Compute portfolio allocations

Computes allocation breakdowns for a custom portfolio, including weighted positions and cash allocations.

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What you get:

  • Aggregated asset class distribution (stocks, bonds, cash, alternatives)
  • Combined geographic exposure across all holdings
  • Consolidated sector allocations with weights
  • Currency exposure analysis

Example question: "I have a portfolio with 30% CA stocks (BMO, BCE), 30% US stocks (AAPL, MSFT), 30% international bonds (AGG), and 10% cash. Show me my total geographic and sector exposure."

Body Params
allocationTypes
array of strings
required

Allocation dimensions to compute for the requested instruments.

allocationTypes*
Allowed:
portfolio
object
required
Response

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application/json