List archived strategies

[ { "id": "83d88f60-f581-4176-bb5c-e0b463d1d442", "user_id": "auth0-5dba12a5654f067ba1234567", "name": "Electric Vehicles", "exclusions": [ "<string>" ], "public": false, "tags": [ "Themes" ], "active_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a", "draft_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a", "status": 123, "completed": true, "metathemes": [ "3c90c3cc-0d44-4b50-8888-8dd25736052a" ], "gics_sectors": [ "3c90c3cc-0d44-4b50-8888-8dd25736052a" ], "performance": { "timeSeries": [ [ 123 ] ], "metadata": {} }, "archived_at": "2023-11-07T05:31:56Z", "permanent_delete_at": "2023-11-07T05:31:56Z", "created_at": "2023-11-07T05:31:56Z", "updated_at": "2023-11-07T05:31:56Z", "objective": "The Electric Vehicles Investment Strategy is to identify companies that focus on EV manufacturing, plus the development of battery technology and charging station infrastructure.\n" } ]

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

Response

200 - application/json

The list of archived strategies, most recently archived first.

string<uuid>

required

Example:

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

user_id

string

required

Example:

"auth0-5dba12a5654f067ba1234567"

name

string

required

Example:

"Electric Vehicles"

exclusions

string[]

required

Phrases used to exclude companies when building the strategy.

public

boolean

required

Whether the strategy is visible in the public catalog.

Example:

false

tags

string[]

required

User-defined tags for the strategy.

Example:

["Themes"]

active_version_id

string<uuid> | null

required

The active, submitted version, or null when the strategy has never been submitted.

draft_version_id

string<uuid> | null

required

The saved version whose content matches the current draft, or null when no saved version matches it.

status

integer

required

Run status of the active version's latest live run. 0 means not started or never submitted, 1 through 95 means in progress, 100 means done, -1 means error, and -2 means permanently failed. For per-version and per-date detail, use GET /strategies/{strategyId}/versions/{versionId}.

completed

boolean

required

Whether the active version's latest live run is done, meaning status is 100.

metathemes

string<uuid>[]

required

Metatheme taxonomy group IDs that classify the strategy. Empty when the strategy is unclassified, and populated for the curated public catalog.

gics_sectors

string<uuid>[]

required

GICS sector taxonomy group IDs that classify the strategy. Empty when the strategy is unclassified, and populated for the curated public catalog.

performance

object | null

required

Sparkline performance, made up of a conviction-weighted NAV time series and summary metadata, or null when no sparkline has been computed yet.

Show child attributes

archived_at

string<date-time> | null

required

ISO-8601 timestamp of when the strategy was archived, or null when not archived.

permanent_delete_at

string<date-time> | null

required

ISO-8601 timestamp of when an archived strategy is permanently deleted, which is 30 days after archived_at, or null when not archived.

created_at

string<date-time>

required

ISO-8601 timestamp of when the strategy was created.

updated_at

string<date-time> | null

required

ISO-8601 timestamp of when the strategy was last updated.

objective

string | null

The strategy's investment objective.

Example:

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

Overview

Endpoints

Authorizations

Response