---
title: "Update Portfolio"
method: PATCH
path: "/managed/portfolios/{portfolioID}"
tags: ["Portfolios"]
---

# Update Portfolio

`PATCH /managed/portfolios/{portfolioID}`

## Request

- Base URL: `https://bo-api.drivewealth.io/back-office`
- URL: `https://bo-api.drivewealth.io/back-office/managed/portfolios/{portfolioID}`
- Auth: HTTP bearer

Updates a Portfolio by portfolioID.

## Path parameters

- `portfolioID` string, required

## Request body

- object
  - `name` string: A name given to the Portfolio by the RIA.
  - `clientPortfolioID` string: A user defined identifier attached to the portfolio.
  - `description` string: A short description for the portfolio.
  - `holdings` PortfolioReqHoldings[]: An array of objects that hold the type of Funds in the Portfolio.
    - `type` 'FUND' | 'CASH_RESERVE', required: The type of asset in a Portfolio.
    - `id` string: The unique fundID.
    - `target` number, required: The percentage of a Fund within a Portfolio.
  - `triggers` PortfolioTriggers: An object that holds the details of when to trigger a rebalance of a Portfolio.
    - `type` 'TOTAL_DRIFT' | 'RELATIVE_DRIFT' | 'ABSOLUTE_DRIFT', required: The type of trigger specified to enable a rebalance.
    - `maxAllowed` number, required: The maximum allowed drift for the Portfolio.
    - `child` string, required
    - `lowerBound` number, required: The lowest bound range of the drift parameters.
    - `upperBound` number, required: The highest bound range of the drift parameter.

## Response `200`

Updating a Portfolio by portfolioID was Successful.

- PortfolioRes
  - `id` string: The unique identifier associated with a portfolio.
  - `name` string: A name given to the Portfolio by the RIA.
  - `clientPortfolioID` string: A user defined identifier attached to the portfolio.
  - `description` string: A short description for the Portfolio.
  - `holdings` PortfolioResHoldingsObject[]: An array of objects that hold the type of Funds in the Portfolio.
    - `id` string: The unique FundID.
    - `name` string: A name given to the Fund by the RIA.
    - `type` 'FUND' | 'CASH_RESERVE': The type of asset in the Portfolio.
    - `clientFundID` string: A user defined identifier attached to the fund.
    - `description` string: A short description for the Fund.
    - `target` number: The percentage of a Fund within a Portfolio.
    - `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.
    - `triggers` TriggersObject[]: The triggers associated with a Portfolio.
      - `type` 'TOTAL_DRIFT' | 'RELATIVE_DRIFT' | 'ABSOLUTE_DRIFT', required: The type of trigger specified to enable a rebalance.
      - `maxAllowed` number, required: The maximum allowed drift for the Fund.
      - `child` string, required
      - `lowerBound` number, required: The lowest bound range of the drift parameters.
      - `upperBound` number, required: The highest bound range of the drift parameter.
  - `userID` string: ![sensitive](data:image/svg+xml;base64,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) The unique identifier of the registered investment advisors account.
  - `triggers` PortfolioTriggers[]: An array of objects that hold information on when to trigger a rebalance in the Portfolio.
    - `type` 'TOTAL_DRIFT' | 'RELATIVE_DRIFT' | 'ABSOLUTE_DRIFT', required: The type of trigger specified to enable a rebalance.
    - `maxAllowed` number, required: The maximum allowed drift for the Portfolio.
    - `child` string, required
    - `lowerBound` number, required: The lowest bound range of the drift parameters.
    - `upperBound` number, required: The highest bound range of the drift parameter.
  - `isFundTargetsChanged` boolean
  - `fundsTargetsChanged` boolean

---

[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)