X-Api-Key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"name\": \"<string>\",\n  \"long_weight_sum\": \"<string>\",\n  \"short_weight_sum\": \"<string>\",\n  \"tilts\": [\n    {\n      \"factor\": \"<string>\",\n      \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n      \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n    }\n  ],\n  \"no_hold_tickers\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"starts_from\": \"2023-11-07T05:31:56Z\",\n      \"expires_at\": \"2023-11-07T05:31:56Z\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"no_trade_tickers\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"starts_from\": \"2023-11-07T05:31:56Z\",\n      \"expires_at\": \"2023-11-07T05:31:56Z\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"target_ticker_weights\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"target_weight\": \"<string>\",\n      \"lower_bound\": \"<string>\",\n      \"upper_bound\": \"<string>\",\n      \"min_active\": \"<string>\",\n      \"max_active\": \"<string>\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"min_weight\": \"<string>\",\n  \"max_weight\": \"<string>\",\n  \"min_active_weight\": \"<string>\",\n  \"max_active_weight\": \"<string>\",\n  \"use_active_risk_bounds\": true,\n  \"max_active_risk_pct\": \"<string>\",\n  \"scaling_factor\": \"<string>\",\n  \"use_mean_variance\": true,\n  \"factor_exposure_bounds\": [\n    {\n      \"factor\": \"<string>\",\n      \"min_bound\": \"<string>\",\n      \"max_bound\": \"<string>\",\n      \"min_active_bound\": \"<string>\",\n      \"max_active_bound\": \"<string>\"\n    }\n  ],\n  \"tax_preferences\": {\n    \"short_term_rate\": \"<string>\",\n    \"long_term_rate\": \"<string>\",\n    \"tracking_error_threshold\": \"<string>\",\n    \"wash_sale_threshold\": 1073741823,\n    \"long_term_threshold\": 1073741823,\n    \"ordinary_income_tax_rate\": \"<string>\",\n    \"n_high_loss_lots\": 1073741823,\n    \"tax_gamma\": \"<string>\",\n    \"tax_use_tax_alpha\": true,\n    \"include_positive_tax_alpha_lots\": true,\n    \"positive_tax_alpha_scaling_factor\": \"<string>\",\n    \"prevent_tlh_invalidating_purchase\": true,\n    \"prevent_tlh_invalidating_sale\": true,\n    \"tax_gamma_min\": \"<string>\",\n    \"tax_gamma_max\": \"<string>\",\n    \"tax_gain_target\": \"<string>\",\n    \"tax_gain_target_tolerance\": \"<string>\"\n  },\n  \"asset_allocations\": [\n    {\n      \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n      \"target_allocation\": \"<string>\",\n      \"direct_indexing_enabled\": true,\n      \"tilts\": [\n        {\n          \"factor\": \"<string>\",\n          \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n          \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n          \"impacts_non_benchmark_assets\": true,\n          \"is_part_of_benchmark\": true\n        }\n      ]\n    }\n  ],\n  \"bid_ask_spread_ref_volume\": \"<string>\",\n  \"market_impact_parameter\": \"<string>\",\n  \"bid_ask_spread_parameter\": \"<string>\",\n  \"tcost_bps\": \"<string>\",\n  \"cash_buffer_usd\": \"<string>\",\n  \"cash_buffer_cad\": \"<string>\",\n  \"dynamic_rules\": [\n    {\n      \"field_name\": \"<string>\",\n      \"rules\": [\n        {\n          \"value\": \"<unknown>\",\n          \"cron\": \"\",\n          \"condition\": \"\",\n          \"priority\": 0\n        }\n      ]\n    }\n  ],\n  \"risk_aversion\": \"<string>\",\n  \"risk_free_rate_pct\": \"<string>\",\n  \"spectral_shift\": \"<string>\",\n  \"risk_bound_increase_factor\": \"<string>\",\n  \"risk_bound_max_iterations\": 1073741823,\n  \"use_regula_falsi\": true,\n  \"use_turnover_constraint\": true,\n  \"max_turnover_pct\": \"<string>\",\n  \"require_whole_shares\": true,\n  \"whole_share_assets\": [\n    \"<string>\"\n  ],\n  \"substitution_pairs\": [\n    [\n      \"<string>\"\n    ]\n  ],\n  \"capital_gains_reductions\": {},\n  \"use_cash_benchmark\": true,\n  \"linear_tcaf\": \"<string>\",\n  \"commission_rate\": \"<string>\",\n  \"broker_spread_bps\": \"<string>\",\n  \"min_trading_volume_dollars\": \"<string>\",\n  \"status\": \"draft\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["X-Api-Key"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"name\": \"<string>\",\n  \"long_weight_sum\": \"<string>\",\n  \"short_weight_sum\": \"<string>\",\n  \"tilts\": [\n    {\n      \"factor\": \"<string>\",\n      \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n      \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n    }\n  ],\n  \"no_hold_tickers\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"starts_from\": \"2023-11-07T05:31:56Z\",\n      \"expires_at\": \"2023-11-07T05:31:56Z\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"no_trade_tickers\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"starts_from\": \"2023-11-07T05:31:56Z\",\n      \"expires_at\": \"2023-11-07T05:31:56Z\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"target_ticker_weights\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"target_weight\": \"<string>\",\n      \"lower_bound\": \"<string>\",\n      \"upper_bound\": \"<string>\",\n      \"min_active\": \"<string>\",\n      \"max_active\": \"<string>\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"min_weight\": \"<string>\",\n  \"max_weight\": \"<string>\",\n  \"min_active_weight\": \"<string>\",\n  \"max_active_weight\": \"<string>\",\n  \"use_active_risk_bounds\": true,\n  \"max_active_risk_pct\": \"<string>\",\n  \"scaling_factor\": \"<string>\",\n  \"use_mean_variance\": true,\n  \"factor_exposure_bounds\": [\n    {\n      \"factor\": \"<string>\",\n      \"min_bound\": \"<string>\",\n      \"max_bound\": \"<string>\",\n      \"min_active_bound\": \"<string>\",\n      \"max_active_bound\": \"<string>\"\n    }\n  ],\n  \"tax_preferences\": {\n    \"short_term_rate\": \"<string>\",\n    \"long_term_rate\": \"<string>\",\n    \"tracking_error_threshold\": \"<string>\",\n    \"wash_sale_threshold\": 1073741823,\n    \"long_term_threshold\": 1073741823,\n    \"ordinary_income_tax_rate\": \"<string>\",\n    \"n_high_loss_lots\": 1073741823,\n    \"tax_gamma\": \"<string>\",\n    \"tax_use_tax_alpha\": true,\n    \"include_positive_tax_alpha_lots\": true,\n    \"positive_tax_alpha_scaling_factor\": \"<string>\",\n    \"prevent_tlh_invalidating_purchase\": true,\n    \"prevent_tlh_invalidating_sale\": true,\n    \"tax_gamma_min\": \"<string>\",\n    \"tax_gamma_max\": \"<string>\",\n    \"tax_gain_target\": \"<string>\",\n    \"tax_gain_target_tolerance\": \"<string>\"\n  },\n  \"asset_allocations\": [\n    {\n      \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n      \"target_allocation\": \"<string>\",\n      \"direct_indexing_enabled\": true,\n      \"tilts\": [\n        {\n          \"factor\": \"<string>\",\n          \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n          \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n          \"impacts_non_benchmark_assets\": true,\n          \"is_part_of_benchmark\": true\n        }\n      ]\n    }\n  ],\n  \"bid_ask_spread_ref_volume\": \"<string>\",\n  \"market_impact_parameter\": \"<string>\",\n  \"bid_ask_spread_parameter\": \"<string>\",\n  \"tcost_bps\": \"<string>\",\n  \"cash_buffer_usd\": \"<string>\",\n  \"cash_buffer_cad\": \"<string>\",\n  \"dynamic_rules\": [\n    {\n      \"field_name\": \"<string>\",\n      \"rules\": [\n        {\n          \"value\": \"<unknown>\",\n          \"cron\": \"\",\n          \"condition\": \"\",\n          \"priority\": 0\n        }\n      ]\n    }\n  ],\n  \"risk_aversion\": \"<string>\",\n  \"risk_free_rate_pct\": \"<string>\",\n  \"spectral_shift\": \"<string>\",\n  \"risk_bound_increase_factor\": \"<string>\",\n  \"risk_bound_max_iterations\": 1073741823,\n  \"use_regula_falsi\": true,\n  \"use_turnover_constraint\": true,\n  \"max_turnover_pct\": \"<string>\",\n  \"require_whole_shares\": true,\n  \"whole_share_assets\": [\n    \"<string>\"\n  ],\n  \"substitution_pairs\": [\n    [\n      \"<string>\"\n    ]\n  ],\n  \"capital_gains_reductions\": {},\n  \"use_cash_benchmark\": true,\n  \"linear_tcaf\": \"<string>\",\n  \"commission_rate\": \"<string>\",\n  \"broker_spread_bps\": \"<string>\",\n  \"min_trading_volume_dollars\": \"<string>\",\n  \"status\": \"draft\"\n}"

