Update monitor
curl --request PUT \
--url https://api.itoflow.ai/watchlists/{id} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"change_description": "<string>",
"mandate": "<string>",
"name": "AI Infrastructure",
"profile_config": {
"comparators": {
"benchmark": {
"basket_symbol": "SPY.US",
"index_symbol": "GSPC.INDX"
},
"peer_funds": [
{
"name": "A public peer fund",
"symbol": "IVV.US"
},
{
"name": "Another public peer fund",
"symbol": "VOO.US"
}
]
},
"subject": {
"name": "A public equity fund",
"portfolio_id": "550e8400-e29b-41d4-a716-446655440000"
},
"thresholds": {
"cash_pct": 1,
"relative_weight": {
"sector": 15
}
}
},
"recurrence": {
"kind": "daily",
"local_time": "<string>",
"timezone": "<string>"
},
"symbol_notes": {},
"symbols": [
"AAPL.US"
]
}
'import requests
url = "https://api.itoflow.ai/watchlists/{id}"
payload = {
"change_description": "<string>",
"mandate": "<string>",
"name": "AI Infrastructure",
"profile_config": {
"comparators": {
"benchmark": {
"basket_symbol": "SPY.US",
"index_symbol": "GSPC.INDX"
},
"peer_funds": [
{
"name": "A public peer fund",
"symbol": "IVV.US"
},
{
"name": "Another public peer fund",
"symbol": "VOO.US"
}
]
},
"subject": {
"name": "A public equity fund",
"portfolio_id": "550e8400-e29b-41d4-a716-446655440000"
},
"thresholds": {
"cash_pct": 1,
"relative_weight": { "sector": 15 }
}
},
"recurrence": {
"kind": "daily",
"local_time": "<string>",
"timezone": "<string>"
},
"symbol_notes": {},
"symbols": ["AAPL.US"]
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.put(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PUT',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
change_description: '<string>',
mandate: '<string>',
name: 'AI Infrastructure',
profile_config: {
comparators: {
benchmark: {basket_symbol: 'SPY.US', index_symbol: 'GSPC.INDX'},
peer_funds: [
{name: 'A public peer fund', symbol: 'IVV.US'},
{name: 'Another public peer fund', symbol: 'VOO.US'}
]
},
subject: {
name: 'A public equity fund',
portfolio_id: '550e8400-e29b-41d4-a716-446655440000'
},
thresholds: {cash_pct: 1, relative_weight: {sector: 15}}
},
recurrence: {kind: 'daily', local_time: '<string>', timezone: '<string>'},
symbol_notes: {},
symbols: ['AAPL.US']
})
};
fetch('https://api.itoflow.ai/watchlists/{id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));{
"agent_enabled": true,
"created_at": "<string>",
"current_version": 2,
"current_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"execution_status": "paused",
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"kind": "user",
"mandate": "<string>",
"name": "<string>",
"profile": "research",
"profile_config": {
"comparators": {
"benchmark": {
"basket_symbol": "<string>",
"index_symbol": "<string>",
"name": "<string>"
},
"peer_funds": [
{
"name": "<string>",
"symbol": "<string>"
}
]
},
"custom": {},
"subject": {
"name": "<string>",
"portfolio_id": "<string>"
},
"thresholds": {
"aum_scenarios": [
123
],
"cash_pct": 1,
"comparator": "<string>",
"irs_5pct_bucket_pct": 1,
"liquidity": {
"adtv_window_months": 123,
"illiquid_days": 1,
"participation": 0
},
"metrics": {},
"relative_weight": {
"country": 1,
"custom_group": 1,
"sector": 1,
"single_name": 1
},
"single_issuer_pct": 123,
"tracking_error_budget": 1,
"warning_fraction": 0,
"warnings": {
"cash_pct": 123,
"irs_5pct_bucket_pct": 123,
"liquidity": {
"illiquid_days": 123
},
"relative_weight": {
"country": 123,
"custom_group": 123,
"sector": 123,
"single_name": 123
},
"single_issuer_pct": 123,
"tracking_error_budget": 123
