Class RebalancingApi
java.lang.Object
markets.alpaca.client.openapi.broker.api.RebalancingApi
Generated client for RebalancingApi operations.
This class is generated from the configured OpenAPI spec. Operation method Javadocs include OAS summaries, descriptions, parameters, return types, response details, and external documentation links when present in the spec.
Operations
deleteV1RebalancingPortfoliosPortfolioId: Inactivate Portfolio By IDdeleteV1RebalancingRunsRunId: Cancel Run by IDdeleteV1RebalancingSubscriptionsSubscriptionId: Unsubscribe Account (Delete Subscription)getV1RebalancingPortfolios: List PortfoliosgetV1RebalancingPortfoliosPortfolioId: Get Portfolio by IDgetV1RebalancingRuns: List All Runs.getV1RebalancingRunsRunId: Get Run by IDgetV1RebalancingSubscriptions: List All SubscriptionsgetV1RebalancingSubscriptionsSubscriptionId: Get Subscription by IDpatchV1RebalancingPortfoliosPortfolioId: Update Portfolio by IDpostV1RebalancingPortfolios: Create PortfoliopostV1RebalancingRuns: Create Run (Manual rebalancing event)postV1RebalancingSubscriptions: Create Subscription
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Constructor Summary
Constructors -
Method Summary
Modifier and TypeMethodDescriptionvoiddeleteV1RebalancingPortfoliosPortfolioId(String portfolioId) Inactivate Portfolio By ID Sets a portfolio to \"inactive\", so it can be filtered out of the list request.okhttp3.CalldeleteV1RebalancingPortfoliosPortfolioIdAsync(String portfolioId, ApiCallback<Void> _callback) Inactivate Portfolio By ID (asynchronously) Sets a portfolio to \"inactive\", so it can be filtered out of the list request.okhttp3.CalldeleteV1RebalancingPortfoliosPortfolioIdCall(String portfolioId, ApiCallback _callback) Build call for deleteV1RebalancingPortfoliosPortfolioIdInactivate Portfolio By ID Sets a portfolio to \"inactive\", so it can be filtered out of the list request.voidCancel Run by ID Cancels a run.okhttp3.CalldeleteV1RebalancingRunsRunIdAsync(String runId, ApiCallback<Void> _callback) Cancel Run by ID (asynchronously) Cancels a run.okhttp3.CalldeleteV1RebalancingRunsRunIdCall(String runId, ApiCallback _callback) Build call for deleteV1RebalancingRunsRunIdCancel Run by ID Cancels a run.voiddeleteV1RebalancingSubscriptionsSubscriptionId(String subscriptionId) Unsubscribe Account (Delete Subscription) Deletes the subscription which stops the rebalancing of an account.okhttp3.CalldeleteV1RebalancingSubscriptionsSubscriptionIdAsync(String subscriptionId, ApiCallback<Void> _callback) Unsubscribe Account (Delete Subscription) (asynchronously) Deletes the subscription which stops the rebalancing of an account.okhttp3.CalldeleteV1RebalancingSubscriptionsSubscriptionIdCall(String subscriptionId, ApiCallback _callback) Build call for deleteV1RebalancingSubscriptionsSubscriptionIddeleteV1RebalancingSubscriptionsSubscriptionIdWithHttpInfo(String subscriptionId) Unsubscribe Account (Delete Subscription) Deletes the subscription which stops the rebalancing of an account.intgetV1RebalancingPortfolios(String name, String description, String symbol, String portfolioId, String status) List Portfolios Lists portfolios.okhttp3.CallgetV1RebalancingPortfoliosAsync(String name, String description, String symbol, String portfolioId, String status, ApiCallback<List<Portfolio>> _callback) List Portfolios (asynchronously) Lists portfolios.okhttp3.CallgetV1RebalancingPortfoliosCall(String name, String description, String symbol, String portfolioId, String status, ApiCallback _callback) Build call for getV1RebalancingPortfoliosgetV1RebalancingPortfoliosPortfolioId(String portfolioId) Get Portfolio by ID Get a portfolio by its ID.okhttp3.CallgetV1RebalancingPortfoliosPortfolioIdAsync(String portfolioId, ApiCallback<Portfolio> _callback) Get Portfolio by ID (asynchronously) Get a portfolio by its ID.okhttp3.CallgetV1RebalancingPortfoliosPortfolioIdCall(String portfolioId, ApiCallback _callback) Build call for getV1RebalancingPortfoliosPortfolioIdgetV1RebalancingPortfoliosPortfolioIdWithHttpInfo(String portfolioId) Get Portfolio by ID Get a portfolio by its ID.getV1RebalancingPortfoliosWithHttpInfo(String name, String description, String symbol, String portfolioId, String status) List Portfolios Lists portfolios.List All Runs.okhttp3.CallgetV1RebalancingRunsAsync(String accountId, String status, String type, String pageToken, String limit, ApiCallback<GetV1RebalancingRuns200Response> _callback) List All Runs.okhttp3.CallgetV1RebalancingRunsCall(String accountId, String status, String type, String pageToken, String limit, ApiCallback _callback) Build call for getV1RebalancingRunsgetV1RebalancingRunsRunId(String runId) Get Run by ID Get a run by its ID.okhttp3.CallgetV1RebalancingRunsRunIdAsync(String runId, ApiCallback<PortfolioRun> _callback) Get Run by ID (asynchronously) Get a run by its ID.okhttp3.CallgetV1RebalancingRunsRunIdCall(String runId, ApiCallback _callback) Build call for getV1RebalancingRunsRunIdGet Run by ID Get a run by its ID.getV1RebalancingRunsWithHttpInfo(String accountId, String status, String type, String pageToken, String limit) List All Runs.getV1RebalancingSubscriptions(String accountId, String portfolioId, String pageToken, String limit) List All