Listing portfolio allocations

Prerequisites

✓ Have a portfolio allocation

Details

Before you can list portfolio allocations, you must have created at least one portfolio allocation. See the Creating portfolio allocations step of this tutorial for details.

Before we can take any action on a portfolio allocation, it is necessary to be able to retrieve and inspect them.

1 Listing portfolio allocations

You can list all created portfolio allocations as follows:

GET /portfolios/allocations

To get a more selective overview of portfolio allocations, query the list endpoint using the following parameters:

Query parameter	Description
`instrument_ids`	Filters the list to show only portfolio allocations that contain the specified instruments. `instrument_ids` can have either the format ISIN or UUID.
`start_date`	Filters the list to show only portfolio allocations created as of this date. You can combine `start_date` and `end_date` to filter by a range of dates.
`end_date`	Filters the list to show only portfolio allocations that were created up to this date. You can combine `start_date` and `end_date` to filter by a range of dates.

2 Listing a portfolio allocation by ID

You can retrieve a single allocation by referencing its allocation_id:

GET /portfolios/allocations/{allocation_id}.