Portfolio Allocation (All)

Similar to /portfolio/{accountId}/allocation but returns a consolidated view of of all the accounts returned by /portfolio/accounts. /portfolio/accounts or /portfolio/subaccounts must be called prior to this endpoint.

POST /portfolio/allocation

Request Object

Body Params

acctIds: Array of Strings. Required
Contains all account IDs as strings the user should receive data for.

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request_url = f"{baseUrl}/portfolio/allocation"
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json_content = {
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  "acctIds": [
4
    "U1234567",
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    "U4567890"
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  ]
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}
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requests.post(url=request_url, json=json_content)

assetClass: Object.
Contains details pertaining to specific security types.
{
long: Object.
Returns the value of the asset class currently traded long.

short: Object.
Returns the value of the asset class currently traded short.
},

sector: Object.
Contains details pertaining to specific trade sectors.
{
long: Object.
Returns the value of the trade sector currently traded long.

short: Object.
Returns the value of the trade sector currently traded short.
},

group: Object.
Contains details pertaining to specific industry groups.
{
long: Object.
Returns the value of the industry group currently traded long.

short: Object.
Returns the value of the industry group currently traded short.
}

{
  "assetClass": {
    "long": {
      "OPT": 27.12,
      "STK": 316441.2320366,
      "CASH": 2.1510102008312488E8
    },
    "short": {
      "OPT": -30.0,
      "CASH": -25.923946709036827
    }
  },
  "sector": {
    "long": {
      "Others": 5624.600040692091,
      "Technology": 237014.72999999998,
      "Industrial": 43077.12,
      "Consumer, Cyclical": 22453.78620745659,
      "Financial": 2503.3599999999997,
      "Communications": 5126.98,
      "Consumer, Non-cyclical": 667.7757884514332
    },
    "short": {
      "Others": -30.0
    }
  },
  "group": {
    "long": {
      "Computers": 121222.53,
      "Others": 5624.600040692091,
      "Semiconductors": 115792.2,
      "Auto Manufacturers": 22453.78620745659,
      "Banks": 2503.3599999999997,
      "Miscellaneous Manufactur": 43077.12,
      "Internet": 5126.98,
      "Beverages": 651.35,
      "Pharmaceuticals": 16.42578845143318
    },
    "short": {
      "Others": -30.0
    }
  }
}