{
"status": 400,
"error": {
"message": "Target allocation is not set up for this portfolio",
"description": "Operation failed"
},
"responseId": "3f0fd3bf-a2ff-4c0e-9b1d-5d7055dbf6cd"
}
Total cash a quantity-based buy will hold (estimated notional + slippage buffer + estimated fees). Uses the smart hold when both execution legs are offered. Omitted for amount-based buys and sells.
{
"status": 400,
"error": {
"message": "Target allocation is not set up for this portfolio",
"description": "Operation failed"
},
"responseId": "3f0fd3bf-a2ff-4c0e-9b1d-5d7055dbf6cd"
}
{"docsConfig":{"theme":"maple","$schema":"https://mintlify.com/docs.json","name":"Wealthyhood API Docs","colors":{"primary":"#1666a3","light":"#0782c9","dark":"#0782c9"},"logo":{"light":"https://mintcdn.com/wealthyhood/sgiZXsUdkVvvQOTd/logo/logo-full-dark.svg?fit=max\u0026auto=format\u0026n=sgiZXsUdkVvvQOTd\u0026q=85\u0026s=454f81bf799c98dd9429d640c5912fbe","dark":"https://mintcdn.com/wealthyhood/sgiZXsUdkVvvQOTd/logo/logo-full-light.svg?fit=max\u0026auto=format\u0026n=sgiZXsUdkVvvQOTd\u0026q=85\u0026s=f8a55e5a0bf7446daa002a8678d64fd4"},"favicon":"https://mintcdn.com/wealthyhood/TEkyuGnpEpPNH6Cu/favicon.png?fit=max\u0026auto=format\u0026n=TEkyuGnpEpPNH6Cu\u0026q=85\u0026s=b134138e139b6808bff2325b6fca807a","navbar":{"links":[{"href":"mailto:hello@wealthyhood.com","label":"Support"}]},"footer":{"socials":{"linkedin":"https://www.linkedin.com/company/wealthyhood-invest"}},"contextual":{"options":["copy","view","chatgpt","claude","perplexity","mcp","cursor","vscode"],"display":"header"},"styling":{"latex":false},"navigation":{"pages":[]}},"deployment":{"deploymentMetadataValue":{"subdomain":"wealthyhood","hasAudioNarration":false,"actualSubdomain":"wealthyhood","customDomains":["docs.wealthyhood.com"],"gitSource":{"type":"github","owner":"wealthyhood","repo":"app-api","deployBranch":"master","contentDirectory":"docs","isPrivate":true,"mountPath":"","label":""},"chroma":{"liveDeploymentHistoryId":"6ae47ba5ce5b575d2353019a","collectionId":"e7aec81c-4d49-4af3-ad83-377d25d77257","schemaVersion":"v3","latestBuiltDeploymentHistoryId":"6ae47ba5ce5b575d2353019a"},"entitlements":{},"buildId":"6ae47ba5ce5b575d2353019a","clientVersion":"0.0.4043","searchFilterCounts":[{"language":"default","tag":"API reference","count":76},{"language":"default","tag":"Guides","count":17},{"language":"default","tag":"Investment Orders","count":9},{"language":"default","tag":"Users","count":8},{"language":"default","tag":"Learn","count":7},{"language":"default","tag":"Test","count":6},{"language":"default","tag":"Screens","count":6},{"language":"default","tag":"Investment Products","count":5},{"language":"default","tag":"Portfolios","count":5},{"language":"default","tag":"Flows","count":5}]},"assistantConfig":{},"basePath":"","hasChatPermissions":false,"hasWebMcpPermissions":false,"toggles":[{"name":"kill-isr","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-mintlify-slack","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-integrations-settings","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-pr-grouping","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"custom-prefix","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"analytics-v7","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"user-flows-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"no-publish-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-onboarding","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"llms-txt-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving-live","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"stripTemperatureMiddleware","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"support-platform-pylon-zendesk","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"instant-rollback","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications-server","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-fable","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fixed-ai-action-pricing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automation-resolve-merge-conflict","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"scoped-publishing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"mintql","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"page-level-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-version-history-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"billing-page-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"full-page-search","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workspace-projects","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"assistant-v5","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"byok-sep-25","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fork-pr-previews","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"revalidation-jwt","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"vite-origin","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"billing-updated-9-15","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-sso-scim","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"hobby-abuse-scan","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"dashboard-inbox","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-signup","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"turbopuffer-dual-write","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-enabled","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"approve-review-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false}],"googleFontsInlined":false},"customCss":[],"page":{"pagePath":"api-reference/investments/portfolio-preview","slug":"/api-reference/investments/portfolio-preview","pageMetadata":{"title":"Preview portfolio buy","description":"Get a preview of a portfolio buy transaction showing execution options, fees, and estimated orders","openapi":"POST /investments/portfolio/preview","href":"/api-reference/investments/portfolio-preview"},"description":{"compiledSource":"\"use strict\";\nconst {jsx: _jsx} = arguments[0];\nconst {useMDXComponents: _provideComponents} = arguments[0];\nfunction _createMdxContent(props) {\n const _components = {\n p: \"p\",\n ..._provideComponents(),\n ...props.components\n };\n return _jsx(_components.p, {\n children: \"Get a preview of a portfolio buy transaction showing execution options, fees, and estimated orders\"\n });\n}\nfunction MDXContent(props = {}) {\n const {wrapper: MDXLayout} = {\n ..._provideComponents(),\n ...props.components\n };\n return MDXLayout ? _jsx(MDXLayout, {\n ...props,\n children: _jsx(_createMdxContent, {\n ...props\n })\n }) : _createMdxContent(props);\n}\nreturn {\n default: MDXContent\n};\n","frontmatter":{},"scope":{}},"pageType":"default","mdx":{"mdxSource":{"compiledSource":"\"use strict\";const{Fragment:_Fragment,jsx:_jsx}=arguments[0];const{useMDXComponents:_provideComponents}=arguments[0];function _createMdxContent(props){return _jsx(_Fragment,{})}function MDXContent(props={}){const{wrapper:MDXLayout}={..._provideComponents(),...props.components};return MDXLayout?