PortfolioAllocationObject

  • current_allocation
    Type: object · PortfolioAllocationObject_current_allocation
    • percentage
      Type: number Format: float
      min:  
      0
      max:  
      100
      multiple of:  
      0.01

      The distribution percentage for the portfolio allocation.

    • value
      Type: object · CurrencyObject
  • product
    Type: string enum

    The financial product being allocated to.

    values
    • managed_treasuries
    • managed_money_market
    • managed_income
  • return
    Type: object · CurrencyObject
    • amount
      Type: string
      required
    • currency
      enum
      const:  
      USD
      required
      values
      • USD
  • target_allocation
    Type: object · PortfolioAllocationObject_current_allocation
    • percentage
      Type: number Format: float
      min:  
      0
      max:  
      100
      multiple of:  
      0.01

      The distribution percentage for the portfolio allocation.

    • value
      Type: object · CurrencyObject