Funds

Create Fund

Creates a Fund.

post/managed/funds

Request

Base URL
https://bo-api.drivewealth.io/back-office
URL
https://bo-api.drivewealth.io/back-office/managed/funds
Auth
HTTP bearer

Request body

userIDstring required

sensitive The unique identifier of the registered investment advisors account.

namestring required

A name given to the Fund by the RIA.

clientFundIDstring required

An advisor created identifier for a specific allocation.

descriptionstring required

A short description for the Fund.

Example request

{
  "userID": "123e4567-e89b-12d3-a456-000000000167",
  "name": "TECH",
  "clientFundID": "SUMS_CUSTOM_ALLOCATION_TEST",
  "description": "Top 10 US Tech",
  "holdings": [
    {
      "instrumentID": "123e4567-e89b-12d3-a456-000000000003",
      "target": 0.5
    }
  ],
  "triggers": [
    {
      "type": "TOTAL_DRIFT",
      "maxAllowed": 0.05,
      "lowerBound": 0.01,
      "upperBound": 0.02
    }
  ]
}

Response

Creating a Fund was Successful

idstring

The unique identifier associated with the Fund.

userIDstring

sensitive The unique identifier of the registered investment advisors account.

namestring

A name given to the Fund by the RIA.

typestring

clientFundIDstring

A user defined identifier attached to the fund.

descriptionstring

A short description for the Fund.

isInstrumentTargetsChangedboolean

instrumentTargetsChangedboolean

Example response

{
  "id": "fund_123e4567-e89b-12d3-a456-000000000010",
  "userID": "123e4567-e89b-12d3-a456-000000000167",
  "name": "TECH",
  "type": "FUND",
  "clientFundID": "AAABBB-1222-3344.123456789",
  "description": "Top 10 US Tech",
  "holdings": [
    {
      "instrumentID": "123e4567-e89b-12d3-a456-000000000003",
      "target": 0.5
    }
  ],
  "triggers": [
    {
      "type": "TOTAL_DRIFT",
      "maxAllowed": 0.05,
      "lowerBound": 0.01,
      "upperBound": 0.02
    }
  ]
}

Changes

No recorded changes to this operation across all 1 revision of this API.