Portfolio

Update asset configuration

POST/portfolio/assets/{asset}/configuration
portfolio:writeportfolio_update_asset_configuration_update

Updates operational configuration settings on the asset. Currently supports changing the subscription type, which controls how investor capital calls and subscriptions are handled for the fund.

Path parameters

  • assetintegerRequired#

    The asset ID

Request body

application/json, optional · PortfolioUpdateAssetConfigurationRequest

{
  "subscription_type": "drawdown"
}

Responses

200

AssetResource

PortfolioAssetResource
{
  "data": {
    "id": 1,
    "parent_asset_id": 1,
    "client_reference": "string",
    "guid": "string",
    "name": "string",
    "class": "string",
    "structure": "string",
    "uid": "string",
    "source": "string",
    "source_id": "string",
    "description": "string",
    "currency": "string",
    "has_subpositions": true,
    "has_parent": true,
    "subposition_type": "string",
    "created_at": "string",
    "updated_at": "string",
    "raw_asset_data": [
      "string"
    ],
    "asset_data": [
      "string"
    ],
    "metadata": [
      "string"
    ],
    "toggles": {
      "values": [
        "string"
      ],
      "chain_has_investor_toggle": true,
      "is_manual_valuation": true,
      "is_investor_sub_dist_allowed": true,
      "show_valuation_timeline": true
    },
    "has_fund_cash": true,
    "fund_cash_id": 1,
    "has_fund_cash_pots": true,
    "parent_has_fund_cash": true,
    "parent_name": "string"
  }
}
404

Not found

422

Validation error

Examples

curl -X POST https://your-org-domain/kong/core/api/v2/portfolio/assets/{asset}/configuration\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"\
  -d '{
  "subscription_type": "drawdown"
}'