curl --request GET \
  --url '/v1/portfolios?userAddress=0xYourWalletAddress&limit=10&offset=0&sort=created_at&order=desc' \
  --header 'X-API-KEY: your_api_key_here'

{
  "success": true,
  "data": {
    "portfolios": [
      {
        "id": "port_abc123",
        "name": "70/30 ETH-USDC Portfolio",
        "description": "A simple portfolio with 70% ETH and 30% USDC allocation",
        "ownerAddress": "0xUserWalletAddress",
        "isPublic": false,
        "isArchived": false,
        "createdAt": "2023-05-21T12:34:56.789Z",
        "updatedAt": "2023-05-21T13:45:12.345Z",
        "tags": ["api-created"],
        "templateId": "tmpl_xyz789",
        "valueUsd": "1053.75",
        "vaults": [
          {
            "chainId": "8453",
            "address": "0xPortfolioVaultAddress",
            "assets": [
              {
                "address": "0xEeeeeEeeeEeEeeEeEeEeeEEEeeeeEeeeeeeeEEeE",
                "chainId": 8453,
                "decimals": 18,
                "symbol": "ETH",
                "name": "Ethereum",
                "logoURI": "https://assets.glider.fi/icons/eth.png",
                "assetId": "0xEeeeeEeeeEeEeeEeEeEeeEEEeeeeEeeeeeeeEEeE:8453",
                "totalBalance": "0.5",
                "baseTokenBalance": "0.5",
                "priceUSD": "1500",
                "amount": "0.5",
                "rawAmount": "500000000000000000"
              },
              {
                "address": "0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913",
                "chainId": 8453,
                "decimals": 6,
                "symbol": "USDC",
                "name": "USD Coin",
                "logoURI": "https://assets.glider.fi/icons/usdc.png",
                "assetId": "0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913:8453",
                "totalBalance": "300",
                "baseTokenBalance": "300",
                "priceUSD": "1",
                "amount": "300",
                "rawAmount": "300000000"
              }
            ]
          }
        ]
      }
    ],
    "pagination": {
      "total": 1,
      "limit": 10,
      "offset": 0,
      "hasMore": false
    }
  },
  "correlationId": "corr_abc123",
  "requestId": "req_xyz789",
  "timestamp": "2023-05-21T12:34:56.789Z"
}

The Portfolio Management endpoints allow you to list, retrieve, and manage portfolios.

​
List All Portfolios

​
userAddress
string

Filter portfolios by owner Ethereum address

​
portfolioId
string

Filter by portfolio ID

​
portfolioAddress
string

Filter by portfolio vault address

​
portfolioChainId
string

Filter by portfolio vault chain ID

​
isArchived
boolean

Filter for archived (true) or active (false) portfolios

​
hasAutomation
boolean

Filter for portfolios with automation enabled

​
limit
number
default:"20"

Number of results to return

​
offset
number
default:"0"

Pagination offset

​
sort
string
default:"created_at"

Sort field (options: created_at, updated_at, name)

​
order
string
default:"desc"

Sort order (options: asc, desc)

​
search
string

Text search term

​
chainId
string

Filter by chain ID

​
tag
string

Filter by portfolio tag

​
includeAssets
boolean
default:"true"

Include detailed asset data

​
realtime
boolean
default:"false"

Use real-time blockchain data instead of cached data

curl --request GET \
  --url '/v1/portfolios?userAddress=0xYourWalletAddress&limit=10&offset=0&sort=created_at&order=desc' \
  --header 'X-API-KEY: your_api_key_here'

