portfolios
get/v1/portfolios/{portfolio_id}

Request

Path parameters

portfolio_idstring required

Query parameters

include_clientsboolean
limitinteger
offsetinteger

Members to skip. clientCount is the unpaginated total, so page until you have collected that many.

Response

Successful Response

idstring required
namestring required
colorstring nullable
descriptionstring nullable
customerIdstring required
clientCountinteger required

Number of clients in portfolio

userIdsstring[] nullable

User IDs with access

isSystemboolean

Whether this is a system portfolio

createdAtstring date-time nullable
updatedAtstring date-time nullable

Changes

    • info

      added the new optional query request parameter offset

    • info

      added the optional property // to the response with the status

    • info

      added the optional property // to the response with the status