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"
}

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.

​
portfolioId
string
required

The unique identifier of the portfolio

​
runRebalanceImmediately
boolean
default:"false"

Whether to run an initial rebalance immediately after starting

​
initializeScheduleAutomatically
boolean
default:"true"

Set to false for manual-only rebalancing without a schedule

​
interval
number
default:"21600000"

Rebalance interval in milliseconds (default: 6 hours)

​
Pause Portfolio Automation

Pauses automated rebalancing for a portfolio.

​
portfolioId
string
required

The unique identifier of the portfolio

​
reason
string

Optional reason for pausing

​
Resume Portfolio Automation

Resumes previously paused automated rebalancing for a portfolio.

​
portfolioId
string
required

The unique identifier of the portfolio

​
reason
string

Optional reason for resuming

​
Manually Trigger Rebalance

Manually triggers a portfolio rebalance.

​
portfolioId
string
required

The unique identifier of the portfolio

​
skipScheduleValidation
boolean
default:"false"

Set to true to trigger a rebalance even if no schedule exists

​
Check Automation Status

Checks the status of portfolio automation.

​
portfolioId
string
required

The unique identifier of the portfolio

​
Check Rebalance Status

Checks the status of portfolio rebalancing.

​
portfolioId
string
required

The unique identifier of the portfolio

​
limit
number
default:"5"

Number of recent workflows to return

​
Check Specific Rebalance Execution

Gets detailed information about a specific rebalance execution.

​
portfolioId
string
required

The unique identifier of the portfolio

​
workflowId
string
required

The ID of the rebalance workflow execution

​
Update Schedule Interval

Updates the rebalance schedule interval for a portfolio.

​
portfolioId
string
required

The unique identifier of the portfolio

​
interval
object
required

The new interval settings

​
interval.every
number
required

Interval in milliseconds (min: 1 hour, max: 1 year)

​
interval.offset
number
default:"0"

Offset from start time in milliseconds