GroupAccountResponse
{
"groupDetails": {
"id": "string",
"accountName": "string",
"dateCreated": "2019-08-24T14:15:22.123Z",
"primaryAccountUserId": "string",
"isWhiteLabelled": true,
"whiteLabelledDomain": "string",
"type": "string"
},
"users": [
{
"id": "string",
"shortId": "string",
"email": "string",
"lastName": "string",
"firstName": "string",
"userName": "string",
"dateCreated": "2019-08-24T14:15:22.123Z",
"profilePicture": "string",
"groupAccount": {
"id": "string",
"accountName": "string",
"dateCreated": "2019-08-24T14:15:22.123Z",
"primaryAccountUserId": "string",
"isWhiteLabelled": true,
"whiteLabelledDomain": "string",
"type": "string"
},
"isActivated": true,
"emailConfirmed": true,
"preferences": {
"theme": "string",
"portfolioView": "string",
"defaultPortfolioId": 0,
"selectedPortfolioId": 0,
"portfolioSettings": {
"holdingsPagingSetting": 0,
"holdingsGroupingSetting": "string",
"holdingsShowClosedPositionsSetting": true,
"showLocalCurrencySetting": true,
"includeClosedPositions": true,
"combineHoldings": true,
"columnSettings": [
{
"visibleIndex": 0,
"dataField": "string",
"name": "string",
"dataType": "string",
"visible": true,
"sortOrder": "string",
"sortIndex": 0,
"width": 0
}
]
},
"datePresetSelection": "string",
"dateFormat": "string",
"isNavBarCollapsed": true,
"emailSettings": {
"monthlySummary": true,
"weeklySummary": true
},
"incomeContributionsSettings": {
"chartType": "string"
},
"portfolioDiversificationSettings": {
"chartType": "string"
},
"homePage": "string",
"overviewPreferences": {
"chartPreferences": {
"metric": "string",
"isDollarValue": true,
"showBarChart": true,
"chartBreakdown": "string"
},
"holdingPerformancePreferences": {
"metric": "string",
"isDollarValue": true
},
"categoryPerformancePreferences": {
"category": "string",
"metric": "string",
"isDollarValue": true
},
"incomeReturnPreferences": {
"isDollarValue": true
},
"diversificationPreferences": {
"category": "string"
}
},
"notificationSettings": {
"pushEnabled": true,
"friendRequests": true,
"newDividends": true,
"newFollowers": true,
"contractNotes": true,
"brokerFileProcessed": true,
"accountLinkActions": true,
"bulkUploadCompleted": true,
"referralCredits": true
}
},
"claims": [
"string"
],
"clients": [
{
"clientId": "string",
"groupAccountId": "string",
"clientUserId": "string",
"username": "string",
"email": "string",
"phoneNumber": "string",
"firstName": "string",
"lastName": "string",
"dateCreated": "2019-08-24T14:15:22.123Z",
"createdByUserId": "string",
"referralStatus": "string",
"referralSentDate": "2019-08-24T14:15:22.123Z",
"portfolios": [
{
"portfolioId": 0,
"portfolioName": "string",
"isPortfolioOwner": true,
"sharingSettings": {
"accessLevel": "string",
"portfolioOwnerPlan": {
"planName": "string",
"planActive": true
}
},
"dateCreated": "2019-08-24T14:15:22.123Z",
"usersSharedWith": [
{
"userId": "string",
"name": "string",
"dateShared": "2019-08-24T14:15:22.123Z",
"inviteAccepted": true,
"accessLevel": "string"
}
],
"baseCurrencyCode": "string",
"isPortfolioGroup": true,
"firstTradeDate": "2019-08-24T14:15:22.123Z",
"settings": {
"benchmarkSettings": {
"type": "string",
"symbol": "string",
"exchange": "string",
"displayName": "string",
"portfolioId": 0
},
"taxEntityType": "string",
"calculationSettings": {
"includeClosedPositions": true,
"annualiseReturns": true,
"useSimpleCalculation": true,
"includeCashPositions": true
},
"endOfFinancialYear": "2019-08-24T14:15:22.123Z",
"automationSettings": {
"enableCorporateActionAutomation": true,
"enableDividendAutomation": true
}
},
