Depending on applicable regulations or business limitations, specific API requests may not be available for your use.

Get All Models

This request returns the list of programs (including third party programs to which you have been granted access) that contain lists of models to which folios in member’s brokerage accounts can be subscribed.

Request URL

Syntax	GET /restapi/models
Example URL	https://api.uat.foliofn.com/restapi/models

Response Data Fields

Field	Description
programDescription	The description of the program.
programName	The name of the program.
programOid	The unique identifier of the program.
models	An Array of models. See Models Response Data Fields below.

Models Response Data Fields

Field	Description
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.
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.
iaMemberOid	The unique identifier 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.

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
Content-Type: application/json
Transfer-Encoding: chunked
Date: Tue, 05 Aug 2014 19:05:30 GMT
[
{
  "models" : [ {
    "URL" : "",
    "cashSecurity" : "0",
    "benchmarkItem" : "IYY "
    "description" : "",
    "firmName" : "API Sample Firm",
    "folioName" : "folio name",
    "folioOid" : "4646464646464646464646",
    "iaFirstName" : "FirstName ",
    "iaLastName" : "LastName ",
    "iaMemberOid" : "65656565656565656565",
    "longName" : "Test",
    "modelOid" : "36363636363636363636",
    "programOid" : [ "333333333333333333333" ],
    "style" : "NC"
  } ],
  "programDescription" : "Firm Default Program",
  "programName" : "Firm",
  "programOid" : "333333333333333333333"
}, {
  "models" : [ {
    "URL" : "",
    "cashSecurity" : "0",
    "benchmarkItem" : "EFA "
    "description" : "Aggressive growth stocks ...",
    "firmName" : " API Sample Firm ",
    "folioName" : "Very Aggresive Growth",
    "folioOid" : "22222222222222222222",
    "iaFirstName" : "FirstName ",
    "iaLastName" : "LastName ",
    "iaMemberOid" : "44444444444444444444",
    "longName" : "Aggressive Growth",
    "modelOid" : "56565656565656565",
    "programOid" : [ "333333333333333333333" ],
    "style" : "LG"
  }, {
    "URL" : "",
    "cashSecurity" : "0",
    "benchmarkItem" : "^SPX "
    "description" : "",
    "firmName" : " API Sample Firm ",
    "folioName" : "folio name",
    "folioOid" : "464646464646464646464",
    "iaFirstName" : "FirstName ",
    "iaLastName" : "LastName",
    "iaMemberOid" : "6565656565656565656",
    "longName" : "Test",
    "modelOid" : "63636363636363636363",
    "programOid" : [ "4444444444444444444" ],
    "style" : "NC"
  } ],
  "programDescription" : "For Document",
  "programName" : "Demo",
  "programOid" : "4444444444444444444"
}
]