snaptrade 1.2.0

data/docs/PortfolioManagementApi.md

@@ -0,0 +1,2014 @@
+# SnapTrade::PortfolioManagementApi
+
+All URIs are relative to *https://api.snaptrade.com/api/v1*
+
+| Method | HTTP request | Description |
+| ------ | ------------ | ----------- |
+| [**add_portfolio_excluded_asset**](PortfolioManagementApi.md#add_portfolio_excluded_asset) | **POST** /portfolioGroups/{portfolioGroupId}/excludedassets | Adds an asset to exclude to a portfolio group |
+| [**create**](PortfolioManagementApi.md#create) | **POST** /portfolioGroups | Create new portfolio group |
+| [**create_asset_class**](PortfolioManagementApi.md#create_asset_class) | **POST** /modelAssetClass | Create a new model asset class |
+| [**create_model_portfolio**](PortfolioManagementApi.md#create_model_portfolio) | **POST** /modelPortfolio | Creates a new model portfolio |
+| [**delete_asset_class**](PortfolioManagementApi.md#delete_asset_class) | **DELETE** /modelAssetClass/{modelAssetClassId} | Deletes a model asset class |
+| [**delete_excluded_asset**](PortfolioManagementApi.md#delete_excluded_asset) | **DELETE** /portfolioGroups/{portfolioGroupId}/excludedassets/{symbolId} | Unexclude an asset from a portfolio group |
+| [**delete_model_portfolio_by_id**](PortfolioManagementApi.md#delete_model_portfolio_by_id) | **DELETE** /modelPortfolio/{modelPortfolioId} | Deletes a model portfolio |
+| [**delete_portfoli**](PortfolioManagementApi.md#delete_portfoli) | **DELETE** /portfolioGroups/{portfolioGroupId} | Remove a target portfolio. |
+| [**delete_portfolio_target_by_id**](PortfolioManagementApi.md#delete_portfolio_target_by_id) | **DELETE** /portfolioGroups/{portfolioGroupId}/targets/{targetAssetId} | Remove a TargetAsset. |
+| [**detail_asset_class**](PortfolioManagementApi.md#detail_asset_class) | **GET** /modelAssetClass/{modelAssetClassId} | Get details of a model asset class |
+| [**get_calculated_trade_by_id**](PortfolioManagementApi.md#get_calculated_trade_by_id) | **GET** /portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/{TradeId} | Return an individual trade |
+| [**get_model_details_by_id**](PortfolioManagementApi.md#get_model_details_by_id) | **GET** /modelPortfolio/{modelPortfolioId} | Get details of a model portfolio |
+| [**get_portfolio_balances**](PortfolioManagementApi.md#get_portfolio_balances) | **GET** /portfolioGroups/{portfolioGroupId}/balances | Get sum of cash balances in portfolio group |
+| [**get_portfolio_details_by_id**](PortfolioManagementApi.md#get_portfolio_details_by_id) | **GET** /portfolioGroups/{portfolioGroupId} | Get details of a target portfolio |
+| [**get_portfolio_info**](PortfolioManagementApi.md#get_portfolio_info) | **GET** /portfolioGroups/{portfolioGroupId}/info | Return a whole bunch of relevant information relating to a portfolio group. |
+| [**get_portfolio_settings**](PortfolioManagementApi.md#get_portfolio_settings) | **GET** /portfolioGroups/{portfolioGroupId}/settings | Get portfolio group settings |
+| [**get_portfolio_target_by_id**](PortfolioManagementApi.md#get_portfolio_target_by_id) | **GET** /portfolioGroups/{portfolioGroupId}/targets/{targetAssetId} | Get a specific target from a portfolio group |
+| [**get_portfolio_targets**](PortfolioManagementApi.md#get_portfolio_targets) | **GET** /portfolioGroups/{portfolioGroupId}/targets | Get all target assets under the specified PortfolioGroup. |
+| [**get_portoflio_excluded_assets**](PortfolioManagementApi.md#get_portoflio_excluded_assets) | **GET** /portfolioGroups/{portfolioGroupId}/excludedassets | Get an array of excluded assets associated with a portfolio group\\ |
+| [**import_model_portfolio**](PortfolioManagementApi.md#import_model_portfolio) | **POST** /portfolioGroups/{portfolioGroupId}/import | Import target allocation based on portfolio group |
+| [**list**](PortfolioManagementApi.md#list) | **GET** /portfolioGroups | List all portfolio groups |
+| [**list_asset_classes**](PortfolioManagementApi.md#list_asset_classes) | **GET** /modelAssetClass | List of model asset class |
+| [**list_calculated_trades**](PortfolioManagementApi.md#list_calculated_trades) | **GET** /portfolioGroups/{portfolioGroupId}/calculatedtrades | List of trades to make to rebalance portfolio group |
