/analyze

Analyze Portfolio

Here are two examples with different authentication types. The app + client authentication will return the list of alternate tickers and the current estimated weights. The app-only authentication will return the scores and fee savings

Detailed Type information can be found here TypeScript Types

curl -X POST \
  https://app.portformer.com/api/v2/integration/bridgeft/analyze \
  -H 'Authorization: Bearer api|z+Aj8EKo7UfxEp3zGhHJTNfFCqtGINKGxonS8b3egss=|kWjTAk2mflV2nGUblpceX5bRLzhfj8E7oMswRdIBGYI=' \
  -H 'Content-Type: application/json' \
  -d '{
    "positions": [
        {
            "ticker": "Cash",
            "value": 200000
        },
        {
            "ticker": "DODWX",
            "value": 1000000
        },
        {
            "ticker": "VWIAX",
            "value": 2000000
        },
        {
            "ticker": "GLD",
            "value": 2000000
        },
        {
            "ticker": "VDADX",
            "value": 240000
        },
        {
            "ticker": "PGLMX",
            "value": 1000000
        },
        {
            "ticker": "FCNTX",
            "value": 1000000
        },
        {
            "ticker": "FSHBX",
            "value": 80000
        }
    ]
}'
curl -X POST \
  https://app.portformer.com/api/v2/integration/bridgeft/analyze \
  -H 'Authorization: Bearer api|z+Aj8EKo7UfxEp3zGhHJTNfFCqtGINKGxonS8b3egss=' \
  -H 'Content-Type: application/json' \
  -d '{
    "positions": [
        {
            "ticker": "Cash",
            "value": 200000
        },
        {
            "ticker": "DODWX",
            "value": 1000000
        },
        {
            "ticker": "VWIAX",
            "value": 2000000
        },
        {
            "ticker": "GLD",
            "value": 2000000
        },
        {
            "ticker": "VDADX",
            "value": 240000
        },
        {
            "ticker": "PGLMX",
            "value": 1000000
        },
        {
            "ticker": "FCNTX",
            "value": 1000000
        },
        {
            "ticker": "FSHBX",
            "value": 80000
        }
    ]
}'
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