Portfolio

Portfolio (Model)

  • account_type
    Type: "cash" or "reserve" or "growth"enum
  • accounts_using
    Type:

    Account (Model)

    Properties: 28
  • 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:
    Properties: 10
  • 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_lowlowmediumhighvery_high
  • selectable
    Type: boolean
  • stock_allocation
    Type: number
  • type
    Type: "core" or "esg"enum
  • 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