+| [**list_model_portfolio**](PortfolioManagementApi.md#list_model_portfolio) | **GET** /modelPortfolio | List of model portfolio |
+| [**list_portfolio_accounts**](PortfolioManagementApi.md#list_portfolio_accounts) | **GET** /portfolioGroups/{portfolioGroupId}/accounts | Get all accounts associated with a portfolio group |
+| [**modify_model_portfolio_by_id**](PortfolioManagementApi.md#modify_model_portfolio_by_id) | **POST** /modelPortfolio/{modelPortfolioId} | Updates model portfolio object |
+| [**save_portfolio**](PortfolioManagementApi.md#save_portfolio) | **PATCH** /portfolioGroups/{portfolioGroupId} | Update an existing target portfolio. |
+| [**search_portfolio_symbols**](PortfolioManagementApi.md#search_portfolio_symbols) | **POST** /portfolioGroups/{portfolioGroupId}/symbols | Search for symbols limited to brokerages under the specified portfolio group |
+| [**set_portfolio_targets**](PortfolioManagementApi.md#set_portfolio_targets) | **POST** /portfolioGroups/{portfolioGroupId}/targets | Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list. |
+| [**update_asset_class**](PortfolioManagementApi.md#update_asset_class) | **POST** /modelAssetClass/{modelAssetClassId} | Updates model asset class objects |
+| [**update_portfolio_settings**](PortfolioManagementApi.md#update_portfolio_settings) | **PATCH** /portfolioGroups/{portfolioGroupId}/settings | Updates portfolio group settings |
+| [**update_portfolio_target_by_id**](PortfolioManagementApi.md#update_portfolio_target_by_id) | **PATCH** /portfolioGroups/{portfolioGroupId}/targets/{targetAssetId} | Update a TargetAsset under the specified PortfolioGroup. |
+
+## add_portfolio_excluded_asset
+
+Adds an asset to exclude to a portfolio group
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+symbol = "VAB.TO"
+raw_symbol = "VAB"
+description = "VANGUARD CDN AGGREGATE BOND INDEX ETF"
+currency = {
+        "id" => "87b24961-b51e-4db8-9226-f198f6518a89",
+        "code" => "USD",
+        "name" => "US Dollar",
+    }
+exchange = {
+        "id" => "2bcd7cc3-e922-4976-bce1-9858296801c3",
+        "code" => "TSX",
+        "mic_code" => "XTSE",
+        "name" => "Toronto Stock Exchange",
+        "timezone" => "America/New_York",
+        "start_time" => "09:30:00",
+        "close_time" => "57600",
+        "suffix" => ".TO",
+    }
+type = {
+        "id" => "2bcd7cc3-e922-4976-bce1-9858296801c3",
+        "code" => "cs",
+        "description" => "Common Stock",
+        "is_supported" => True,
+    }
+currencies = [
+        {
+            "id" => "87b24961-b51e-4db8-9226-f198f6518a89",
+            "code" => "USD",
+            "name" => "US Dollar",
+        }
+    ]
+
+begin
+  # Adds an asset to exclude to a portfolio group
+  result = SnapTrade::PortfolioManagement.add_portfolio_excluded_asset(
+    portfolio_group_id: portfolio_group_id,
+    id: id,
+    symbol: symbol,
+    raw_symbol: raw_symbol,
+    description: description,
+    currency: currency,
+    exchange: exchange,
+    type: type,
+    currencies: currencies,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.add_portfolio_excluded_asset: #{e}"
+end
+```
+
+#### Using the add_portfolio_excluded_asset_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+symbol = "VAB.TO"
+raw_symbol = "VAB"
+description = "VANGUARD CDN AGGREGATE BOND INDEX ETF"
+currency = {
+        "id" => "87b24961-b51e-4db8-9226-f198f6518a89",
+        "code" => "USD",
+        "name" => "US Dollar",
+    }
+exchange = {
+        "id" => "2bcd7cc3-e922-4976-bce1-9858296801c3",
+        "code" => "TSX",
+        "mic_code" => "XTSE",
+        "name" => "Toronto Stock Exchange",
+        "timezone" => "America/New_York",
+        "start_time" => "09:30:00",
+        "close_time" => "57600",
+        "suffix" => ".TO",
+    }
+type = {
+        "id" => "2bcd7cc3-e922-4976-bce1-9858296801c3",
+        "code" => "cs",
+        "description" => "Common Stock",
+        "is_supported" => True,
+    }
+currencies = [
+        {
+            "id" => "87b24961-b51e-4db8-9226-f198f6518a89",
+            "code" => "USD",
+            "name" => "US Dollar",
+        }
+    ]
+
+begin
+  # Adds an asset to exclude to a portfolio group
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.add_portfolio_excluded_asset_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+    id: id,