Subscriptions Lists subscriptionsokhttp3.CallgetV1RebalancingSubscriptionsAsync(String accountId, String portfolioId, String pageToken, String limit, ApiCallback<GetV1RebalancingSubscriptions200Response> _callback) List All Subscriptions (asynchronously) Lists subscriptionsokhttp3.CallgetV1RebalancingSubscriptionsCall(String accountId, String portfolioId, String pageToken, String limit, ApiCallback _callback) Build call for getV1RebalancingSubscriptionsgetV1RebalancingSubscriptionsSubscriptionId(String subscriptionId) Get Subscription by ID Get a subscription by its ID.okhttp3.CallgetV1RebalancingSubscriptionsSubscriptionIdAsync(String subscriptionId, ApiCallback<PortfolioSubscription> _callback) Get Subscription by ID (asynchronously) Get a subscription by its ID.okhttp3.CallgetV1RebalancingSubscriptionsSubscriptionIdCall(String subscriptionId, ApiCallback _callback) Build call for getV1RebalancingSubscriptionsSubscriptionIdgetV1RebalancingSubscriptionsSubscriptionIdWithHttpInfo(String subscriptionId) Get Subscription by ID Get a subscription by its ID.getV1RebalancingSubscriptionsWithHttpInfo(String accountId, String portfolioId, String pageToken, String limit) List All Subscriptions Lists subscriptionspatchV1RebalancingPortfoliosPortfolioId(String portfolioId, PatchV1RebalancingPortfoliosPortfolioIdRequest patchV1RebalancingPortfoliosPortfolioIdRequest) Update Portfolio by ID Updates a portfolio.okhttp3.CallpatchV1RebalancingPortfoliosPortfolioIdAsync(String portfolioId, PatchV1RebalancingPortfoliosPortfolioIdRequest patchV1RebalancingPortfoliosPortfolioIdRequest, ApiCallback<Portfolio> _callback) Update Portfolio by ID (asynchronously) Updates a portfolio.okhttp3.CallpatchV1RebalancingPortfoliosPortfolioIdCall(String portfolioId, PatchV1RebalancingPortfoliosPortfolioIdRequest patchV1RebalancingPortfoliosPortfolioIdRequest, ApiCallback _callback) Build call for patchV1RebalancingPortfoliosPortfolioIdpatchV1RebalancingPortfoliosPortfolioIdWithHttpInfo(String portfolioId, PatchV1RebalancingPortfoliosPortfolioIdRequest patchV1RebalancingPortfoliosPortfolioIdRequest) Update Portfolio by ID Updates a portfolio.postV1RebalancingPortfolios(PostV1RebalancingPortfoliosRequest postV1RebalancingPortfoliosRequest) Create Portfolio Creates a portfolio allocation containing securities and/or cash.okhttp3.CallpostV1RebalancingPortfoliosAsync(PostV1RebalancingPortfoliosRequest postV1RebalancingPortfoliosRequest, ApiCallback<Portfolio> _callback) Create Portfolio (asynchronously) Creates a portfolio allocation containing securities and/or cash.okhttp3.CallpostV1RebalancingPortfoliosCall(PostV1RebalancingPortfoliosRequest postV1RebalancingPortfoliosRequest, ApiCallback _callback) Build call for postV1RebalancingPortfoliospostV1RebalancingPortfoliosWithHttpInfo(PostV1RebalancingPortfoliosRequest postV1RebalancingPortfoliosRequest) Create Portfolio Creates a portfolio allocation containing securities and/or cash.voidpostV1RebalancingRuns(PostV1RebalancingRunsRequest postV1RebalancingRunsRequest) Create Run (Manual rebalancing event) Manually creates a run.okhttp3.CallpostV1RebalancingRunsAsync(PostV1RebalancingRunsRequest postV1RebalancingRunsRequest, ApiCallback<Void> _callback) Create Run (Manual rebalancing event) (asynchronously) Manually creates a run.okhttp3.CallpostV1RebalancingRunsCall(PostV1RebalancingRunsRequest postV1RebalancingRunsRequest, ApiCallback _callback) Build call for postV1RebalancingRunspostV1RebalancingRunsWithHttpInfo(PostV1RebalancingRunsRequest postV1RebalancingRunsRequest) Create Run (Manual rebalancing event) Manually creates a run.postV1RebalancingSubscriptions(PostV1RebalancingSubscriptionsRequest postV1RebalancingSubscriptionsRequest) Create Subscription Creates a subscription between an account and a portfolio.okhttp3.CallpostV1RebalancingSubscriptionsAsync(PostV1RebalancingSubscriptionsRequest postV1RebalancingSubscriptionsRequest, ApiCallback<PortfolioSubscription> _callback) Create Subscription (asynchronously) Creates a subscription between an account and a portfolio.okhttp3.CallpostV1RebalancingSubscriptionsCall(PostV1RebalancingSubscriptionsRequest postV1RebalancingSubscriptionsRequest, ApiCallback _callback) Build call for postV1RebalancingSubscriptionspostV1RebalancingSubscriptionsWithHttpInfo(PostV1RebalancingSubscriptionsRequest postV1RebalancingSubscriptionsRequest) Create Subscription Creates a subscription between an account and a portfolio.voidsetApiClient(ApiClient apiClient) voidsetCustomBaseUrl(String customBaseUrl) voidsetHostIndex(int hostIndex)
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Constructor Details
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RebalancingApi
public RebalancingApi() -
RebalancingApi
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Method Details
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getApiClient
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setApiClient
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getHostIndex
public int getHostIndex() -
setHostIndex
public void setHostIndex(int hostIndex) -
getCustomBaseUrl
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setCustomBaseUrl
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deleteV1RebalancingPortfoliosPortfolioIdCall
