Update portfolio tax settings

PUT

/v1/tax-settings/{portfolioId}

Request

Authorization

API Key

Add parameter in header

Authorization

Example:

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

Path Params

Body Params application/json-patch+json

Example

[
    {
        "id": 0,
        "portfolioId": 0,
        "startingPeriod": "2019-08-24T14:15:22Z",
        "endingPeriod": "2019-08-24T14:15:22Z",
        "saleAllocationStrategyId": 0,
        "holdingTaxSettings": [
            {
                "id": 0,
                "holdingId": 0,
                "portfolioTaxSettingsId": 0,
                "saleAllocationStrategyId": 0
            }
        ]
    }
]

Request Code Samples

Shell

JavaScript

Java

Swift

PHP

Python

HTTP

Objective-C

Ruby

OCaml

Dart

curl --location --request PUT '/v1/tax-settings/' \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json-patch+json' \
--data-raw '[
    {
        "id": 0,
        "portfolioId": 0,
        "startingPeriod": "2019-08-24T14:15:22Z",
        "endingPeriod": "2019-08-24T14:15:22Z",
        "saleAllocationStrategyId": 0,
        "holdingTaxSettings": [
            {
                "id": 0,
                "holdingId": 0,
                "portfolioTaxSettingsId": 0,
                "saleAllocationStrategyId": 0
            }
        ]
    }
]'

Responses

🟢200OK

Success

This response does not have a body.

Modified at 2025-10-24 04:35:20

Get portfolio tax setting

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