POST v1/EntityPortfolios/Create

Creates an entity portfolio.

Request Information

Parameters

Name	Type	Description	Additional information
request	EntityPortfoliosCreateRequest	Container for the EntityPortfoliosCreateRequest input parameters. See parameter details below.	Define this parameter in the request body.

Request body formats

application/json, text/json

Sample:

{
  "name": "sample string 1",
  "insiteId": "sample string 2",
  "id": 3,
  "list": [
    {
      "id": "sample string 1",
      "cashWeight": 1.0
    },
    {
      "id": "sample string 1",
      "cashWeight": 1.0
    },
    {
      "id": "sample string 1",
      "cashWeight": 1.0
    }
  ],
  "sdkVersion": "sample string 4"
}

application/xml, text/xml

Sample:

<EntityPortfoliosCreateRequest xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
  <SdkVersion>sample string 4</SdkVersion>
  <Id>3</Id>
  <InsiteId>sample string 2</InsiteId>
  <List>
    <EntityPortfolioInput>
      <CashWeight>1</CashWeight>
      <Id>sample string 1</Id>
    </EntityPortfolioInput>
    <EntityPortfolioInput>
      <CashWeight>1</CashWeight>
      <Id>sample string 1</Id>
    </EntityPortfolioInput>
    <EntityPortfolioInput>
      <CashWeight>1</CashWeight>
      <Id>sample string 1</Id>
    </EntityPortfolioInput>
  </List>
  <Name>sample string 1</Name>
</EntityPortfoliosCreateRequest>

Parameter Information

Parameter Name: request

Property	Type	Description
Name	String	The name of the new portfolio.
InsiteId	String	Optional - Insite Id.
Id	Int32	Optional - Portfolio to copy entities from. "List" parameter will be ignored if "Id" is used.
List	List`1	Optional - The list of entities to include in the new portfolio. Exposures can be passed in with the list of entities through the EntityPortfolioInput class.
SdkVersion	String	If the client is using the SDK, the version number will be passed along with the request. This field is optional.

Response Information

Response body formats

application/json, text/json

Sample:

{
  "id": 1,
  "itemsAdded": 2,
  "errorOccurred": false,
  "errorMessages": [
    "sample string 1",
    "sample string 2",
    "sample string 3"
  ],
  "request": {
    "name": "sample string 1",
    "insiteId": "sample string 2",
    "id": 3,
    "list": [
      {
        "id": "sample string 1",
        "cashWeight": 1.0
      },
      {
        "id": "sample string 1",
        "cashWeight": 1.0
      },
      {
        "id": "sample string 1",
        "cashWeight": 1.0
      }
    ],
    "sdkVersion": "sample string 4"
  }
}

application/xml, text/xml

Sample:

<EntityPortfoliosCreateResponse xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
  <ErrorMessages xmlns:d2p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
    <d2p1:string>sample string 1</d2p1:string>
    <d2p1:string>sample string 2</d2p1:string>
    <d2p1:string>sample string 3</d2p1:string>
  </ErrorMessages>
  <ErrorOccurred>false</ErrorOccurred>
  <Request>
    <SdkVersion>sample string 4</SdkVersion>
    <Id>3</Id>
    <InsiteId>sample string 2</InsiteId>
    <List>
      <EntityPortfolioInput>
        <CashWeight>1</CashWeight>
        <Id>sample string 1</Id>
      </EntityPortfolioInput>
      <EntityPortfolioInput>
        <CashWeight>1</CashWeight>
        <Id>sample string 1</Id>
      </EntityPortfolioInput>
      <EntityPortfolioInput>
        <CashWeight>1</CashWeight>
        <Id>sample string 1</Id>
      </EntityPortfolioInput>
    </List>
    <Name>sample string 1</Name>
  </Request>
  <Id>1</Id>
  <ItemsAdded>2</ItemsAdded>
</EntityPortfoliosCreateResponse>