Managing Policies
Definition
See the Glossary for a definition.
Create policy¶
Due to the complex nature of the Policy object, we recommend to create this through the InvestSuite Web Console.
Query policies¶
GET /robo-advisor/policies/ HTTP/1.1
Host: api.sandbox.investsuite.com
Authorization: Bearer {access_token_string}
{
"next": null,
"count": null,
"offset": null,
"results": [
{
"external_id": "conservative",
"readable_by": [
"U01FZWMAFJ1XRH579Z662HG7Q10"
],
"modifiable_by": [
"U01FZWMAFJ1XRH579Z662HG7Q10",
"U01FZT2QAHVK1Q1NEKN93PP574W"
],
"id": "Y01G0EBF4C68KBW90BZMH32V2QD",
"creation_datetime": "2022-04-12T07:40:34.053717+00:00",
"version": 7,
"version_datetime": "2022-08-09T11:08:55.204569+00:00",
"version_authored_by_user_id": "U01FZT2QAHVK1Q1NEKN93PP574W",
"deleted": false,
"name": "Conservative",
"parent_policy_id": null,
"risk_profile_id": "K01G0EB2KB35J9E1VEKWEJZN1EC",
"config": {
"algorithm": "IVAR",
"algorithm_version": 1,
"algorithm_settings": {
"execution_settings": {
"base_currency": "USD",
"fractional_shares": false,
"cost_per_transaction_amount": 0,
"cost_per_transaction_fraction": 0.005,
"combine_transaction_cost_components": "MAX",
"transaction_amount": [
75,
null
],
"benchmark_id": null,
"simulate_transaction_cost": false
},
"portfolio_update_constraints": {
"min_portfolio_value": 500,
"min_portfolio_update_optimality_improvement_fraction": 0.05,
"max_portfolio_constraint_violation_pctpoints": 0.05,
"holdings": {
"cash_fraction": [
0.005,
0.05
]
}
},
"portfolio_constraints": {
"asset_classes": {
"alternatives": [
0,
0
],
"bonds": [
0.6,
0.8
],
"commodities": [
0,
0.05
],
"stocks": [
0.2,
0.25
],
"cash": [
0,
0
],
"corporate": null,
"eurobond": null,
"equity": null,
"government": null,
"money_market": null
},
"regions": {
"bonds": {
"asia_pacific_developed": [
0,
0.2
],
"emerging": [
0,
0.1
],
"europe_developed": [
0,
0.2
],
"north_america": [
0.6,
1
]
},
"stocks": {
"asia_pacific_developed": [
0,
0.4
],
"emerging": [
0,
0.1
],
"europe_developed": [
0,
0.4
],
"north_america": [
0.6,
1
]
}
},
"bond_types": {
"convertible": [
0,
0.1
],
"corporate": [
0,
0.5
],
"government": [
0,
1
]
},
"sectors": {
"basic_materials": [
0,
0.1
],
"consumer_cyclical": [
0.1,
0.25
],
"consumer_defensive": [
0,
0.2
],
"communication_services": [
0,
0.1
],
"energy": [
0,
0.05
],
"financial_services": [
0.05,
0.2
],
"healthcare": [
0.1,
0.25
],
"industrials": [
0,
0.2
],
"real_estate": [
0,
0.05
],
"technology": [
0.25,
0.35
],
"utilities": [
0,
0.1
]
},
"investment_universe": [
"BE97717W3319",
"BE97717W6049",
"BE4642871846",
"BE2330518539"
],
"buy_universe": null,
"holdings": {
"position_amount": [
60,
100000
],
"position_fraction": [
0.02,
0.2
],
"cash_amount": [
10,
null
],
"cash_fraction": [
0.0125,
0.03
]
},
"momentum": null
},
"benchmark_constraints": null,
"model_portfolio_settings": null,
"meta_portfolio_settings": null
}
}
}
],
"_embedded": {}
}