Funds

List Funds by Advisor

Fetches a list of funds by userID

get/users/{userID}/managed/funds

Request

Base URL
https://bo-api.drivewealth.io/back-office
URL
https://bo-api.drivewealth.io/back-office/users/{userID}/managed/funds
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.

Response

Fetching A List of Funds By userID was Successful.

idstring

The unique identifier of a fund.

userIDstring

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

namestring

A user defined name that describes the underlying fund.

type'FUND' | 'CASH_RESERVE'

The type of fund.

clientFundIDstring

A user defined identifier attached to the fund.

descriptionstring

A user defined description that describes the underlying fund.

Example response

[
  {
    "id": "fund_123e4567-e89b-12d3-a456-000000000050",
    "userID": "123e4567-e89b-12d3-a456-000000000004",
    "name": "Large Capitalization Fund",
    "type": "FUND",
    "clientFundID": "AAABBB-1222-3344.123456789",
    "description": "This fund is comprised of large cap stocks weight like the S&P 500.",
    "holdings": [
      {
        "instrumentID": "123e4567-e89b-12d3-a456-000000000006",
        "target": 0.75
      }
    ],
    "triggers": [
      {
        "child": "123e4567-e89b-12d3-a456-000000000006",
        "maxAllowed": 0.05,
        "lowerBound": 0.1,
        "upperBound": 0.25,
        "type": "TOTAL_DRIFT"
      }
    ]
  }
]

Changes

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