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DriveWealth

DriveWealth AutoPilot API

The AutoPilot API from DriveWealth — 4 operation(s) for autopilot.

Documentation Provider Profile APIs.io OpenAPI GitHub

DriveWealth AutoPilot API is one of 31 APIs that DriveWealth publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Autopilot. The published artifact set on APIs.io includes an OpenAPI specification and API documentation.

This API exposes 4 operations across 4 paths, and defines 19 schemas. It is described by OpenAPI 3.2.0, at version 1.0.

Requests are made against 2 base URLs: https://bo-api.drivewealth.io/back-office, https://bo-api.drivewealth.net/back-office.

4 operations 4 paths 19 schemas 3 GET1 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
1.0
Base URL
https://api.drivewealth.net
Authentication
HTTP Bearer, API Key, API Key
Resource Areas
1

Authentication & Security 3

DriveWealth AutoPilot API declares 3 security schemes for authenticating requests. It accepts HTTP bearer tokens (JWT) (bearerAuth). An API key is passed in the header as dw-client-app-key (dwAppKey). An API key is passed in the header as dw-auth-token (sessionToken).

Paths & Operations 4

Across 4 paths, the API surfaces 4 operations — 3 GET, 1 POST. Each is listed below with its method, path, parameters, and response codes.

AutoPilot 4
POST
/managed/autopilot/{partnerID}deprecated
Create Autopilot Run
1 param body → 200
GET
/managed/autopilot/{rebalanceRunID}deprecated
Retrieve Autopilot Run
1 param → 200
GET
/accounts/{accountID}/portfoliodeprecated
Retrieve Portfolio by Account
1 param → 200
GET
/users/{userID}/managed/autopilotdeprecated
List AutoPilot Runs by Advisor
5 params → 200

Schemas 19

The contract defines 19 schemas that model the data the API accepts and returns. The most detailed are runStatusRes (11 properties), portfolioHoldings (8 properties), PortfolioStatusRes (7 properties), AutoPilotRunByUserID (5 properties). Each schema is shown below with its type and property counts.

autoPilotStatus
string
The current status of the re-balance run.
AutoPilotRunByUserID
object
5 properties
PortfolioStatusRes
object
7 properties
holdingsObject
object
An object in the holdings array that holds the instrumentID and target.
2 properties
autopilotRes
object
4 properties
autoPilotRebalanceID
string
The unique identifier of the auto pilot re-balance run.
portfolioHoldings
object
8 properties
AutoPilotRunsByUserID
array
A list of autopilot runs by userID.
fundType
string
The type of fund.
runStatusRes
object
11 properties
accountID
string
The user's unique account identifier.
fundName
string
A user defined name that describes the underlying fund.
fundID
string
The unique identifier of a fund.
userID
string
A unique identifier created for each User on DriveWealth's platform.
fundTarget
number
The individual targeted weight of the instrument.
holdings
array
A list of the securities held in a Fund.
riaID
string
This is the parentIBID or userID of the registered investment advisor creating the re-balance run.
autopilotReq
object
3 properties 2 required
portfolioID
string
The unique identifier of a portfolio.

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

drivewealth-autopilot-api-openapi.yml Raw ↑

Other APIs DriveWealth publishes across the network.

DriveWealth FIX API
AE Profile APIs.io
DriveWealth Accounts API
AE Profile APIs.io
DriveWealth Advisor Reports API
AE Profile APIs.io
DriveWealth Asset Transfer API
AE Profile APIs.io
DriveWealth Auth API
AE Profile APIs.io
DriveWealth Beneficiaries API
AE Profile APIs.io
DriveWealth Charts API
AE Profile APIs.io
DriveWealth Commission Schedules API
AE Profile APIs.io
DriveWealth Correspondent Reports API
AE Profile APIs.io
DriveWealth Deposits API
AE Profile APIs.io
DriveWealth Depth of Book API
AE Profile APIs.io
DriveWealth Exchanges API
AE Profile APIs.io
#Autopilot
← Back to D APIs
API Details
ID
drivewealth:drivewealth-autopilot-api
Base URL
https://api.drivewealth.net
Docs
https://developer.drivewealth.com/apis/reference/introduction
Provider
DriveWealth
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