Updating Portfolios

Use PATCH /v2/portfolios/{portfolioId} to change the display name of one portfolio. This change does not modify its strategy, allocation, or rebalance schedule.

Rename a portfolio

The portfolio PATCH route supports only portfolioName. It uses JSON Merge Patch. Omit the field to keep the current value. Send null to clear the value. Send a string to set a new value.

const response = await fetch(
  `https://api.glider.fi/v2/portfolios/${portfolioId}`,
  {
    method: "PATCH",
    headers: {
      "content-type": "application/json",
      "x-api-key": process.env.GLIDER_API_KEY,
    },
    body: JSON.stringify({ portfolioName: "Alice Conservative Yield" }),
  },
);

Unknown fields return 400. Do not send an allocation or a schedule to this route.

Read the updated portfolio

const response = await fetch(
  `https://api.glider.fi/v2/portfolios/${portfolioId}`,
  {
    headers: {
      "x-api-key": process.env.GLIDER_API_KEY,
    },
  },
);

const { data: portfolio } = await response.json();
console.log(portfolio.portfolioName);

The portfolio read also returns the active strategy version, smart accounts, and schedule status.

Update the strategy instead

Use the Build and Distribute Strategies guide to change:

Strategy name, description, or public visibility
Target assets or weights
Rebalance cadence
Swap preferences or fees

These are strategy-level changes and can affect all enrolled portfolios.

Get Started

Understanding the Glider Platform

For Strategy Providers

For Strategy Distributors

Advanced

Wallet Providers

Rename a portfolio

Read the updated portfolio

Update the strategy instead

Further reference

​Rename a portfolio

​Read the updated portfolio

​Update the strategy instead

​Further reference

Rename a portfolio

Read the updated portfolio

Update the strategy instead

Further reference