lodestar

Assign a mandate to a household

A standing assignment: an objective, pinned constraints (a profile { id, version } or literal assumptions, never an implicit default) and an approval policy. Lodestar works it when a deadline approaches, the household changes, rules or your assumption profile change, a scheduled review comes due, or on request, and files proposals for an approver. One mandate per type per household until it ends. Each cycle's sweep counts the household as active for the month.

post/api/v1/mandates

Request

  • Base URL: https://worthune.com
  • URL: https://worthune.com/api/v1/mandates
  • Auth: one of:
    • HTTP bearer
    • API key in header X-Api-Key

Request body

householdIdinteger

Required for household types; omitted for rules-change.

type'strategy-watch' | 'tax-optimization' | 'rules-change'

Default strategy-watch. tax-optimization pursues minimize-lifetime-tax; rules-change needs Growth or above.

constraintsConstraints required(unresolved $ref)
status'draft' | 'active'

Default active.

Response

Created.

okunknown required
notestring required

Changes

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