Create a portfolio

POST

/api/v1/portfolios

Request

Authorization

JWT Bearer

Add the parameter

Authorization

to Headers

Example:

Authorization: ********************

Body Params application/jsonRequired

Examples

Responses

🟢201Created

application/json

Portfolio created

Bodyapplication/json

🟠422Unprocessable Entity

Request Example

Shell

JavaScript

Java

Swift

curl --location '/api/v1/portfolios' \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '{
    "portfolio": {
        "name": "Personal Finance"
    }
}'

Response Example

201 - Example 1

{
    "success": true,
    "data": {
        "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
        "name": "Personal Finance",
        "accounts_count": 0,
        "assets_count": 0,
        "goals_count": 0,
        "created_at": "2019-08-24T14:15:22.123Z",
        "updated_at": "2019-08-24T14:15:22.123Z"
    }
}

Modified at 2025-12-03 16:47:21

List all portfolios

Get a portfolio