{
  "success": true,
  "data": {
    "portfolios": [
      {
        "id": "port_abc123",
        "name": "70/30 ETH-USDC Portfolio",
        "description": "A simple portfolio with 70% ETH and 30% USDC allocation",
        "ownerAddress": "0xUserWalletAddress",
        "isPublic": false,
        "isArchived": false,
        "createdAt": "2023-05-21T12:34:56.789Z",
        "updatedAt": "2023-05-21T13:45:12.345Z",
        "tags": ["api-created"],
        "templateId": "tmpl_xyz789",
        "valueUsd": "1053.75",
        "vaults": [
          {
            "chainId": "8453",
            "address": "0xPortfolioVaultAddress",
            "assets": [
              {
                "address": "0xEeeeeEeeeEeEeeEeEeEeeEEEeeeeEeeeeeeeEEeE",
                "chainId": 8453,
                "decimals": 18,
                "symbol": "ETH",
                "name": "Ethereum",
                "logoURI": "https://assets.glider.fi/icons/eth.png",
                "assetId": "0xEeeeeEeeeEeEeeEeEeEeeEEEeeeeEeeeeeeeEEeE:8453",
                "totalBalance": "0.5",
                "baseTokenBalance": "0.5",
                "priceUSD": "1500",
                "amount": "0.5",
                "rawAmount": "500000000000000000"
              },
              {
                "address": "0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913",
                "chainId": 8453,
                "decimals": 6,
                "symbol": "USDC",
                "name": "USD Coin",
                "logoURI": "https://assets.glider.fi/icons/usdc.png",
                "assetId": "0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913:8453",
                "totalBalance": "300",
                "baseTokenBalance": "300",
                "priceUSD": "1",
                "amount": "300",
                "rawAmount": "300000000"
              }
            ]
          }
        ]
      }
    ],
    "pagination": {
      "total": 1,
      "limit": 10,
      "offset": 0,
      "hasMore": false
    }
  },
  "correlationId": "corr_abc123",
  "requestId": "req_xyz789",
  "timestamp": "2023-05-21T12:34:56.789Z"
}

​
Get Portfolio by ID

Retrieves detailed information about a specific portfolio, including assets, activity, and performance data.

​
portfolioId
string
required

The unique identifier of the portfolio

curl --request GET \
  --url '/v1/portfolio/port_abc123' \
  --header 'X-API-KEY: your_api_key_here'

