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PATCH
/
strategies
/
{strategyId}
Update the draft fields of a strategy (owner only)
curl --request PATCH \
  --url https://api.noonum.ai/v2/strategies/{strategyId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "description": "<string>",
  "exclusions": [
    "<string>"
  ],
  "name": "<string>",
  "tags": [
    "<string>"
  ]
}
'
{
  "active_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "archived_at": "2023-11-07T05:31:56Z",
  "completed": true,
  "created_at": "2023-11-07T05:31:56Z",
  "draft_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "exclusions": [
    "<string>"
  ],
  "gics_sectors": [
    "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  ],
  "id": "83d88f60-f581-4176-bb5c-e0b463d1d442",
  "metathemes": [
    "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  ],
  "name": "Electric Vehicles",
  "performance": {
    "metadata": {},
    "timeSeries": [
      [
        123
      ]
    ]
  },
  "permanent_delete_at": "2023-11-07T05:31:56Z",
  "public": false,
  "status": 123,
  "tags": [
    "Themes"
  ],
  "updated_at": "2023-11-07T05:31:56Z",
  "user_id": "auth0-5dba12a5654f067ba1234567",
  "description": "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

Path Parameters

​
strategyId
string<uuid>
required

UUID of the strategy

Body

application/json

The updated name, description, exclusions, or tags of the strategy

​
description
string
​
exclusions
string[]
​
name
string
​
tags
string[]

Response

Updated strategy

A user-owned investment strategy (v2 minimal shape)

​
active_version_id
string<uuid> | null
required

The active (submitted) version, or null if never submitted.

​
archived_at
string<date-time> | null
required

ISO-8601 timestamp when the strategy was archived, or null.

​
completed
boolean
required

Whether the active version's latest live run is done (status == 100).

​
created_at
string<date-time>
required

ISO-8601 timestamp when the strategy was created.

​
draft_version_id
string<uuid> | null
required

The saved version whose content matches the current draft, or null if the current draft has no matching saved version.

​
exclusions
string[]
required

Optional list of exclusions used to build the strategy.

​
gics_sectors
string<uuid>[]
required

GICS-sector taxonomy group ids classifying the strategy ([] when unclassified; populated for the curated public catalog).

​
id
string<uuid>
required
Example:

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

​
metathemes
string<uuid>[]
required

Metatheme taxonomy group ids classifying the strategy ([] when unclassified; populated for the curated public catalog).

​
name
string
required
Example:

"Electric Vehicles"

​
performance
object
required

Sparkline performance (conviction-weighted NAV time series + summary metadata), or null when no sparkline has been computed yet.

​
permanent_delete_at
string<date-time> | null
required

ISO-8601 timestamp when an archived strategy is permanently purged (archived_at + 30 days), or null when not archived.

​
public
boolean
required

Whether the strategy is exposed to the public.

Example:

false

​
status
integer
required

Run status of the active version's latest live run: 0 not started (or never submitted), 1-95 in progress, 100 done, -1 error, -2 permanently failed. Per-version and per-date detail is at /strategies/{strategyId}/versions/{versionId}.

​
tags
string[]
required

User-defined tags of the investment strategy.

Example:
["Themes"]
​
updated_at
string<date-time> | null
required

ISO-8601 timestamp when the strategy was last updated.

​
user_id
string
required
Example:

"auth0-5dba12a5654f067ba1234567"

​
description
string | null

The investment objective of the strategy.

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"