public okhttp3.Call deleteV1RebalancingPortfoliosPortfolioIdCall(@Nonnull String portfolioId, ApiCallback _callback) throws ApiException Build call for deleteV1RebalancingPortfoliosPortfolioId- Parameters:
portfolioId- The Portfolio ID (required)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 204 No Content - 400 Bad Request - 422 Unprocessable Entity -
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deleteV1RebalancingPortfoliosPortfolioId
public void deleteV1RebalancingPortfoliosPortfolioId(@Nonnull String portfolioId) throws ApiException Inactivate Portfolio By ID Sets a portfolio to \"inactive\", so it can be filtered out of the list request. Only permitted if there are no active subscriptions to this portfolio and this portfolio is not a listed in the weights of any active portfolios. Inactive portfolios cannot be linked in new subscriptions or added as weights to new portfolios.- Parameters:
portfolioId- The Portfolio ID (required)- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 204 No Content - 400 Bad Request - 422 Unprocessable Entity -
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deleteV1RebalancingPortfoliosPortfolioIdWithHttpInfo
public ApiResponse<Void> deleteV1RebalancingPortfoliosPortfolioIdWithHttpInfo(@Nonnull String portfolioId) throws ApiException Inactivate Portfolio By ID Sets a portfolio to \"inactive\", so it can be filtered out of the list request. Only permitted if there are no active subscriptions to this portfolio and this portfolio is not a listed in the weights of any active portfolios. Inactive portfolios cannot be linked in new subscriptions or added as weights to new portfolios.- Parameters:
portfolioId- The Portfolio ID (required)- Returns:
- ApiResponse<Void>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 204 No Content - 400 Bad Request - 422 Unprocessable Entity -
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deleteV1RebalancingPortfoliosPortfolioIdAsync
public okhttp3.Call deleteV1RebalancingPortfoliosPortfolioIdAsync(@Nonnull String portfolioId, ApiCallback<Void> _callback) throws ApiException Inactivate Portfolio By ID (asynchronously) Sets a portfolio to \"inactive\", so it can be filtered out of the list request. Only permitted if there are no active subscriptions to this portfolio and this portfolio is not a listed in the weights of any active portfolios. Inactive portfolios cannot be linked in new subscriptions or added as weights to new portfolios.- Parameters:
portfolioId- The Portfolio ID (required)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 204 No Content - 400 Bad Request - 422 Unprocessable Entity -
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deleteV1RebalancingRunsRunIdCall
public okhttp3.Call deleteV1RebalancingRunsRunIdCall(@Nonnull String runId, ApiCallback _callback) throws ApiException Build call for deleteV1RebalancingRunsRunId- Parameters:
runId- the id of the portfolio run (required)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 204 No Content -
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deleteV1RebalancingRunsRunId
Cancel Run by ID Cancels a run. Only runs within certain statuses (QUEUED, CANCELED, SELLS_IN_PROGRESS, BUYS_IN_PROGRESS) are cancelable. If this endpoint is called after orders have been submitted, we'll attempt to cancel the orders.- Parameters:
runId- the id of the portfolio run (required)- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 204 No Content -
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deleteV1RebalancingRunsRunIdWithHttpInfo
public ApiResponse<Void> deleteV1RebalancingRunsRunIdWithHttpInfo(@Nonnull String runId) throws ApiException Cancel Run by ID Cancels a run. Only runs within certain statuses (QUEUED, CANCELED, SELLS_IN_PROGRESS, BUYS_IN_PROGRESS) are cancelable. If this endpoint is called after orders have been submitted, we'll attempt to cancel the orders.- Parameters:
runId- the id of the portfolio run (required)- Returns:
- ApiResponse<Void>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 204 No Content -
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deleteV1RebalancingRunsRunIdAsync
public okhttp3.Call deleteV1RebalancingRunsRunIdAsync(@Nonnull String runId, ApiCallback<Void> _callback) throws ApiException Cancel Run by ID (asynchronously) Cancels a run. Only runs within certain statuses (QUEUED, CANCELED, SELLS_IN_PROGRESS, BUYS_IN_PROGRESS) are cancelable. If this endpoint is called after orders have been submitted, we'll attempt to cancel the orders.- Parameters:
runId- the id of the portfolio run (required)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 204 No Content -
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deleteV1RebalancingSubscriptionsSubscriptionIdCall
public okhttp3.Call deleteV1RebalancingSubscriptionsSubscriptionIdCall(@Nonnull String subscriptionId, ApiCallback _callback) throws ApiException Build call for deleteV1RebalancingSubscriptionsSubscriptionId- Parameters:
subscriptionId- (required)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 204 No Content -
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deleteV1RebalancingSubscriptionsSubscriptionId
