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DriveWealth

DriveWealth Portfolios API

The Portfolios API from DriveWealth — 3 operation(s) for portfolios.

Documentation Provider Profile APIs.io OpenAPI GitHub

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

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

This API exposes 4 operations across 3 paths, and defines 34 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 3 paths 34 schemas 2 GET1 PATCH1 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 Portfolios 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 3 paths, the API surfaces 4 operations — 2 GET, 1 PATCH, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Portfolios 4
POST
/managed/portfoliosdeprecated
Create Portfolio
body → 200
GET
/managed/portfolios/{portfolioID}deprecated
Retrieve Portfolio
1 param → 200
PATCH
/managed/portfolios/{portfolioID}deprecated
Update Portfolio
1 param body → 200
GET
/users/{userID}/managed/portfoliodeprecated
List Portfolios by Advisor
1 param → 200

Schemas 34

The contract defines 34 schemas that model the data the API accepts and returns. The most detailed are portfolioRes (9 properties), FundByUserID (8 properties), portfolioResHoldingsObject (8 properties), PortfolioByUserID (7 properties). Each schema is shown below with its type and property counts.

fundDescription
string
A user defined description that describes the underlying fund.
portfolioReq
object
6 properties 6 required
portfolioTriggers
object
An object that holds the details of when to trigger a rebalance of a Portfolio.
5 properties 5 required
fundUpperLowerBound
number
holdingsObject
object
An object in the holdings array that holds the instrumentID and target.
2 properties
portfolioRes
object
9 properties
fundLowerBound
number
portfolioDescription
string
A user defined description that describes the underlying portfolio.
fundMaxAllowed
number
The total drift amount for this instrument.
clientPortfolioID
string
A user defined identifier attached to the portfolio.
portfolioName
string
A user defined name that describes the underlying portfolio.
portfolioMaxAllowed
number
The total drift amount for this fund or cash.
PortfolioByUserID.Triggers
object
5 properties
fundType
string
The type of fund.
portfolioLowerBound
number
FundByUserID.Triggers
object
5 properties
triggerTypes
string
The type of trigger associated to the fund as a whole or an individual instrument.
fundName
string
A user defined name that describes the underlying fund.
PortfolioByUserID
object
7 properties
managedAccountsUserID
string
The unique identifier of the registered investment advisors account.
FundByUserID.Holdings
object
2 properties
FundByUserID
object
8 properties
portfolioReqHoldings
object
3 properties 2 required
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.
triggersObject
object
An object that holds the details of when to trigger a rebalance of the Fund.
5 properties 5 required
portfolioUpperLowerBound
number
instrumentID
string
A unique ID created by DriveWealth to identify a specific instrument.
portfolioResHoldingsObject
object
An array of objects that hold details of a Fund in a Portfolio.
8 properties
PortfolioByUserID.Holdings.CashReserve
object
2 properties
PortfoliosByUserID
array
A list of portfolios by userID.
portfolioID
string
The unique identifier of a portfolio.
clientFundID
string
A user defined identifier attached to the fund.

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

drivewealth-portfolios-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 AutoPilot 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
#Portfolio
← Back to D APIs
API Details
ID
drivewealth:drivewealth-portfolios-api
Base URL
https://api.drivewealth.net
Docs
https://developer.drivewealth.com/apis/reference/introduction
Provider
DriveWealth
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