Security Categories

Security categories, such as Large Blend, describe what a security is. Each security category has an allocation: the percent of it that goes to each of your firm's asset classes.

AdviceCloud uses these allocations for risk calculations. The asset classes are those of Asset Classes. In the console, the percents of each security category add up to 100. Keep each total at or below 100. The API does not check that a total reaches 100.

To change percents, call Update security category allocations.

📄️List security categories

Returns your firm's security categories, the asset classes of its risk levels, and the percent of each security category allocated to each asset class.

📄️Update security category allocations

Sets the percent of a security category allocated to an asset class, for each item in `mappings`. Allocations you leave out keep their current values. Returns a page of all security category allocations, sorted by security category and then asset class, not only the ones you changed.