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update_portfolio

Update a portfolio's name, project, members, and/or allocation policy.

Area

Portfolios

Group

Portfolios

Access

Write

Risk

May change server state

Details

Full description

Update a portfolio's name, project, members, and/or allocation.

Members — if provided, each needs strategy_id and may carry an optional weight. With 2+ members, supply a weight for every member (summing to 1.0) or omit weight for an equal split. All members (new or existing) must belong to the portfolio's project — pass project_id to re-scope the portfolio, but every member must already belong to that project.

Allocation — pass allocation to set the policy directly, which OVERRIDES member-weight-derived allocation and is how you enable trailing_return or member_signal_rotation rotation. When allocation is omitted the existing allocation is preserved — unless members is supplied, which re-derives it from the new member weights.

Capabilities

Bounded options and operating modes surfaced above the full JSON schema.

No bounded capability options are declared for this tool.

Required Inputs

patchPortfolioUpdateAuthoringFields to replace. Omit fields to preserve their values; null clears allocation; [] clears shared_signals.
portfolio_idstringPortfolio identifier

Optional Inputs

None.
Quawd

A subscription SaaS platform for designing, backtesting, and paper-trading algorithmic trading strategies on equities and crypto — described in plain English to an AI agent, no code required.

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Quawd is a software tool, not a broker-dealer or investment adviser, and does not provide investment advice. Trading involves substantial risk of loss. Backtested and hypothetical results have inherent limitations and are not indicative of future performance.