Get model portfolio allocations

Retrieves the current holdings and allocations for a specific model portfolio. Returns a list of positions with their weights and identifiers.This endpoint is useful for understanding the composition of a model portfolio at any point in time.

Response Fields:

  • name: Security name
  • ticker: Stock ticker symbol
  • weight: Portfolio weight as a percentage (0-100)
  • securityType: Type of security (e.g., 'equity', 'etf')

ID Support:

  • Supports both internal IDs and external IDs (scoped to your organization)
Language
Credentials
OAuth2
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