DRdrivewealth
Portfolios

List Portfolios by Advisor

Fetches a list of portfolios by userID

get/users/{userID}/managed/portfolios

Request

  • Base URL
    https://bo-api.drivewealth.io/back-office
  • URL
    https://bo-api.drivewealth.io/back-office/users/{userID}/managed/portfolios
  • 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 Portfolios By userID was Successful.

idstring

The unique identifier of a portfolio.

namestring

A user defined name that describes the underlying portfolio.

descriptionstring

A user defined description that describes the underlying portfolio.

clientPortfolioIDstring

A user defined identifier attached to the portfolio.

userIDstring

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

Example response

[
  {
    "id": "portfolio_123e4567-e89b-12d3-a456-000000000051",
    "name": "Go Getter Portfolio",
    "description": "This portfolio is comprised different funds that make up an aggressive portfolio.",
    "clientPortfolioID": "AAABBB-1222-3344.123456789",
    "holdings": [
      {
        "type": "CASH_RESERVE"
      }
    ],
    "userID": "123e4567-e89b-12d3-a456-000000000004",
    "triggers": [
      {
        "child": "fund_123e4567-e89b-12d3-a456-000000000050",
        "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.