}
}
},
"recurrence": {
"kind": "daily",
"local_time": "<string>",
"timezone": "<string>"
},
"symbol_notes": {},
"symbols": [
"AAPL.US"
],
"updated_at": "<string>",
"user_email": "jsmith@example.com",
"mandate_version": {
"author_type": "user",
"change_description": "<string>",
"effective_from": "<string>",
"effective_to": "<string>",
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"mandate": "<string>",
"profile": "research",
"profile_config": {
"comparators": {
"benchmark": {
"basket_symbol": "<string>",
"index_symbol": "<string>",
"name": "<string>"
},
"peer_funds": [
{
"name": "<string>",
"symbol": "<string>"
}
]
},
"custom": {},
"subject": {
"name": "<string>",
"portfolio_id": "<string>"
},
"thresholds": {
"aum_scenarios": [
123
],
"cash_pct": 1,
"comparator": "<string>",
"irs_5pct_bucket_pct": 1,
"liquidity": {
"adtv_window_months": 123,
"illiquid_days": 1,
"participation": 0
},
"metrics": {},
"relative_weight": {
"country": 1,
"custom_group": 1,
"sector": 1,
"single_name": 1
},
"single_issuer_pct": 123,
"tracking_error_budget": 1,
"warning_fraction": 0,
"warnings": {
"cash_pct": 123,
"irs_5pct_bucket_pct": 123,
"liquidity": {
"illiquid_days": 123
},
"relative_weight": {
"country": 123,
"custom_group": 123,
"sector": 123,
"single_name": 123
},
"single_issuer_pct": 123,
"tracking_error_budget": 123
}
}
},
"recurrence": {
"kind": "daily",
"local_time": "<string>",
"timezone": "<string>"
},
"source_chat_id": "<string>",
"symbol_notes": {},
"symbols": [
"AAPL.US"
],
"version_number": 2,
"watchlist_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"model_key": "luna"
},
"model_key": "luna",
"runtime_move_pending": true,
"version_history": [
{
"author_type": "user",
"change_description": "<string>",
"effective_from": "<string>",
"effective_to": "<string>",
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"mandate": "<string>",
"profile": "research",
"profile_config": {
"comparators": {
"benchmark": {
"basket_symbol": "<string>",
"index_symbol": "<string>",
"name": "<string>"
},
"peer_funds": [
{
"name": "<string>",
"symbol": "<string>"
}
]
},
"custom": {},
"subject": {
"name": "<string>",
"portfolio_id": "<string>"
},
"thresholds": {
"aum_scenarios": [
123
],
"cash_pct": 1,
"comparator": "<string>",
"irs_5pct_bucket_pct": 1,
"liquidity": {
"adtv_window_months": 123,
"illiquid_days": 1,
"participation": 0
},
"metrics": {},
"relative_weight": {
"country": 1,
"custom_group": 1,
"sector": 1,
"single_name": 1
},
"single_issuer_pct": 123,
"tracking_error_budget": 1,
"warning_fraction": 0,
"warnings": {
"cash_pct": 123,
"irs_5pct_bucket_pct": 123,
"liquidity": {
"illiquid_days": 123
},
"relative_weight": {
"country": 123,
"custom_group": 123,
"sector": 123,
"single_name": 123
},
"single_issuer_pct": 123,
"tracking_error_budget": 123
}
}
},
"recurrence": {
"kind": "daily",
"local_time": "<string>",
"timezone": "<string>"
},
"source_chat_id": "<string>",
"symbol_notes": {},
"symbols": [
"AAPL.US"
],
"version_number": 2,
"watchlist_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"model_key": "luna"
}
],
"report_scheduling": "unavailable"
}{
"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>",
"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>"
}{
"code": "DUPLICATE_NAME",
"error": "DUPLICATE_NAME",
"message": "<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>"
}{
"code": "MONITOR_LIFECYCLE_UNAVAILABLE",
"error": "MONITOR_LIFECYCLE_UNAVAILABLE",
"message": "<string>"
}Monitors
Update monitor
Operation ID: put__watchlists_id_.