response = http.request(request)
puts response.read_body

{
  "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "status": "<string>",
  "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>"
}

POST

api

custom

org

{organization_uuid}

portfolio_configs

cURL

curl --request POST \
  --url https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/ \
  --header 'Content-Type: application/json' \
  --header 'X-Api-Key: <api-key>' \
  --data '
{
  "name": "<string>",
  "long_weight_sum": "<string>",
  "short_weight_sum": "<string>",
  "tilts": [
    {
      "factor": "<string>",
      "tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
    }
  ],
  "no_hold_tickers": [
    {
      "tilt_asset_id": "<string>",
      "starts_from": "2023-11-07T05:31:56Z",
      "expires_at": "2023-11-07T05:31:56Z",
      "condition": "<string>"
    }
  ],
  "no_trade_tickers": [
    {
      "tilt_asset_id": "<string>",
      "starts_from": "2023-11-07T05:31:56Z",
      "expires_at": "2023-11-07T05:31:56Z",
      "condition": "<string>"
    }
  ],
  "target_ticker_weights": [
    {
      "tilt_asset_id": "<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",
      "target_allocation": "<string>",
      "direct_indexing_enabled": true,
      "tilts": [
        {
          "factor": "<string>",
          "tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
          "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": [
    "<string>"
  ],
  "substitution_pairs": [
    [
      "<string>"
    ]
  ],
  "capital_gains_reductions": {},
  "use_cash_benchmark": true,
  "linear_tcaf": "<string>",
  "commission_rate": "<string>",
  "broker_spread_bps": "<string>",
  "min_trading_volume_dollars": "<string>",
  "status": "draft"
}
'