+    symbol: symbol,
+    raw_symbol: raw_symbol,
+    description: description,
+    currency: currency,
+    exchange: exchange,
+    type: type,
+    currencies: currencies,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => ExcludedAsset
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.add_portfolio_excluded_asset: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which to exclude an asset. |  |
+| **universal_symbol** | [**UniversalSymbol**](UniversalSymbol.md) |  | [optional] |
+
+### Return type
+
+[**ExcludedAsset**](ExcludedAsset.md)
+
+## create
+
+Create new portfolio group
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+user_id = "John.doe@snaptrade.com"
+user_secret = "USERSECRET123"
+id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+name = "Combined Retirement Portfolio"
+
+begin
+  # Create new portfolio group
+  result = SnapTrade::PortfolioManagement.create(
+    user_id: user_id,
+    user_secret: user_secret,
+    id: id,
+    name: name,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.create: #{e}"
+end
+```
+
+#### Using the create_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+user_id = "John.doe@snaptrade.com"
+user_secret = "USERSECRET123"
+id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+name = "Combined Retirement Portfolio"
+
+begin
+  # Create new portfolio group
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.create_with_http_info(
+    user_id: user_id,
+    user_secret: user_secret,
+    id: id,
+    name: name,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<PortfolioGroup>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.create: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **user_id** | **String** |  |  |
+| **user_secret** | **String** |  |  |
+| **request_body** | [**Hash&lt;String, Object&gt;**](Object.md) |  |  |
+
+### Return type
+
+[**Array&lt;PortfolioGroup&gt;**](PortfolioGroup.md)
+
+## create_asset_class
+
+Create a new model asset class
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+
+begin
+  # Create a new model asset class
+  result = SnapTrade::PortfolioManagement.create_asset_class
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.create_asset_class: #{e}"
+end
+```
+
+#### Using the create_asset_class_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+
+begin
+  # Create a new model asset class
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.create_asset_class_with_http_info
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => ModelAssetClassDetails
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.create_asset_class: #{e}"
+end
+```
+
+### Parameters
+
+This endpoint does not need any parameter.
+
+### Return type
+
+[**ModelAssetClassDetails**](ModelAssetClassDetails.md)
+
+## create_model_portfolio
+
+Creates a new model portfolio
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+
+begin
+  # Creates a new model portfolio
+  result = SnapTrade::PortfolioManagement.create_model_portfolio
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.create_model_portfolio: #{e}"
+end
+```
+
+#### Using the create_model_portfolio_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+
+begin
+  # Creates a new model portfolio
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.create_model_portfolio_with_http_info
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => ModelPortfolioDetails
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.create_model_portfolio: #{e}"
+end
+```
+
+### Parameters
+
+This endpoint does not need any parameter.
+
+### Return type
+
+[**ModelPortfolioDetails**](ModelPortfolioDetails.md)
+
+## delete_asset_class
+
+Deletes a model asset class
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+model_asset_class_id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+
+begin
+  # Deletes a model asset class
+  SnapTrade::PortfolioManagement.delete_asset_class(
+    model_asset_class_id: model_asset_class_id,
+  )
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.delete_asset_class: #{e}"
+end
+```
+
+#### Using the delete_asset_class_with_http_info variant
+
+This returns an Array which contains the response data (`nil` in this case), status code and headers.