PUT
https://api.itoflow.ai
/
watchlists
/
{id}
Update monitor
curl --request PUT \
--url https://api.itoflow.ai/watchlists/{id} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"change_description": "<string>",
"mandate": "<string>",
"name": "AI Infrastructure",
"profile_config": {
"comparators": {
"benchmark": {
"basket_symbol": "SPY.US",
"index_symbol": "GSPC.INDX"
},
"peer_funds": [
{
"name": "A public peer fund",
"symbol": "IVV.US"
},
{
"name": "Another public peer fund",
"symbol": "VOO.US"
}
]
},
"subject": {
"name": "A public equity fund",
"portfolio_id": "550e8400-e29b-41d4-a716-446655440000"
},
"thresholds": {
"cash_pct": 1,
"relative_weight": {
"sector": 15
}
}
},
"recurrence": {
"kind": "daily",
"local_time": "<string>",
"timezone": "<string>"
},
"symbol_notes": {},
"symbols": [
"AAPL.US"
]
}
'import requests
url = "https://api.itoflow.ai/watchlists/{id}"
payload = {
"change_description": "<string>",
"mandate": "<string>",
"name": "AI Infrastructure",
"profile_config": {
"comparators": {
"benchmark": {
"basket_symbol": "SPY.US",
"index_symbol": "GSPC.INDX"
},
"peer_funds": [
{
"name": "A public peer fund",
"symbol": "IVV.US"
},
{
"name": "Another public peer fund",
"symbol": "VOO.US"
}
]
},
"subject": {
"name": "A public equity fund",
"portfolio_id": "550e8400-e29b-41d4-a716-446655440000"
},
"thresholds": {
"cash_pct": 1,
"relative_weight": { "sector": 15 }
}
},
"recurrence": {
"kind": "daily",
"local_time": "<string>",
"timezone": "<string>"
},
"symbol_notes": {},
"symbols": ["AAPL.US"]
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.put(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PUT',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
change_description: '<string>',
mandate: '<string>',
name: 'AI Infrastructure',
profile_config: {
comparators: {
benchmark: {basket_symbol: 'SPY.US', index_symbol: 'GSPC.INDX'},
peer_funds: [
{name: 'A public peer fund', symbol: 'IVV.US'},
{name: 'Another public peer fund', symbol: 'VOO.US'}
]
},
subject: {
name: 'A public equity fund',
portfolio_id: '550e8400-e29b-41d4-a716-446655440000'
},
thresholds: {cash_pct: 1, relative_weight: {sector: 15}}
},
recurrence: {kind: 'daily', local_time: '<string>', timezone: '<string>'},
symbol_notes: {},
symbols: ['AAPL.US']
})
};
fetch('https://api.itoflow.ai/watchlists/{id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));{
"agent_enabled": true,
"created_at": "<string>",
"current_version": 2,
"current_version_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"execution_status": "paused",
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"kind": "user",
"mandate": "<string>",
"name": "<string>",
"profile": "research",
"profile_config": {
"comparators": {
"benchmark": {
"basket_symbol": "<string>",
"index_symbol": "<string>",
"name": "<string>"
},
"peer_funds": [
{
"name": "<string>",
"symbol": "<string>"
}
]
},
"custom": {},
"subject": {
"name": "<string>",
"portfolio_id": "<string>"
},
"thresholds": {
"aum_scenarios": [
123
],
"cash_pct": 1,
"comparator": "<string>",
"irs_5pct_bucket_pct": 1,
"liquidity": {
"adtv_window_months": 123,
"illiquid_days": 1,
"participation": 0
},
"metrics": {},
"relative_weight": {
"country": 1,
"custom_group": 1,
"sector": 1,
"single_name": 1
},
"single_issuer_pct": 123,
"tracking_error_budget": 1,
"warning_fraction": 0,
"warnings": {
"cash_pct": 123,
"irs_5pct_bucket_pct": 123,
"liquidity": {
"illiquid_days": 123
},
"relative_weight": {
"country": 123,
"custom_group": 123,
"sector": 123,
"single_name": 123
},
"single_issuer_pct": 123,
"tracking_error_budget": 123
}
}
},
"recurrence": {
"kind": "daily",
"local_time": "<string>",
"timezone": "<string>"
},
"symbol_notes": {},
"symbols": [
"AAPL.US"
],
"updated_at": "<string>",
"user_email": "jsmith@example.com",
"mandate_version": {
"author_type": "user",
"change_description": "<string>",
"effective_from": "<string>",
"effective_to": "<string>",
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"mandate": "<string>",
"profile": "research",
"profile_config": {
"comparators": {
"benchmark": {
"basket_symbol": "<string>",
"index_symbol": "<string>",
"name": "<string>"
},
"peer_funds": [
{
"name": "<string>",
"symbol": "<string>"
}
]
},
"custom": {},
"subject": {
"name": "<string>",
"portfolio_id": "<string>"
