PortfolioItem

PortfolioItem (Model)

  • allocation
    Type: number
  • asset
    Type: object · Asset

    Asset (Model)

    • asset_id
      Type: string
    • created_at
      Type: stringFormat: date-time

      the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z

    • currency
      Type: object · AssetCurrency

      AssetCurrency (Interface)

    • description
      Type: string
    • equity
      Type: object · AssetEquity

      AssetEquity (Interface)

    • factor
      Type: number
    • fixed_income
      Type: object · AssetFixedIncome

      AssetFixedIncome (Interface)

    • fmv
      Type: number
    • fmv_as_of
      Type: stringFormat: date-time

      the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z

    • icon_url
      Type: string
    • investment_rate_yearly
      Type: number
    • isin
      Type: string
    • issuing_region_code
      Type: string
    • logo_url
      Type: string
    • mutual_fund
      Type: object · AssetMutualFund

      AssetMutualFund (Interface)

    • name
      Type: string
    • option
      Type: object · AssetOption

      AssetOption (Interface)

    • originating_region_code
      Type: string
    • symbol
      Type: string
    • type
      Type: stringenum
      values
      • type_unspecified
      • equity
      • option
      • currency
      • digital
      • fdic_synthetic
      • fixed_income
      • mutual_fund
      • alt_investment
    • updated_at
      Type: stringFormat: date-time

      the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z

    • usable
      Type: boolean
  • created_at
    Type: stringFormat: date-time

    the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z

  • description
    Type: string
  • id
    Type: string
  • market
    Type: stringenum
    values
    • small_cap_us_stock
    • mid_cap_us_stock
    • us_stock
    • us_dividends
    • international_stock
    • us_bond
    • us_corp_bond
    • us_gov_bond
    • cash
  • name
    Type: string
  • portfolio
    Type: object · Portfolio

    Portfolio (Model)

    • account_type
      Type: stringenum
      values
      • cash
      • reserve
      • growth
    • accounts_using
      Type: object · Account

      Account (Model)

    • average_return
      Type: number
    • bond_allocation
      Type: number
    • created_at
      Type: stringFormat: date-time

      the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z

    • description
      Type: string
    • id
      Type: string
    • items
      Type: array object[] · PortfolioItem[]

      PortfolioItem (Model)

    • liquidity_days
      Type: number
    • name
      Type: string
    • rebalanceable
      Type: boolean
    • return_type
      Type: stringenum
      values
      • 7_day_sec_yield
      • 30_day_sec_yield
      • apy
      • investment_rate
      • 1_year_historical_return
      • 3_year_historical_return
      • 5_year_historical_return
      • 10_year_historical_return
    • risk
      Type: stringenum
      values
      • very_low
      • low
      • medium
      • high
      • very_high
    • selectable
      Type: boolean
    • stock_allocation
      Type: number
    • type
      Type: stringenum
      values
      • core
      • esg
    • updated_at
      Type: stringFormat: date-time

      the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z

  • symbol
    Type: string
  • updated_at
    Type: stringFormat: date-time

    the date-time notation as defined by RFC 3339, section 5.6, for example, 2017-07-21T17:32:28Z