Update a strategy draft
Updates the draft fields of a strategy. Only the owner can update a strategy.
Authorizations
Enter 'Bearer' followed by a space and then your JWT or API Key.
Example: Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...
or Bearer YOUR_API_KEY_HERE
Path Parameters
UUID of the strategy.
Body
Response
The updated strategy.
A user-owned investment strategy.
"83d88f60-f581-4176-bb5c-e0b463d1d442"
"auth0-5dba12a5654f067ba1234567"
"Electric Vehicles"
Phrases used to exclude companies when building the strategy.
Whether the strategy is visible in the public catalog.
false
User-defined tags for the strategy.
The active, submitted version, or null when the strategy has never been submitted.
The saved version whose content matches the current draft, or null when no saved version matches it.
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}.
Whether the active version's latest live run is done, meaning status is 100.
Metatheme taxonomy group IDs that classify the strategy. Empty when the strategy is unclassified, and populated for the curated public catalog.
GICS sector taxonomy group IDs that classify the strategy. Empty when the strategy is unclassified, and populated for the curated public catalog.
Sparkline performance, made up of a conviction-weighted NAV time series and summary metadata, or null when no sparkline has been computed yet.
ISO-8601 timestamp of when the strategy was archived, or null when not archived.
ISO-8601 timestamp of when an archived strategy is permanently deleted, which is 30 days after archived_at, or null when not archived.
ISO-8601 timestamp of when the strategy was created.
ISO-8601 timestamp of when the strategy was last updated.
The strategy's investment 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"