import requests

url = "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/"

payload = {
    "name": "<string>",
    "long_weight_sum": "<string>",
    "short_weight_sum": "<string>",
    "tilts": [
        {
            "factor": "<string>",
            "tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
            "index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
        }
    ],
    "no_hold_tickers": [
        {
            "tilt_asset_id": "<string>",
            "starts_from": "2023-11-07T05:31:56Z",
            "expires_at": "2023-11-07T05:31:56Z",
            "condition": "<string>"
        }
    ],
    "no_trade_tickers": [
        {
            "tilt_asset_id": "<string>",
            "starts_from": "2023-11-07T05:31:56Z",
            "expires_at": "2023-11-07T05:31:56Z",
            "condition": "<string>"
        }
    ],
    "target_ticker_weights": [
        {
            "tilt_asset_id": "<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",
            "target_allocation": "<string>",
            "direct_indexing_enabled": True,
            "tilts": [
                {
                    "factor": "<string>",
                    "tilt_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
                    "index_uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
                    "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": ["<string>"],
    "substitution_pairs": [["<string>"]],
    "capital_gains_reductions": {},
    "use_cash_benchmark": True,
    "linear_tcaf": "<string>",
    "commission_rate": "<string>",
    "broker_spread_bps": "<string>",
    "min_trading_volume_dollars": "<string>",
    "status": "draft"
}
headers = {
    "X-Api-Key": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {'X-Api-Key': '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    name: '<string>',
    long_weight_sum: '<string>',
    short_weight_sum: '<string>',
    tilts: [
      {
        factor: '<string>',
        tilt_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
        index_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a'
      }
    ],
    no_hold_tickers: [
      {
        tilt_asset_id: '<string>',
        starts_from: '2023-11-07T05:31:56Z',
        expires_at: '2023-11-07T05:31:56Z',
        condition: '<string>'
      }
    ],
    no_trade_tickers: [
      {
        tilt_asset_id: '<string>',
        starts_from: '2023-11-07T05:31:56Z',
        expires_at: '2023-11-07T05:31:56Z',
        condition: '<string>'
      }
    ],
    target_ticker_weights: [
      {
        tilt_asset_id: '<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',
        target_allocation: '<string>',
        direct_indexing_enabled: true,
        tilts: [
          {
            factor: '<string>',
            tilt_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
            index_uuid: '3c90c3cc-0d44-4b50-8888-8dd25736052a',
            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: ['<string>'],
    substitution_pairs: [['<string>']],
    capital_gains_reductions: {},
    use_cash_benchmark: true,
    linear_tcaf: '<string>',
    commission_rate: '<string>',
    broker_spread_bps: '<string>',
    min_trading_volume_dollars: '<string>',
    status: 'draft'
  })
};

fetch('https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/', 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}/portfolio_configs/",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'name' => '<string>',
    'long_weight_sum' => '<string>',
    'short_weight_sum' => '<string>',
    'tilts' => [
        [
                'factor' => '<string>',
                'tilt_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
                'index_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a'
        ]
    ],
    'no_hold_tickers' => [
        [
                'tilt_asset_id' => '<string>',
                'starts_from' => '2023-11-07T05:31:56Z',
                'expires_at' => '2023-11-07T05:31:56Z',
                'condition' => '<string>'
        ]
    ],
    'no_trade_tickers' => [
        [
                'tilt_asset_id' => '<string>',
                'starts_from' => '2023-11-07T05:31:56Z',
                'expires_at' => '2023-11-07T05:31:56Z',
                'condition' => '<string>'
        ]
    ],
    'target_ticker_weights' => [
        [
                'tilt_asset_id' => '<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',
                'target_allocation' => '<string>',
                'direct_indexing_enabled' => true,
                'tilts' => [
                                [
                                                                'factor' => '<string>',
                                                                'tilt_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
                                                                'index_uuid' => '3c90c3cc-0d44-4b50-8888-8dd25736052a',
                                                                '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' => [
        '<string>'
    ],
    'substitution_pairs' => [
        [
                '<string>'
        ]
    ],
    'capital_gains_reductions' => [
        
