Validate portfolio file and create model portfolio or blend if valid

Parse model data, validate it, and create a model portfolio or blend if there are no validation errors.

Supported Identifiers:

  • Ticker symbols (e.g., 'AAPL', 'MSFT') for securities
  • Model portfolio IDs (UUIDs) for existing model portfolios

Types:

  • model-portfolio: Creates a model portfolio with ticker-based securities only
  • blend: Creates a blend that can contain both tickers and model portfolio IDs

Date Validation:

  • For model portfolio IDs, validates that the model portfolio existed on the specified date
  • For tickers, validates that the ticker was valid on the specified date
Language
Credentials
OAuth2
Click Try It! to start a request and see the response here!