Factset Portfolio API

openapi: 3.2.0
info:
  title: FactSet Virtual API for Digital Portals Portfolio API
  description: '

    Virtual portfolios empower self-directed investors to define, track and

    realize their mid- to long-term financial strategies'
  version: '2'
servers:
- url: https://api.factset.com/wealth/v1
security:
- Basic: []
tags:
- name: Portfolio
paths:
  /portfolio/create:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/create
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: true
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: "Create a portfolio.\n\nCertain error conditions yield errors as follows: \n\n|Error Condition|HTTP Error|\n|-------|--------|\n|The number of portfolios would exceed 100.|400 Bad Request|"
      summary: Create a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioCreateRequest'
      responses:
        '201':
          $ref: '#/components/responses/PostPortfolioCreate201Response'
      parameters: []
  /portfolio/delete:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/delete
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: true
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: Delete a portfolio.
      summary: Delete a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioDeleteRequest'
      responses:
        '200':
          $ref: '#/components/responses/PostPortfolioDelete200Response'
      parameters: []
  /portfolio/get:
    get:
      tags:
      - Portfolio
      operationId: get/portfolio/get
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: false
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: Details of a portfolio.
      summary: Details of a portfolio.
      parameters:
      - name: id
        in: query
        schema:
          description: Identifier of the portfolio.
          type: string
          format: id64
          x-positive: true
        required: true
      - name: _attributes
        in: query
        schema:
          type: array
          items:
            type: string
            maxLength: 100
          uniqueItems: true
          maxItems: 50
        style: form
        explode: false
        description: Limit the attributes returned in the response to the specified set.
      responses:
        '200':
          $ref: '#/components/responses/GetPortfolioGet200Response'
  /portfolio/list:
    get:
      tags:
      - Portfolio
      operationId: get/portfolio/list
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: false
      x-maxSortParameterCount: 2
      x-supportsPermissionDeniedResponse: false
      description: List of portfolios with keyfigures.
      summary: List of portfolios with keyfigures.
      responses:
        '200':
          $ref: '#/components/responses/GetPortfolioList200Response'
      parameters:
      - name: _attributes
        in: query
        schema:
          type: array
          items:
            type: string
            maxLength: 100
          uniqueItems: true
          maxItems: 50
        style: form
        explode: false
        description: Limit the attributes returned in the response to the specified set.
      - description: Sortable attributes. The sort order is ascending unless it is prefixed with a minus sign, in which case it is descending. A list of at most 2 (possibly prefixed) attribute name(s) is allowed.
        schema:
          type: array
          items:
            type: string
            enum:
            - id
            - -id
            - name
            - -name
          maxItems: 2
          uniqueItems: true
          default:
          - name
        style: form
        explode: false
        name: _sort
        in: query
  /portfolio/modify:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/modify
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: true
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: Modify a portfolio.
      summary: Modify a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioModifyRequest'
      responses:
        '200':
          $ref: '#/components/responses/PostPortfolioModify200Response'
      parameters: []
  /portfolio/evaluation/list:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/evaluation/list
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: false
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: Performs an evaluation over a period of time and returns portfolio key figures for each day, week, or month.
      summary: Evaluate a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioEvaluationListRequest'
      responses:
        '200':
          $ref: '#/components/responses/PostPortfolioEvaluationList200Response'
      parameters: []
  /portfolio/name/list:
    get:
      tags:
      - Portfolio
      operationId: get/portfolio/name/list
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: false
      x-maxSortParameterCount: 2
      x-supportsPermissionDeniedResponse: false
      description: List of portfolios.
      summary: List of portfolios.
      responses:
        '200':
          $ref: '#/components/responses/GetPortfolioNameList200Response'
      parameters:
      - name: _attributes
        in: query
        schema:
          type: array
          items:
            type: string
            maxLength: 100
          uniqueItems: true
          maxItems: 50
        style: form
        explode: false
        description: Limit the attributes returned in the response to the specified set.
      - description: Sortable attributes. The sort order is ascending unless it is prefixed with a minus sign, in which case it is descending. A list of at most 2 (possibly prefixed) attribute name(s) is allowed.
        schema:
          type: array
          items:
            type: string
            enum:
            - id
            - -id
            - name
            - -name
          maxItems: 2
          uniqueItems: true
          default:
          - name
        style: form
        explode: false
        name: _sort
        in: query
  /portfolio/payout/create:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/payout/create
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: true
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: Add a payout to a portfolio.
