createPortfolio

Perform various create operations on portfolio records.

Symitar eDocs References: Coming soon.

Operations

createPortfolio

post

Authorizations

bearerAuth

AuthorizationstringRequired

Bearer authentication header of the form Bearer <token>.

Body

application/json

AccountNumberstringOptional

Responses

200

Successful operation.

application/json

post

/createPortfolio

HTTPcURLJavaScriptPython

POST /nexum/627/2022.01/account/createPortfolio HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer YOUR_SECRET_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 249

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "PortfolioCreatableFields": {
    "CloseDate": "2026-02-09",
    "Description": "text",
    "Id": "text"
  },
  "AccountNumber": "text",
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}

200

Successful operation.

{
  "PortfolioId": "text"
}