Create a portfolio.

Params

Param Name Description
portfolio
Required

Portfolio data.


Value:

Must be a Hash

portfolio[name]
Required

The name of the portfolio.


Value:

Must be String

portfolio[type]
Optional

The type of portfolio. Optional. The default is “quantity”.


Value:

Must be one of: quantity, weight.

portfolio[goal]
Optional

The goal of the portfolio.


Value:

Must be String

portfolio[horizon]
Optional

The horizon of the portfolio.


Value:

Must be one of: very_long, long, medium, short, very_short.

portfolio[category]
Optional

The category of the portfolio.


Value:

Must be one of: equity, bond, cash, balanced, flexible, commodities.

portfolio[strategy]
Optional

The strategy of the portfolio.


Value:

Must be String

portfolio[rebalancing]
Optional

The rebalancing frequency of the portfolio.


Value:

Must be one of: weekly, monthly, yearly, variable.