---
title: "List Portfolios by Advisor"
method: GET
path: "/users/{userID}/managed/portfolios"
tags: ["Portfolios"]
---

# List Portfolios by Advisor

`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

Fetches a list of portfolios by userID

## Path parameters

- `userID` string, required: ![sensitive](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI4NSIgaGVpZ2h0PSIyMCIgdmlld0JveD0iMCAwIDg1IDIwIj48ZGVmcz48bGluZWFyR3JhZGllbnQgaWQ9ImdyYWQtU0VOU0lUSVZFIiB4MT0iMCIgeTE9IjAiIHgyPSIwIiB5Mj0iMSI+PHN0b3Agb2Zmc2V0PSIwJSIgc3RvcC1jb2xvcj0iI2I0NTMwOSIvPjxzdG9wIG9mZnNldD0iMTAwJSIgc3RvcC1jb2xvcj0iIzkyNDAwZSIvPjwvbGluZWFyR3JhZGllbnQ+PGZpbHRlciBpZD0iZ2xvdy1TRU5TSVRJVkUiIHg9Ii02MCUiIHk9Ii02MCUiIHdpZHRoPSIyMjAlIiBoZWlnaHQ9IjIyMCUiPjxmZUdhdXNzaWFuQmx1ciBzdGREZXZpYXRpb249IjIuMiIvPjwvZmlsdGVyPjwvZGVmcz48cmVjdCB4PSIxIiB5PSIxIiB3aWR0aD0iODMiIGhlaWdodD0iMTgiIHJ4PSI5IiBmaWxsPSIjOTI0MDBlIiBmaWx0ZXI9InVybCgjZ2xvdy1TRU5TSVRJVkUpIiBvcGFjaXR5PSIwLjU1Ii8+PHJlY3QgeD0iMC41IiB5PSIwLjUiIHdpZHRoPSI4NCIgaGVpZ2h0PSIxOSIgcng9IjEwIiBmaWxsPSJ1cmwoI2dyYWQtU0VOU0lUSVZFKSIgc3Ryb2tlPSIjOTI0MDBlIiBzdHJva2Utd2lkdGg9IjEiLz48cGF0aCBkPSJNMTAgNC44TDE0IDYuMlYxMEMxNCAxMi43IDEyLjMgMTQuNCAxMCAxNS40QzcuNyAxNC40IDYgMTIuNyA2IDEwVjYuMloiIGZpbGw9IiNmZmZmZmYiIGZpbHRlcj0idXJsKCNnbG93LVNFTlNJVElWRSkiIG9wYWNpdHk9IjAuNSIvPjxwYXRoIGQ9Ik0xMCA0LjhMMTQgNi4yVjEwQzE0IDEyLjcgMTIuMyAxNC40IDEwIDE1LjRDNy43IDE0LjQgNiAxMi43IDYgMTBWNi4yWiIgZmlsbD0iI2ZmZmZmZiIvPjx0ZXh0IHg9IjE4IiB5PSIxMy41IiBmb250LWZhbWlseT0iSGVsdmV0aWNhLCBBcmlhbCwgc2Fucy1zZXJpZiIgZm9udC1zaXplPSIxMCIgZm9udC13ZWlnaHQ9IjcwMCIgbGV0dGVyLXNwYWNpbmc9IjAuNiIgZmlsbD0iI2ZmZmZmZiI+U0VOU0lUSVZFPC90ZXh0Pjwvc3ZnPg==) A unique identifier created for each User on DriveWealth's platform.

## Response `200`

Fetching A List of Portfolios By userID was Successful.

- PortfolioByUserID[]: A list of portfolios by userID.
  - `id` string: The unique identifier of a portfolio.
  - `name` string: A user defined name that describes the underlying portfolio.
  - `description` string: A user defined description that describes the underlying portfolio.
  - `clientPortfolioID` string: A user defined identifier attached to the portfolio.
  - `holdings` union[]: A list of all the individual funds making up the portfolio.
    - union
      - PortfolioByUserIDHoldingsCashReserve
        - `type` 'CASH_RESERVE' | 'FUND': The type of collection making up the portfolio
        - `target` string: The individual targeted weight of the cash portion of the portfolio.
      - FundByUserID
        - `id` string: The unique identifier of a fund.
        - `userID` string: ![sensitive](data:image/svg+xml;base64,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) A unique identifier created for each User on DriveWealth's platform.
        - `name` string: A user defined name that describes the underlying fund.
        - `type` 'FUND' | 'CASH_RESERVE': The type of fund.
        - `clientFundID` string: A user defined identifier attached to the fund.
        - `description` string: A user defined description that describes the underlying fund.
        - `holdings` FundByUserIDHoldings[]: A list of instruments to make up the fund.
          - `instrumentID` string, uuid: A unique ID created by DriveWealth to identify a specific instrument.
          - `target` number: The individual targeted weight of the instrument.
        - `triggers` FundByUserIDTriggers[]: A list of the individual triggers for each instrument.
          - `child` string, uuid: A unique ID created by DriveWealth to identify a specific instrument.
          - `maxAllowed` number: The total drift amount for this instrument.
          - `lowerBound` number
          - `upperBound` number
          - `type` 'TOTAL_DRIFT' | 'RELATIVE_DRIFT' | 'ABSOLUTE_DRIFT': The type of trigger associated to the fund as a whole or an individual instrument.
  - `userID` string: ![sensitive](data:image/svg+xml;base64,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) A unique identifier created for each User on DriveWealth's platform.
  - `triggers` PortfolioByUserIDTriggers[]: A list of the individual triggers for each fund and or cash.
    - `child` string: The unique identifier of a fund.
    - `maxAllowed` number: The total drift amount for this fund or cash.
    - `lowerBound` number
    - `upperBound` number
    - `type` 'TOTAL_DRIFT' | 'RELATIVE_DRIFT' | 'ABSOLUTE_DRIFT': The type of trigger associated to the fund as a whole or an individual instrument.

---

[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)