_jsx(MDXLayout,{...props,children:_jsx(_createMdxContent,{...props})}):_createMdxContent(props)}return{default:MDXContent}","frontmatter":{},"scope":{"config":{},"pageMetadata":{"title":"Preview portfolio buy","description":"Get a preview of a portfolio buy transaction showing execution options, fees, and estimated orders","openapi":"POST /investments/portfolio/preview","href":"/api-reference/investments/portfolio-preview"}}},"mdxSourceWithNoJs":null},"mdxExtracts":{"tableOfContents":[],"codeExamples":{}},"jsLinks":[],"openApiReferenceData":{"operation":{"tags":["Investments"],"summary":"Preview portfolio buy transaction","description":"Get a preview of a portfolio buy transaction showing execution options, fees, and estimated orders","parameters":["d8ade9ab-2f62-407b-bebe-cfd8443018a2"],"requestBody":"32ba27c6-3b76-4c99-864d-0fea350345a5","responses":{"200":"74391ba5-6f5a-4c80-9883-3eedfd175922","400":"ed2acfab-cd43-49da-b7a6-e730e81b9cc2","401":"21a6399b-5718-4094-87a0-8a0c9aa159ab","403":"63cc202e-1d81-4409-9012-b4ea9624f8a9","404":"a1027476-edf1-4fd5-a79f-273d6b0780f0"},"method":"post","type":"path","servers":["a84f6c26-96c3-4615-ab55-7c2ad999216c"],"security":["abf061e3-25fd-4065-af01-96d314b57cc1"],"path":"/investments/portfolio/preview","baseUrlOptions":["https://{host}"],"title":"Preview portfolio buy transaction","codeSamples":[],"requiredOnlyExamples":false,"requestExampleType":"generated","responseExampleType":"generated"},"dependencies":{"parameters":{"d8ade9ab-2f62-407b-bebe-cfd8443018a2":{"name":"x-user-id","in":"header","required":true,"description":"User identifier for the M2M client to specify which user's data to access.","schema":{"type":"string","pattern":"^[a-f0-9]{24}$","isRequired":true,"description":"User identifier for the M2M client to specify which user's data to access.","uniqueKey":"","typeLabel":"string"}}},"requestBody":{"required":true,"content":{"application/json":{"schema":{"type":"object","required":["portfolioId","orderAmount","allocationMethod"],"properties":{"portfolioId":{"type":"string","description":"Portfolio identifier (MongoDB ObjectId)","pattern":"^[a-f0-9]{24}$","isRequired":true,"uniqueKey":"portfolioId","typeLabel":"string"},"orderAmount":{"type":"number","format":"double","description":"Amount to invest in whole currency units (e.g., 100.0 for 100 EUR)","minimum":0.01,"isRequired":true,"uniqueKey":"orderAmount","typeLabel":"number\u003cdouble>"},"allocationMethod":{"type":"string","description":"Method for distributing the investment across assets","enum":["targetAllocation","holdings"],"isRequired":true,"uniqueKey":"allocationMethod","typeLabel":"enum\u003cstring>"}},"additionalProperties":false,"uniqueKey":"","typeLabel":"object"},"examples":{"holdings":{"title":"holdings","value":{"portfolioId":"64f0c51e7fb3fc001234abcd","orderAmount":250.5,"allocationMethod":"holdings"}}},"exampleType":"examples"}},"exampleType":"examples"},"responses":{"74391ba5-6f5a-4c80-9883-3eedfd175922":{"description":"Portfolio buy preview retrieved successfully","content":{"application/json":{"schema":{"type":"object","description":"Preview of a transaction showing execution options, fees, and estimated orders","properties":{"executionWindow":{"type":"object","description":"Execution window for both express and smart execution scenarios","properties":{"express":{"type":"object","description":"Execution windows separated by asset category (matches domain ExecutionWindowsType)","properties":{"stocks":{"type":"object","description":"Base execution window type matching domain structure","properties":{"executionType":{"type":"string","enum":["REALTIME","MARKET_HOURS"],"description":"Internal execution type","uniqueKey":"executionWindow.express.stocks.executionType","typeLabel":"enum\u003cstring>"},"start":{"oneOf":[{"type":"string","format":"date-time","description":"Execution window start (ISO datetime)","uniqueKey":"executionWindow.express.stocks.start.oneOf.0","typeLabel":"string\u003cdate-time>"},{"type":"null","format":"date-time","description":"Execution window start (ISO datetime)","uniqueKey":"executionWindow.express.stocks.start.oneOf.1","typeLabel":"null"}],"uniqueKey":"executionWindow.express.stocks.start","typeLabel":"string\u003cdate-time> | null"},"end":{"oneOf":[{"type":"string","format":"date-time","description":"Execution window end (ISO datetime)","uniqueKey":"executionWindow.express.stocks.end.oneOf.0","typeLabel":"string\u003cdate-time>"},{"type":"null","format":"date-time","description":"Execution window end (ISO datetime)","uniqueKey":"executionWindow.express.stocks.end.oneOf.1","typeLabel":"null"}],"uniqueKey":"executionWindow.express.stocks.end","typeLabel":"string\u003cdate-time> | null"}},"additionalProperties":false,"uniqueKey":"executionWindow.express.stocks","typeLabel":"object"},"etfs":{"type":"object","description":"Base execution window type matching domain structure","properties":{"executionType":{"type":"string","enum":["REALTIME","MARKET_HOURS"],"description":"Internal execution type","uniqueKey":"executionWindow.express.etfs.executionType","typeLabel":"enum\u003cstring>"},"start":{"oneOf":[{"type":"string","format":"date-time","description":"Execution window start (ISO datetime)","uniqueKey":"executionWindow.express.etfs.start.oneOf.0","typeLabel":"string\u003cdate-time>"},{"type":"null","format":"date-time","description":"Execution window start (ISO datetime)","uniqueKey":"executionWindow.express.etfs.start.oneOf.1","typeLabel":"null"}],"uniqueKey":"executionWindow.express.etfs.start","typeLabel":"string\u003cdate-time> | null"},"end":{"oneOf":[{"type":"string","format":"date-time","description":"Execution window end (ISO datetime)","uniqueKey":"executionWindow.express.etfs.end.oneOf.0","typeLabel":"string\u003cdate-time>"},{"type":"null","format":"date-time","description":"Execution window end (ISO datetime)","uniqueKey":"executionWindow.express.etfs.end.oneOf.1","typeLabel":"null"}],"uniqueKey":"executionWindow.express.etfs.end","typeLabel":"string\u003cdate-time> | null"}},"additionalProperties":false,"uniqueKey":"executionWindow.express.etfs","typeLabel":"object"}},"additionalProperties":false,"uniqueKey":"executionWindow.express","typeLabel":"object"},"smart":{"type":"object","description":"Execution windows separated by asset category (matches domain ExecutionWindowsType)","properties":{"stocks":{"type":"object","description":"Base execution window type matching domain structure","properties":{"executionType":{"type":"string","enum":["REALTIME","MARKET_HOURS"],"description":"Internal execution type","uniqueKey":"executionWindow.smart.stocks.executionType","typeLabel":"enum\u003cstring>"},"start":{"oneOf":[{"type":"string","format":"date-time","description":"Execution window start (ISO