Endpoints

Update Portfolio

put https://api.clarity.ai/clarity/v1/public/portfolios/

Update the allocation composition, total and name of a portfolio given its ID. Portfolios can be provided in two ways:

  1. By providing percentage weights of each holding (specifying securitiesWeightDistribution as PERCENTAGE). In this case you must also specify a total portfolio value.
  2. By providing individual currency amounts for each holding (specifying securitiesWeightDistribution as AMOUNT). In this case, the total portfolio value is not required and you are also able to specify holding-specific currencies.

Once created, the unique id of the portfolio will be returned.

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