},
"thresholds": {
"aum_scenarios": [
123
],
"cash_pct": 1,
"comparator": "<string>",
"irs_5pct_bucket_pct": 1,
"liquidity": {
"adtv_window_months": 123,
"illiquid_days": 1,
"participation": 0
},
"metrics": {},
"relative_weight": {
"country": 1,
"custom_group": 1,
"sector": 1,
"single_name": 1
},
"single_issuer_pct": 123,
"tracking_error_budget": 1,
"warning_fraction": 0,
"warnings": {
"cash_pct": 123,
"irs_5pct_bucket_pct": 123,
"liquidity": {
"illiquid_days": 123
},
"relative_weight": {
"country": 123,
"custom_group": 123,
"sector": 123,
"single_name": 123
},
"single_issuer_pct": 123,
"tracking_error_budget": 123
}
}
},
"recurrence": {
"kind": "daily",
"local_time": "<string>",
"timezone": "<string>"
},
"source_chat_id": "<string>",
"symbol_notes": {},
"symbols": [
"AAPL.US"
],
"version_number": 2,
"watchlist_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"model_key": "luna"
},
"model_key": "luna",
"runtime_move_pending": true,
"version_history": [
{
"author_type": "user",
"change_description": "<string>",
"effective_from": "<string>",
"effective_to": "<string>",
"id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"mandate": "<string>",
"profile": "research",
"profile_config": {
"comparators": {
"benchmark": {
"basket_symbol": "<string>",
"index_symbol": "<string>",
"name": "<string>"
},
"peer_funds": [
{
"name": "<string>",
"symbol": "<string>"
}
]
},
"custom": {},
"subject": {
"name": "<string>",
"portfolio_id": "<string>"
},
"thresholds": {
"aum_scenarios": [
123
],
"cash_pct": 1,
"comparator": "<string>",
"irs_5pct_bucket_pct": 1,
"liquidity": {
"adtv_window_months": 123,
"illiquid_days": 1,
"participation": 0
},
"metrics": {},
"relative_weight": {
"country": 1,
"custom_group": 1,
"sector": 1,
"single_name": 1
},
"single_issuer_pct": 123,
"tracking_error_budget": 1,
"warning_fraction": 0,
"warnings": {
"cash_pct": 123,
"irs_5pct_bucket_pct": 123,
"liquidity": {
"illiquid_days": 123
},
"relative_weight": {
"country": 123,
"custom_group": 123,
"sector": 123,
"single_name": 123
},
"single_issuer_pct": 123,
"tracking_error_budget": 123
}
}
},
"recurrence": {
"kind": "daily",
"local_time": "<string>",
"timezone": "<string>"
},
"source_chat_id": "<string>",
"symbol_notes": {},
"symbols": [
"AAPL.US"
],
"version_number": 2,
"watchlist_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
"model_key": "luna"
}
],
"report_scheduling": "unavailable"
}{
"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>",
"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>"
}{
"code": "DUPLICATE_NAME",
"error": "DUPLICATE_NAME",
"message": "<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>"
}{
"code": "MONITOR_LIFECYCLE_UNAVAILABLE",
"error": "MONITOR_LIFECYCLE_UNAVAILABLE",
"message": "<string>"
}Body
application/json
Show child attributes
Show child attributes
Example:
{
"comparators": {
"benchmark": {
"basket_symbol": "SPY.US",
"index_symbol": "GSPC.INDX"
},
"peer_funds": [
{
"name": "A public peer fund",
"symbol": "IVV.US"
},
{
"name": "Another public peer fund",
"symbol": "VOO.US"
}
]
},
"subject": {
"name": "A public equity fund",
"portfolio_id": "550e8400-e29b-41d4-a716-446655440000"
},
"thresholds": {
"cash_pct": 1,
"relative_weight": { "sector": 15 }
}
}
Response
Updated monitor
Optional machine-readable configuration for the monitor profile, required by fund_oversight and rejected for research. Set subject.portfolio_id to a portfolio the monitor owner holds with no linked strategy; it is the only portfolio id here. Name the benchmark index, the benchmark basket and each peer fund by qualified symbol, for example GSPC.INDX, SPY.US and IVV.US, never a display name; each peer needs a holdings book. Put oversight policy, priorities and explanation preferences in the mandate, and durable owner policy without a typed field in custom, never a copy of current portfolio state. Use only the named threshold fields, each in the unit its description gives; unknown threshold keys are rejected. To change where a limit warns, set thresholds.warnings under the limit's own field, for example {"warnings": {"tracking_error_budget": 6}}. To change one row of the latest report, key thresholds.metrics by the metric_key that report shows for it.
Show child attributes
Show child attributes