+
+```ruby
+model_asset_class_id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+
+begin
+  # Deletes a model asset class
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.delete_asset_class_with_http_info(
+    model_asset_class_id: model_asset_class_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => nil
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.delete_asset_class: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **model_asset_class_id** | **String** | The ID of the model asset class to delete. |  |
+
+### Return type
+
+nil (empty response body)
+
+## delete_excluded_asset
+
+Unexclude an asset from a portfolio group
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+symbol_id = "symbolId_example"
+
+begin
+  # Unexclude an asset from a portfolio group
+  SnapTrade::PortfolioManagement.delete_excluded_asset(
+    portfolio_group_id: portfolio_group_id,
+    symbol_id: symbol_id,
+  )
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.delete_excluded_asset: #{e}"
+end
+```
+
+#### Using the delete_excluded_asset_with_http_info variant
+
+This returns an Array which contains the response data (`nil` in this case), status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+symbol_id = "symbolId_example"
+
+begin
+  # Unexclude an asset from a portfolio group
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.delete_excluded_asset_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+    symbol_id: symbol_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => nil
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.delete_excluded_asset: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which to unexclude an asset. |  |
+| **symbol_id** | **String** | The ID of the excluded asset Symbol to delete. |  |
+
+### Return type
+
+nil (empty response body)
+
+## delete_model_portfolio_by_id
+
+Deletes a model portfolio
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+model_portfolio_id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+
+begin
+  # Deletes a model portfolio
+  SnapTrade::PortfolioManagement.delete_model_portfolio_by_id(
+    model_portfolio_id: model_portfolio_id,
+  )
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.delete_model_portfolio_by_id: #{e}"
+end
+```
+
+#### Using the delete_model_portfolio_by_id_with_http_info variant
+
+This returns an Array which contains the response data (`nil` in this case), status code and headers.
+
+```ruby
+model_portfolio_id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+
+begin
+  # Deletes a model portfolio
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.delete_model_portfolio_by_id_with_http_info(
+    model_portfolio_id: model_portfolio_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => nil
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.delete_model_portfolio_by_id: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **model_portfolio_id** | **String** | The ID of the model portfolio to delete. |  |
+
+### Return type
+
+nil (empty response body)
+
+## delete_portfoli
+
+Remove a target portfolio.
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Remove a target portfolio.
+  result = SnapTrade::PortfolioManagement.delete_portfoli(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.delete_portfoli: #{e}"
+end
+```
+
+#### Using the delete_portfoli_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Remove a target portfolio.
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.delete_portfoli_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => PortfolioGroup
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.delete_portfoli: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup to delete. |  |
+
+### Return type
+
+[**PortfolioGroup**](PortfolioGroup.md)
+
+## delete_portfolio_target_by_id
+
+Remove a TargetAsset.
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+target_asset_id = "targetAssetId_example"
+
+begin
+  # Remove a TargetAsset.
+  result = SnapTrade::PortfolioManagement.delete_portfolio_target_by_id(
+    portfolio_group_id: portfolio_group_id,
+    target_asset_id: target_asset_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.delete_portfolio_target_by_id: #{e}"
+end
+```
+
+#### Using the delete_portfolio_target_by_id_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+target_asset_id = "targetAssetId_example"
+
+begin
+  # Remove a TargetAsset.
