Skip to main content
Core Platform

Synchronize governed trade and settlement evidence into the investment book

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

Contract

Imports new Financial Action investment trade confirmations, reflects authoritative reconciliation settlement state, discovers applicable Financial Data Cloud corporate actions and rebuilds position/cash projections. It never resubmits or retries execution.

Authentication
Bearer credential required
Required scope
investment:run
Status
Published

Parameters

Name Location Type Required Description
portfolio path string Yes

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"
  "https://financegpt.dev/api/v2/investment/portfolios/{portfolio}/book/synchronize"

javascript

const response = await fetch("https:\/\/financegpt.dev\/api\/v2\/investment\/portfolios\/{portfolio}\/book\/synchronize", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${FINANCEGPT_API_KEY}`,
    Accept: 'application/json',
  },
});
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/synchronize',
    headers={
        'Authorization': 'Bearer ' + os.environ['FINANCEGPT_API_KEY'],
        'Accept': 'application/json',
    },
)
response.raise_for_status()
print(response.json())

php

<?php
$ch = curl_init('https://financegpt.dev/api/v2/investment/portfolios/{portfolio}/book/synchronize');
curl_setopt_array($ch, [
    CURLOPT_CUSTOMREQUEST => 'POST',
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER => [
        'Authorization: Bearer '.getenv('FINANCEGPT_API_KEY'),
        'Accept: application/json',
    ],
]);
$response = curl_exec($ch);
curl_close($ch);
echo $response;

Responses

Status Description
201 Front-to-back synchronization completed

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