datetime)","uniqueKey":"executionWindow.smart.stocks.start.oneOf.0","typeLabel":"string\u003cdate-time>"},{"type":"null","format":"date-time","description":"Execution window start (ISO datetime)","uniqueKey":"executionWindow.smart.stocks.start.oneOf.1","typeLabel":"null"}],"uniqueKey":"executionWindow.smart.stocks.start","typeLabel":"string\u003cdate-time> | null"},"end":{"oneOf":[{"type":"string","format":"date-time","description":"Execution window end (ISO datetime)","uniqueKey":"executionWindow.smart.stocks.end.oneOf.0","typeLabel":"string\u003cdate-time>"},{"type":"null","format":"date-time","description":"Execution window end (ISO datetime)","uniqueKey":"executionWindow.smart.stocks.end.oneOf.1","typeLabel":"null"}],"uniqueKey":"executionWindow.smart.stocks.end","typeLabel":"string\u003cdate-time> | null"}},"additionalProperties":false,"uniqueKey":"executionWindow.smart.stocks","typeLabel":"object"},"etfs":{"type":"object","description":"Base execution window type matching domain structure","properties":{"executionType":{"type":"string","enum":["REALTIME","MARKET_HOURS"],"description":"Internal execution type","uniqueKey":"executionWindow.smart.etfs.executionType","typeLabel":"enum\u003cstring>"},"start":{"oneOf":[{"type":"string","format":"date-time","description":"Execution window start (ISO datetime)","uniqueKey":"executionWindow.smart.etfs.start.oneOf.0","typeLabel":"string\u003cdate-time>"},{"type":"null","format":"date-time","description":"Execution window start (ISO datetime)","uniqueKey":"executionWindow.smart.etfs.start.oneOf.1","typeLabel":"null"}],"uniqueKey":"executionWindow.smart.etfs.start","typeLabel":"string\u003cdate-time> | null"},"end":{"oneOf":[{"type":"string","format":"date-time","description":"Execution window end (ISO datetime)","uniqueKey":"executionWindow.smart.etfs.end.oneOf.0","typeLabel":"string\u003cdate-time>"},{"type":"null","format":"date-time","description":"Execution window end (ISO datetime)","uniqueKey":"executionWindow.smart.etfs.end.oneOf.1","typeLabel":"null"}],"uniqueKey":"executionWindow.smart.etfs.end","typeLabel":"string\u003cdate-time> | null"}},"additionalProperties":false,"uniqueKey":"executionWindow.smart.etfs","typeLabel":"object"}},"additionalProperties":false,"uniqueKey":"executionWindow.smart","typeLabel":"object"}},"additionalProperties":false,"uniqueKey":"executionWindow","typeLabel":"object"},"fees":{"type":"object","description":"Wealthyhood fee breakdown for express vs smart execution (commission and FX only on preview)","properties":{"express":{"type":"object","description":"Wealthyhood fees exposed on transaction previews (commission and FX; real-time execution omitted).","properties":{"commission":{"type":"object","properties":{"currency":{"type":"string","uniqueKey":"fees.express.commission.currency","typeLabel":"string"},"amount":{"type":"number","format":"double","uniqueKey":"fees.express.commission.amount","typeLabel":"number\u003cdouble>"}},"additionalProperties":false,"uniqueKey":"fees.express.commission","typeLabel":"object"},"fx":{"type":"object","properties":{"currency":{"type":"string","uniqueKey":"fees.express.fx.currency","typeLabel":"string"},"amount":{"type":"number","format":"double","uniqueKey":"fees.express.fx.amount","typeLabel":"number\u003cdouble>"}},"additionalProperties":false,"uniqueKey":"fees.express.fx","typeLabel":"object"}},"additionalProperties":false,"uniqueKey":"fees.express","typeLabel":"object"},"smart":{"type":"object","description":"Wealthyhood fees exposed on transaction previews (commission and FX; real-time execution omitted).","properties":{"commission":{"type":"object","properties":{"currency":{"type":"string","uniqueKey":"fees.smart.commission.currency","typeLabel":"string"},"amount":{"type":"number","format":"double","uniqueKey":"fees.smart.commission.amount","typeLabel":"number\u003cdouble>"}},"additionalProperties":false,"uniqueKey":"fees.smart.commission","typeLabel":"object"},"fx":{"type":"object","properties":{"currency":{"type":"string","uniqueKey":"fees.smart.fx.currency","typeLabel":"string"},"amount":{"type":"number","format":"double","uniqueKey":"fees.smart.fx.amount","typeLabel":"number\u003cdouble>"}},"additionalProperties":false,"uniqueKey":"fees.smart.fx","typeLabel":"object"}},"additionalProperties":false,"uniqueKey":"fees.smart","typeLabel":"object"}},"additionalProperties":false,"uniqueKey":"fees","typeLabel":"object"},"partnerFees":{"type":"object","description":"Partner (ETE/NBG) countervalue fees per execution mode; omitted for retail Wealthyhood users.","properties":{"express":{"type":"object","description":"ETE/NBG countervalue fees charged to partner users (sibling of Wealthyhood `fees`)","properties":{"commission":{"type":"object","properties":{"currency":{"type":"string","uniqueKey":"partnerFees.express.commission.currency","typeLabel":"string"},"amount":{"type":"number","format":"double","uniqueKey":"partnerFees.express.commission.amount","typeLabel":"number\u003cdouble>"}},"additionalProperties":false,"uniqueKey":"partnerFees.express.commission","typeLabel":"object"},"fx":{"type":"object","properties":{"currency":{"type":"string","uniqueKey":"partnerFees.express.fx.currency","typeLabel":"string"},"amount":{"type":"number","format":"double","uniqueKey":"partnerFees.express.fx.amount","typeLabel":"number\u003cdouble>"}},"additionalProperties":false,"uniqueKey":"partnerFees.express.fx","typeLabel":"object"}},"additionalProperties":false,"uniqueKey":"partnerFees.express","typeLabel":"object"},"smart":{"type":"object","description":"ETE/NBG countervalue fees charged to partner users (sibling of Wealthyhood `fees`)","properties":{"commission":{"type":"object","properties":{"currency":{"type":"string","uniqueKey":"partnerFees.smart.commission.currency","typeLabel":"string"},"amount":{"type":"number","format":"double","uniqueKey":"partnerFees.smart.commission.amount","typeLabel":"number\u003cdouble>"}},"additionalProperties":false,"uniqueKey":"partnerFees.smart.commission","typeLabel":"object"},"fx":{"type":"object","properties":{"currency":{"type":"string","uniqueKey":"partnerFees.smart.fx.currency","typeLabel":"string"},"amount":{"type":"number","format":"double","uniqueKey":"partnerFees.smart.fx.amount","typeLabel":"number\u003cdouble>"}},"additionalProperties":false,"uniqueKey":"partnerFees.smart.fx","typeLabel":"object"}},"additionalProperties":false,"uniqueKey":"partnerFees.smart","typeLabel":"object"}},"additionalProperties":false,"uniqueKey":"partnerFees","typeLabel":"object"},"orders":{"type":"object","description":"Orders preview for both express and smart execution scenarios","properties":{"express":{"type":"array","items":{"type":"object","description":"Preview of an order showing estimated quantities and consideration","required":["isin","side","orderType","quantity","consideration"],"properties":{"isin":{"type":"string","isRequired":true,"uniqueKey":"orders.express.items.