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POST
Validate Portfolio

Authorizations

Authorization
string
header
required

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

Body

application/json

Request model for creating a tracked portfolio.

portfolio
PortfolioHolding · object[]
required

List of portfolio holdings with dates and weights

base_currency
string
default:USD

Base currency for portfolio

Example:

"USD"

initial_value
number
default:10000

Initial portfolio value in base currency

Example:

10000

benchmark
string
default:ACWI.OQ

Benchmark for comparison

Example:

"ACWI.OQ"

include_transaction_costs
boolean
default:false

Apply market-specific transaction costs during rebalancing

Example:

false

transaction_cost_config
Transaction Cost Config · object | null

Custom transaction cost rates by market. Format: {'market_name': {'buy': rate, 'sell': rate}}.

Example:

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