    ],
    'use_cash_benchmark' => true,
    'linear_tcaf' => '<string>',
    'commission_rate' => '<string>',
    'broker_spread_bps' => '<string>',
    'min_trading_volume_dollars' => '<string>',
    'status' => 'draft'
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "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"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/"

	payload := strings.NewReader("{\n  \"name\": \"<string>\",\n  \"long_weight_sum\": \"<string>\",\n  \"short_weight_sum\": \"<string>\",\n  \"tilts\": [\n    {\n      \"factor\": \"<string>\",\n      \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n      \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n    }\n  ],\n  \"no_hold_tickers\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"starts_from\": \"2023-11-07T05:31:56Z\",\n      \"expires_at\": \"2023-11-07T05:31:56Z\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"no_trade_tickers\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"starts_from\": \"2023-11-07T05:31:56Z\",\n      \"expires_at\": \"2023-11-07T05:31:56Z\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"target_ticker_weights\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"target_weight\": \"<string>\",\n      \"lower_bound\": \"<string>\",\n      \"upper_bound\": \"<string>\",\n      \"min_active\": \"<string>\",\n      \"max_active\": \"<string>\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"min_weight\": \"<string>\",\n  \"max_weight\": \"<string>\",\n  \"min_active_weight\": \"<string>\",\n  \"max_active_weight\": \"<string>\",\n  \"use_active_risk_bounds\": true,\n  \"max_active_risk_pct\": \"<string>\",\n  \"scaling_factor\": \"<string>\",\n  \"use_mean_variance\": true,\n  \"factor_exposure_bounds\": [\n    {\n      \"factor\": \"<string>\",\n      \"min_bound\": \"<string>\",\n      \"max_bound\": \"<string>\",\n      \"min_active_bound\": \"<string>\",\n      \"max_active_bound\": \"<string>\"\n    }\n  ],\n  \"tax_preferences\": {\n    \"short_term_rate\": \"<string>\",\n    \"long_term_rate\": \"<string>\",\n    \"tracking_error_threshold\": \"<string>\",\n    \"wash_sale_threshold\": 1073741823,\n    \"long_term_threshold\": 1073741823,\n    \"ordinary_income_tax_rate\": \"<string>\",\n    \"n_high_loss_lots\": 1073741823,\n    \"tax_gamma\": \"<string>\",\n    \"tax_use_tax_alpha\": true,\n    \"include_positive_tax_alpha_lots\": true,\n    \"positive_tax_alpha_scaling_factor\": \"<string>\",\n    \"prevent_tlh_invalidating_purchase\": true,\n    \"prevent_tlh_invalidating_sale\": true,\n    \"tax_gamma_min\": \"<string>\",\n    \"tax_gamma_max\": \"<string>\",\n    \"tax_gain_target\": \"<string>\",\n    \"tax_gain_target_tolerance\": \"<string>\"\n  },\n  \"asset_allocations\": [\n    {\n      \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n      \"target_allocation\": \"<string>\",\n      \"direct_indexing_enabled\": true,\n      \"tilts\": [\n        {\n          \"factor\": \"<string>\",\n          \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n          \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n          \"impacts_non_benchmark_assets\": true,\n          \"is_part_of_benchmark\": true\n        }\n      ]\n    }\n  ],\n  \"bid_ask_spread_ref_volume\": \"<string>\",\n  \"market_impact_parameter\": \"<string>\",\n  \"bid_ask_spread_parameter\": \"<string>\",\n  \"tcost_bps\": \"<string>\",\n  \"cash_buffer_usd\": \"<string>\",\n  \"cash_buffer_cad\": \"<string>\",\n  \"dynamic_rules\": [\n    {\n      \"field_name\": \"<string>\",\n      \"rules\": [\n        {\n          \"value\": \"<unknown>\",\n          \"cron\": \"\",\n          \"condition\": \"\",\n          \"priority\": 0\n        }\n      ]\n    }\n  ],\n  \"risk_aversion\": \"<string>\",\n  \"risk_free_rate_pct\": \"<string>\",\n  \"spectral_shift\": \"<string>\",\n  \"risk_bound_increase_factor\": \"<string>\",\n  \"risk_bound_max_iterations\": 1073741823,\n  \"use_regula_falsi\": true,\n  \"use_turnover_constraint\": true,\n  \"max_turnover_pct\": \"<string>\",\n  \"require_whole_shares\": true,\n  \"whole_share_assets\": [\n    \"<string>\"\n  ],\n  \"substitution_pairs\": [\n    [\n      \"<string>\"\n    ]\n  ],\n  \"capital_gains_reductions\": {},\n  \"use_cash_benchmark\": true,\n  \"linear_tcaf\": \"<string>\",\n  \"commission_rate\": \"<string>\",\n  \"broker_spread_bps\": \"<string>\",\n  \"min_trading_volume_dollars\": \"<string>\",\n  \"status\": \"draft\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("X-Api-Key", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/")
  .header("X-Api-Key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"name\": \"<string>\",\n  \"long_weight_sum\": \"<string>\",\n  \"short_weight_sum\": \"<string>\",\n  \"tilts\": [\n    {\n      \"factor\": \"<string>\",\n      \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n      \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n    }\n  ],\n  \"no_hold_tickers\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"starts_from\": \"2023-11-07T05:31:56Z\",\n      \"expires_at\": \"2023-11-07T05:31:56Z\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"no_trade_tickers\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"starts_from\": \"2023-11-07T05:31:56Z\",\n      \"expires_at\": \"2023-11-07T05:31:56Z\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"target_ticker_weights\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"target_weight\": \"<string>\",\n      \"lower_bound\": \"<string>\",\n      \"upper_bound\": \"<string>\",\n      \"min_active\": \"<string>\",\n      \"max_active\": \"<string>\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"min_weight\": \"<string>\",\n  \"max_weight\": \"<string>\",\n  \"min_active_weight\": \"<string>\",\n  \"max_active_weight\": \"<string>\",\n  \"use_active_risk_bounds\": true,\n  \"max_active_risk_pct\": \"<string>\",\n  \"scaling_factor\": \"<string>\",\n  \"use_mean_variance\": true,\n  \"factor_exposure_bounds\": [\n    {\n      \"factor\": \"<string>\",\n      \"min_bound\": \"<string>\",\n      \"max_bound\": \"<string>\",\n      \"min_active_bound\": \"<string>\",\n      \"max_active_bound\": \"<string>\"\n    }\n  ],\n  \"tax_preferences\": {\n    \"short_term_rate\": \"<string>\",\n    \"long_term_rate\": \"<string>\",\n    \"tracking_error_threshold\": \"<string>\",\n    \"wash_sale_threshold\": 1073741823,\n    \"long_term_threshold\": 1073741823,\n    \"ordinary_income_tax_rate\": \"<string>\",\n    \"n_high_loss_lots\": 1073741823,\n    \"tax_gamma\": \"<string>\",\n    \"tax_use_tax_alpha\": true,\n    \"include_positive_tax_alpha_lots\": true,\n    \"positive_tax_alpha_scaling_factor\": \"<string>\",\n    \"prevent_tlh_invalidating_purchase\": true,\n    \"prevent_tlh_invalidating_sale\": true,\n    \"tax_gamma_min\": \"<string>\",\n    \"tax_gamma_max\": \"<string>\",\n    \"tax_gain_target\": \"<string>\",\n    \"tax_gain_target_tolerance\": \"<string>\"\n  },\n  \"asset_allocations\": [\n    {\n      \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n      \"target_allocation\": \"<string>\",\n      \"direct_indexing_enabled\": true,\n      \"tilts\": [\n        {\n          \"factor\": \"<string>\",\n          \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n          \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n          \"impacts_non_benchmark_assets\": true,\n          \"is_part_of_benchmark\": true\n        }\n      ]\n    }\n  ],\n  \"bid_ask_spread_ref_volume\": \"<string>\",\n  \"market_impact_parameter\": \"<string>\",\n  \"bid_ask_spread_parameter\": \"<string>\",\n  \"tcost_bps\": \"<string>\",\n  \"cash_buffer_usd\": \"<string>\",\n  \"cash_buffer_cad\": \"<string>\",\n  \"dynamic_rules\": [\n    {\n      \"field_name\": \"<string>\",\n      \"rules\": [\n        {\n          \"value\": \"<unknown>\",\n          \"cron\": \"\",\n          \"condition\": \"\",\n          \"priority\": 0\n        }\n      ]\n    }\n  ],\n  \"risk_aversion\": \"<string>\",\n  \"risk_free_rate_pct\": \"<string>\",\n  \"spectral_shift\": \"<string>\",\n  \"risk_bound_increase_factor\": \"<string>\",\n  \"risk_bound_max_iterations\": 1073741823,\n  \"use_regula_falsi\": true,\n  \"use_turnover_constraint\": true,\n  \"max_turnover_pct\": \"<string>\",\n  \"require_whole_shares\": true,\n  \"whole_share_assets\": [\n    \"<string>\"\n  ],\n  \"substitution_pairs\": [\n    [\n      \"<string>\"\n    ]\n  ],\n  \"capital_gains_reductions\": {},\n  \"use_cash_benchmark\": true,\n  \"linear_tcaf\": \"<string>\",\n  \"commission_rate\": \"<string>\",\n  \"broker_spread_bps\": \"<string>\",\n  \"min_trading_volume_dollars\": \"<string>\",\n  \"status\": \"draft\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.tilt.io/api/v1/custom/org/{organization_uuid}/portfolio_configs/")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["X-Api-Key"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"name\": \"<string>\",\n  \"long_weight_sum\": \"<string>\",\n  \"short_weight_sum\": \"<string>\",\n  \"tilts\": [\n    {\n      \"factor\": \"<string>\",\n      \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n      \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\"\n    }\n  ],\n  \"no_hold_tickers\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"starts_from\": \"2023-11-07T05:31:56Z\",\n      \"expires_at\": \"2023-11-07T05:31:56Z\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"no_trade_tickers\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"starts_from\": \"2023-11-07T05:31:56Z\",\n      \"expires_at\": \"2023-11-07T05:31:56Z\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"target_ticker_weights\": [\n    {\n      \"tilt_asset_id\": \"<string>\",\n      \"target_weight\": \"<string>\",\n      \"lower_bound\": \"<string>\",\n      \"upper_bound\": \"<string>\",\n      \"min_active\": \"<string>\",\n      \"max_active\": \"<string>\",\n      \"condition\": \"<string>\"\n    }\n  ],\n  \"min_weight\": \"<string>\",\n  \"max_weight\": \"<string>\",\n  \"min_active_weight\": \"<string>\",\n  \"max_active_weight\": \"<string>\",\n  \"use_active_risk_bounds\": true,\n  \"max_active_risk_pct\": \"<string>\",\n  \"scaling_factor\": \"<string>\",\n  \"use_mean_variance\": true,\n  \"factor_exposure_bounds\": [\n    {\n      \"factor\": \"<string>\",\n      \"min_bound\": \"<string>\",\n      \"max_bound\": \"<string>\",\n      \"min_active_bound\": \"<string>\",\n      \"max_active_bound\": \"<string>\"\n    }\n  ],\n  \"tax_preferences\": {\n    \"short_term_rate\": \"<string>\",\n    \"long_term_rate\": \"<string>\",\n    \"tracking_error_threshold\": \"<string>\",\n    \"wash_sale_threshold\": 1073741823,\n    \"long_term_threshold\": 1073741823,\n    \"ordinary_income_tax_rate\": \"<string>\",\n    \"n_high_loss_lots\": 1073741823,\n    \"tax_gamma\": \"<string>\",\n    \"tax_use_tax_alpha\": true,\n    \"include_positive_tax_alpha_lots\": true,\n    \"positive_tax_alpha_scaling_factor\": \"<string>\",\n    \"prevent_tlh_invalidating_purchase\": true,\n    \"prevent_tlh_invalidating_sale\": true,\n    \"tax_gamma_min\": \"<string>\",\n    \"tax_gamma_max\": \"<string>\",\n    \"tax_gain_target\": \"<string>\",\n    \"tax_gain_target_tolerance\": \"<string>\"\n  },\n  \"asset_allocations\": [\n    {\n      \"asset_class_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n      \"target_allocation\": \"<string>\",\n      \"direct_indexing_enabled\": true,\n      \"tilts\": [\n        {\n          \"factor\": \"<string>\",\n          \"tilt_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n          \"index_uuid\": \"3c90c3cc-0d44-4b50-8888-8dd25736052a\",\n          \"impacts_non_benchmark_assets\": true,\n          \"is_part_of_benchmark\": true\n        }\n      ]\n    }\n  ],\n  \"bid_ask_spread_ref_volume\": \"<string>\",\n  \"market_impact_parameter\": \"<string>\",\n  \"bid_ask_spread_parameter\": \"<string>\",\n  \"tcost_bps\": \"<string>\",\n  \"cash_buffer_usd\": \"<string>\",\n  \"cash_buffer_cad\": \"<string>\",\n  \"dynamic_rules\": [\n    {\n      \"field_name\": \"<string>\",\n      \"rules\": [\n        {\n          \"value\": \"<unknown>\",\n          \"cron\": \"\",\n          \"condition\": \"\",\n          \"priority\": 0\n        }\n      ]\n    }\n  ],\n  \"risk_aversion\": \"<string>\",\n  \"risk_free_rate_pct\": \"<string>\",\n  \"spectral_shift\": \"<string>\",\n  \"risk_bound_increase_factor\": \"<string>\",\n  \"risk_bound_max_iterations\": 1073741823,\n  \"use_regula_falsi\": true,\n  \"use_turnover_constraint\": true,\n  \"max_turnover_pct\": \"<string>\",\n  \"require_whole_shares\": true,\n  \"whole_share_assets\": [\n    \"<string>\"\n  ],\n  \"substitution_pairs\": [\n    [\n      \"<string>\"\n    ]\n  ],\n  \"capital_gains_reductions\": {},\n  \"use_cash_benchmark\": true,\n  \"linear_tcaf\": \"<string>\",\n  \"commission_rate\": \"<string>\",\n  \"broker_spread_bps\": \"<string>\",\n  \"min_trading_volume_dollars\": \"<string>\",\n  \"status\": \"draft\"\n}"

