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PATCH
/
strategies
/
{strategyId}
Update metadata or companies in a user strategy
curl --request PATCH \
  --url https://api.noonum.ai/v1/strategies/{strategyId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "name": "<string>",
  "objective": "<string>",
  "exclusions": [
    "<string>"
  ]
}
'
{
  "id": "83d88f60-f581-4176-bb5c-e0b463d1d442",
  "user_id": "auth0-5dba12a5654f067ba1234567",
  "name": "Electric Vehicles",
  "objective": "The Electric Vehicles Investment Strategy is to identify companies that focus on EV manufacturing,\nplus the development of battery technology and charging station infrastructure.\n",
  "created_at": "Sat, 05 Apr 2025 17:43:37 GMT",
  "updated_at": "Mon, 07 Apr 2025 18:39:41 GMT",
  "public": true,
  "growth": 0.1350849124986786,
  "status": 100,
  "tags": [
    "Themes"
  ],
  "exchanges": [
    "<string>"
  ],
  "limit": 123,
  "min_market_cap": 123,
  "max_market_cap": 123,
  "min_evidence_count": 123,
  "completed": true,
  "has_factsheet": true,
  "exclusions": [
    "<string>"
  ],
  "gics_sectors": [
    "83d88f60-f581-4176-bb5c-e0b463d1d442"
  ],
  "metathemes": [
    "83d88f60-f581-4176-bb5c-e0b463d1d442"
  ],
  "performance": {
    "timeSeries": [
      [
        123
      ]
    ],
    "metadata": {
      "returns": 123,
      "annualizedReturn": 123,
      "variance": 123,
      "sharpeRatio": 123,
      "maxDrawdown": 123,
      "stockCount": 123,
      "weekCount": 123
    }
  }
}

Authorizations

Authorization
string
header
required

Enter 'Bearer' followed by a space and then your JWT or API Key. Example: Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9... or Bearer YOUR_API_KEY_HERE

Path Parameters

strategyId
string
required

UUID of the user strategy

Body

application/json

The updated name, objective, or exclusions of the strategy

name
string
objective
string
exclusions
string[]

Response

Updated strategy

A user-owned investment strategy

id
string<uuid>
required
Example:

"83d88f60-f581-4176-bb5c-e0b463d1d442"

user_id
string
required
Example:

"auth0-5dba12a5654f067ba1234567"

name
string
required
Example:

"Electric Vehicles"

objective
string
required

The investment objective of the strategy.

Example:

"The Electric Vehicles Investment Strategy is to identify companies that focus on EV manufacturing,\nplus the development of battery technology and charging station infrastructure.\n"

created_at
string
required

Timestamp when the strategy was created (RFC 7231 HTTP-date string).

Example:

"Sat, 05 Apr 2025 17:43:37 GMT"

updated_at
string
required

Timestamp when the strategy was last updated (RFC 7231 HTTP-date string).

Example:

"Mon, 07 Apr 2025 18:39:41 GMT"

public
boolean
required

Whether the strategy is exposed to public.

Example:

true

growth
number<float> | null
required
deprecated

Revenue growth performance of the companies in this strategy.

Example:

0.1350849124986786

status
integer
required

Percentage progress of the strategy generation

Example:

100

tags
string[]
required

User defined tags of the investment strategy.

Example:
["Themes"]
exchanges
string[] | null
required

Only include the company stock is traded on these exchanges.

limit
integer | null
required

Max number of companies in the strategy.

min_market_cap
number | null
required

Minimum market capitalization filter config.

max_market_cap
number | null
required

Maximum market capitalization filter config.

min_evidence_count
integer | null
required

Minimum evidence count filter config.

completed
boolean
required

If the strategy is completed.

has_factsheet
boolean
required

If Factsheet is available.

exclusions
string[]

Optional list of exclusions used to build the strategy.

gics_sectors
string[]

Related GICS sectors associated with the strategy

metathemes
string[]

Metatheme identifiers associated with the strategy.

performance
object