Add a child portfolio to a parent.
Creates one direct parent-child portfolio relationship. The caller must own the parent and the child must be available to the caller. Self-links and relationships that would place an ancestor below its descendant are rejected. Supported portfolio-type combinations are unspecified; the relationship is created before returning when accepted.
Authorizations
OAuth2 access-token requested from AWS Cognito and provided as a Auth Bearer header
Body
Required ParentPortfolioName, ChildPortfolioName, ParentPortfolioType, and ChildPortfolioType. The type fields use available PortfolioType values.
Parent and child portfolio selections for adding one direct hierarchy relationship.
Derivitec.Web.Core.Portfolios.ApiPortfolioLinkRequest, Derivitec.Web.Core Name of the parent portfolio in the relationship. Both portfolio names must be supplied.
"Parent portfolio"
Name of the child portfolio in the relationship. Both portfolio names must be supplied.
"Child portfolio"
Portfolio category used to resolve the parent portfolio. Both parent and child categories are required for relationship changes.
derivitec, enfusion, orchestrade, liquidity_book, maia, fund_studio, not_set Portfolio category used to resolve the child portfolio. Both parent and child categories are required for relationship changes.
derivitec, enfusion, orchestrade, liquidity_book, maia, fund_studio, not_set Response
Returns whether the direct relationship was added, with name, type, access, or invalid-tree errors.
Outcome of adding a direct parent-child portfolio relationship.
Derivitec.Web.Core.Portfolios.ApiPortfolioLinkResponse, Derivitec.Web.Core Whether the operation completed successfully. The default is true; error outcomes set it to false.
true
Messages explaining operation-level failures. The collection is empty by default.