response = http.request(request)
puts response.read_body

{
  "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "status": "<string>",
  "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>"
}

Authorizations

X-Api-Key

string

header

required

Path Parameters

organization_uuid

string<uuid>

required

Body

name

string | null

Maximum string length: 255

optimization_mode

Optimization mode to use for portfolio optimization, this can be LONG_ONLY, LONG_SHORT, or LONG_BIASED.

LONG_ONLY - Long Only
LONG_SHORT - Long Short
LONG_BIASED - Long Biased

Available options:

LONG_ONLY,

LONG_SHORT,

LONG_BIASED

long_weight_sum

string<decimal> | null

Target sum of long weights for LONG_SHORT or LONG_BIASED optimization modes (e.g., 2.5 for 250% long).

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

short_weight_sum

string<decimal> | null

Target sum of short weights for LONG_SHORT or LONG_BIASED optimization modes (e.g., -2.5 for -250% short).

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

risk_model_name

Risk model to use for portfolio optimization

custom - Custom
pca - Pca
characteristics - Characteristics
axioma - Axioma

Available options:

custom,

pca,

characteristics,

axioma

tilts

object[]

A list of tilts to apply on top of the benchmark. If provided, replaces the existing list of tilts.

Show child attributes

no_hold_tickers

object[]

A list of tickers that the client should not hold, with optional start and end dates. If provided, replaces the existing list of no hold tickers.

Show child attributes

no_trade_tickers

object[]

A list of tickers that the client should not trade, with optional start and end dates. If provided, replaces the existing list of no trade tickers.

