PUT
/
v1
/
portfolio
/
:portfolioId
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"
}

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"
}