POST
/api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/portfolios
curl \
--request POST 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-accounts/6ff8f7f6-1eb3-3525-be4a-3932c805afed/portfolios' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"name":"Risky Portfolio","is_proposed":false,"proposed_at":"2023-09-25"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Risky Portfolio",
"is_proposed": false,
"proposed_at": "2023-09-25"
}
Response examples (201)
{
"name": "Risky Portfolio",
"uuid": "7079ec5f-9f9e-41e0-9de0-722127f04695",
"created_at": "2025-08-07T13:41:44+01:00",
"updated_at": "2025-08-07T13:41:44+01:00",
"is_proposed": true,
"proposed_at": "2025-08-07T00:00:00+01:00"
}