[INDEX].isin","typeLabel":"string"},"side":{"type":"string","enum":["Buy","Sell"],"isRequired":true,"uniqueKey":"orders.express.items.[INDEX].side","typeLabel":"enum\u003cstring>"},"orderType":{"type":"string","enum":["Market","Limit"],"description":"Order type (`Market` or `Limit`).","isRequired":true,"uniqueKey":"orders.express.items.[INDEX].orderType","typeLabel":"enum\u003cstring>"},"quantity":{"type":"number","format":"double","description":"Estimated quantity of asset units","isRequired":true,"uniqueKey":"orders.express.items.[INDEX].quantity","typeLabel":"number\u003cdouble>"},"consideration":{"type":"object","properties":{"currency":{"type":"string","uniqueKey":"orders.express.items.[INDEX].consideration.currency","typeLabel":"string"},"amount":{"type":"number","format":"double","description":"Estimated consideration amount in whole currency units","uniqueKey":"orders.express.items.[INDEX].consideration.amount","typeLabel":"number\u003cdouble>"}},"additionalProperties":false,"isRequired":true,"uniqueKey":"orders.express.items.[INDEX].consideration","typeLabel":"object"},"limitPrice":{"oneOf":[{"type":"object","description":"Limit price per unit for limit orders","properties":{"amount":{"type":"number","format":"double","description":"Price per unit in major units (e.g. 200.00 for €200.00).","uniqueKey":"orders.express.items.[INDEX].limitPrice.oneOf.0.amount","typeLabel":"number\u003cdouble>"},"currency":{"type":"string","description":"ISO 4217 currency code","enum":["GBP","EUR","USD"],"uniqueKey":"orders.express.items.[INDEX].limitPrice.oneOf.0.currency","typeLabel":"enum\u003cstring>"}},"additionalProperties":false,"uniqueKey":"orders.express.items.[INDEX].limitPrice.oneOf.0","typeLabel":"object"},{"type":"null","uniqueKey":"orders.express.items.[INDEX].limitPrice.oneOf.1","typeLabel":"null"}],"uniqueKey":"orders.express.items.[INDEX].limitPrice","typeLabel":"object | null"}},"additionalProperties":false,"uniqueKey":"orders.express.items.[INDEX]","typeLabel":"object"},"uniqueKey":"orders.express","typeLabel":"object[]"},"smart":{"type":"array","items":{"type":"object","description":"Preview of an order showing estimated quantities and consideration","required":["isin","side","orderType","quantity","consideration"],"properties":{"isin":{"type":"string","isRequired":true,"uniqueKey":"orders.smart.items.[INDEX].isin","typeLabel":"string"},"side":{"type":"string","enum":["Buy","Sell"],"isRequired":true,"uniqueKey":"orders.smart.items.[INDEX].side","typeLabel":"enum\u003cstring>"},"orderType":{"type":"string","enum":["Market","Limit"],"description":"Order type (`Market` or `Limit`).","isRequired":true,"uniqueKey":"orders.smart.items.[INDEX].orderType","typeLabel":"enum\u003cstring>"},"quantity":{"type":"number","format":"double","description":"Estimated quantity of asset units","isRequired":true,"uniqueKey":"orders.smart.items.[INDEX].quantity","typeLabel":"number\u003cdouble>"},"consideration":{"type":"object","properties":{"currency":{"type":"string","uniqueKey":"orders.smart.items.[INDEX].consideration.currency","typeLabel":"string"},"amount":{"type":"number","format":"double","description":"Estimated consideration amount in whole currency units","uniqueKey":"orders.smart.items.[INDEX].consideration.amount","typeLabel":"number\u003cdouble>"}},"additionalProperties":false,"isRequired":true,"uniqueKey":"orders.smart.items.[INDEX].consideration","typeLabel":"object"},"limitPrice":{"oneOf":[{"type":"object","description":"Limit price per unit for limit orders","properties":{"amount":{"type":"number","format":"double","description":"Price per unit in major units (e.g. 200.00 for €200.00).","uniqueKey":"orders.smart.items.[INDEX].limitPrice.oneOf.0.amount","typeLabel":"number\u003cdouble>"},"currency":{"type":"string","description":"ISO 4217 currency code","enum":["GBP","EUR","USD"],"uniqueKey":"orders.smart.items.[INDEX].limitPrice.oneOf.0.currency","typeLabel":"enum\u003cstring>"}},"additionalProperties":false,"uniqueKey":"orders.smart.items.[INDEX].limitPrice.oneOf.0","typeLabel":"object"},{"type":"null","uniqueKey":"orders.smart.items.[INDEX].limitPrice.oneOf.1","typeLabel":"null"}],"uniqueKey":"orders.smart.items.[INDEX].limitPrice","typeLabel":"object | null"}},"additionalProperties":false,"uniqueKey":"orders.smart.items.[INDEX]","typeLabel":"object"},"uniqueKey":"orders.smart","typeLabel":"object[]"}},"additionalProperties":false,"uniqueKey":"orders","typeLabel":"object"},"reservedAmount":{"type":"object","properties":{"currency":{"type":"string","uniqueKey":"reservedAmount.currency","typeLabel":"string"},"amount":{"type":"number","format":"double","description":"Total cash held in whole currency units","uniqueKey":"reservedAmount.amount","typeLabel":"number\u003cdouble>"}},"additionalProperties":false,"description":"Total cash a quantity-based buy will hold (estimated notional + slippage buffer + estimated fees). Uses the smart hold when both execution legs are offered. Omitted for amount-based buys and sells.","uniqueKey":"reservedAmount","typeLabel":"object"},"foreignCurrencyRates":{"type":"object","description":"Foreign currency exchange rates keyed by ISIN","additionalProperties":{"type":"object","description":"Exchange rate with currency information","properties":{"rate":{"type":"number","format":"double","description":"Exchange rate value","uniqueKey":"foreignCurrencyRates.additionalProperties.rate","typeLabel":"number\u003cdouble>"},"currency":{"type":"string","description":"ISO 4217 currency code","enum":["GBP","EUR","USD"],"uniqueKey":"foreignCurrencyRates.additionalProperties.currency","typeLabel":"enum\u003cstring>"}},"additionalProperties":false,"uniqueKey":"foreignCurrencyRates.additionalProperties","typeLabel":"object"},"uniqueKey":"foreignCurrencyRates","typeLabel":"object"},"willSkipOrders":{"type":"boolean","description":"Whether orders will be skipped due to low amounts","uniqueKey":"willSkipOrders","typeLabel":"boolean"},"willResultInLowQuantityHolding":{"type":"boolean","description":"Whether the transaction will result in a low quantity holding","uniqueKey":"willResultInLowQuantityHolding","typeLabel":"boolean"},"hasETFOrders":{"type":"boolean","description":"Whether the transaction includes ETF