Commit an approved paper portfolio import
curl --request POST \
--url https://api.itoflow.ai/portfolios/import \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"approval_token": "<string>",
"draft": {
"approved_at": "2023-11-07T05:31:56Z",
"draft_id": "<string>",
"execution_mode": "paper",
"holdings": [
{
"quantity": "<string>",
"row_id": "<string>",
"symbol": "<string>",
"cost_basis": "<string>",
"included": true,
"issues": [],
"price_unit": "NATIVE",
"side": "<string>",
"source": "<string>",
"unit_scale": "0.01",
"unit_value": "<string>"
}
],
"portfolio_name": "<string>",
"portfolio_type": "managed",
"revision": 1,
"schema_version": "v1",
"cash": [],
"parser_warnings": [],
"source_attachments": [],
"validation_issues": []
},
"output_id": "<string>"
}
'import requests
url = "https://api.itoflow.ai/portfolios/import"
payload = {
"approval_token": "<string>",
"draft": {
"approved_at": "2023-11-07T05:31:56Z",
"draft_id": "<string>",
"execution_mode": "paper",
"holdings": [
{
"quantity": "<string>",
"row_id": "<string>",
"symbol": "<string>",
"cost_basis": "<string>",
"included": True,
"issues": [],
"price_unit": "NATIVE",
"side": "<string>",
"source": "<string>",
"unit_scale": "0.01",
"unit_value": "<string>"
}
],
"portfolio_name": "<string>",
"portfolio_type": "managed",
"revision": 1,
"schema_version": "v1",
"cash": [],
"parser_warnings": [],
"source_attachments": [],
"validation_issues": []
},
"output_id": "<string>"
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
approval_token: '<string>',
draft: {
approved_at: '2023-11-07T05:31:56Z',
draft_id: '<string>',
execution_mode: 'paper',
holdings: [
{
quantity: '<string>',
row_id: '<string>',
symbol: '<string>',
cost_basis: '<string>',
included: true,
issues: [],
price_unit: 'NATIVE',
side: '<string>',
source: '<string>',
unit_scale: '0.01',
unit_value: '<string>'
}
],
portfolio_name: '<string>',
portfolio_type: 'managed',
revision: 1,
schema_version: 'v1',
cash: [],
parser_warnings: [],
source_attachments: [],
validation_issues: []
},
output_id: '<string>'
})
};
fetch('https://api.itoflow.ai/portfolios/import', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));{
"ok": true,
"portfolio_id": "<string>",
"portfolio_url": "<string>",
"allocated_amount_usd": "<string>",
"execution_mode": "paper",
"idempotent": true,
"imported_cash_count": 1,
"imported_holding_count": 1,
"portfolio_type": "managed",
"portfolio_value": {
"amount_usd": "<string>",
"as_of_date": "<string>",
"basis": "portfolio_value",
"current_mark_as_of_date": "<string>",
"current_mark_usd": "<string>",
"difference_usd": "<string>",
"source": "provider_derived"
},
"presentation_hint": "<string>",
"row_warnings": [
{
"code": "<string>",
"message": "<string>",
"severity": "info",
"field": "<string>",
"row_id": "<string>"
}
],
"source_broker": "trading212",
"strategy_id": "<string>",
"strategy_name": "<string>",
"strategy_url": "<string>"
}{
"ok": true,
"portfolio_id": "<string>",
"portfolio_url": "<string>",
"allocated_amount_usd": "<string>",
"execution_mode": "paper",
"idempotent": true,
"imported_cash_count": 1,
"imported_holding_count": 1,
"portfolio_type": "managed",
"portfolio_value": {
"amount_usd": "<string>",
"as_of_date": "<string>",
"basis": "portfolio_value",
"current_mark_as_of_date": "<string>",
"current_mark_usd": "<string>",
"difference_usd": "<string>",
"source": "provider_derived"
},
"presentation_hint": "<string>",
"row_warnings": [
{
"code": "<string>",
"message": "<string>",
"severity": "info",
"field": "<string>",
"row_id": "<string>"
}
],
"source_broker": "trading212",
"strategy_id": "<string>",
"strategy_name": "<string>",
"strategy_url": "<string>"
}{
"error": "<string>",
