Create or update an allocation model. PublicId in body determines insert vs update; absent/empty = insert.

POST

/v1/portfolios/{portfolioId}/allocation-models

Request

Authorization

API Key

Add parameter in header

Authorization

Example:

Authorization: ********************

Path Params

Body Params

application/json-patch+json

Example

{
    "publicId": "string",
    "portfolioId": 0,
    "name": "string",
    "notes": "string",
    "dimension": "string",
    "isActive": true,
    "buckets": [
        {
            "label": "string",
            "targetPct": 0,
            "tolerancePct": 0,
            "sortOrder": 0
        }
    ]
}

Request Code Samples

Shell

JavaScript

Java

Swift

PHP

Python

HTTP

Objective-C

Ruby

OCaml

Dart

curl --location '/v1/portfolios//allocation-models' \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json-patch+json' \
--data '{
    "publicId": "string",
    "portfolioId": 0,
    "name": "string",
    "notes": "string",
    "dimension": "string",
    "isActive": true,
    "buckets": [
        {
            "label": "string",
            "targetPct": 0,
            "tolerancePct": 0,
            "sortOrder": 0
        }
    ]
}'

Responses

🟢200

application/json

Success

Bodyapplication/json

Example

{
    "publicId": "string",
    "portfolioId": 0,
    "name": "string",
    "notes": "string",
    "dimension": "string",
    "isActive": true,
    "buckets": [
        {
            "label": "string",
            "targetPct": 0,
            "tolerancePct": 0,
            "sortOrder": 0
        }
    ]
}

Modified at 2026-05-17 10:02:35

List allocation models for a portfolio.

Get the active allocation model for a portfolio (or null).