public void deleteV1RebalancingSubscriptionsSubscriptionId(@Nonnull String subscriptionId) throws ApiException Unsubscribe Account (Delete Subscription) Deletes the subscription which stops the rebalancing of an account.- Parameters:
subscriptionId- (required)- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 204 No Content -
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deleteV1RebalancingSubscriptionsSubscriptionIdWithHttpInfo
public ApiResponse<Void> deleteV1RebalancingSubscriptionsSubscriptionIdWithHttpInfo(@Nonnull String subscriptionId) throws ApiException Unsubscribe Account (Delete Subscription) Deletes the subscription which stops the rebalancing of an account.- Parameters:
subscriptionId- (required)- Returns:
- ApiResponse<Void>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 204 No Content -
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deleteV1RebalancingSubscriptionsSubscriptionIdAsync
public okhttp3.Call deleteV1RebalancingSubscriptionsSubscriptionIdAsync(@Nonnull String subscriptionId, ApiCallback<Void> _callback) throws ApiException Unsubscribe Account (Delete Subscription) (asynchronously) Deletes the subscription which stops the rebalancing of an account.- Parameters:
subscriptionId- (required)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 204 No Content -
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getV1RebalancingPortfoliosCall
public okhttp3.Call getV1RebalancingPortfoliosCall(@Nullable String name, @Nullable String description, @Nullable String symbol, @Nullable String portfolioId, @Nullable String status, ApiCallback _callback) throws ApiException Build call for getV1RebalancingPortfolios- Parameters:
name- Name of portfolio (optional)description- Description of portfolio (optional)symbol- Symbol included in portfolio (optional)portfolioId- Portfolio ID (optional)status- Portfolio Status (optional)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 Array of Portfolios -
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getV1RebalancingPortfolios
public List<Portfolio> getV1RebalancingPortfolios(@Nullable String name, @Nullable String description, @Nullable String symbol, @Nullable String portfolioId, @Nullable String status) throws ApiException List Portfolios Lists portfolios. When more than one query parameter is passed, only portfolios meeting all provided values will be returned (logical AND between parameter values).- Parameters:
name- Name of portfolio (optional)description- Description of portfolio (optional)symbol- Symbol included in portfolio (optional)portfolioId- Portfolio ID (optional)status- Portfolio Status (optional)- Returns:
- List<Portfolio>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 Array of Portfolios -
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getV1RebalancingPortfoliosWithHttpInfo
public ApiResponse<List<Portfolio>> getV1RebalancingPortfoliosWithHttpInfo(@Nullable String name, @Nullable String description, @Nullable String symbol, @Nullable String portfolioId, @Nullable String status) throws ApiException List Portfolios Lists portfolios. When more than one query parameter is passed, only portfolios meeting all provided values will be returned (logical AND between parameter values).- Parameters:
name- Name of portfolio (optional)description- Description of portfolio (optional)symbol- Symbol included in portfolio (optional)portfolioId- Portfolio ID (optional)status- Portfolio Status (optional)- Returns:
- ApiResponse<List<Portfolio>>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 Array of Portfolios -
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getV1RebalancingPortfoliosAsync
public okhttp3.Call getV1RebalancingPortfoliosAsync(@Nullable String name, @Nullable String description, @Nullable String symbol, @Nullable String portfolioId, @Nullable String status, ApiCallback<List<Portfolio>> _callback) throws ApiException List Portfolios (asynchronously) Lists portfolios. When more than one query parameter is passed, only portfolios meeting all provided values will be returned (logical AND between parameter values).- Parameters:
name- Name of portfolio (optional)description- Description of portfolio (optional)symbol- Symbol included in portfolio (optional)portfolioId- Portfolio ID (optional)status- Portfolio Status (optional)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 Array of Portfolios -
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getV1RebalancingPortfoliosPortfolioIdCall
public okhttp3.Call getV1RebalancingPortfoliosPortfolioIdCall(@Nonnull String portfolioId, ApiCallback _callback) throws ApiException Build call for getV1RebalancingPortfoliosPortfolioId- Parameters:
portfolioId- The Portfolio ID (required)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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getV1RebalancingPortfoliosPortfolioId
public Portfolio getV1RebalancingPortfoliosPortfolioId(@Nonnull String portfolioId) throws ApiException Get Portfolio by ID Get a portfolio by its ID.- Parameters:
portfolioId- The Portfolio ID (required)- Returns:
- Portfolio
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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getV1RebalancingPortfoliosPortfolioIdWithHttpInfo