{
  "success": true,
  "data": {
    "id": "port_abc123",
    "name": "70/30 ETH-USDC Portfolio",
    "description": "A simple portfolio with 70% ETH and 30% USDC allocation",
    "ownerAddress": "0xUserWalletAddress",
    "isPublic": false,
    "isArchived": false,
    "createdAt": "2023-05-21T12:34:56.789Z",
    "updatedAt": "2023-05-21T13:45:12.345Z",
    "tags": ["api-created"],
    "templateId": "tmpl_xyz789",
    "valueUsd": "1053.75",
    "template": {
      "entry": {
        "blockType": "weight",
        "weightType": "specified-percentage",
        "weightings": ["70", "30"],
        "children": [
          {
            "blockType": "asset",
            "assetId": "0xEeeeeEeeeEeEeeEeEeEeeEEEeeeeEeeeeeeeEEeE:8453"
          },
          {
            "blockType": "asset",
            "assetId": "0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913:8453"
          }
        ]
      }
    },
    "vaults": [
      {
        "chainId": "8453",
        "address": "0xPortfolioVaultAddress",
        "assets": [
          {
            "address": "0xEeeeeEeeeEeEeeEeEeEeeEEEeeeeEeeeeeeeEEeE",
            "chainId": 8453,
            "decimals": 18,
            "symbol": "ETH",
            "name": "Ethereum",
            "logoURI": "https://assets.glider.fi/icons/eth.png",
            "assetId": "0xEeeeeEeeeEeEeeEeEeEeeEEEeeeeEeeeeeeeEEeE:8453",
            "totalBalance": "0.5",
            "baseTokenBalance": "0.5",
            "priceUSD": "1500",
            "amount": "0.5",
            "rawAmount": "500000000000000000"
          },
          {
            "address": "0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913",
            "chainId": 8453,
            "decimals": 6,
            "symbol": "USDC",
            "name": "USD Coin",
            "logoURI": "https://assets.glider.fi/icons/usdc.png",
            "assetId": "0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913:8453",
            "totalBalance": "300",
            "baseTokenBalance": "300",
            "priceUSD": "1",
            "amount": "300",
            "rawAmount": "300000000"
          }
        ]
      }
    ],
    "metadata": {
      "isPublic": false,
      "created": "2023-05-21T12:34:56.789Z",
      "lastUpdated": "2023-05-21T13:45:12.345Z",
      "templateId": "tmpl_xyz789",
      "mirrored": false,
      "rebalanceScheduleId": "sched_abc123"
    },
    "portfolioId": "port_abc123",
    "owner": "0xUserWalletAddress",
    "costBasisAssets": [
      {
        "assetId": "0xEeeeeEeeeEeEeeEeEeEeeEEEeeeeEeeeeeeeEEeE:8453",
        "symbol": "ETH",
        "totalAcquired": "0.6",
        "totalDisposed": "0.1",
        "currentAmount": "0.5",
        "averageCostBasis": "1450.00",
        "realizedPnL": "5.00",
        "unrealizedPnL": "25.00"
      },
      {
        "assetId": "0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913:8453",
        "symbol": "USDC",
        "totalAcquired": "500",
        "totalDisposed": "200",
        "currentAmount": "300",
        "averageCostBasis": "1.00",
        "realizedPnL": "0.00",
        "unrealizedPnL": "0.00"
      }
    ],
    "costBasisSummary": {
      "totalCostBasis": "1170.00",
      "totalRealizedPnL": "5.00",
      "totalUnrealizedPnL": "25.00",
      "totalPositions": 2
    },
    "trades": [
      {
        "tradeDirection": "buy",
        "timestamp": "2023-05-21T12:55:32.123Z",
        "totalProfitLossUsd": "0.00",
        "totalProfitLossPercent": 0,
        "totalSellValueUsd": "50.00",
        "totalBuyValueUsd": "50.00",
        "swaps": [
          {
            "type": "fromToken",
            "amount": "50",
            "symbol": "USDC",
            "valueUsd": "50.00"
          },
          {
            "type": "toToken",
            "amount": "0.033333",
            "symbol": "ETH",
            "valueUsd": "50.00"
          }
        ]
      }
    ],
    "activity": [
      {
        "id": "act_abc123",
        "type": "deposit",
        "assetId": "0xEeeeeEeeeEeEeeEeEeEeeEEEeeeeEeeeeeeeEEeE:8453",
        "symbol": "ETH",
        "decimals": 18,
        "amount": "0.5",
        "rawAmount": "500000000000000000",
        "priceUsd": "1500",
        "valueUsd": "750.00",
        "txHash": "0xTransactionHash123",
        "chainId": 8453,
        "blockNumber": 12345678,
        "timestamp": "2023-05-21T12:34:56.789Z"
      },
      {
        "id": "act_def456",
        "type": "deposit",
        "assetId": "0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913:8453",
        "symbol": "USDC",
        "decimals": 6,
        "amount": "300",
        "rawAmount": "300000000",
        "priceUsd": "1",
        "valueUsd": "300.00",
        "txHash": "0xTransactionHash456",
        "chainId": 8453,
        "blockNumber": 12345679,
        "timestamp": "2023-05-21T12:40:12.345Z"
      }
    ]
  },
  "correlationId": "corr_abc123",
  "requestId": "req_xyz789",
  "timestamp": "2023-05-21T12:34:56.789Z"
}

​
Update Portfolio

Updates a portfolio’s template data (asset allocations, trading settings, etc.). Both PUT and POST methods are supported.

​
portfolioId
string
required

The unique identifier of the portfolio

​
templateData
object
required

The portfolio template data

​
templateData.name
string

The name of the portfolio

​
templateData.description
string

The description of the portfolio

​
templateData.entry
object
required

The root entry point for the portfolio template structure

​
templateData.tradingSettings
object

Settings that control how and when the portfolio is rebalanced

curl --request PUT \
  --url '/v1/portfolio/port_abc123' \
  --header 'Content-Type: application/json' \
  --header 'X-API-KEY: your_api_key_here' \
  --data '{
    "templateData": {
      "name": "Updated 70/30 ETH-USDC Portfolio",
      "description": "A simple portfolio with 70% ETH and 30% USDC allocation",
      "entry": {
        "blockType": "weight",
        "weightType": "specified-percentage",
        "weightings": ["70", "30"],
        "children": [
          {
            "blockType": "asset",
            "assetId": "0xEeeeeEeeeEeEeeEeEeEeeEEEeeeeEeeeeeeeEEeE:8453"
          },
          {
            "blockType": "asset",
            "assetId": "0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913:8453"
          }
        ]
      },
      "tradingSettings": {
        "type": "threshold",
        "triggerPercentage": 5
      }
    }
  }'