"message": "<string>",
"ok": false,
"row_errors": [
{
"code": "<string>",
"message": "<string>",
"severity": "info",
"field": "<string>",
"row_id": "<string>"
}
],
"allocated_amount_usd": "<string>",
"available": "<string>",
"requested": "<string>"
}{
"error": "<string>",
"available": "<string>",
"billing_action": {
"href": "<string>",
"kind": "upgrade",
"label": "<string>"
},
"code": "<string>",
"currentVersion": 123,
"details": "<unknown>",
"expectedVersion": 123,
"message": "<string>",
"requested": "<string>",
"usage": "<unknown>"
}{
"error": "<string>",
"available": "<string>",
"billing_action": {
"href": "<string>",
"kind": "upgrade",
"label": "<string>"
},
"code": "<string>",
"currentVersion": 123,
"details": "<unknown>",
"expectedVersion": 123,
"message": "<string>",
"requested": "<string>",
"usage": "<unknown>"
}{
"error": "<string>",
"message": "<string>",
"ok": false,
"row_errors": [
{
"code": "<string>",
"message": "<string>",
"severity": "info",
"field": "<string>",
"row_id": "<string>"
}
],
"allocated_amount_usd": "<string>",
"available": "<string>",
"requested": "<string>"
}Portfolios
Commit an approved paper portfolio import
Commit the normalized draft returned by preflight only after explicit user approval. Set draft.approved_at, use the reviewed output id with an :approved suffix, and pass the current approval token. If pricing or any material input changed, revalidate and review again.
Operation ID: post__portfolios_import.
POST
https://api.itoflow.ai
/
portfolios
/
import
Commit an approved paper portfolio import
curl --request POST \
--url https://api.itoflow.ai/portfolios/import \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"approval_token": "<string>",
"draft": {
"approved_at": "2023-11-07T05:31:56Z",
"draft_id": "<string>",
"execution_mode": "paper",
"holdings": [
{
"quantity": "<string>",
"row_id": "<string>",
"symbol": "<string>",
"cost_basis": "<string>",
"included": true,
"issues": [],
"price_unit": "NATIVE",
"side": "<string>",
"source": "<string>",
"unit_scale": "0.01",
"unit_value": "<string>"
}
],
"portfolio_name": "<string>",
"portfolio_type": "managed",
"revision": 1,
"schema_version": "v1",
"cash": [],
"parser_warnings": [],
"source_attachments": [],
"validation_issues": []
},
"output_id": "<string>"
}
'import requests
url = "https://api.itoflow.ai/portfolios/import"
payload = {
"approval_token": "<string>",
"draft": {
"approved_at": "2023-11-07T05:31:56Z",
"draft_id": "<string>",
"execution_mode": "paper",
"holdings": [
{
"quantity": "<string>",
"row_id": "<string>",
"symbol": "<string>",
"cost_basis": "<string>",
"included": True,
"issues": [],
"price_unit": "NATIVE",
"side": "<string>",
"source": "<string>",
"unit_scale": "0.01",
"unit_value": "<string>"
}
],
"portfolio_name": "<string>",
"portfolio_type": "managed",
"revision": 1,
"schema_version": "v1",
"cash": [],
"parser_warnings": [],
"source_attachments": [],
"validation_issues": []
},
"output_id": "<string>"
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
approval_token: '<string>',
draft: {
approved_at: '2023-11-07T05:31:56Z',
draft_id: '<string>',
execution_mode: 'paper',
holdings: [
{
quantity: '<string>',
row_id: '<string>',
symbol: '<string>',
cost_basis: '<string>',
included: true,
issues: [],
price_unit: 'NATIVE',
side: '<string>',
source: '<string>',
unit_scale: '0.01',
unit_value: '<string>'
}
],
portfolio_name: '<string>',
portfolio_type: 'managed',
revision: 1,
schema_version: 'v1',
cash: [],
parser_warnings: [],
source_attachments: [],
validation_issues: []
},
output_id: '<string>'
})
};
fetch('https://api.itoflow.ai/portfolios/import', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));{
"ok": true,
"portfolio_id": "<string>",