public ApiResponse<Portfolio> getV1RebalancingPortfoliosPortfolioIdWithHttpInfo(@Nonnull String portfolioId) throws ApiException Get Portfolio by ID Get a portfolio by its ID.- Parameters:
portfolioId- The Portfolio ID (required)- Returns:
- ApiResponse<Portfolio>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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getV1RebalancingPortfoliosPortfolioIdAsync
public okhttp3.Call getV1RebalancingPortfoliosPortfolioIdAsync(@Nonnull String portfolioId, ApiCallback<Portfolio> _callback) throws ApiException Get Portfolio by ID (asynchronously) Get a portfolio by its ID.- Parameters:
portfolioId- The Portfolio ID (required)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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getV1RebalancingRunsCall
public okhttp3.Call getV1RebalancingRunsCall(@Nullable String accountId, @Nullable String status, @Nullable String type, @Nullable String pageToken, @Nullable String limit, ApiCallback _callback) throws ApiException Build call for getV1RebalancingRuns- Parameters:
accountId- Any runs for this account_id will be returned (optional)status- Status of portfolio run to filter by (optional)type- Type of portfolio run (full_rebalance, invest_cash) (optional)pageToken- Pagination token (optional)limit- Max number of runs to return per page (optional)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The runs which match the query -
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getV1RebalancingRuns
public GetV1RebalancingRuns200Response getV1RebalancingRuns(@Nullable String accountId, @Nullable String status, @Nullable String type, @Nullable String pageToken, @Nullable String limit) throws ApiException List All Runs. Lists runs.- Parameters:
accountId- Any runs for this account_id will be returned (optional)status- Status of portfolio run to filter by (optional)type- Type of portfolio run (full_rebalance, invest_cash) (optional)pageToken- Pagination token (optional)limit- Max number of runs to return per page (optional)- Returns:
- GetV1RebalancingRuns200Response
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The runs which match the query -
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getV1RebalancingRunsWithHttpInfo
public ApiResponse<GetV1RebalancingRuns200Response> getV1RebalancingRunsWithHttpInfo(@Nullable String accountId, @Nullable String status, @Nullable String type, @Nullable String pageToken, @Nullable String limit) throws ApiException List All Runs. Lists runs.- Parameters:
accountId- Any runs for this account_id will be returned (optional)status- Status of portfolio run to filter by (optional)type- Type of portfolio run (full_rebalance, invest_cash) (optional)pageToken- Pagination token (optional)limit- Max number of runs to return per page (optional)- Returns:
- ApiResponse<GetV1RebalancingRuns200Response>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The runs which match the query -
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getV1RebalancingRunsAsync
public okhttp3.Call getV1RebalancingRunsAsync(@Nullable String accountId, @Nullable String status, @Nullable String type, @Nullable String pageToken, @Nullable String limit, ApiCallback<GetV1RebalancingRuns200Response> _callback) throws ApiException List All Runs. (asynchronously) Lists runs.- Parameters:
accountId- Any runs for this account_id will be returned (optional)status- Status of portfolio run to filter by (optional)type- Type of portfolio run (full_rebalance, invest_cash) (optional)pageToken- Pagination token (optional)limit- Max number of runs to return per page (optional)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The runs which match the query -
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getV1RebalancingRunsRunIdCall
public okhttp3.Call getV1RebalancingRunsRunIdCall(@Nonnull String runId, ApiCallback _callback) throws ApiException Build call for getV1RebalancingRunsRunId- Parameters:
runId- the id of the portfolio run (required)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The run object -
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getV1RebalancingRunsRunId
Get Run by ID Get a run by its ID.- Parameters:
runId- the id of the portfolio run (required)- Returns:
- PortfolioRun
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The run object -
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getV1RebalancingRunsRunIdWithHttpInfo
public ApiResponse<PortfolioRun> getV1RebalancingRunsRunIdWithHttpInfo(@Nonnull String runId) throws ApiException Get Run by ID Get a run by its ID.- Parameters:
runId- the id of the portfolio run (required)- Returns:
- ApiResponse<PortfolioRun>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The run object -
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getV1RebalancingRunsRunIdAsync
public okhttp3.Call getV1RebalancingRunsRunIdAsync(@Nonnull String runId, ApiCallback<PortfolioRun> _callback) throws ApiException Get Run by ID (asynchronously) Get a run by its ID.- Parameters:
runId- the id of the portfolio run (required)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The run object -
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getV1RebalancingSubscriptionsCall