{
  "success": true,
  "data": {
    "portfolioId": "port_abc123",
    "message": "Portfolio template updated successfully",
    "httpMethod": "PUT",
    "blueprint": {
      "blueprintId": "tmpl_xyz789",
      "editId": "edit_abc123",
      "version": 2,
      "name": "Updated 70/30 ETH-USDC Portfolio"
    }
  },
  "correlationId": "corr_abc123",
  "requestId": "req_xyz789",
  "timestamp": "2023-05-21T13:45:12.345Z"
}

​
List Portfolios by Owner

​
ownerAddress
string
required

The Ethereum address of the portfolio owner

​
isArchived
boolean

Filter for archived (true) or active (false) portfolios

​
limit
number
default:"100"

Number of results to return

​
offset
number
default:"0"

Pagination offset

​
sort
string
default:"created_at"

Sort field (options: created_at, updated_at, name)

​
order
string
default:"desc"

Sort order (options: asc, desc)

​
includeAssets
boolean
default:"true"

Include detailed asset data

curl --request GET \
  --url '/v1/portfolios/by-owner?ownerAddress=0xYourWalletAddress&limit=10&offset=0' \
  --header 'X-API-KEY: your_api_key_here'

{
  "success": true,
  "data": {
    "ownerAddress": "0xYourWalletAddress",
    "portfolios": [
      {
        "id": "port_abc123",
        "name": "70/30 ETH-USDC Portfolio",
        "description": "A simple portfolio with 70% ETH and 30% USDC allocation",
        "ownerAddress": "0xYourWalletAddress",
        "managedByTenantId": "tenant_xyz789",
        "isPublic": false,
        "isArchived": false,
        "createdAt": "2023-05-21T12:34:56.789Z",
        "updatedAt": "2023-05-21T13:45:12.345Z",
        "tags": ["api-created"],
        "blueprintId": "tmpl_xyz789",
        "automation": {
          "status": "active",
          "hasAutomation": true
        },
        "valueUsd": "1053.75",
        "vaults": [
          {
            "chainId": "8453",
            "address": "0xPortfolioVaultAddress",
            "assets": [
              {
                "address": "0xEeeeeEeeeEeEeeEeEeEeeEEEeeeeEeeeeeeeEEeE",
                "chainId": 8453,
                "decimals": 18,
                "symbol": "ETH",
                "name": "Ethereum",
                "logoURI": "https://assets.glider.fi/icons/eth.png",
                "assetId": "0xEeeeeEeeeEeEeeEeEeEeeEEEeeeeEeeeeeeeEEeE:8453",
                "totalBalance": "0.5",
                "baseTokenBalance": "0.5",
                "priceUSD": "1500",
                "amount": "0.5",
                "rawAmount": "500000000000000000"
              },
              {
                "address": "0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913",
                "chainId": 8453,
                "decimals": 6,
                "symbol": "USDC",
                "name": "USD Coin",
                "logoURI": "https://assets.glider.fi/icons/usdc.png",
                "assetId": "0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913:8453",
                "totalBalance": "300",
                "baseTokenBalance": "300",
                "priceUSD": "1",
                "amount": "300",
                "rawAmount": "300000000"
              }
            ]
          }
        ]
      }
    ],
    "pagination": {
      "total": 1,
      "limit": 10,
      "offset": 0,
      "hasMore": false
    }
  },
  "correlationId": "corr_abc123",
  "requestId": "req_xyz789",
  "timestamp": "2023-05-21T12:34:56.789Z"
}