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POST
Validate Portfolio Update

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

portfolio_key
string
required

Body

application/json

Request model for updating a tracked portfolio.

All fields are optional — send only what you want to change. If portfolio is provided, holdings are fully replaced. Analytics are recomputed in the background up to the latest trading day; extending the series through a specific date without changing definition is /increment's job.

portfolio
PortfolioHolding · object[] | null

Optional new holdings to replace the existing portfolio definition.

base_currency
string | null

Override base currency for this portfolio.

Example:

"USD"

benchmark
string | null

Override benchmark for this portfolio.

Example:

"ACWI.OQ"

initial_value
number | null

Override initial portfolio value in base currency.

Example:

10000

include_transaction_costs
boolean | null

Override transaction cost setting for this update.

transaction_cost_config
Transaction Cost Config · object | null

Override transaction cost config for this update.

Response

Successful Response

valid
boolean
required

True when the portfolio would pass track/update validation

error_count
integer
required
warning_count
integer
required
errors
ValidationIssueResponse · object[]
required
warnings
ValidationIssueResponse · object[]
required
normalized
Normalized · object | null

Portfolio definition after weight renormalization (only when valid)

Last modified on September 21, 2026