orders","uniqueKey":"hasETFOrders","typeLabel":"boolean"}},"uniqueKey":"","typeLabel":"object"},"example":{"executionWindow":{"express":{"etfs":{"executionType":"REALTIME","start":"2024-07-12T13:00:00.000Z","end":"2024-07-12T15:30:00.000Z"},"stocks":{"executionType":"REALTIME","start":"2024-07-12T09:30:00.000Z","end":"2024-07-12T16:00:00.000Z"}},"smart":{"etfs":{"executionType":"MARKET_HOURS","start":"2024-07-12T13:00:00.000Z","end":"2024-07-12T18:00:00.000Z"},"stocks":{"executionType":"MARKET_HOURS","start":"2024-07-12T09:30:00.000Z","end":"2024-07-12T16:00:00.000Z"}}},"fees":{"express":{"fx":{"currency":"EUR","amount":0.22},"commission":{"currency":"EUR","amount":1}},"smart":{"fx":{"currency":"EUR","amount":0.22},"commission":{"currency":"EUR","amount":0.13}}},"partnerFees":{"express":{"fx":{"currency":"EUR","amount":0.03},"commission":{"currency":"EUR","amount":1}},"smart":{"fx":{"currency":"EUR","amount":0.03},"commission":{"currency":"EUR","amount":1}}},"orders":{"express":[{"isin":"US0378331005","side":"Buy","quantity":0.5,"consideration":{"currency":"EUR","amount":50}}],"smart":[{"isin":"US0378331005","side":"Buy","quantity":0.5,"consideration":{"currency":"EUR","amount":50}}]},"foreignCurrencyRates":{"US0378331005":{"rate":1.1,"currency":"USD"}}},"examples":{"Example":{"title":"Example","value":{"executionWindow":{"express":{"etfs":{"executionType":"REALTIME","start":"2024-07-12T13:00:00.000Z","end":"2024-07-12T15:30:00.000Z"},"stocks":{"executionType":"REALTIME","start":"2024-07-12T09:30:00.000Z","end":"2024-07-12T16:00:00.000Z"}},"smart":{"etfs":{"executionType":"MARKET_HOURS","start":"2024-07-12T13:00:00.000Z","end":"2024-07-12T18:00:00.000Z"},"stocks":{"executionType":"MARKET_HOURS","start":"2024-07-12T09:30:00.000Z","end":"2024-07-12T16:00:00.000Z"}}},"fees":{"express":{"fx":{"currency":"EUR","amount":0.22},"commission":{"currency":"EUR","amount":1}},"smart":{"fx":{"currency":"EUR","amount":0.22},"commission":{"currency":"EUR","amount":0.13}}},"partnerFees":{"express":{"fx":{"currency":"EUR","amount":0.03},"commission":{"currency":"EUR","amount":1}},"smart":{"fx":{"currency":"EUR","amount":0.03},"commission":{"currency":"EUR","amount":1}}},"orders":{"express":[{"isin":"US0378331005","side":"Buy","quantity":0.5,"consideration":{"currency":"EUR","amount":50}}],"smart":[{"isin":"US0378331005","side":"Buy","quantity":0.5,"consideration":{"currency":"EUR","amount":50}}]},"foreignCurrencyRates":{"US0378331005":{"rate":1.1,"currency":"USD"}}}}},"exampleType":"examples"}},"exampleType":"examples"},"ed2acfab-cd43-49da-b7a6-e730e81b9cc2":{"description":"Validation failure or business rule violation.","content":{"application/json":{"schema":{"type":"object","properties":{"status":{"type":"integer","uniqueKey":"status","typeLabel":"integer"},"error":{"type":"object","properties":{"message":{"type":"string","uniqueKey":"error.message","typeLabel":"string"},"description":{"oneOf":[{"type":"string","uniqueKey":"error.description.oneOf.0","typeLabel":"string"},{"type":"null","uniqueKey":"error.description.oneOf.1","typeLabel":"null"}],"uniqueKey":"error.description","typeLabel":"string | null"}},"uniqueKey":"error","typeLabel":"object"},"responseId":{"type":"string","format":"uuid","uniqueKey":"responseId","typeLabel":"string\u003cuuid>"}},"uniqueKey":"","typeLabel":"object"},"example":{"status":400,"error":{"message":"Target allocation is not set up for this portfolio","description":"Operation failed"},"responseId":"3f0fd3bf-a2ff-4c0e-9b1d-5d7055dbf6cd"},"examples":{"Example":{"title":"Example","value":{"status":400,"error":{"message":"Target allocation is not set up for this portfolio","description":"Operation failed"},"responseId":"3f0fd3bf-a2ff-4c0e-9b1d-5d7055dbf6cd"}}},"exampleType":"examples"}},"exampleType":"examples"},"21a6399b-5718-4094-87a0-8a0c9aa159ab":{"description":"Missing or invalid bearer token.","content":{"application/json":{"schema":{"type":"object","properties":{"status":{"type":"integer","uniqueKey":"status","typeLabel":"integer"},"error":{"type":"object","properties":{"message":{"type":"string","uniqueKey":"error.message","typeLabel":"string"},"description":{"oneOf":[{"type":"string","uniqueKey":"error.description.oneOf.0","typeLabel":"string"},{"type":"null","uniqueKey":"error.description.oneOf.1","typeLabel":"null"}],"uniqueKey":"error.description","typeLabel":"string | null"}},"uniqueKey":"error","typeLabel":"object"},"responseId":{"type":"string","format":"uuid","uniqueKey":"responseId","typeLabel":"string\u003cuuid>"}},"uniqueKey":"","typeLabel":"object"},"example":{"status":401,"error":{"message":"User not found"},"responseId":"145f2b0d-1d5b-4e91-8d0d-7af0ae9ad13a"},"examples":{"Example":{"title":"Example","value":{"status":401,"error":{"message":"User not found"},"responseId":"145f2b0d-1d5b-4e91-8d0d-7af0ae9ad13a"}}},"exampleType":"examples"}},"exampleType":"examples"},"63cc202e-1d81-4409-9012-b4ea9624f8a9":{"description":"Authenticated user cannot act on the requested portfolio or lacks scopes.","content":{"application/json":{"schema":{"type":"object","properties":{"status":{"type":"integer","uniqueKey":"status","typeLabel":"integer"},"error":{"type":"object","properties":{"message":{"type":"string","uniqueKey":"error.message","typeLabel":"string"},"description":{"oneOf":[{"type":"string","uniqueKey":"error.description.oneOf.0","typeLabel":"string"},{"type":"null","uniqueKey":"error.description.oneOf.1","typeLabel":"null"}],"uniqueKey":"error.description","typeLabel":"string | null"}},"uniqueKey":"error","typeLabel":"object"},"responseId":{"type":"string","format":"uuid","uniqueKey":"responseId","typeLabel":"string\u003cuuid>"}},"uniqueKey":"","typeLabel":"object"},"example":{"status":403,"error":{"message":"Portfolio does not belong to user"},"responseId":"5e467f79-c62c-4d83-9810-7a0f8529fd76"},"examples":{"Example":{"title":"Example","value":{"status":403,"error":{"message":"Portfolio does not belong to user"},"responseId":"5e467f79-c62c-4d83-9810-7a0f8529fd76"}}},"exampleType":"examples"}},"exampleType":"examples"},"a1027476-edf1-4fd5-a79f-273d6b0780f0":{"description":"Portfolio or related resource was not found.","content":{"application/json":{"schema":{"type":"object","properties":{"status":{"type":"integer","uniqueKey":"status","typeLabel":"integer"},"error":{"type":"object","properties":{"message":{"type":"string","uniqueKey":"error.message","typeLabel":"string"},"description":{"oneOf":[{"type":"string","uniqueKey":"error.description.oneOf.0","typeLabel":"string"},{"type":"null","uniqueKey":"error.description.oneOf.1","typeLabel":"null"}],"uniqueKey":"error.description","typeLabel":"string | null"}},"uniqueKey":"error","typeLabel":"object"},"responseId":{"type":"string","format":"uuid","uniqueKey":"responseId","typeLabel":"string\u003cuuid>"}},"uniqueKey":"","typeLabel":"object"},"example":{"status":404,"error":{"message":"Portfolio not found"},"responseId":"65c0b1f6-2a48-4c4f-a5aa-9b9c8c6f9b58"},"examples":{"Example":{"title":"Example","value":{"status":404,"error":{"message":"Portfolio not found"},"responseId":"65c0b1f6-2a48-4c4f-a5aa-9b9c8c6f9b58"}}},"exampleType":"examples"}},"exampleType":"examples"}},"security":{"abf061e3-25fd-4065-af01-96d314b57cc1":{"bearerAuth":{"type":"http","scheme":"bearer","bearerFormat":"JWT","description":"Auth0-issued access token that includes the scopes listed for the endpoint.","scopes":[]}}},"servers":{"a84f6c26-96c3-4615-ab55-7c2ad999216c":{"url":"https://{host}","variables":{"host":{"default":"api.wealthyhood.com","description":"Wealthyhood API host name."