Switching the allocation

To switch the allocation, you need to adjust the portfolio configuration of the account by replacing the existing allocation with the new one.

   Switch an allocation

PATCH portfolios/configurations/{account_id}

Example request

{
"allocation_id": "359d7d64-e174-4b6b-84e0-306v963fc16f"
}

In this sample request, a new target portfolio allocation is set for the user's account. From now on, the user's investments in this account will be managed according to the new allocation.


Next steps