API ReferenceTrading Fa Allocation Management

Set Model Preset

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Set the preset behavior for models.

Request

This endpoint expects an object.
avoidNegativeCashInIndependentbooleanOptional
Avoid negative offsetting cash in Independent
closeDivestIndependentPositionbooleanOptional
Close out the full position while divesting.
fullyInvestExistingLongPositionsbooleanOptional
Use the maximum avialble funds to increase long positions.
keepModelOpenbooleanOptional
Keep model open for fully divested accounts.
preferCrossWithIndependentbooleanOptional
Transfer positions to Independent instead of liquidating.
preferTransferFromIndependentbooleanOptional
Transfer positions from Independent structure when possible.
reqIDlongOptional
Request identifier to uniquely track a request.
roundAllocationQuantityToExchangeBoardLotbooleanOptional
Determine if allocation quantities should be handled by lot size.
subscriptionStatuslongOptional
Describes if the model is in polling mode.
useNonBaseCcybooleanOptional
Use non-base balances when available.
useToleranceRangebooleanOptional
Designate of tolerance ranges should be used for rebalancing.

Response

Successfully retrieve preset details
errorstring
Report the behavior when attempting to save.
reqIDlong
Request identifier to uniquely track a request.
subscriptionStatuslong
Describes if the model is in polling mode.
successboolean
Signifies that the request was successfully submitted.

Errors

401
Unauthorized Error
500
Internal Server Error
503
Service Unavailable Error