Skip to main content
POST
Create or overwrite a portfolio

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

Body

application/json
name
string
required
Example:

"My Portfolio"

holdings
object[]
required
public
boolean
default:false
tags
string[] | null
source
string | null
metadata
object | null

Response

An existing portfolio with the same name was overwritten.

id
string<uuid>
required
user_id
string | null
required

Owner identifier, null when the caller is not the owner.

name
string
required
public
boolean
required
created_at
string
required

Timestamp of when the portfolio was created, as an RFC 7231 HTTP date.

Example:

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

updated_at
string
required

Timestamp of when the portfolio was last updated, as an RFC 7231 HTTP date.

Example:

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

holdings
object[]
required
tags
string[] | null
source
string | null
metadata
object | null