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Core Platform

Seed an empty portfolio book from opening evidence

POST /investment/portfolios/{portfolio}/book/seed

Contract

Captures current legacy portfolio assets as opening position evidence and optionally accepts explicit opening cash evidence. This is accounting initialization only and does not execute a trade or Financial Action.

Authentication
Bearer credential required
Required scope
investment:run
Status
Published

Parameters

Name Location Type Required Description
portfolio path string Yes

Request body

application/json · optional
{
    "cash_balances": [
        {
            "currency": "string",
            "amount_minor": 1,
            "amount_scale": 2,
            "source_reference": "string",
            "source_hash": "string"
        }
    ]
}

Code examples

These examples compose a request only. Public reference pages never transmit your credential or execute the operation.

curl

curl -X POST \
  -H "Authorization: Bearer $FINANCEGPT_API_KEY" \
  -H "Accept: application/json" \
  -H "Content-Type: application/json" \
  --data '{
    "cash_balances": [
        {
            "currency": "string",
            "amount_minor": 1,
            "amount_scale": 2,
            "source_reference": "string",
            "source_hash": "string"
        }
    ]
}' \
  "https://financegpt.dev/api/v2/investment/portfolios/{portfolio}/book/seed"

javascript

const response = await fetch("https:\/\/financegpt.dev\/api\/v2\/investment\/portfolios\/{portfolio}\/book\/seed", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${FINANCEGPT_API_KEY}`,
    Accept: 'application/json',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
    "cash_balances": [
        {
            "currency": "string",
            "amount_minor": 1,
            "amount_scale": 2,
            "source_reference": "string",
            "source_hash": "string"
        }
    ]
}),
});
const data = await response.json();

python

import json
import os
import requests

response = requests.request(
    'POST',
    'https://financegpt.dev/api/v2/investment/portfolios/{portfolio}/book/seed',
    headers={
        'Authorization': 'Bearer ' + os.environ['FINANCEGPT_API_KEY'],
        'Accept': 'application/json',
    },
    json=json.loads('{"cash_balances":[{"currency":"string","amount_minor":1,"amount_scale":2,"source_reference":"string","source_hash":"string"}]}'),
)
response.raise_for_status()
print(response.json())

php

<?php
$ch = curl_init('https://financegpt.dev/api/v2/investment/portfolios/{portfolio}/book/seed');
curl_setopt_array($ch, [
    CURLOPT_CUSTOMREQUEST => 'POST',
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER => [
        'Authorization: Bearer '.getenv('FINANCEGPT_API_KEY'),
        'Accept: application/json',
        'Content-Type: application/json',
    ],
    CURLOPT_POSTFIELDS => json_encode(array (
  'cash_balances' => 
  array (
    0 => 
    array (
      'currency' => 'string',
      'amount_minor' => 1,
      'amount_scale' => 2,
      'source_reference' => 'string',
      'source_hash' => 'string',
    ),
  ),
)),
]);
$response = curl_exec($ch);
curl_close($ch);
echo $response;

Responses

Status Description
201 Opening book evidence recorded and projection sealed
422 Book already contains entries or opening evidence is invalid

Authority boundary

A developer credential proves application identity and permits only its scopes. It does not grant model promotion, policy override, QLM rebinding, or Financial Actions execution authority unless those separate controls are satisfied.

investment:run

Machine-readable sources