API Reference

Update a Strategy

put
https://api.bridgeft.com/v2/investment-management/strategies/

Provide an Investment Strategy update. Then entire Investment Strategy object must be provided to the PUT request.

Editable Fields:

  • name
  • description
  • provider
  • investment_minimum
  • fee
  • security_allocations
Path Params
integer
required

Unique ID for the object

Body Params
integer

Unique ID for this strategy object

string

Name for the strategy

integer

Id of the firm this strategy is associated with

string

Description of the strategy

string

Provider of the strategy

number

Investment minimum

number

Fee reported on the strategy

integer

Id of the benchmark associated with this strategy

string
enum

Type of the strategy.

Allowed:
boolean

Is the tax managed?

string
enum

Risk category of the strategy. CP for Capital Preservation, CO for Conservative, MC for Moderate Conservative, MO for Moderate, MG for Moderate Growth, GR for Growth, AG for Aggressive Growth

Allowed:
search_tags
array of strings

Search tags for the strategy

Search tags
string

Asset type of the strategy

boolean

Is the fact sheet available?

boolean

Is environmental, social, governance?

string

Identifier for etc action

security_allocations
array of objects

Security allocation associated with this model

Security allocation
date-time

Timestamp for when the record was created

date-time

Timestamp for when the record was updated

Responses

Updated 7 months ago

Language
Credentials
Bearer
Bearer
Response 
 Choose an example:
application/json
Updated 7 months ago