EQequibles
Portfolios

Creates an empty portfolio. The name must be unique among your own portfolios and is how the MCP tools address it.

post/v1/portfolios

Request

Request body

namestring required

What to call the portfolio. Unique among your own portfolios, and how the MCP tools address it.

currencystring nullable

Optional ISO 4217 code the totals are reported in: USD (the default), EUR, GBP, CHF, DKK, NOK, SEK, CNY, HKD, CAD, JPY or INR. Each holding stays in the currency its listing trades in.

Response

Created

idstring uuid
namestring nullable
currencystring nullable

ISO 4217 code the portfolio's totals are reported in.

openLotCountinteger
closedLotCountinteger
createdAtUtcstring date-time
accessstring nullable

What you may do with it: Owner, Edit (change its lots and watches) or View.

sharedBystring nullable

Who shared it with your organization. Absent on your own portfolios.

Changes

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