"portfolio_url": "<string>",
"allocated_amount_usd": "<string>",
"execution_mode": "paper",
"idempotent": true,
"imported_cash_count": 1,
"imported_holding_count": 1,
"portfolio_type": "managed",
"portfolio_value": {
"amount_usd": "<string>",
"as_of_date": "<string>",
"basis": "portfolio_value",
"current_mark_as_of_date": "<string>",
"current_mark_usd": "<string>",
"difference_usd": "<string>",
"source": "provider_derived"
},
"presentation_hint": "<string>",
"row_warnings": [
{
"code": "<string>",
"message": "<string>",
"severity": "info",
"field": "<string>",
"row_id": "<string>"
}
],
"source_broker": "trading212",
"strategy_id": "<string>",
"strategy_name": "<string>",
"strategy_url": "<string>"
}{
"ok": true,
"portfolio_id": "<string>",
"portfolio_url": "<string>",
"allocated_amount_usd": "<string>",
"execution_mode": "paper",
"idempotent": true,
"imported_cash_count": 1,
"imported_holding_count": 1,
"portfolio_type": "managed",
"portfolio_value": {
"amount_usd": "<string>",
"as_of_date": "<string>",
"basis": "portfolio_value",
"current_mark_as_of_date": "<string>",
"current_mark_usd": "<string>",
"difference_usd": "<string>",
"source": "provider_derived"
},
"presentation_hint": "<string>",
"row_warnings": [
{
"code": "<string>",
"message": "<string>",
"severity": "info",
"field": "<string>",
"row_id": "<string>"
}
],
"source_broker": "trading212",
"strategy_id": "<string>",
"strategy_name": "<string>",
"strategy_url": "<string>"
}{
"error": "<string>",
"message": "<string>",
"ok": false,
"row_errors": [
{
"code": "<string>",
"message": "<string>",
"severity": "info",
"field": "<string>",
"row_id": "<string>"
}
],
"allocated_amount_usd": "<string>",
"available": "<string>",
"requested": "<string>"
}{
"error": "<string>",
"available": "<string>",
"billing_action": {
"href": "<string>",
"kind": "upgrade",
"label": "<string>"
},
"code": "<string>",
"currentVersion": 123,
"details": "<unknown>",
"expectedVersion": 123,
"message": "<string>",
"requested": "<string>",
"usage": "<unknown>"
}{
"error": "<string>",
"available": "<string>",
"billing_action": {
"href": "<string>",
"kind": "upgrade",
"label": "<string>"
},
"code": "<string>",
"currentVersion": 123,
"details": "<unknown>",
"expectedVersion": 123,
"message": "<string>",
"requested": "<string>",
"usage": "<unknown>"
}{
"error": "<string>",
"message": "<string>",
"ok": false,
"row_errors": [
{
"code": "<string>",
"message": "<string>",
"severity": "info",
"field": "<string>",
"row_id": "<string>"
}
],
"allocated_amount_usd": "<string>",
"available": "<string>",
"requested": "<string>"
}Body
application/json
Commit the exact normalized draft returned by preflight after explicit user approval. Add draft.approved_at, use an output_id ending :approved, and pass the current approval_token. Revalidate and obtain renewed approval after a material change.
Response
Idempotent portfolio import result
- Option 1
- Option 2
Successful managed paper portfolio import response.
Hint about what is attached to the portfolio, based on verified state. A fresh import has nothing attached and keeps any watch-or-manage intent already supplied; an idempotent retry may instead report an existing monitor or strategy, or say the state could not be verified. A failed lookup does not mean nothing is attached.
Minimum string length:
1Per-holding valuation warnings with row_id. Price warnings use field price: price_not_fetched means the vendor did not answer; no_recent_close means no usable close in the last 14 days. holding_fx_unavailable uses field currency and names the missing exchange rate to USD. Warnings do not block confirmation.
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