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.delete_portfolio_target_by_id_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+    target_asset_id: target_asset_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => TargetAsset
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.delete_portfolio_target_by_id: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which to remove the target asset. |  |
+| **target_asset_id** | **String** | The ID of the TargetAsset to delete. |  |
+
+### Return type
+
+[**TargetAsset**](TargetAsset.md)
+
+## detail_asset_class
+
+Get details of a model asset class
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+model_asset_class_id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+
+begin
+  # Get details of a model asset class
+  result = SnapTrade::PortfolioManagement.detail_asset_class(
+    model_asset_class_id: model_asset_class_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.detail_asset_class: #{e}"
+end
+```
+
+#### Using the detail_asset_class_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+model_asset_class_id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+
+begin
+  # Get details of a model asset class
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.detail_asset_class_with_http_info(
+    model_asset_class_id: model_asset_class_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => ModelAssetClassDetails
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.detail_asset_class: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **model_asset_class_id** | **String** | The ID of the model asset class to get. |  |
+
+### Return type
+
+[**ModelAssetClassDetails**](ModelAssetClassDetails.md)
+
+## get_calculated_trade_by_id
+
+Return an individual trade
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+calculated_trade_id = "calculatedTradeId_example"
+trade_id = "TradeId_example"
+
+begin
+  # Return an individual trade
+  result = SnapTrade::PortfolioManagement.get_calculated_trade_by_id(
+    portfolio_group_id: portfolio_group_id,
+    calculated_trade_id: calculated_trade_id,
+    trade_id: trade_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_calculated_trade_by_id: #{e}"
+end
+```
+
+#### Using the get_calculated_trade_by_id_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+calculated_trade_id = "calculatedTradeId_example"
+trade_id = "TradeId_example"
+
+begin
+  # Return an individual trade
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.get_calculated_trade_by_id_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+    calculated_trade_id: calculated_trade_id,
+    trade_id: trade_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<Trade>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_calculated_trade_by_id: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup to perform rebalancing calculations |  |
+| **calculated_trade_id** | **String** | The ID of calculated trade to get account impact |  |
+| **trade_id** | **String** | The ID of trade object |  |
+
+### Return type
+
+[**Array&lt;Trade&gt;**](Trade.md)
+
+## get_model_details_by_id
+
+Get details of a model portfolio
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+model_portfolio_id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+
+begin
+  # Get details of a model portfolio
+  result = SnapTrade::PortfolioManagement.get_model_details_by_id(
+    model_portfolio_id: model_portfolio_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_model_details_by_id: #{e}"
+end
+```
+
+#### Using the get_model_details_by_id_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+model_portfolio_id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+
+begin
+  # Get details of a model portfolio
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.get_model_details_by_id_with_http_info(
+    model_portfolio_id: model_portfolio_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => ModelPortfolioDetails
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_model_details_by_id: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **model_portfolio_id** | **String** | The ID of the model portfolio to get. |  |
+
+### Return type
+
+[**ModelPortfolioDetails**](ModelPortfolioDetails.md)
+
+## get_portfolio_balances
+
+Get sum of cash balances in portfolio group
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Get sum of cash balances in portfolio group
+  result = SnapTrade::PortfolioManagement.get_portfolio_balances(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portfolio_balances: #{e}"
+end
+```
+
+#### Using the get_portfolio_balances_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Get sum of cash balances in portfolio group
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.get_portfolio_balances_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<Balance>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portfolio_balances: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which to create the target asset. |  |
+
+### Return type
+
+[**Array&lt;Balance&gt;**](Balance.md)
+
+## get_portfolio_details_by_id
+
+Get details of a target portfolio
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Get details of a target portfolio
+  result = SnapTrade::PortfolioManagement.get_portfolio_details_by_id(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portfolio_details_by_id: #{e}"
+end
+```
+
+#### Using the get_portfolio_details_by_id_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Get details of a target portfolio
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.get_portfolio_details_by_id_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => PortfolioGroup
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portfolio_details_by_id: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup to get. |  |
+
+### Return type
+
+[**PortfolioGroup**](PortfolioGroup.md)
+
+## get_portfolio_info
+
+Return a whole bunch of relevant information relating to a portfolio group.
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Return a whole bunch of relevant information relating to a portfolio group.
+  result = SnapTrade::PortfolioManagement.get_portfolio_info(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portfolio_info: #{e}"
+end
+```
+
+#### Using the get_portfolio_info_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Return a whole bunch of relevant information relating to a portfolio group.
