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Advisor Reports3
  • get/users/{userID}/managed/orders/summaryList Orders by Advisor
  • get/users/{userID}/managed/ordersList Allocations by Advisor
  • get/users/{userID}/managed/bodRetrieve Beginning Of Day (BOD) by Advisor
AutoPilot4
  • post/managed/autopilot/{partnerID}Create Autopilot Run
  • get/managed/autopilot/{rebalanceRunID}Retrieve Autopilot Run
  • get/accounts/{accountID}/portfolioRetrieve Portfolio by Account
  • get/users/{userID}/managed/autopilotList AutoPilot Runs by Advisor
Funds3
  • post/managed/fundsCreate Fund
  • get/managed/funds/{fundID}Retrieve Fund
  • get/users/{userID}/managed/fundsList Funds by Advisor
Portfolios4
  • post/managed/portfoliosCreate Portfolio
  • get/managed/portfolios/{portfolioID}Retrieve Portfolio
  • patch/managed/portfolios/{portfolioID}Update Portfolio
  • get/users/{userID}/managed/portfoliosList Portfolios by Advisor
Trade Allocations3
  • post/managed/allocationsCreate Trade Allocation
  • get/managed/allocations/{allocationID}Retrieve Trade Allocation
  • get/users/{userID}/managed/allocationsList Trade Allocations by Advisor
    AD

    Advisor APIs

    Pipelines
    • producteng@drivewealth.tech

    17 operations889 models1 revision

    Changes

    Full history

    Updated 3 Nov 2026

    Source

    View schema
    Spec
    OpenAPI 3.0.2
    Retrieved
    Nov 3, 2026, 09:24 UTC
    Digest
    71f551618317

    For agents

    Every page here has a markdown twin. The overview is one fetch; the llms.txt lists every operation with a link to its own markdown.

    curl https://skmtc.dev/drivewealth/apis/advisor-apis.md
    curl https://skmtc.dev/drivewealth/apis/advisor-apis/llms.txt
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