Webhook

portfolio.updated

Body

application/json

- business_id
  Type: string
  
  Unique identifier for the business, used as business_id in API requests.
- data
  Type: object
  
  The resource this event is about. The resource type is the JSON key and the resource object is the value. Sensitive tax and government ID numbers may be omitted from webhook payloads but remain available through the API; bank account events include account and routing numbers.
  
  Properties: 1
- type
  enum
  const:
  portfolio.updated
  
  Webhook event type, combining the entity name and action.

Responses

200

Return HTTP 200 to acknowledge receipt.

postportfolio.updated

{
  "type": "portfolio.updated",
  "data": {
    "portfolio": {
      "total_unallocated": {
        "currency": "USD",
        "amount": "150000.00"
      },
      "total_value": {
        "currency": "USD",
        "amount": "150000.00"
      },
      "total_return": {
        "currency": "USD",
        "amount": "150000.00"
      },
      "products": [
        {
          "product": "managed_treasuries",
          "current_allocation": {
            "percentage": 12.34,
            "value": {
              "currency": "USD",
              "amount": "150000.00"
            }
          },
          "target_allocation": {
            "percentage": 12.34,
            "value": {
              "currency": "USD",
              "amount": "150000.00"
            }
          },
          "return": {
            "currency": "USD",
            "amount": "150000.00"
          }
        }
      ]
    }
  },
  "business_id": ""
}

No Body

Return HTTP 200 to acknowledge receipt.

business.updated

onboarding.updated