helper

Generate a proper POST to target_portfolio - the same two inputs (constituents and levels) as multi_eb, except used to just update the portfolio of an existing index. This is included in template/multi_eb.

Generate a proper POST to target_portfolio - the same two inputs (constituents and levels) as multi_eb, except used to just update the portfolio of an existing index. This is included in template/multi_eb.

post/helper/index-template/multi_eb_portfolios

Request

Request body

index_currencystring
unit_of_measure'SHARES' | 'WEIGHT'

Used to indicate if portfolio amounts are absolute or relative. weight indicates portfolio amounts are relative weights units indicates portfolio amounts are absolute values, e.g. shares or number of contracts

Example request

{
  "constituents": [
    {
      "date": "2022-03-11",
      "identifier": "AAPL.OQ",
      "identifier_type": "RIC",
      "quantity": -0.2512355,
      "security_type": "EQUITY"
    },
    {
      "date": "2022-03-11",
      "identifier": "USD",
      "identifier_type": "RIC",
      "quantity": 60,
      "security_type": "CASH"
    }
  ]
}

Response

OK

Changes

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