GETTING STARTED
Quickstart Guide
Authenticate, create a portfolio, and get your first rebalance plan in under 10 minutes.
Step 1 — Obtain your API key
After access is provisioned, your sandbox credentials arrive by email. The key follows the format pwt_sk_sandbox_<hex40> for sandbox and pwt_sk_live_<hex40> for production.
Pass your key as a Bearer token in every request:
Authorization: Bearer pwt_sk_sandbox_a4f7c29d8e1b3062...45aaStep 2 — Create a portfolio
Register a portfolio with its current holdings and target weights. Holdings are denominated in lots; the API normalises to EUR equivalent using intraday mid prices from the relevant exchange.
{
"external_id": "pf_client_77423",
"currency": "EUR",
"tax_wrapper": "GIA",
"holdings": [
{ "isin": "IE00B4L5Y983", "exchange": "XAMS", "quantity": 42.5000 },
{ "isin": "FR0010315770", "exchange": "XPAR", "quantity": 18.0000 },
{ "isin": "DE000A0H0744", "exchange": "XETR", "quantity": 67.0000 }
],
"targets": [
{ "isin": "IE00B4L5Y983", "weight": 0.40 },
{ "isin": "FR0010315770", "weight": 0.25 },
{ "isin": "DE000A0H0744", "weight": 0.35 }
]
}Step 3 — Trigger a rebalance plan
Pass the portfolio_id from step 2 and your drift parameters. Use "simulation": true to get a plan without executing orders.
{
"portfolio_id": "pf_77423_a8c4",
"drift_threshold": 0.03,
"band_type": "absolute",
"simulation": true
}{
"rebalance_id": "rb_20250103_a7c2",
"status": "plan_ready",
"simulation": true,
"drift_detected": true,
"orders": [
{
"isin": "IE00B4L5Y983",
"side": "buy",
"quantity": 6.2500,
"estimated_cost_eur": 451.20,
"exchange": "XAMS"
}
],
"estimated_total_cost_eur": 451.20
}Step 4 — Execute the plan
When you're satisfied with the plan, submit execution. Remove "simulation": true or call execute explicitly:
{
"confirm": true
}The API responds immediately with status executing. Subscribe to webhooks to receive fill confirmations as orders complete on exchange.