Account Allocations

GET

/v1/api/portfolio/:accountId/allocation

GET

/v1/api/portfolio/:accountId/allocation

curl https://localhost:5000/v1/api/portfolio/accountId/allocation \
     -H "Authorization: Bearer <token>"

{
  "assetClass": {
    "long": {
      "BOND": 380106.54,
      "CASH": 72425.68706744915,
      "CRYPTO": 255.17,
      "OPT": 44352.82,
      "STK": 1564447.6240790943
    },
    "short": {
      "CASH": -508096.16629793524,
      "OPT": -80.53,
      "STK": -103716.11109948158
    }
  },
  "group": {
    "long": {
      "Aerospace/Defense": 380106.54,
      "Auto Manufacturers": 18213.43337263364,
      "Banks": 366666.31,
      "Biotechnology": 49.72,
      "Computers": 279285.37,
      "Diversified Finan Serv": 45970.8,
      "Internet": 164576.99,
      "Others": 704313.8907064605,
      "Semiconductors": 371.9,
      "Software": 29607.2
    },
    "short": {
      "Auto Manufacturers": -11763,
      "Insurance": -4682.111099481583,
      "Internet": -189.53,
      "Semiconductors": -87162
    }
  },
  "sector": {
    "long": {
      "Communications": 164576.99,
      "Consumer, Cyclical": 18213.43337263364,
      "Consumer, Non-cyclical": 49.72,
      "Financial": 412637.11,
      "Industrial": 380106.54,
      "Others": 704313.8907064605,
      "Technology": 309264.47000000003
    },
    "short": {
      "Communications": -189.53,
      "Consumer, Cyclical": -11763,
      "Financial": -4682.111099481583,
      "Technology": -87162
    }
  }
}

Get an account's allocations by asset class, sector group, and sector.

Authentication

AuthorizationBearer

SSO bearer token.

Path parameters

accountIdstringRequired

Query parameters

modelstringOptional

Response

response with allocations

assetClassobjectOptional

Object containing values of positions sorted by long/short and asset class.

groupobjectOptional

Object containing values of positions sorted by long/short and Sector Group.

sectorobjectOptional

Object containing values of positions sorted by long/short and Sector.

Errors

400

Bad Request Error

401

Unauthorized Error

500

Internal Server Error

503

Service Unavailable Error