> ## Documentation Index > Fetch the complete documentation index at: https://docs.noonum.ai/llms.txt > Use this file to discover all available pages before exploring further. # Optimize a strategy's portfolio over a subset of companies ## OpenAPI ````yaml /api-reference/openapi.json post /strategies/{strategyId}/optimized-portfolio openapi: 3.0.0 info: title: Noonum API version: 1.0.0 contact: name: Noonum Support email: hello@noonum.com description: > Create, read, update, and delete your own investment strategies, browse public premade strategies, run semantic search, and call supporting utility endpoints. servers: - url: https://api.noonum.ai/v1 security: - bearerAuth: [] tags: - name: UserStrategies description: Create, read, update, and delete your own investment strategies. - name: PremadeStrategies description: Read public premade strategies and find the ones closest to an objective. - name: Helper description: >- Supporting endpoints for company lookup, objective editing, and health checks. - name: Benchmarks description: Read benchmark data. - name: Portfolios description: Create, read, update, and delete your portfolios. - name: Backtest description: Backtest a portfolio without saving it. paths: /strategies/{strategyId}/optimized-portfolio: post: tags: - UserStrategies summary: Optimize a strategy's portfolio over a subset of companies operationId: app.api.v1.strategies.optimize_portfolio_filter parameters: - name: strategyId in: path required: true schema: type: string description: UUID of the user strategy - name: minMarketCap in: query required: false description: Minimum company market capitalization (USD) required for inclusion. schema: type: number format: double minimum: 0 exclusiveMinimum: true default: 1000000000 - name: returnWeight in: query required: false description: >- Multiplier applied to expected returns in the optimization objective. schema: type: number format: double minimum: 0 exclusiveMinimum: true default: 1 - name: linguisticBetaWeight in: query required: false description: Weight of the linguistic beta term in the optimization objective. schema: type: number format: double minimum: 0 maximum: 1 default: 0.5 - name: riskFreeRate in: query required: false description: Annual risk-free rate assumption used for risk metrics. schema: type: number format: double default: 0.03 - name: minActivePositions in: query required: false description: Minimum number of holdings that must receive a positive weight. schema: type: integer minimum: 2 default: 50 - name: minActivePositionWeight in: query required: false description: >- Minimum weight assigned to holdings counted toward the active position requirement. schema: type: number format: double minimum: 0.0001 exclusiveMinimum: true default: 0.01 - name: maxWeight in: query required: false description: Maximum weight allowed for any single holding. schema: type: number format: double minimum: 0 exclusiveMinimum: true maximum: 1 default: 0.2 - name: marketBuzzWeight in: query required: false description: >- Penalty weight applied when allocations diverge from market buzz preferences. schema: type: number format: double minimum: 0 maximum: 1 default: 0.05 requestBody: required: false content: application/json: schema: type: object nullable: true properties: companyIds: type: array description: >- Company IDs to consider before the other filters are applied. When omitted or empty, the full strategy set is used. minItems: 0 items: type: string responses: '200': description: The optimized portfolio. content: application/json: schema: type: object properties: metadata: type: object properties: numberStocks: type: integer example: 50 weightedLinguisticBeta: type: number format: float example: 0.12 marketBuzzCoverage: type: number format: float example: 25.4 annualizedReturn: type: number format: float example: 0.18 volatility: type: number format: float example: 0.09 cvar: type: number format: float example: 0.2 sharpeRatio: type: number format: float example: 1.5 expectedDailyReturn: type: number format: float example: 0.001 maxDrawdown: type: number format: float example: -0.25 required: - numberStocks - weightedLinguisticBeta - marketBuzzCoverage - annualizedReturn - volatility - cvar - sharpeRatio - expectedDailyReturn - maxDrawdown portfolio: type: array items: description: >- A company in the constructed portfolio, with its assigned weight. allOf: - type: object description: A company produced by a strategy run. properties: id: type: string format: uuid example: b544d95b-43a6-4a50-a326-90552b05c551 symbol: type: string example: TSLA name: type: string example: Tesla, Inc. isin: type: string example: US88160R1014 nullable: true figi: type: string example: BBG000N9MNX3 nullable: true description: >- Bloomberg Financial Instrument Global Identifier (FIGI) for the listing. exchange: type: string example: NASDAQ market: type: string example: us nullable: true mic: type: string example: XNAS nullable: true description: >- ISO 10383 operating market identifier code for the listing exchange. sector: type: string example: Consumer Cyclical nullable: true industry: type: string example: Auto - Manufacturers nullable: true marketCap: type: number example: 902298200000 nullable: true volAvg: type: number format: float example: 1250000 nullable: true linguisticBeta: type: number format: float example: 0.12002 marketBuzz: type: number format: float example: 0.406 reasoning: type: string nullable: true description: >- Why the company was included. Present only when `includeReasoning` is `true`. convictionScore: type: number format: float example: 0.75 nullable: true description: >- Conviction score between 0 and 1 that combines market buzz and linguistic beta. A higher score indicates a stronger thematic signal on both dimensions. active: type: boolean example: true description: Whether the company is currently active. required: - id - symbol - name - isin - exchange - market - sector - industry - marketCap - volAvg - linguisticBeta - marketBuzz - active - type: object properties: weight: description: The company's weight in the portfolio. type: number format: float example: 0.035 required: - weight required: - metadata - portfolio '202': description: The strategy is still generating and results are not ready yet. '400': description: The request body is invalid, or no companies match the filters. '404': description: The strategy or its results do not exist. components: securitySchemes: bearerAuth: type: http scheme: bearer bearerFormat: JWT or API Key description: | Enter 'Bearer' followed by a space and then your JWT or API Key. Example: `Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...` or `Bearer YOUR_API_KEY_HERE` ````