Create or update asset classes
PUT/v1/firm/risk/asset-class
Sets the percent of an asset class that belongs to a risk level, for each item in allocations. An asset class name that your firm does not have yet creates the asset class. Allocations you leave out keep their current values. If any firmRiskId in allocations is not a risk level of your firm, the response is status 404 and nothing changes, including for the other items in allocations. To change the order of asset classes, send displayOrders; to change only the order, send allocations as an empty array. If your firm has no security category allocations yet, AdviceCloud also creates them, with each default security category allocated 100 percent to your firm's first asset class. Returns a page of the risk allocations of all asset classes, not only the ones you changed.
Request
Responses
- 200
- 400
- 401
- 403
- 404
- 429
A page of the risk allocations, one item for each asset class and risk level, after the update.
limit or offset is not a whole number, limit is less than 1, or the request body is invalid.
The access token is missing, invalid, or expired.
The access token does not have the write:firm scope, or your role in AdviceCloud does not allow this operation.
A firmRiskId in allocations is not a risk level of your firm. Nothing changes, including for the other items in allocations.
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.