}}}},"processedSecurityOptions":[{"schemes":[{"scheme":{"type":"http","scheme":"bearer","bearerFormat":"JWT","description":"Auth0-issued access token that includes the scopes listed for the endpoint.","scopes":[]},"schema":{"title":"Bearer Auth","type":"string","isRequired":true,"description":"Auth0-issued access token that includes the scopes listed for the endpoint.","format":"bearer","typeLabel":"string\u003cbearer>","deprecated":false},"schemeName":"bearerAuth","name":"Authorization"}],"title":"bearerAuth"}]},"originalFileLocation":"api-reference/investments/openapi.yml"},"subdomain":"wealthyhood","siteName":"Wealthyhood API Docs","title":"Preview portfolio buy - Wealthyhood API Docs","navMaps":{"firstHrefInVersion":{},"firstHrefInLanguage":{}},"lastModified":"2026-01-28T16:46:42.007Z","originalFileLocation":"api-reference/investments/portfolio-preview.mdx"},"headHtml":"\u003cscript data-mint-head>(function(){var d=document.documentElement,p=null;if(!p){try{p=localStorage.getItem(\"isDarkMode\")}catch(e){}if(p==='true')p='dark';else if(p==='false')p='light';if(p!=='light'\u0026\u0026p!=='dark'\u0026\u0026p!=='system')p=\"system\"}var r=p==='system'?(matchMedia(\"(prefers-color-scheme: dark)\").matches?'dark':'light'):p;d.classList.remove(r==='dark'?'light':'dark');d.classList.add(r);d.setAttribute(\"data-theme-preference\",p)})();\u003c/script>\u003cmeta data-mint-head name=\"description\" content=\"Get a preview of a portfolio buy transaction showing execution options, fees, and estimated orders\">\u003cmeta data-mint-head name=\"application-name\" content=\"Wealthyhood API Docs\">\u003cmeta data-mint-head name=\"generator\" content=\"Mintlify\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/wealthyhood/rh13QTfuZBGvmtQN/_generated/favicon/android-chrome-192x192.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"apple-touch-icon\" type=\"image/png\" sizes=\"180x180\" href=\"/mintlify-assets/_mintlify/favicons/wealthyhood/rh13QTfuZBGvmtQN/_generated/favicon/apple-touch-icon.png\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/wealthyhood/rh13QTfuZBGvmtQN/_generated/favicon/favicon-16x16.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/wealthyhood/rh13QTfuZBGvmtQN/_generated/favicon/favicon-32x32.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/wealthyhood/rh13QTfuZBGvmtQN/_generated/favicon/favicon.ico\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/wealthyhood/rh13QTfuZBGvmtQN/_generated/favicon-dark/android-chrome-192x192.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/wealthyhood/rh13QTfuZBGvmtQN/_generated/favicon-dark/favicon-16x16.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/wealthyhood/rh13QTfuZBGvmtQN/_generated/favicon-dark/favicon-32x32.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/wealthyhood/rh13QTfuZBGvmtQN/_generated/favicon-dark/favicon.ico\" media=\"(prefers-color-scheme: dark)\">\u003cmeta data-mint-head property=\"og:title\" content=\"Preview portfolio buy - Wealthyhood API Docs\">\u003cmeta data-mint-head property=\"og:description\" content=\"Get a preview of a portfolio buy transaction showing execution options, fees, and estimated orders\">\u003cmeta data-mint-head property=\"og:site_name\" content=\"Wealthyhood API Docs\">\u003cmeta data-mint-head property=\"og:url\" content=\"https://docs.wealthyhood.com/api-reference/investments/portfolio-preview\">\u003cmeta data-mint-head property=\"og:type\" content=\"website\">\u003cmeta data-mint-head property=\"og:image\" content=\"https://wealthyhood.mintlify.app/_mintlify/api/og/v2?division=Investment+Orders\u0026amp;title=Preview+portfolio+buy\u0026amp;description=Get+a+preview+of+a+portfolio+buy+transaction+showing+execution+options%2C+fees%2C+and+estimated+orders\u0026amp;theme=383950b75d0797781d15cac8\u0026amp;signature=3f3d2d8c21d8e830c1fb2c41e4ae807bb444d162a36f242eabe6b8d58ec2b642\">\u003cmeta data-mint-head property=\"og:image:width\" content=\"1200\">\u003cmeta data-mint-head property=\"og:image:height\" content=\"630\">\u003cmeta data-mint-head name=\"twitter:card\" content=\"summary_large_image\">\u003cmeta data-mint-head name=\"twitter:title\" content=\"Preview portfolio buy - Wealthyhood API Docs\">\u003cmeta data-mint-head name=\"twitter:description\" content=\"Get a preview of a portfolio buy transaction showing execution options, fees, and estimated orders\">\u003cmeta data-mint-head name=\"twitter:image\" content=\"https://wealthyhood.mintlify.app/_mintlify/api/og/v2?division=Investment+Orders\u0026amp;title=Preview+portfolio+buy\u0026amp;description=Get+a+preview+of+a+portfolio+buy+transaction+showing+execution+options%2C+fees%2C+and+estimated+orders\u0026amp;theme=383950b75d0797781d15cac8\u0026amp;signature=3f3d2d8c21d8e830c1fb2c41e4ae807bb444d162a36f242eabe6b8d58ec2b642\">\u003cmeta data-mint-head name=\"twitter:image:width\" content=\"1200\">\u003cmeta data-mint-head name=\"twitter:image:height\" content=\"630\">\u003cmeta data-mint-head name=\"msapplication-config\" content=\"/mintlify-assets/_mintlify/favicons/wealthyhood/rh13QTfuZBGvmtQN/_generated/favicon/browserconfig.xml\">\u003cmeta data-mint-head name=\"apple-mobile-web-app-title\" content=\"Wealthyhood API Docs\">\u003cmeta data-mint-head name=\"msapplication-TileColor\" content=\"#1666a3\">\u003clink data-mint-head rel=\"canonical\" href=\"https://docs.wealthyhood.com/api-reference/investments/portfolio-preview\">\u003clink data-mint-head rel=\"alternate\" type=\"application/xml\" href=\"/sitemap.xml\">\u003clink data-mint-head rel=\"alternate\" type=\"text/markdown\" href=\"/api-reference/investments/portfolio-preview.md\">\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https://docs.wealthyhood.com/#organization\",\"name\":\"Wealthyhood API Docs\",\"url\":\"https://docs.wealthyhood.com\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https://mintcdn.com/wealthyhood/sgiZXsUdkVvvQOTd/logo/logo-full-dark.svg?fit=max\u0026auto=format\u0026n=sgiZXsUdkVvvQOTd\u0026q=85\u0026s=454f81bf799c98dd9429d640c5912fbe\"}},{\"@type\":\"WebSite\",\"@id\":\"https://docs.wealthyhood.com#website\",\"name\":\"Wealthyhood API Docs\",\"url\":\"https://docs.wealthyhood.com\",\"publisher\":{\"@id\":\"https://docs.wealthyhood.com/#organization\"}},{\"@type\":\"WebPage\",\"@id\":\"https://docs.wealthyhood.com/api-reference/investments/portfolio-preview#webpage\",\"url\":\"https://docs.wealthyhood.com/api-reference/investments/portfolio-preview\",\"name\":\"Preview portfolio buy\",\"description\":\"Get a preview of a portfolio buy transaction showing execution options, fees, and estimated orders\",\"dateModified\":\"2026-01-28T16:46:42.007Z\",\"isPartOf\":{\"@id\":\"https://docs.wealthyhood.com#website\"},\"breadcrumb\":{\"@id\":\"https://docs.wealthyhood.com/api-reference/investments/portfolio-preview#breadcrumb\"}},{\"@type\":\"BreadcrumbList\",\"@id\":\"https://docs.wealthyhood.com/api-reference/investments/portfolio-preview#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Wealthyhood API