Show child attributes

target_ticker_weights

object[]

A list of target weights for specific tickers. If provided, replaces the existing list of target ticker weights.

Show child attributes

min_weight

string<decimal> | null

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

max_weight

string<decimal> | null

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

min_active_weight

string<decimal> | null

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

max_active_weight

string<decimal> | null

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

use_active_risk_bounds

boolean | null

Whether to enforce the active-risk cap during optimization

max_active_risk_pct

string<decimal> | null

Maximum portfolio active risk as a percentage (0–100). Only enforced when use_active_risk_bounds is True.

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

scaling_factor

string<decimal> | null

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

use_mean_variance

boolean | null

factor_exposure_bounds

object[]

Show child attributes

tax_preferences

object | null

Show child attributes

asset_allocations

object[]

A list of asset class allocations for this customization config. If provided, replaces the existing list of asset allocations.

Show child attributes

bid_ask_spread_ref_volume

string<decimal> | null

Pattern: ^-?\d{0,8}(?:\.\d{0,2})?$

market_impact_parameter

string<decimal> | null

Pattern: ^-?\d{0,8}(?:\.\d{0,2})?$

bid_ask_spread_parameter

string<decimal> | null

Pattern: ^-?\d{0,8}(?:\.\d{0,2})?$

tcost_bps

string<decimal> | null

Pattern: ^-?\d{0,8}(?:\.\d{0,2})?$

cash_buffer_usd

string<decimal> | null

USD cash buffer as a percentage of portfolio value (0.0 to 1.0, e.g., 0.05 for 5%)

Pattern: ^-?\d{0,1}(?:\.\d{0,4})?$

cash_buffer_cad

string<decimal> | null

CAD cash buffer as a percentage of portfolio value (0.0 to 1.0, e.g., 0.05 for 5%)

Pattern: ^-?\d{0,1}(?:\.\d{0,4})?$

dynamic_rules

object[]

A list of dynamic rules with cron-based conditions. If provided, replaces the existing list of dynamic rules.

Show child attributes

risk_aversion

string<decimal> | null

Risk aversion lambda. App default is 2; library default is 1.0.

Pattern: ^-?\d{0,3}(?:\.\d{0,3})?$

risk_free_rate_pct

string<decimal> | null

Risk-free rate percentage used in Sharpe calculations. Library default 4.0.

Pattern: ^-?\d{0,3}(?:\.\d{0,4})?$

spectral_shift

string<decimal> | null

Risk matrix conditioning parameter. Library default 0.0.

Pattern: ^-?\d{0,5}(?:\.\d{0,10})?$

risk_bound_increase_factor

string<decimal> | null

Factor to increase risk bounds on infeasibility. Library default 2.0.

Pattern: ^-?\d{0,4}(?:\.\d{0,4})?$

risk_bound_max_iterations

integer | null

Max iterations for risk bound adaptation. Library default 10.

Required range: 0 <= x <= 2147483647

use_regula_falsi

boolean | null

Enable Regula Falsi method for tax gamma search. Library default True.

use_turnover_constraint

boolean | null

Enable maximum turnover constraint. Library default False.

max_turnover_pct

string<decimal> | null

Maximum portfolio turnover as a percentage. Library default 100.0.

Pattern: ^-?\d{0,4}(?:\.\d{0,4})?$

require_whole_shares

boolean | null

Enforce whole share constraints for all assets. Library default False.

List of tilt_asset_ids that must be traded in whole shares.

substitution_pairs

string[][] | null

List of mutually exclusive tilt_asset_id pairs (each inner list must have ≥2 distinct assets).

Minimum array length: 2

capital_gains_reductions

object | null

Dict mapping tilt_asset_id to per-asset capital gains reduction amount.

Show child attributes

capital_gains_reductions_units

Units for capital_gains_reductions. Library default 'DOLLARS'.

DOLLARS - Dollars
PERCENT - Percent

Available options:

DOLLARS,

PERCENT

use_cash_benchmark

boolean | null

Include cash as a benchmark component. Library default False.

linear_tcaf

string<decimal> | null

Linear transaction cost fraction. Library default 0.0.

Pattern: ^-?\d{0,4}(?:\.\d{0,6})?$

commission_rate

string<decimal> | null

Commission rate. Library default 0.75.

Pattern: ^-?\d{0,4}(?:\.\d{0,4})?$

broker_spread_bps

string<decimal> | null

Broker spread in basis points. Library default 30.0.

Pattern: ^-?\d{0,6}(?:\.\d{0,4})?$

min_trading_volume_dollars

string<decimal> | null

Minimum trading volume in dollars for market impact calculation. Library default 1,000,000.

Pattern: ^-?\d{0,14}(?:\.\d{0,2})?$

status

enum<string>

default:draft

Available options:

draft,

deployed,

archived

Response

201 - application/json

uuid

string<uuid>

required

read-only

status

string

required

read-only

name

string | null

Maximum string length: 255

optimization_mode

Optimization mode to use for portfolio optimization, this can be LONG_ONLY, LONG_SHORT, or LONG_BIASED.