      summary: Add a payout to a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioPayoutCreateRequest'
      responses:
        '201':
          $ref: '#/components/responses/PostPortfolioPayoutCreate201Response'
      parameters: []
  /portfolio/payout/delete:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/payout/delete
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: true
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: "Delete a payout of a portfolio.\n\nCertain error conditions yield errors as follows: \n\n|Error Condition|HTTP Error|\n|-------|--------|\n|Invalid payout identifier.|400 Bad Request|"
      summary: Delete a payout of a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioPayoutDeleteRequest'
      responses:
        '200':
          $ref: '#/components/responses/PostPortfolioPayoutDelete200Response'
      parameters: []
  /portfolio/payout/list:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/payout/list
      x-supportsOffsetBasedPaging: true
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: false
      x-maxSortParameterCount: 3
      x-supportsPermissionDeniedResponse: false
      description: List of payouts in a portfolio.
      summary: List of payouts in a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioPayoutListRequest'
      responses:
        '200':
          $ref: '#/components/responses/PostPortfolioPayoutList200Response'
      parameters: []
  /portfolio/payout/modify:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/payout/modify
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: true
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: "Modify a payout in a portfolio.\n\nCertain error conditions yield errors as follows: \n\n|Error Condition|HTTP Error|\n|-------|--------|\n|At least one of the parameters `notation`, `type`, `amount`, `transaction` or `time` must be set.|400 Bad Request|\n|Invalid payout identifier.|400 Bad Request|"
      summary: Modify a payout in a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioPayoutModifyRequest'
      responses:
        '200':
          $ref: '#/components/responses/PostPortfolioPayoutModify200Response'
      parameters: []
  /portfolio/position/list:
    get:
      tags:
      - Portfolio
      operationId: get/portfolio/position/list
      x-supportsOffsetBasedPaging: true
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: false
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: List all open positions of a portfolio.
      summary: List all open positions of a portfolio.
      parameters:
      - name: id
        in: query
        schema:
          description: Identifier of the portfolio.
          type: string
          format: id64
          x-positive: true
        required: true
      - name: _attributes
        in: query
        schema:
          type: array
          items:
            type: string
            maxLength: 100
          uniqueItems: true
          maxItems: 50
        style: form
        explode: false
        description: Limit the attributes returned in the response to the specified set.
      - name: _language
        in: query
        schema:
          type: string
          format: isoLanguage
          description: ISO 639-1 code of the language.
          maxLength: 2
          minLength: 2
      - description: Sortable attributes. The sort order is ascending unless it is prefixed with a minus sign, in which case it is descending. A list of at most 10 (possibly prefixed) attribute name(s) is allowed.
        schema:
          type: array
          items:
            type: string
            enum:
            - positions.instrument.name
            - -positions.instrument.name
            - positions.instrument.shortName
            - -positions.instrument.shortName
            - positions.instrument.assetClass.code
            - -positions.instrument.assetClass.code
            - positions.instrument.type.name
            - -positions.instrument.type.name
            - positions.shares.open
            - -positions.shares.open
            - positions.purchase.value
            - -positions.purchase.value
            - positions.value
            - -positions.value
            - positions.weight
            - -positions.weight
            - positions.profitLoss.intraday.absolute
            - -positions.profitLoss.intraday.absolute
            - positions.profitLoss.intraday.relative
            - -positions.profitLoss.intraday.relative
            - positions.profitLoss.potential.absolute
            - -positions.profitLoss.potential.absolute
            - positions.profitLoss.potential.relative
            - -positions.profitLoss.potential.relative
          maxItems: 10
          uniqueItems: true
          default:
          - positions.instrument.name
        style: form
        explode: false
        name: _sort
        in: query
      - description: Non-negative number of entries to skip, or 0 (default).
        name: _paginationOffset
        in: query
        schema:
          type: number
          format: int32
          minimum: 0
          default: 0
      - description: Non-negative maximum number of entries to return.
        name: _paginationLimit
        in: query
        schema:
          type: number
          format: int32
          minimum: 1
          maximum: 100
          default: 20
      responses:
        '200':
          $ref: '#/components/responses/GetPortfolioPositionList200Response'
  /portfolio/position/closed/list:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/position/closed/list
      x-supportsOffsetBasedPaging: true
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: false
      x-maxSortParameterCount: 8
      x-supportsPermissionDeniedResponse: false
      description: List all closed positions of a portfolio.
      summary: List all closed positions of a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioPositionClosedListRequest'
      responses:
        '200':
          $ref: '#/components/responses/PostPortfolioPositionClosedList200Response'
      parameters: []
  /portfolio/transaction/create:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/transaction/create
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: true
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: "Add a transaction to a portfolio.\n\nCertain error conditions yield errors as follows: \n\n|Error Condition|HTTP Error|\n|-------|--------|\n|The number of transactions would exceed 1000.|400 Bad Request|"
      summary: Add a transaction to a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioTransactionCreateRequest'
      responses:
        '201':
          $ref: '#/components/responses/PostPortfolioTransactionCreate201Response'
      parameters: []
  /portfolio/transaction/delete:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/transaction/delete
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: true
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: Delete a transaction of a portfolio.
