Portfolio Archive
REST API Endpoints (Legacy V1)
Portfolio Archive
Archive or unarchive a portfolio
POST
Portfolio Archive
These endpoints allow you to archive and unarchive portfolios. Archiving a portfolio pauses rebalance schedules and blocks archive-gated portfolio actions, while still allowing users to withdraw funds manually.
Archives a portfolio, pausing rebalance schedules and blocking archive-gated portfolio actions.
Unarchives a previously archived portfolio, restoring archive-gated portfolio actions.
Archive a Portfolio
Path Parameters
The unique identifier of the portfolio to archive
Request Headers
Your API key
Must be set to
application/jsonRequest Body
Reason for archiving the portfolio (optional)
Response
Indicates if the request was successful
Unarchive a Portfolio
Path Parameters
The unique identifier of the portfolio to unarchive
Request Headers
Your API key
Must be set to
application/jsonRequest Body
Whether to resume previous rebalance schedules
Response
Indicates if the request was successful
Example Archive Request
Example Archive Response
Example Unarchive Request
Example Unarchive Response
Error Codes
The specified portfolio could not be found
Invalid or missing API key
The API key does not have permission to manage this portfolio
The portfolio is already in the requested state (e.g., archiving an already archived portfolio)
Notes
- Archiving a portfolio is a non-destructive action - no data or assets are removed
- All active rebalance schedules are automatically paused when a portfolio is archived
- When unarchiving, you can choose whether to resume previous rebalance schedules
- While archived, withdrawals remain available, but archive-gated actions like rebalancing and portfolio updates remain blocked
- Portfolio data remains accessible for reporting and historical analysis
- The archive reason is stored for audit and reporting purposes