LONG_ONLY - Long Only
LONG_SHORT - Long Short
LONG_BIASED - Long Biased

Available options:

LONG_ONLY,

LONG_SHORT,

LONG_BIASED

long_weight_sum

string<decimal> | null

Target sum of long weights for LONG_SHORT or LONG_BIASED optimization modes (e.g., 2.5 for 250% long).

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

short_weight_sum

string<decimal> | null

Target sum of short weights for LONG_SHORT or LONG_BIASED optimization modes (e.g., -2.5 for -250% short).

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

risk_model_name

Risk model to use for portfolio optimization

custom - Custom
pca - Pca
characteristics - Characteristics
axioma - Axioma

Available options:

custom,

pca,

characteristics,

axioma

tilts

object[]

Show child attributes

no_hold_tickers

object[]

Show child attributes

no_trade_tickers

object[]

Show child attributes

target_ticker_weights

object[]

Show child attributes

min_weight

string<decimal> | null

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

max_weight

string<decimal> | null

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

min_active_weight

string<decimal> | null

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

max_active_weight

string<decimal> | null

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

use_active_risk_bounds

boolean | null

Whether to enforce the active-risk cap during optimization

max_active_risk_pct

string<decimal> | null

Maximum portfolio active risk as a percentage (0–100). Only enforced when use_active_risk_bounds is True.

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

scaling_factor

string<decimal> | null

Pattern: ^-?\d{0,3}(?:\.\d{0,2})?$

use_mean_variance

boolean | null

factor_exposure_bounds

object[]

Show child attributes

tax_preferences

object | null

Show child attributes

asset_allocations

object[]

Show child attributes

bid_ask_spread_ref_volume

string<decimal> | null

Pattern: ^-?\d{0,8}(?:\.\d{0,2})?$

market_impact_parameter

string<decimal> | null

Pattern: ^-?\d{0,8}(?:\.\d{0,2})?$

bid_ask_spread_parameter

string<decimal> | null

Pattern: ^-?\d{0,8}(?:\.\d{0,2})?$

tcost_bps

string<decimal> | null

Pattern: ^-?\d{0,8}(?:\.\d{0,2})?$

cash_buffer_usd

string<decimal> | null

USD cash buffer as a percentage of portfolio value (0.0 to 1.0, e.g., 0.05 for 5%)

Pattern: ^-?\d{0,1}(?:\.\d{0,4})?$

cash_buffer_cad

string<decimal> | null

CAD cash buffer as a percentage of portfolio value (0.0 to 1.0, e.g., 0.05 for 5%)

Pattern: ^-?\d{0,1}(?:\.\d{0,4})?$

dynamic_rules

object[]

Show child attributes

risk_aversion

string<decimal> | null

Risk aversion lambda. App default is 2; library default is 1.0.

Pattern: ^-?\d{0,3}(?:\.\d{0,3})?$

risk_free_rate_pct

string<decimal> | null

Risk-free rate percentage used in Sharpe calculations. Library default 4.0.

Pattern: ^-?\d{0,3}(?:\.\d{0,4})?$

spectral_shift

string<decimal> | null

Risk matrix conditioning parameter. Library default 0.0.

Pattern: ^-?\d{0,5}(?:\.\d{0,10})?$

risk_bound_increase_factor

string<decimal> | null

Factor to increase risk bounds on infeasibility. Library default 2.0.

Pattern: ^-?\d{0,4}(?:\.\d{0,4})?$

risk_bound_max_iterations

integer | null

Max iterations for risk bound adaptation. Library default 10.

Required range: 0 <= x <= 2147483647

use_regula_falsi

boolean | null

Enable Regula Falsi method for tax gamma search. Library default True.

use_turnover_constraint

boolean | null

Enable maximum turnover constraint. Library default False.

max_turnover_pct

string<decimal> | null

Maximum portfolio turnover as a percentage. Library default 100.0.

Pattern: ^-?\d{0,4}(?:\.\d{0,4})?$

require_whole_shares

boolean | null

Enforce whole share constraints for all assets. Library default False.

List of tilt_asset_ids that must be whole shares. Null = all when require_whole_shares is True.

substitution_pairs

any | null

List of lists of tilt_asset_ids that are mutually exclusive substitution pairs.

capital_gains_reductions

any | null

Dict mapping tilt_asset_id to per-asset capital gains reduction amount.

capital_gains_reductions_units

Units for capital_gains_reductions. Library default 'DOLLARS'.

DOLLARS - Dollars
PERCENT - Percent

Available options:

DOLLARS,

PERCENT

use_cash_benchmark

boolean | null

Include cash as a benchmark component. Library default False.

linear_tcaf

string<decimal> | null

Linear transaction cost fraction. Library default 0.0.

Pattern: ^-?\d{0,4}(?:\.\d{0,6})?$

commission_rate

string<decimal> | null

Commission rate. Library default 0.75.

Pattern: ^-?\d{0,4}(?:\.\d{0,4})?$

broker_spread_bps

string<decimal> | null

Broker spread in basis points. Library default 30.0.

Pattern: ^-?\d{0,6}(?:\.\d{0,4})?$

min_trading_volume_dollars

string<decimal> | null

Minimum trading volume in dollars for market impact calculation. Library default 1,000,000.

Pattern: ^-?\d{0,14}(?:\.\d{0,2})?$

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