      summary: Delete a transaction of a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioTransactionDeleteRequest'
      responses:
        '200':
          $ref: '#/components/responses/PostPortfolioTransactionDelete200Response'
      parameters: []
  /portfolio/transaction/list:
    get:
      tags:
      - Portfolio
      operationId: get/portfolio/transaction/list
      x-supportsOffsetBasedPaging: true
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: false
      x-maxSortParameterCount: 7
      x-supportsPermissionDeniedResponse: false
      description: List of transactions in a portfolio.
      summary: List of transactions in a portfolio.
      parameters:
      - name: id
        in: query
        schema:
          description: Identifier of the portfolio.
          type: string
          format: id64
          x-positive: true
        required: true
      - name: _attributes
        in: query
        schema:
          type: array
          items:
            type: string
            maxLength: 100
          uniqueItems: true
          maxItems: 50
        style: form
        explode: false
        description: Limit the attributes returned in the response to the specified set.
      - name: _language
        in: query
        schema:
          type: string
          format: isoLanguage
          description: ISO 639-1 code of the language.
          maxLength: 2
          minLength: 2
      - description: Sortable attributes. The sort order is ascending unless it is prefixed with a minus sign, in which case it is descending. A list of at most 7 (possibly prefixed) attribute name(s) is allowed.
        schema:
          type: array
          items:
            type: string
            enum:
            - instrument.name
            - -instrument.name
            - instrument.shortName
            - -instrument.shortName
            - instrument.assetClass.code
            - -instrument.assetClass.code
            - instrument.type.name
            - -instrument.type.name
            - type
            - -type
            - time
            - -time
            - numberShares
            - -numberShares
          maxItems: 7
          uniqueItems: true
          default:
          - instrument.name
        style: form
        explode: false
        name: _sort
        in: query
      - description: Non-negative number of entries to skip, or 0 (default).
        name: _paginationOffset
        in: query
        schema:
          type: number
          format: int32
          minimum: 0
          default: 0
      - description: Non-negative maximum number of entries to return.
        name: _paginationLimit
        in: query
        schema:
          type: number
          format: int32
          minimum: 1
          maximum: 500
          default: 20
      responses:
        '200':
          $ref: '#/components/responses/GetPortfolioTransactionList200Response'
  /portfolio/transaction/modify:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/transaction/modify
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: true
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: "Modify a transaction in a portfolio.\n\nCertain error conditions yield errors as follows: \n\n|Error Condition|HTTP Error|\n|-------|--------|\n|At least one of the parameters `numberShares`, `price`, `charges`, `exchangeRate` or `time` must be set.|400 Bad Request|"
      summary: Modify a transaction in a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioTransactionModifyRequest'
      responses:
        '200':
          $ref: '#/components/responses/PostPortfolioTransactionModify200Response'
      parameters: []
  /portfolio/transaction/cash/create:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/transaction/cash/create
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: true
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: "Add a cash transaction to a portfolio.\n\nCertain error conditions yield errors as follows: \n\n|Error Condition|HTTP Error|\n|-------|--------|\n|The number of transactions would exceed 1000.|400 Bad Request|"
      summary: Add a cash transaction to a portfolio.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioTransactionCashCreateRequest'
      responses:
        '200':
          $ref: '#/components/responses/PostPortfolioTransactionCashCreate200Response'
      parameters: []
  /portfolio/transaction/cash/delete:
    post:
      tags:
      - Portfolio
      operationId: post/portfolio/transaction/cash/delete
      x-supportsOffsetBasedPaging: false
      x-supportsOffsetBasedPagingWithoutTotal: false
      x-supportsCursorBasedPaging: false
      x-supportsCursorBasedPagingWithoutTotal: false
      x-supportsPush: false
      x-requiresUser: true
      x-requiresInternalClient: false
      x-disallowUser: false
      x-no-merge: true
      x-maxSortParameterCount: 10
      x-supportsPermissionDeniedResponse: false
      description: Delete a cash transaction.
      summary: Delete a cash transaction.
