Assigns a sleeve to a model

put

https://live.moment-api.com/v1/account/{account_id}/sleeve/{sleeve_id}/model/

Recent Requests

Time	Status	User Agent
Retrieving recent requests…

Loading…

Path Params

account_id

string

required

Account ID

sleeve_id

string

required

Sleeve ID

Body Params

The model, assignment_date, cashflow_targets, and customizations to assign to the sleeve

model_id

string

required

The ID of the model to of which the sleeve should be assigned

assignment_date

date

required

Assignment dates are used to align ladders and determine grace periods for the first ladder bucket before dynamic ladder rebalancing kicks in

customizations

object

required

Sleeve customizations, keyed by asset class. Entries live under an asset-class bucket: fixed-income constraints under fixed_income and equity security-list overrides under security_list. A bare map of entries at the top level (no asset-class bucket) is a legacy shape that is still accepted but is normalized into fixed_income on write; new integrations should send the container shape.

meta

object

Arbitrary key-value store for additional metadata

rebalance_strategy

string

enum

The rebalance strategy for the sleeve. Determines how and when the sleeve is rebalanced. - unspecified: The rebalance strategy is not set. - never: Disables all rebalancing. - violations_only: Only rebalances when there are violations. - enabled: Enables regular rebalancing.

Allowed:

cashflow_targets

array of objects

cashflow_targets

Responses

204

Sleeve assigned to model

Language

URL

Loading…

Response

Click Try It! to start a request and see the response here! Or choose an example:

application/json

400Invalid request parameters

404Account or sleeve not found