Class RebalancingApi

java.lang.Object
markets.alpaca.client.openapi.broker.api.RebalancingApi

public class RebalancingApi extends Object
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 ID
  • deleteV1RebalancingRunsRunId: Cancel Run by ID
  • deleteV1RebalancingSubscriptionsSubscriptionId: Unsubscribe Account (Delete Subscription)
  • getV1RebalancingPortfolios: List Portfolios
  • getV1RebalancingPortfoliosPortfolioId: Get Portfolio by ID
  • getV1RebalancingRuns: List All Runs.
  • getV1RebalancingRunsRunId: Get Run by ID
  • getV1RebalancingSubscriptions: List All Subscriptions
  • getV1RebalancingSubscriptionsSubscriptionId: Get Subscription by ID
  • patchV1RebalancingPortfoliosPortfolioId: Update Portfolio by ID
  • postV1RebalancingPortfolios: Create Portfolio
  • postV1RebalancingRuns: Create Run (Manual rebalancing event)
  • postV1RebalancingSubscriptions: Create Subscription
  • Constructor Details

    • RebalancingApi

      public RebalancingApi()
    • RebalancingApi

      public RebalancingApi(ApiClient apiClient)
  • Method Details

    • getApiClient

      public ApiClient getApiClient()
    • setApiClient

      public void setApiClient(ApiClient apiClient)
    • getHostIndex

      public int getHostIndex()
    • setHostIndex

      public void setHostIndex(int hostIndex)
    • getCustomBaseUrl

      public String getCustomBaseUrl()
    • setCustomBaseUrl

      public void setCustomBaseUrl(String customBaseUrl)
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • deleteV1RebalancingRunsRunId

      public void deleteV1RebalancingRunsRunId(@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)
      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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • getV1RebalancingRunsRunId

      public PortfolioRun getV1RebalancingRunsRunId(@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:
      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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -
    • 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 -