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.