"userId": "string",
"portfolioTypeId": 0,
"numHoldings": 0
}
],
"sharedPortfolios": [
{
"portfolioId": 0,
"portfolioName": "string",
"isPortfolioOwner": true,
"sharingSettings": {
"accessLevel": "string",
"portfolioOwnerPlan": {
"planName": "string",
"planActive": true
}
},
"dateCreated": "2019-08-24T14:15:22.123Z",
"usersSharedWith": [
{
"userId": "string",
"name": "string",
"dateShared": "2019-08-24T14:15:22.123Z",
"inviteAccepted": true,
"accessLevel": "string"
}
],
"baseCurrencyCode": "string",
"isPortfolioGroup": true,
"firstTradeDate": "2019-08-24T14:15:22.123Z",
"settings": {
"benchmarkSettings": {
"type": "string",
"symbol": "string",
"exchange": "string",
"displayName": "string",
"portfolioId": 0
},
"taxEntityType": "string",
"calculationSettings": {
"includeClosedPositions": true,
"annualiseReturns": true,
"useSimpleCalculation": true,
"includeCashPositions": true
},
"endOfFinancialYear": "2019-08-24T14:15:22.123Z",
"automationSettings": {
"enableCorporateActionAutomation": true,
"enableDividendAutomation": true
}
},
"userId": "string",
"portfolioTypeId": 0,
"numHoldings": 0
}
]
}
]
}
],
"clients": [
{
"clientId": "string",
"groupAccountId": "string",
"clientUserId": "string",
"username": "string",
"email": "string",
"phoneNumber": "string",
"firstName": "string",
"lastName": "string",
"dateCreated": "2019-08-24T14:15:22.123Z",
"createdByUserId": "string",
"referralStatus": "string",
"referralSentDate": "2019-08-24T14:15:22.123Z",
"portfolios": [
{
"portfolioId": 0,
"portfolioName": "string",
"isPortfolioOwner": true,
"sharingSettings": {
"accessLevel": "string",
"portfolioOwnerPlan": {
"planName": "string",
"planActive": true
}
},
"dateCreated": "2019-08-24T14:15:22.123Z",
"usersSharedWith": [
{
"userId": "string",
"name": "string",
"dateShared": "2019-08-24T14:15:22.123Z",
"inviteAccepted": true,
"accessLevel": "string"
}
],
"baseCurrencyCode": "string",
"isPortfolioGroup": true,
"firstTradeDate": "2019-08-24T14:15:22.123Z",
"settings": {
"benchmarkSettings": {
"type": "string",
"symbol": "string",
"exchange": "string",
"displayName": "string",
"portfolioId": 0
},
"taxEntityType": "string",
"calculationSettings": {
"includeClosedPositions": true,
"annualiseReturns": true,
"useSimpleCalculation": true,
"includeCashPositions": true
},
"endOfFinancialYear": "2019-08-24T14:15:22.123Z",
"automationSettings": {
"enableCorporateActionAutomation": true,
"enableDividendAutomation": true
}
},
"userId": "string",
"portfolioTypeId": 0,
"numHoldings": 0
}
],
"sharedPortfolios": [
{
"portfolioId": 0,
"portfolioName": "string",
"isPortfolioOwner": true,
"sharingSettings": {
"accessLevel": "string",
"portfolioOwnerPlan": {
"planName": "string",
"planActive": true
}
},
"dateCreated": "2019-08-24T14:15:22.123Z",
"usersSharedWith": [
{
"userId": "string",
"name": "string",
"dateShared": "2019-08-24T14:15:22.123Z",
"inviteAccepted": true,
"accessLevel": "string"
}
],
"baseCurrencyCode": "string",
"isPortfolioGroup": true,
"firstTradeDate": "2019-08-24T14:15:22.123Z",
"settings": {
"benchmarkSettings": {
"type": "string",
"symbol": "string",
"exchange": "string",
"displayName": "string",
"portfolioId": 0
},
"taxEntityType": "string",
"calculationSettings": {
"includeClosedPositions": true,
"annualiseReturns": true,
"useSimpleCalculation": true,
"includeCashPositions": true
},
"endOfFinancialYear": "2019-08-24T14:15:22.123Z",
"automationSettings": {
"enableCorporateActionAutomation": true,
"enableDividendAutomation": true
}
},
"userId": "string",
"portfolioTypeId": 0,
"numHoldings": 0
}
]
}
]
}