Docs\",\"item\":\"https://docs.wealthyhood.com\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Preview portfolio buy\",\"item\":\"https://docs.wealthyhood.com/api-reference/investments/portfolio-preview\"}]},{\"@type\":[\"TechArticle\",\"APIReference\"],\"@id\":\"https://docs.wealthyhood.com/api-reference/investments/portfolio-preview#apireference\",\"headline\":\"Preview portfolio buy\",\"name\":\"Preview portfolio buy\",\"description\":\"Get a preview of a portfolio buy transaction showing execution options, fees, and estimated orders\",\"url\":\"https://docs.wealthyhood.com/api-reference/investments/portfolio-preview\",\"mainEntityOfPage\":{\"@id\":\"https://docs.wealthyhood.com/api-reference/investments/portfolio-preview#webpage\"},\"dateModified\":\"2026-01-28T16:46:42.007Z\",\"publisher\":{\"@id\":\"https://docs.wealthyhood.com/#organization\"},\"isPartOf\":{\"@id\":\"https://docs.wealthyhood.com#website\"}}]}\u003c/script>\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@type\":\"WebSite\",\"name\":\"Wealthyhood API Docs\",\"creator\":{\"@type\":\"Organization\",\"name\":\"Mintlify\",\"url\":\"https://mintlify.com\"}}\u003c/script>","siteName":"Wealthyhood API Docs","nav":{"global":null,"tabs":[{"tab":"Guides","pages":[{"title":"Guides","href":""}]},{"tab":"Data Platform","pages":[{"title":"Data Platform","href":"/data-exports/data-export"}]},{"tab":"API reference","groups":[{"group":"API documentation","pages":[{"title":"Introduction","href":"/api-reference/introduction"}]},{"group":"Authentication","pages":[{"openapi":"post /oauth/token","title":"Get access token","href":"/api-reference/auth/get-token"}]},{"group":"Automations","pages":[{"title":"Create automation","openapi":"POST /automations","href":"/api-reference/automations/create-automation"},{"title":"Get all automations","openapi":"GET /automations","href":"/api-reference/automations/get-automations"},{"title":"Cancel automation","openapi":"POST /automations/{id}/cancel","href":"/api-reference/automations/cancel-automation"}]},{"group":"Universe Configuration","pages":[{"title":"Get universe configuration","openapi":"GET /b2b/app-config","href":"/api-reference/universe-config/get-universe-config"}]},{"group":"Users","pages":[{"title":"Create user","openapi":"POST /users","href":"/api-reference/users/create-user"},{"title":"Get current user","openapi":"GET /users/me","href":"/api-reference/users/get-user"},{"title":"Update user email","openapi":"PATCH /users/me/email","href":"/api-reference/users/update-user-email"},{"title":"Update user address","openapi":"PATCH /users/me/address","href":"/api-reference/users/update-user-address"},{"title":"Update user tax residency","openapi":"PATCH /users/me/tax-residency","href":"/api-reference/users/update-user-tax-residency"},{"title":"Update user employment info","openapi":"PATCH /users/me/employment-info","href":"/api-reference/users/update-user-employment-info"},{"title":"Update user language","openapi":"PATCH /users/language","href":"/api-reference/users/update-user-language"},{"title":"Generate account statement","openapi":"POST /users/me/account-statements/generate","href":"/api-reference/users/generate-account-statement"}]},{"group":"Cash","pages":[{"title":"Get user cash balance","openapi":"GET /cash","href":"/api-reference/cash/get-cash"}]},{"group":"Savings Vault","pages":[{"title":"Get user savings vault balance","openapi":"GET /savings-vault","href":"/api-reference/savings-vault/get-savings-vault"}]},{"group":"Bank Accounts","pages":[{"title":"Create bank account","openapi":"POST /bank-accounts","href":"/api-reference/bank-accounts/create-bank-account"},{"title":"List bank accounts","openapi":"GET /bank-accounts","href":"/api-reference/bank-accounts/get-bank-accounts"},{"title":"Get bank account by ID","openapi":"GET /bank-accounts/{bankAccountId}","href":"/api-reference/bank-accounts/get-bank-account-by-id"}]},{"group":"Account Closures","pages":[{"title":"Create account closure","openapi":"POST /account-closures","href":"/api-reference/account-closures/create-account-closure"},{"title":"Get account closure by ID","openapi":"GET /account-closures/{accountClosureId}","href":"/api-reference/account-closures/get-account-closure-by-id"}]},{"group":"Deposits","pages":[{"title":"Create deposit expectation","openapi":"POST /deposits/expectations","href":"/api-reference/deposits/create-deposit"},{"title":"Get all deposits","openapi":"GET /deposits","href":"/api-reference/deposits/get-deposits"},{"title":"Get deposit by ID","openapi":"GET /deposits/{depositId}","href":"/api-reference/deposits/get-deposit-by-id"}]},{"group":"Withdrawals","pages":[{"title":"Create withdrawal","openapi":"POST /withdrawals","href":"/api-reference/withdrawals/create-withdrawal"},{"title":"Get all withdrawals","openapi":"GET /withdrawals","href":"/api-reference/withdrawals/get-withdrawals"},{"title":"Get withdrawal by ID","openapi":"GET /withdrawals/{withdrawalId}","href":"/api-reference/withdrawals/get-withdrawal-by-id"}]},{"group":"Portfolios","pages":[{"title":"Get user portfolios","openapi":"GET /portfolios","href":"/api-reference/portfolio/get-user-portfolios"},{"title":"Get portfolio holdings","openapi":"GET /portfolios/{id}","href":"/api-reference/portfolio/get-holdings"},{"title":"Get portfolio prices by tenor","openapi":"GET /portfolios/{id}/prices-by-tenor","href":"/api-reference/portfolio/prices-by-tenor"},{"title":"Get portfolio with returns by tenor","openapi":"GET /portfolios/{id}/with-returns-by-tenor","href":"/api-reference/portfolio/get-with-returns-by-tenor"},{"title":"Update my portfolio allocation","openapi":"POST /portfolios/me/allocation","href":"/api-reference/portfolio/post-me-allocation"}]},{"group":"Insights","pages":[{"title":"Past performance (template allocation)","openapi":"GET /insights/past-performance","href":"/api-reference/insights/past-performance"},{"title":"Future performance (template allocation)","openapi":"GET /insights/future-performance","href":"/api-reference/insights/future-performance"},{"title":"Future performance Monte Carlo","openapi":"GET /insights/future-performance-monte-carlo","href":"/api-reference/insights/future-performance-monte-carlo"}]},{"group":"Daily Summaries","pages":[{"title":"Get daily summaries","openapi":"GET /daily-summaries","href":"/api-reference/daily-summaries/get-daily-summaries"}]},{"group":"Investment Products","pages":[{"title":"Get all investment products","openapi":"GET /investment-products","href":"/api-reference/investment-products/investment-products"},{"title":"Get investment product fundamentals","openapi":"GET /investment-products/{isin}/fundamentals","href":"/api-reference/investment-products/investment-product-by-isin"},{"title":"Get price history","openapi":"GET /investment-products/{isin}/price-history","href":"/api-reference/investment-products/price-history"},{"title":"Get user investment details","openapi":"GET /investment-products/{isin}/investment-details","href":"/api-reference/investment-products/investment-product-investment-details"},{"title":"Get recent asset activity","description":"Retrieve the latest orders and dividends tied to a user-held investment product.","openapi":"GET /investment-products/{isin}/recent-activity","href":"/api-reference/investment-products/investment-product-recent-activity"}]},{"group":"Investment Orders","pages":[{"title":"Preview portfolio buy","openapi":"POST /investments/portfolio/preview","href":"/api-reference/investments/portfolio-preview"},{"title":"Execute portfolio buy order","description":"Execute a portfolio buy transaction that distributes the investment amount across multiple assets","openapi":"POST /investments/portfolio/orders","href":"/api-reference/investments/portfolio-order"},{"title":"Cancel portfolio transaction","openapi":"POST /investments/transactions/{id}/cancel","href":"/api-reference/investments/cancel-transaction"},{"title":"Preview asset buy or sell","openapi":"POST /investments/asset/preview","href":"/api-reference/investments/asset-preview"},{"title":"Submit order","openapi":"POST /investments/orders","href":"/api-reference/order-execution/submit-order"},{"title":"Get all orders","openapi":"GET /investments/orders","href":"/api-reference/order-execution/get-orders"},{"title":"Get order by ID","openapi":"GET /investments/orders/{id}","href":"/api-reference/order-execution/get-order-by-id"},{"title":"Cancel order","openapi":"POST /investments/orders/{id}/cancel","href":"/api-reference/order-execution/cancel-order"},{"title":"Generate trade confirmation","openapi":"POST /investments/orders/{id}/trade-confirmations/generate","href":"/api-reference/order-execution/generate-trade-confirmation"}]},{"group":"Savings Orders","pages":[{"title":"Submit savings order","openapi":"POST /savings/orders","href":"/api-reference/savings-orders/submit-savings-order"},{"title":"Get savings order by ID","openapi":"GET /savings/orders/{id}","href":"/api-reference/savings-orders/get-savings-order-by-id"},{"title":"Generate trade confirmation","openapi":"POST /savings/orders/{id}/trade-confirmations/generate","href":"/api-reference/savings-orders/generate-trade-confirmation"}]},{"group":"Savings Details","pages":[{"title":"Get savings product details","openapi":"GET /savings/details","href":"/api-reference/savings-details/get-savings-details"}]},{"group":"Automations","pages":[{"title":"Create automation","openapi":"POST /automations","href":"/api-reference/automations/create-automation"},{"title":"Get all automations","openapi":"GET /automations","href":"/api-reference/automations/get-automations"},{"title":"Cancel automation","openapi":"POST /automations/{id}/cancel","href":"/api-reference/automations/cancel-automation"}]},{"group":"Learn","pages":[{"title":"Get all analyst insights","openapi":"GET /learn/analyst-insights","href":"/api-reference/learn/analyst-insights"},{"title":"Get analyst insight by ID","openapi":"GET /learn/analyst-insights/{id}","href":"/api-reference/learn/analyst-insight-by-id"},{"title":"Get all learning guides","openapi":"GET /learn/learning-guides","href":"/api-reference/learn/learning-guides"},{"title":"Get learning guide by ID","openapi":"GET /learn/learning-guides/{id}","href":"/api-reference/learn/learning-guide-by-id"},{"title":"Get all news articles","openapi":"GET /learn/news","href":"/api-reference/learn/news"},{"title":"Get news article by ID","openapi":"GET /learn/news/{id}","href":"/api-reference/learn/news-by-id"},{"title":"Get all glossary entries","openapi":"GET /learn/glossary","href":"/api-reference/learn/glossary"}]},{"group":"Notification Settings","pages":[{"title":"Get notification settings","openapi":"GET /b2b/notification-settings","href":"/api-reference/notification-settings/get-notification-settings"},{"title":"Update notification setting","openapi":"PATCH /b2b/notification-settings/{settingId}","href":"/api-reference/notification-settings/update-notification-setting"}]},{"group":"Price Alerts","pages":[{"title":"Create price alert","openapi":"POST /b2b/price-alerts","href":"/api-reference/price-alerts/create-price-alert"},{"title":"List price alerts","openapi":"GET /b2b/price-alerts","href":"/api-reference/price-alerts/list-price-alerts"},{"title":"Cancel price alert","openapi":"POST /b2b/price-alerts/{id}/cancel","href":"/api-reference/price-alerts/cancel-price-alert"}]},{"group":"Transactions","pages":[{"title":"Get investment activity","openapi":"GET /transactions/investment-activity","href":"/api-reference/transactions/get-investment-activity"},{"title":"Get cash activity","openapi":"GET /transactions/cash-activity","href":"/api-reference/transactions/get-cash-activity"},{"title":"Get savings activity","openapi":"GET /transactions/savings-activity","href":"/api-reference/transactions/get-savings-activity"},{"title":"Get pending cashflow activity","openapi":"GET /transactions/pending-cashflow-activity","href":"/api-reference/transactions/get-pending-cashflow-activity"}]},{"group":"Test","pages":[{"title":"Create test user","openapi":"POST /test/users","href":"/api-reference/test/create-user"},{"title":"Delete test user","openapi":"DELETE /test/users","href":"/api-reference/test/delete-user"},{"title":"Get available statuses","openapi":"GET /test/help/statuses","href":"/api-reference/test/get-available-statuses"},{"title":"Create test deposit","openapi":"POST /test/deposits","href":"/api-reference/test/create-deposit"},{"title":"Send test app notifications","openapi":"POST /test/notifications","href":"/api-reference/test/send-notifications"},{"title":"Send test email notifications (NBG)","openapi":"POST /test/email-notifications","href":"/api-reference/test/send-email-notifications"}]}]}]},"basePath":"","title":"Preview portfolio buy - Wealthyhood API Docs","buildId":"dpl_G9nrg4qeJSZtah1Ziwbc2n6WkLch","deploymentId":"dpl_G9nrg4qeJSZtah1Ziwbc2n6WkLch","dynamics":["c2aa737661","b0f84f53ff","a9bb46feb3","2b790eda92"],"chunks":["OpenApiReferenceProvider-B7XKH4J3.js","utils-lOYzL7z-.js","cloneDeep-izs3Hzxb.js","_Uint8Array-BVIqJ90l.js","isObjectLike-C8vmzPEN.js","isArray-Dcu1dQ5t.js","utils-DF6jUUIM.js","toString-BX-iyh8G.js","isSymbol-CSH9U2Gm.js","addUniqueKeysToSchema-Dpsj5f7C.js","snippetPresets-CYeiDe8v.js","style-to-object-BY3JEAdk.js","v4-DIgz8zy6.js","Page-DSVu9Ucl.js","ApiExamples-CUFz1YZ_.js","isEqual-BfaiBbcl.js","usePlaygroundInputsStore-D8H_iLS4.js","shallow-DdluZBHX.js","getApiPlaygroundDisplay-B9922vev.js","CodeSnippet-CMoRNGYs.js","CodeSnippets-DwyrPHuw.js","getPastedJson-G-zIvlHh.js","icon-B03fnEy0.js","MethodPill-CW7teklc.js","DuplicateIcon-CtO8eekd.js","createIcon-DZTKdM_A.js","DynamicMarkdown-D5M2At0B.js","SectionHeading-C_2NaA2U.js","axios-vUo_bRtp.js","Markdown-D7QRHV3m.js","clsx-D1Z-ELXV.js","lib-DuNMoZ05.js","lib-B8HbPgcC.js","html-void-elements-mCSPHezU.js","dist-lvhuD9Du.js","katex-YMM-FMeD.js","marked.esm-CZWythHk.js","AssistantPageLink-CKfC4ywL.js"]}