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PostPortfolioTransactionCashDeleteRequest'
      responses:
        '200':
          $ref: '#/components/responses/PostPortfolioTransactionCashDelete200Response'
      parameters: []
components:
  schemas:
    PostPortfolioModifyRequest:
      type: object
      properties:
        data:
          type: object
          x-property-sort:
          - id
          - name
          description: The data member contains the request's primary data.
          properties:
            id:
              description: Identifier of the portfolio.
              type: string
              format: id64
              x-positive: true
            name:
              description: Name of the portfolio.
              type: string
              pattern: ^[\u0020-\u002e\u0030-\u003a\u003d\u003f-\u005d\u005f\u0061-\u007e\u00c0-\u00ff\u20ac]*$
              x-trim: false
              minLength: 1
              maxLength: 100
          required:
          - id
          - name
        meta:
          type: object
          description: The meta member contains the meta information of the request.
          properties:
            attributes:
              $ref: '#/components/schemas/AttributesMember'
          x-property-sort:
          - attributes
    PostPortfolioPayoutCreateRequest:
      type: object
      properties:
        data:
          type: object
          x-property-sort:
          - id
          - type
          - notation
          - time
          - amount
          - transaction
          description: The data member contains the request's primary data.
          properties:
            id:
              description: Identifier of the portfolio.
              type: string
              format: id64
              x-positive: true
            type:
              description: 'Payout type. '
              type: string
              x-enum-description:
              - Dividend
              - Payout
              - Coupon
              - Subscription right
              - Other
              enum:
              - dividend
              - payout
              - coupon
              - subscriptionRight
              - other
            notation:
              description: Notation of the position.
              type: object
              x-property-sort:
              - id
              properties:
                id:
                  description: Identifier of the notation.
                  type: string
                  format: id64
                  x-positive: true
              required:
              - id
            time:
              description: Date and time of the payout.
              type: string
              format: datetime
            amount:
              description: Amount of the payout in the portfolio's base currency.
              type: number
              format: real
            transaction:
              description: Associates the payout with a sub-position opened by a specific buy transaction. If omitted, the payout will be associated with all sub-positions of the notation in the portfolio.
              type: object
              x-property-sort:
              - id
              properties:
                id:
                  description: Identifier of the buy transaction.
                  type: string
                  format: id64
                  x-positive: true
              required:
              - id
          required:
          - id
          - type
          - notation
          - time
          - amount
        meta:
          type: object
          description: The meta member contains the meta information of the request.
          properties:
            attributes:
              $ref: '#/components/schemas/AttributesMember'
          x-property-sort:
          - attributes
    PostPortfolioEvaluationListRequest:
      type: object
      properties:
        data:
          type: object
          x-property-sort:
          - id
          - range
          - resolution
          description: The data member contains the request's primary data.
          properties:
            id:
              description: Identifier of the portfolio.
              type: string
              format: id64
              x-positive: true
            range:
              type: object
              format: dateRange
              x-isClosedInterval: true
              properties:
                start:
                  type: string
                  format: date
                  description: The starting point of the date range (inclusive).
                end:
                  type: string
                  format: date
                  description: The ending point of the date range (inclusive).
              x-property-sort:
              - start
              - end
              required:
              - start
              - end
              description: Date range for the time series. A valid date range is between 1900-01-01 and the day after the current day. A date before the date of the first transaction is implicitly adjusted to the date of the portfolio's first transaction.
            resolution:
              type: string
              default: daily
              x-enum-description:
              - ''
              - ''
              - ''
              enum:
              - daily
              - weekly
              - monthly
          required:
          - id
          - range
        meta:
          type: object
          description: The meta member contains the meta information of the request.
          properties:
            attributes:
              $ref: '#/components/schemas/AttributesMember'
          x-property-sort:
          - attributes
    PostPortfolioPayoutDeleteRequest:
      type: object
      properties:
        data:
          type: object
          x-property-sort:
          - id
          - payout
          description: The data member contains the request's primary data.
          properties:
            id:
              description: Identifier of the portfolio.
              type: string
              format: id64
              x-positive: true
            payout:
              description: Payout of the portfolio.
              type: object
              x-property-sort:
              - id
              properties:
                id:
                  type: string
                  format: id64
                  x-positive: true
                  description: Identifier of the payout.
              required:
              - id
          required:
          - id
          - payout
        meta:
          type: object
          description: The meta member contains the meta information of the request.
          properties:
            attributes:
              $ref: '#/components/schemas/AttributesMember'
          x-property-sort:
          - attributes
    PostPortfolioTransactionCashCreateRequest:
      type: object
      properties:
        data:
          type: object
          x-property-sort:
          - id
          - time
          - amount
          description: The data member contains the request's primary data.
          properties:
            id:
              description: Identifier of the portfolio.
              type: string
              format: id64
              x-positive: true
            time:
              description: Date and time of the trade.
              type: string
              format: datetime
            amount:
              description: The cash amount bein

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