DRdrivewealth
AutoPilot

List AutoPilot Runs by Advisor

Fetches a list of autopilot runs by userID.

get/users/{userID}/managed/autopilot

Request

  • Base URL
    https://bo-api.drivewealth.io/back-office
  • URL
    https://bo-api.drivewealth.io/back-office/users/{userID}/managed/autopilot
  • Auth
    HTTP bearer

Path parameters

userIDstring required

sensitive A unique identifier created for each User on DriveWealth's platform.

Example:123e4567-e89b-12d3-a456-000000000004

sensitive The User's unique identifier.

Query parameters

fromstring

The date and time in which to start from.

tostring

The date and time in which to end at.

direction'NEXT' | 'PREVIOUS'
offsetstring

Response

Fetching A List Of Autopilot Runs By userID was Successful.

idstring

The unique identifier of the auto pilot re-balance run.

createdstring

The date and time that the autopilot re-balance was created.

status'REBALANCE_NOT_STARTED' | 'REBALANCE_ABORTED' | 'REBALANCE_REVIEW_COMPLETED' | 'REBALANCE_NO_ORDERS_GENERATED' | 'REBALANCE_10' | 'REBALANCE_20' | 'REBALANCE_30' | 'REBALANCE_40' | 'REBALANCE_50' | 'REBALANCE_60' | 'REBALANCE_70' | 'REBALANCE_80' | 'REBALANCE_90' | 'REBALANCE_COMPLETED' | 'REBALANCE_FAILED' | 'AMOUNTCASH_ORDERS_AGGREGATED' | 'ORDERQTY_ORDERS_AGGREGATED' | 'ORDERQTY_ORDERS_PREPARED' | 'AMOUNTCASH_ORDERS_PREPARED' | 'SELL_ORDERQTY_ORDERS_SUBMITTED' | 'SUBACCOUNT_ORDERS_ADJUSTED' | 'SELL_AMOUNTCASH_ORDERS_SUBMITTED' | 'SELL_AMOUNTCASH_ORDERS_COMPLETED' | 'SELL_AMOUNTCASH_ORDERS_FAILED' | 'SELL_AMOUNTCASH_ORDERS_TIMEDOUT' | 'SELL_ORDERQTY_ORDERS_COMPLETED' | 'SELL_ORDERQTY_ORDERS_FAILED' | 'SELL_ORDERQTY_ORDERS_TIMEDOUT' | 'BUY_ORDERQTY_ORDERS_SUBMITTED' | 'BUY_ORDERQTY_ORDERS_COMPLETED' | 'BUY_ORDERQTY_ORDERS_FAILED' | 'BUY_ORDERQTY_ORDERS_TIMEDOUT' | 'BUY_AMOUNTCASH_ORDERS_SUBMITTED' | 'BUY_AMOUNTCASH_ORDERS_COMPLETED' | 'BUY_AMOUNTCASH_ORDERS_FAILED' | 'BUY_AMOUNTCASH_ORDERS_TIMEDOUT' | 'ORDERS_CLEANEDUP' | 'RIA_NEXT_REBALANCE_UPDATED' | 'ALLOCATION_PREPARED' | 'ALLOCATION_SUBMITTED' | 'ALLOCATION_NOT_STARTED' | 'ALLOCATION_10' | 'ALLOCATION_20' | 'ALLOCATION_30' | 'ALLOCATION_40' | 'ALLOCATION_50' | 'ALLOCATION_60' | 'ALLOCATION_70' | 'ALLOCATION_80' | 'ALLOCATION_90' | 'ALLOCATION_COMPLETED' | 'ALLOCATION_FAILED' | 'ALLOCATION_TIMEDOUT' | 'SUBACCOUNT_HOLDINGS_UPDATED' | 'SUBACCOUNT_HOLDINGS_UPDATE_FAILED' | 'SUCCESS'

The current status of the re-balance run.

moneyMovementstring

True, if the re-balance was apart of a funding or withdrawal process.

regularRebalancestring

True, if the re-balance was apart of the regularly scheduled re-balancing cycle.

Example response

[
  {
    "id": "ria_rebalance_123e4567-e89b-12d3-a456-000000000052",
    "created": "2022-12-11T22:28:21.810Z",
    "status": "REBALANCE_NOT_STARTED"
  }
]

Changes

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