public okhttp3.Call getV1RebalancingSubscriptionsCall(@Nullable String accountId, @Nullable String portfolioId, @Nullable String pageToken, @Nullable String limit, ApiCallback _callback) throws ApiException Build call for getV1RebalancingSubscriptions- Parameters:
accountId- Any subscriptions for this account_id will be returned (optional)portfolioId- Portfolio ID (optional)pageToken- Pagination token (optional)limit- Max number of subscriptions to return per page (optional)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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getV1RebalancingSubscriptions
public GetV1RebalancingSubscriptions200Response getV1RebalancingSubscriptions(@Nullable String accountId, @Nullable String portfolioId, @Nullable String pageToken, @Nullable String limit) throws ApiException List All Subscriptions Lists subscriptions- Parameters:
accountId- Any subscriptions for this account_id will be returned (optional)portfolioId- Portfolio ID (optional)pageToken- Pagination token (optional)limit- Max number of subscriptions to return per page (optional)- Returns:
- GetV1RebalancingSubscriptions200Response
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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getV1RebalancingSubscriptionsWithHttpInfo
public ApiResponse<GetV1RebalancingSubscriptions200Response> getV1RebalancingSubscriptionsWithHttpInfo(@Nullable String accountId, @Nullable String portfolioId, @Nullable String pageToken, @Nullable String limit) throws ApiException List All Subscriptions Lists subscriptions- Parameters:
accountId- Any subscriptions for this account_id will be returned (optional)portfolioId- Portfolio ID (optional)pageToken- Pagination token (optional)limit- Max number of subscriptions to return per page (optional)- Returns:
- ApiResponse<GetV1RebalancingSubscriptions200Response>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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getV1RebalancingSubscriptionsAsync
public okhttp3.Call getV1RebalancingSubscriptionsAsync(@Nullable String accountId, @Nullable String portfolioId, @Nullable String pageToken, @Nullable String limit, ApiCallback<GetV1RebalancingSubscriptions200Response> _callback) throws ApiException List All Subscriptions (asynchronously) Lists subscriptions- Parameters:
accountId- Any subscriptions for this account_id will be returned (optional)portfolioId- Portfolio ID (optional)pageToken- Pagination token (optional)limit- Max number of subscriptions to return per page (optional)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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getV1RebalancingSubscriptionsSubscriptionIdCall
public okhttp3.Call getV1RebalancingSubscriptionsSubscriptionIdCall(@Nonnull String subscriptionId, ApiCallback _callback) throws ApiException Build call for getV1RebalancingSubscriptionsSubscriptionId- Parameters:
subscriptionId- (required)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The portfolio subscription -
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getV1RebalancingSubscriptionsSubscriptionId
public PortfolioSubscription getV1RebalancingSubscriptionsSubscriptionId(@Nonnull String subscriptionId) throws ApiException Get Subscription by ID Get a subscription by its ID.- Parameters:
subscriptionId- (required)- Returns:
- PortfolioSubscription
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The portfolio subscription -
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getV1RebalancingSubscriptionsSubscriptionIdWithHttpInfo
public ApiResponse<PortfolioSubscription> getV1RebalancingSubscriptionsSubscriptionIdWithHttpInfo(@Nonnull String subscriptionId) throws ApiException Get Subscription by ID Get a subscription by its ID.- Parameters:
subscriptionId- (required)- Returns:
- ApiResponse<PortfolioSubscription>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The portfolio subscription -
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getV1RebalancingSubscriptionsSubscriptionIdAsync
public okhttp3.Call getV1RebalancingSubscriptionsSubscriptionIdAsync(@Nonnull String subscriptionId, ApiCallback<PortfolioSubscription> _callback) throws ApiException Get Subscription by ID (asynchronously) Get a subscription by its ID.- Parameters:
subscriptionId- (required)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The portfolio subscription -
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patchV1RebalancingPortfoliosPortfolioIdCall
public okhttp3.Call patchV1RebalancingPortfoliosPortfolioIdCall(@Nonnull String portfolioId, @Nullable PatchV1RebalancingPortfoliosPortfolioIdRequest patchV1RebalancingPortfoliosPortfolioIdRequest, ApiCallback _callback) throws ApiException Build call for patchV1RebalancingPortfoliosPortfolioId- Parameters:
portfolioId- The Portfolio ID (required)patchV1RebalancingPortfoliosPortfolioIdRequest- (optional)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The updated portfolio -
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patchV1RebalancingPortfoliosPortfolioId
