Equity Rank Admin Owner Portfolio API
The admin-owner-portfolio API from Equity Rank — 5 operation(s) for admin-owner-portfolio.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Equity Rank Com Admin Owner Portfolio API
version: 0.1.0
description: 'Operations tagged admin-owner-portfolio across 2 of this provider''s published API definitions: openapi.json, equity-rank-com-openapi.yml. Each path carries the servers of the definition it was published in.'
tags:
- name: admin-owner-portfolio
paths:
/api/admin/owner-portfolio:
get:
tags:
- admin-owner-portfolio
summary: List Holdings
operationId: list_holdings_api_admin_owner_portfolio_get
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response List Holdings Api Admin Owner Portfolio Get
security:
- HTTPBearer: []
put:
tags:
- admin-owner-portfolio
summary: Replace Holdings
description: Replace the entire holdings set. Deduplicates by symbol (last wins).
operationId: replace_holdings_api_admin_owner_portfolio_put
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/HoldingsReplace'
required: true
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response Replace Holdings Api Admin Owner Portfolio Put
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
security:
- HTTPBearer: []
post:
tags:
- admin-owner-portfolio
summary: Upsert Holding
description: Add or update a single holding (upsert on symbol).
operationId: upsert_holding_api_admin_owner_portfolio_post
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/Holding'
required: true
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response Upsert Holding Api Admin Owner Portfolio Post
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
security:
- HTTPBearer: []
/api/admin/owner-portfolio/{symbol}:
delete:
tags:
- admin-owner-portfolio
summary: Delete Holding
operationId: delete_holding_api_admin_owner_portfolio__symbol__delete
security:
- HTTPBearer: []
parameters:
- name: symbol
in: path
required: true
schema:
type: string
title: Symbol
responses:
'200':
description: Successful Response
content:
application/json:
schema:
type: object
additionalProperties: true
title: Response Delete Holding Api Admin Owner Portfolio Symbol Delete
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/admin/owner-portfolio/preview:
post:
tags:
- admin-owner-portfolio
summary: Preview Email
description: Render the daily portfolio email without sending (dry run). JWT or X-Cron-Secret.
operationId: preview_email_api_admin_owner_portfolio_preview_post
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response Preview Email Api Admin Owner Portfolio Preview Post
security:
- HTTPBearer: []
/api/admin/owner-portfolio/send:
post:
tags:
- admin-owner-portfolio
summary: Send Email Now
description: Build + send the daily portfolio email immediately. JWT or X-Cron-Secret.
operationId: send_email_now_api_admin_owner_portfolio_send_post
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response Send Email Now Api Admin Owner Portfolio Send Post
security:
- HTTPBearer: []
/api/admin/owner-portfolio/sync:
post:
tags:
- admin-owner-portfolio
summary: Sync From Schwab
description: 'Mirror the owner''s live Schwab equity positions into owner_portfolio.
Read-only against Schwab (positions only — never places orders). Upserts by
symbol (preserving last_signal) and prunes holdings no longer held. JWT or
X-Cron-Secret. Used for initial population + manual refresh; the daily email
also auto-syncs before sending.'
operationId: sync_from_schwab_api_admin_owner_portfolio_sync_post
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response Sync From Schwab Api Admin Owner Portfolio Sync Post
security:
- HTTPBearer: []
components:
schemas:
ValidationError:
properties:
loc:
items:
anyOf:
- type: string
- type: integer
type: array
title: Location
msg:
type: string
title: Message
type:
type: string
title: Error Type
input:
title: Input
ctx:
type: object
title: Context
type: object
required:
- loc
- msg
- type
title: ValidationError
Holding:
properties:
symbol:
type: string
title: Symbol
shares:
anyOf:
- type: number
- type: 'null'
title: Shares
cost_basis:
anyOf:
- type: number
- type: 'null'
title: Cost Basis
notes:
anyOf:
- type: string
- type: 'null'
title: Notes
type: object
required:
- symbol
title: Holding
HTTPValidationError:
properties:
detail:
items:
$ref: '#/components/schemas/ValidationError'
type: array
title: Detail
type: object
title: HTTPValidationError
HoldingsReplace:
properties:
holdings:
items:
$ref: '#/components/schemas/Holding'
type: array
title: Holdings
type: object
required:
- holdings
title: HoldingsReplace
securitySchemes:
HTTPBearer:
type: http
scheme: bearer
x-refined-from:
- openapi.json
- equity-rank-com-openapi.yml