Depending on applicable regulations or business limitations, specific API requests may not be available for your use.
Get a Model
This request returns the information for a specific model to which folios in member’s brokerage accounts can be subscribed.
Request URL
Syntax | GET /restapi/models/{foliooid} |
---|---|
Example URL | https://api.uat.foliofn.com/restapi/models/3535353535353535353 |
Response Data Fields
Field | Description |
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URL | HTTP address of more info on the model manager. |
benchmarkItem | The model’s benchmark benchmark. Can be a ticker symbol or an index symbol. Optional. Custom benchmarks are not supported by the REST API at this time. |
cashSecurity | Security used in the folio as the cash equivalent. 43440 is FDIC.CASH |
description | The description of the model. |
firmName | The firm name that manages the model. |
folioName | The name of the model folio. |
folioNumber | The folio number. |
folioOid | The unique identifier of the model folio. |
iaFirstName | The first name of the advisor that creates the model. |
iaLastName | The last name of the advisor that creates the model. |
longName | The longer version of the name of the model. |
modelOid | The unique identifier of the model. |
programOid | The unique identifier of the program. |
style | The style of a model. See Model Style Codes for detail. |
targetWeights | The securities’ new target allocation percentages in the model.
For each security, returns: current weight, target weight and ticker symbol. |
Response Example
HTTP/1.1 200 OK
X-Powered-By: Servlet/2.5
Server: Sun GlassFish Enterprise Server v2.1.1
Location: https://api.uat.foliofn.com/restapi/models/3535353535353535353
Content-Type: application/json
Transfer-Encoding: chunked
Date: Tue, 05 Aug 2014 19:19:19 GMT
{
"URL" : "",
"benchmarkItem" : "IYY "
"cashSecurity" : "43440",
"description" : "",
"firmName" : "API Sample Firm",
"folioName" : "Bank Model",
"folioNumber" : "9A1234ABCD0M",
"folioOid" : "3535353535353535353",
"iaFirstName" : "FirstName ",
"iaLastName" : "LastName ",
"longName" : "Equity Bank Model",
"modelOid" : "63636363636363636363",
"programOid" : [ "4444444444444444444" ],
"style" : "LG",
"targetWeights" : [ {
"currentWeight" : "50.00",
"targetWeight" : "50.60",
"ticker" : "BAC"
}, {
"currentWeight" : "46.65",
"targetWeight" : "46.05",
"ticker" : "C"
}, {
"currentWeight" : "2.85",
"targetWeight" : "2.85",
"ticker" : "WF"
}, {
"currentWeight" : "0.50",
"targetWeight" : "0.50",
"ticker" : "FDIC.CASH"
} ]
}
Notes
The request is made using the folioOid of the model.
Change Log
08/19/2016
- Updated Request URL Syntax
- Updated Response Data Fields
- Added Notes Section
08/05/2016
- Updated Response Example
04/29/2016
- Added Change Log
09/20/2016
- Added new field benchmarkItem to response