public Portfolio patchV1RebalancingPortfoliosPortfolioId(@Nonnull String portfolioId, @Nullable PatchV1RebalancingPortfoliosPortfolioIdRequest patchV1RebalancingPortfoliosPortfolioIdRequest) throws ApiException Update Portfolio by ID Updates a portfolio. If weights or conditions are changed, all subscribed accounts will be evaluated for rebalancing at the next opportunity (normal market hours). If a cooldown is active on the portfolio, the rebalancing will occur after the cooldown expired.- Parameters:
portfolioId- The Portfolio ID (required)patchV1RebalancingPortfoliosPortfolioIdRequest- (optional)- Returns:
- Portfolio
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The updated portfolio -
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patchV1RebalancingPortfoliosPortfolioIdWithHttpInfo
public ApiResponse<Portfolio> patchV1RebalancingPortfoliosPortfolioIdWithHttpInfo(@Nonnull String portfolioId, @Nullable PatchV1RebalancingPortfoliosPortfolioIdRequest patchV1RebalancingPortfoliosPortfolioIdRequest) throws ApiException Update Portfolio by ID Updates a portfolio. If weights or conditions are changed, all subscribed accounts will be evaluated for rebalancing at the next opportunity (normal market hours). If a cooldown is active on the portfolio, the rebalancing will occur after the cooldown expired.- Parameters:
portfolioId- The Portfolio ID (required)patchV1RebalancingPortfoliosPortfolioIdRequest- (optional)- Returns:
- ApiResponse<Portfolio>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The updated portfolio -
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patchV1RebalancingPortfoliosPortfolioIdAsync
public okhttp3.Call patchV1RebalancingPortfoliosPortfolioIdAsync(@Nonnull String portfolioId, @Nullable PatchV1RebalancingPortfoliosPortfolioIdRequest patchV1RebalancingPortfoliosPortfolioIdRequest, ApiCallback<Portfolio> _callback) throws ApiException Update Portfolio by ID (asynchronously) Updates a portfolio. If weights or conditions are changed, all subscribed accounts will be evaluated for rebalancing at the next opportunity (normal market hours). If a cooldown is active on the portfolio, the rebalancing will occur after the cooldown expired.- Parameters:
portfolioId- The Portfolio ID (required)patchV1RebalancingPortfoliosPortfolioIdRequest- (optional)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 The updated portfolio -
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postV1RebalancingPortfoliosCall
public okhttp3.Call postV1RebalancingPortfoliosCall(@Nullable PostV1RebalancingPortfoliosRequest postV1RebalancingPortfoliosRequest, ApiCallback _callback) throws ApiException Build call for postV1RebalancingPortfolios- Parameters:
postV1RebalancingPortfoliosRequest- (optional)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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postV1RebalancingPortfolios
public Portfolio postV1RebalancingPortfolios(@Nullable PostV1RebalancingPortfoliosRequest postV1RebalancingPortfoliosRequest) throws ApiException Create Portfolio Creates a portfolio allocation containing securities and/or cash. Having no rebalancing conditions is allowed but the rebalance event would need to be triggered manually. Portfolios created with API may have multiple rebalance_conditions, but only one of type calendar.- Parameters:
postV1RebalancingPortfoliosRequest- (optional)- Returns:
- Portfolio
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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postV1RebalancingPortfoliosWithHttpInfo
public ApiResponse<Portfolio> postV1RebalancingPortfoliosWithHttpInfo(@Nullable PostV1RebalancingPortfoliosRequest postV1RebalancingPortfoliosRequest) throws ApiException Create Portfolio Creates a portfolio allocation containing securities and/or cash. Having no rebalancing conditions is allowed but the rebalance event would need to be triggered manually. Portfolios created with API may have multiple rebalance_conditions, but only one of type calendar.- Parameters:
postV1RebalancingPortfoliosRequest- (optional)- Returns:
- ApiResponse<Portfolio>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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postV1RebalancingPortfoliosAsync
public okhttp3.Call postV1RebalancingPortfoliosAsync(@Nullable PostV1RebalancingPortfoliosRequest postV1RebalancingPortfoliosRequest, ApiCallback<Portfolio> _callback) throws ApiException Create Portfolio (asynchronously) Creates a portfolio allocation containing securities and/or cash. Having no rebalancing conditions is allowed but the rebalance event would need to be triggered manually. Portfolios created with API may have multiple rebalance_conditions, but only one of type calendar.- Parameters:
postV1RebalancingPortfoliosRequest- (optional)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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postV1RebalancingRunsCall
public okhttp3.Call postV1RebalancingRunsCall(@Nullable PostV1RebalancingRunsRequest postV1RebalancingRunsRequest, ApiCallback _callback) throws ApiException Build call for postV1RebalancingRuns- Parameters:
postV1RebalancingRunsRequest- (optional)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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postV1RebalancingRuns
