---
title: "Retrieve Portfolio by Account"
method: GET
path: "/accounts/{accountID}/portfolio"
tags: ["AutoPilot"]
---

# Retrieve Portfolio by Account

`GET /accounts/{accountID}/portfolio`

## Request

- Base URL: `https://bo-api.drivewealth.io/back-office`
- URL: `https://bo-api.drivewealth.io/back-office/accounts/{accountID}/portfolio`
- Auth: HTTP bearer

Retrieve Portfolio details by accountID.

## Path parameters

- `accountID` string, required: ![sensitive](data:image/svg+xml;base64,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) The user's unique account identifier.

## Response `200`

Fetching Portfolio details was Successful.

- PortfolioStatusRes
  - `id` string: The unique identifier of a portfolio.
  - `equity` number: The account value of the customers account.
  - `totalDrift` number: Total drift away from target.
  - `rebalanceRequired` boolean: A flag that determines if a re-balance is required based on total drift.
  - `nextPortfolioRebalance` string: The date of the next portfolio re-balance.
  - `lastPortfolioRebalance` string: The date of the last portfolio rebalance.
  - `holdings` PortfolioHoldings[]
    - `id` string: The unique identifier of a fund.
    - `type` 'FUND' | 'CASH_RESERVE': The type of fund.
    - `name` string: A user defined name that describes the underlying fund.
    - `target` number: The individual targeted weight of the instrument.
    - `actual` number: The percentage weight of a Fund in a Portfolio.
    - `value` number: The current value of the Fund in a Portfolio in USD.
    - `rebalanceRequired` boolean: A flag that determines if a re-balance is required based on total drift.
    - `holdings` HoldingsObject[]: A list of the securities held in a Fund.
      - `instrumentID` string: A unique ID created by DriveWealth to identify a specific instrument.
      - `target` number: The target percentage for the specific instrumentID within a fund.

---

[API](https://skmtc.dev/drivewealth/apis/advisor-apis.md) - [All operations](https://skmtc.dev/drivewealth/apis/advisor-apis/llms.txt) - [OpenAPI document](https://skmtc.dev/drivewealth/apis/advisor-apis/revisions/71f551618317?raw)