Advanced Trade: Portfolios
resource: portfolios — sub-portfolio management (PTF01–PTF06)
list (PTF01)
Lists every portfolio on the credential. No operation-specific config keys. Output items[]: portfolioUUID, name, type, deleted.
create (PTF02)
| Field | Required | Description |
|---|---|---|
name | ✓ Yes | Name for the new portfolio. |
Output: single portfolio record, same shape as list.
moveFunds (PTF03)
Moves funds between two portfolios.
| Field | Required | Description |
|---|---|---|
sourcePortfolioUuid | ✓ Yes | Portfolio to move funds from. |
targetPortfolioUuid | ✓ Yes | Portfolio to move funds to. |
currency | ✓ Yes | Currency to move. |
amount | ✓ Yes | Amount to move. |
Output: single record — sourcePortfolioUUID, targetPortfolioUUID.
No idempotency key available for this operation — it opts out of the transport's automatic 429 retry, same reasoning as
converts/commitTrade. This operation moves real funds between portfolios; treat a 429 or timeout as an unknown outcome and check portfolio balances before retrying.
getBreakdown (PTF04)
| Field | Required | Description |
|---|---|---|
portfolioId | ✓ Yes | The portfolio to break down. |
Output: single record — portfolioUUID, totalBalanceUSD, balances[] (each {currency, totalBalance, availableBalance}).
edit (PTF05)
| Field | Required | Description |
|---|---|---|
portfolioId | ✓ Yes | The portfolio to rename. |
name | ✓ Yes | New name. |
Output: single portfolio record.
delete (PTF06)
| Field | Required | Description |
|---|---|---|
portfolioId | ✓ Yes | The portfolio to delete. |
Output: confirmation only — no payload beyond success/failure.