The Portfolio Automation endpoints allow you to start, pause, resume, and manage automated rebalancing of portfolios.
Start Portfolio Automation
Starts automated rebalancing for a portfolio.
The unique identifier of the portfolio
Whether to run an initial rebalance immediately after starting
initializeScheduleAutomatically
Set to false for manual-only rebalancing without a schedule
Rebalance interval in milliseconds (default: 6 hours)
curl --request POST \
--url 'https://api.glider.fi/v1/portfolio/port_abc123/rebalance/schedule/start' \
--header 'Content-Type: application/json' \
--header 'X-API-KEY: your_api_key_here' \
--data '{
"runRebalanceImmediately": true,
"initializeScheduleAutomatically": true,
"interval": 21600000
}'
{
"success": true,
"data": {
"portfolioId": "port_abc123",
"rebalanceScheduleId": "sched_abc123",
"status": "started",
"message": "Portfolio automation started successfully",
"runRebalanceImmediately": true,
"isAutomated": true,
"intervalMs": 21600000
},
"correlationId": "corr_abc123",
"requestId": "req_xyz789",
"timestamp": "2023-05-21T13:45:12.345Z"
}
Pause Portfolio Automation
Pauses automated rebalancing for a portfolio.
The unique identifier of the portfolio
Optional reason for pausing
curl --request POST \
--url 'https://api.glider.fi/v1/portfolio/port_abc123/rebalance/schedule/pause' \
--header 'Content-Type: application/json' \
--header 'X-API-KEY: your_api_key_here' \
--data '{
"reason": "Pausing for market volatility"
}'
{
"success": true,
"data": {
"portfolioId": "port_abc123",
"scheduleId": "sched_abc123",
"status": "paused",
"message": "Portfolio automation paused successfully",
"paused": true,
"pausedAt": "2023-05-21T13:45:12.345Z",
"reason": "Paused via API: Pausing for market volatility"
},
"correlationId": "corr_abc123",
"requestId": "req_xyz789",
"timestamp": "2023-05-21T13:45:12.345Z"
}
Resume Portfolio Automation
Resumes previously paused automated rebalancing for a portfolio.
The unique identifier of the portfolio
Optional reason for resuming
curl --request POST \
--url 'https://api.glider.fi/v1/portfolio/port_abc123/rebalance/schedule/resume' \
--header 'Content-Type: application/json' \
--header 'X-API-KEY: your_api_key_here' \
--data '{
"reason": "Market stabilized"
}'
{
"success": true,
"data": {
"portfolioId": "port_abc123",
"scheduleId": "sched_abc123",
"status": "active",
"message": "Portfolio automation resumed successfully",
"paused": false,
"resumedAt": "2023-05-21T13:45:12.345Z",
"reason": "Resumed via API: Market stabilized"
},
"correlationId": "corr_abc123",
"requestId": "req_xyz789",
"timestamp": "2023-05-21T13:45:12.345Z"
}
Manually Trigger Rebalance
Manually triggers a portfolio rebalance.
The unique identifier of the portfolio
Set to true to trigger a rebalance even if no schedule exists
curl --request POST \
--url 'https://api.glider.fi/v1/portfolio/port_abc123/rebalance/schedule/trigger' \
--header 'Content-Type: application/json' \
--header 'X-API-KEY: your_api_key_here' \
--data '{
"skipScheduleValidation": false
}'
{
"success": true,
"data": {
"portfolioId": "port_abc123",
"scheduleId": "sched_abc123",
"rebalanceId": "rebal_def456",
"status": "triggered",
"message": "Portfolio rebalance triggered successfully",
"triggerTime": 1684734312
},
"correlationId": "corr_abc123",
"requestId": "req_xyz789",
"timestamp": "2023-05-21T13:45:12.345Z"
}
Check Automation Status
Checks the status of portfolio automation.