public void postV1RebalancingRuns(@Nullable PostV1RebalancingRunsRequest postV1RebalancingRunsRequest) throws ApiException Create Run (Manual rebalancing event) Manually creates a run. The determination of a run's orders and the execution of a run take place during normal market hours Runs can be initiated either by the system (when the system evaluates the rebalance conditions specified at the portfolio level) or by API call (manual run creation using POST /v1/rebalancing/runs). Runs can be initiated manually outside of the normal market hours but will remain in the QUEUED status until normal market hours Only 1 run in a non-terminal status is allowed at any time. Manually executing a run is currently only allowed for accounts who do not have an active subscription.- Parameters:
postV1RebalancingRunsRequest- (optional)- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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postV1RebalancingRunsWithHttpInfo
public ApiResponse<Void> postV1RebalancingRunsWithHttpInfo(@Nullable PostV1RebalancingRunsRequest postV1RebalancingRunsRequest) throws ApiException Create Run (Manual rebalancing event) Manually creates a run. The determination of a run's orders and the execution of a run take place during normal market hours Runs can be initiated either by the system (when the system evaluates the rebalance conditions specified at the portfolio level) or by API call (manual run creation using POST /v1/rebalancing/runs). Runs can be initiated manually outside of the normal market hours but will remain in the QUEUED status until normal market hours Only 1 run in a non-terminal status is allowed at any time. Manually executing a run is currently only allowed for accounts who do not have an active subscription.- Parameters:
postV1RebalancingRunsRequest- (optional)- Returns:
- ApiResponse<Void>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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postV1RebalancingRunsAsync
public okhttp3.Call postV1RebalancingRunsAsync(@Nullable PostV1RebalancingRunsRequest postV1RebalancingRunsRequest, ApiCallback<Void> _callback) throws ApiException Create Run (Manual rebalancing event) (asynchronously) Manually creates a run. The determination of a run's orders and the execution of a run take place during normal market hours Runs can be initiated either by the system (when the system evaluates the rebalance conditions specified at the portfolio level) or by API call (manual run creation using POST /v1/rebalancing/runs). Runs can be initiated manually outside of the normal market hours but will remain in the QUEUED status until normal market hours Only 1 run in a non-terminal status is allowed at any time. Manually executing a run is currently only allowed for accounts who do not have an active subscription.- Parameters:
postV1RebalancingRunsRequest- (optional)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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postV1RebalancingSubscriptionsCall
public okhttp3.Call postV1RebalancingSubscriptionsCall(@Nullable PostV1RebalancingSubscriptionsRequest postV1RebalancingSubscriptionsRequest, ApiCallback _callback) throws ApiException Build call for postV1RebalancingSubscriptions- Parameters:
postV1RebalancingSubscriptionsRequest- (optional)_callback- Callback for upload/download progress- Returns:
- Call to execute
- Throws:
ApiException- If fail to serialize the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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postV1RebalancingSubscriptions
public PortfolioSubscription postV1RebalancingSubscriptions(@Nullable PostV1RebalancingSubscriptionsRequest postV1RebalancingSubscriptionsRequest) throws ApiException Create Subscription Creates a subscription between an account and a portfolio.- Parameters:
postV1RebalancingSubscriptionsRequest- (optional)- Returns:
- PortfolioSubscription
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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postV1RebalancingSubscriptionsWithHttpInfo
public ApiResponse<PortfolioSubscription> postV1RebalancingSubscriptionsWithHttpInfo(@Nullable PostV1RebalancingSubscriptionsRequest postV1RebalancingSubscriptionsRequest) throws ApiException Create Subscription Creates a subscription between an account and a portfolio.- Parameters:
postV1RebalancingSubscriptionsRequest- (optional)- Returns:
- ApiResponse<PortfolioSubscription>
- Throws:
ApiException- If fail to call the API, e.g. server error or cannot deserialize the response body- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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postV1RebalancingSubscriptionsAsync
public okhttp3.Call postV1RebalancingSubscriptionsAsync(@Nullable PostV1RebalancingSubscriptionsRequest postV1RebalancingSubscriptionsRequest, ApiCallback<PortfolioSubscription> _callback) throws ApiException Create Subscription (asynchronously) Creates a subscription between an account and a portfolio.- Parameters:
postV1RebalancingSubscriptionsRequest- (optional)_callback- The callback to be executed when the API call finishes- Returns:
- The request call
- Throws:
ApiException- If fail to process the API call, e.g. serializing the request body object- HTTP Response Details:
Response Details Status Code Description Response Headers 200 OK -
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