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POST
Add a child portfolio to a parent.

Authorizations

Authorization
string
header
required

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.

$type
enum<string>
required
Available options:
Derivitec.Web.Core.Portfolios.ApiPortfolioLinkRequest, Derivitec.Web.Core
parent_portfolio_name
string | null

Name of the parent portfolio in the relationship. Both portfolio names must be supplied.

Example:

"Parent portfolio"

child_portfolio_name
string | null

Name of the child portfolio in the relationship. Both portfolio names must be supplied.

Example:

"Child portfolio"

parent_portfolio_type
enum<string> | null

Portfolio category used to resolve the parent portfolio. Both parent and child categories are required for relationship changes.

Available options:
derivitec,
enfusion,
orchestrade,
liquidity_book,
maia,
fund_studio,
not_set
child_portfolio_type
enum<string> | null

Portfolio category used to resolve the child portfolio. Both parent and child categories are required for relationship changes.

Available options:
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.

$type
enum<string>
required
Available options:
Derivitec.Web.Core.Portfolios.ApiPortfolioLinkResponse, Derivitec.Web.Core
is_success
boolean

Whether the operation completed successfully. The default is true; error outcomes set it to false.

Example:

true

error_messages
string[] | null

Messages explaining operation-level failures. The collection is empty by default.