Calculate the asset allocation of a portfolio

POST 
/v1/models/asset-allocation

Calculates the percent of the portfolio in the request body that is in each of your firm's asset classes. Each security counts toward the asset classes of its security category. Nothing is saved. Security group and sleeve IDs that are not your firm's are ignored. Returns the asset classes in your firm's order.

Request

Responses

201

The asset allocation of the portfolio.

400

The request body is invalid, for example sleeves is missing or a weight is not a number.

401

The access token is missing, invalid, or expired.

403

The access token does not have the write:model scope.

429

Too many requests. Wait the number of seconds in the Retry-After-per-person header (script-audience tokens) or the Retry-After header (other requests) before you retry. See Rate limit.