The unique identifier of the portfolio
curl --request GET \
--url 'https://api.glider.fi/v1/portfolio/port_abc123/automation/status' \
--header 'X-API-KEY: your_api_key_here'
{
"success": true,
"data": {
"portfolioId": "port_abc123",
"status": "active", // or "paused", "inactive", "archived", "error"
"hasAutomation": true,
"message": "Portfolio automation is active",
"rebalanceScheduleId": "sched_abc123",
"details": {
"totalExecutions": 5,
"paused": false,
"pauseReason": null,
"recentActions": [
{
"workflowId": "rebal_def456",
"takenAt": "2023-05-21T13:30:00.000Z",
"scheduledAt": "2023-05-21T13:30:00.000Z"
},
{
"workflowId": "rebal_ghi789",
"takenAt": "2023-05-21T07:30:00.000Z",
"scheduledAt": "2023-05-21T07:30:00.000Z"
}
],
"nextScheduledExecution": "2023-05-21T19:30:00.000Z"
}
},
"correlationId": "corr_abc123",
"requestId": "req_xyz789",
"timestamp": "2023-05-21T13:45:12.345Z"
}
Check Rebalance Status
Checks the status of portfolio rebalancing.
The unique identifier of the portfolio
Number of recent workflows to return
curl --request GET \
--url 'https://api.glider.fi/v1/portfolio/port_abc123/rebalance/status?limit=5' \
--header 'X-API-KEY: your_api_key_here'
{
"success": true,
"data": {
"portfolioId": "port_abc123",
"status": "active", // or "paused", "inactive", "error"
"message": "Rebalance schedule is active",
"rebalanceScheduleId": "sched_abc123",
"details": {
"totalExecutions": 5,
"paused": false,
"pauseReason": null,
"nextScheduledExecution": "2023-05-21T19:30:00.000Z"
},
"recentWorkflows": [
{
"workflowId": "rebal_def456",
"runId": "run_jkl012",
"scheduledAt": "2023-05-21T13:30:00.000Z",
"startedAt": "2023-05-21T13:30:00.123Z",
"status": "triggered"
},
{
"workflowId": "rebal_ghi789",
"runId": "run_mno345",
"scheduledAt": "2023-05-21T07:30:00.000Z",
"startedAt": "2023-05-21T07:30:00.456Z",
"status": "triggered"
}
]
},
"correlationId": "corr_abc123",
"requestId": "req_xyz789",
"timestamp": "2023-05-21T13:45:12.345Z"
}
Check Specific Rebalance Execution
Gets detailed information about a specific rebalance execution.
The unique identifier of the portfolio
The ID of the rebalance workflow execution
curl --request GET \
--url 'https://api.glider.fi/v1/portfolio/port_abc123/rebalance/status/rebal_def456' \
--header 'X-API-KEY: your_api_key_here'
{
"success": true,
"data": {
"portfolioId": "port_abc123",
"workflowId": "rebal_def456",
"runId": "run_jkl012",
"status": "completed",
"startTime": "2023-05-21T13:30:00.123Z",
"closeTime": "2023-05-21T13:32:45.678Z",
"executionTime": "2023-05-21T13:30:00.123Z",
"taskQueue": "rebalance-queue",
"result": {
"transactionHash": "0xTransactionHash789",
"blockNumber": 12345680,
"gasUsed": "125000",
"effectiveGasPrice": "1000000000",
"status": "success"
},
"error": null,
"historyLength": 32
},
"correlationId": "corr_abc123",
"requestId": "req_xyz789",
"timestamp": "2023-05-21T13:45:12.345Z"
}
Update Schedule Interval
Updates the rebalance schedule interval for a portfolio.
The unique identifier of the portfolio
The new interval settings
Interval in milliseconds (min: 1 hour, max: 1 year)
Offset from start time in milliseconds
curl --request POST \
--url 'https://api.glider.fi/v1/portfolio/port_abc123/update-schedule-interval' \
--header 'Content-Type: application/json' \
--header 'X-API-KEY: your_api_key_here' \
--data '{
"interval": {
"every": 43200000,
"offset": 0
}
}'
{
"success": true,
"data": {
"portfolioId": "port_abc123",
"scheduleId": "sched_abc123",
"previousInterval": {
"every": 21600000,
"offset": 0
},
"newInterval": {
"every": 43200000,
"offset": 0,
"humanReadable": "12 hours"
},
"message": "Portfolio rebalance schedule updated to run every 12 hours",
"nextScheduledRun": "2023-05-22T01:30:00.000Z"
},
"correlationId": "corr_abc123",
"requestId": "req_xyz789",
"timestamp": "2023-05-21T13:45:12.345Z"
}