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.get_portfolio_info_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => PortfolioGroupInfo
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portfolio_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which to create the target asset. |  |
+
+### Return type
+
+[**PortfolioGroupInfo**](PortfolioGroupInfo.md)
+
+## get_portfolio_settings
+
+Get portfolio group settings
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Get portfolio group settings
+  result = SnapTrade::PortfolioManagement.get_portfolio_settings(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portfolio_settings: #{e}"
+end
+```
+
+#### Using the get_portfolio_settings_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Get portfolio group settings
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.get_portfolio_settings_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => PortfolioGroupSettings
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portfolio_settings: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which to get the settings. |  |
+
+### Return type
+
+[**PortfolioGroupSettings**](PortfolioGroupSettings.md)
+
+## get_portfolio_target_by_id
+
+Get a specific target from a portfolio group
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+target_asset_id = "targetAssetId_example"
+
+begin
+  # Get a specific target from a portfolio group
+  result = SnapTrade::PortfolioManagement.get_portfolio_target_by_id(
+    portfolio_group_id: portfolio_group_id,
+    target_asset_id: target_asset_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portfolio_target_by_id: #{e}"
+end
+```
+
+#### Using the get_portfolio_target_by_id_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+target_asset_id = "targetAssetId_example"
+
+begin
+  # Get a specific target from a portfolio group
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.get_portfolio_target_by_id_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+    target_asset_id: target_asset_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => TargetAsset
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portfolio_target_by_id: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which to get the target asset. |  |
+| **target_asset_id** | **String** | The ID of the TargetAsset to get. |  |
+
+### Return type
+
+[**TargetAsset**](TargetAsset.md)
+
+## get_portfolio_targets
+
+Get all target assets under the specified PortfolioGroup.
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Get all target assets under the specified PortfolioGroup.
+  result = SnapTrade::PortfolioManagement.get_portfolio_targets(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portfolio_targets: #{e}"
+end
+```
+
+#### Using the get_portfolio_targets_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Get all target assets under the specified PortfolioGroup.
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.get_portfolio_targets_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<TargetAsset>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portfolio_targets: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which to create the target asset. |  |
+
+### Return type
+
+[**Array&lt;TargetAsset&gt;**](TargetAsset.md)
+
+## get_portoflio_excluded_assets
+
+Get an array of excluded assets associated with a portfolio group\\
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Get an array of excluded assets associated with a portfolio group\\
+  result = SnapTrade::PortfolioManagement.get_portoflio_excluded_assets(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portoflio_excluded_assets: #{e}"
+end
+```
+
+#### Using the get_portoflio_excluded_assets_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Get an array of excluded assets associated with a portfolio group\\
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.get_portoflio_excluded_assets_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<ExcludedAsset>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.get_portoflio_excluded_assets: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which the excluded assets are linked. |  |
+
+### Return type
+
+[**Array&lt;ExcludedAsset&gt;**](ExcludedAsset.md)
+
+## import_model_portfolio
+
+Import target allocation based on portfolio group
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Import target allocation based on portfolio group
+  result = SnapTrade::PortfolioManagement.import_model_portfolio(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.import_model_portfolio: #{e}"
+end
+```
+
+#### Using the import_model_portfolio_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Import target allocation based on portfolio group
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.import_model_portfolio_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<TargetAsset>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.import_model_portfolio: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which to create the target asset. |  |
+
+### Return type
+
+[**Array&lt;TargetAsset&gt;**](TargetAsset.md)
+
+## list
+
+List all portfolio groups
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+user_id = "John.doe@snaptrade.com"
+user_secret = "USERSECRET123"
+
+begin
+  # List all portfolio groups
+  result = SnapTrade::PortfolioManagement.list(
+    user_id: user_id,
+    user_secret: user_secret,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.list: #{e}"
+end
+```
+
+#### Using the list_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+user_id = "John.doe@snaptrade.com"
+user_secret = "USERSECRET123"
+
+begin
+  # List all portfolio groups
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.list_with_http_info(
+    user_id: user_id,
+    user_secret: user_secret,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<PortfolioGroup>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.list: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **user_id** | **String** |  |  |
+| **user_secret** | **String** |  |  |
+
+### Return type
+
+[**Array&lt;PortfolioGroup&gt;**](PortfolioGroup.md)
+
+## list_asset_classes
+
+List of model asset class
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+
+begin
+  # List of model asset class
+  result = SnapTrade::PortfolioManagement.list_asset_classes
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.list_asset_classes: #{e}"
+end
+```
+
+#### Using the list_asset_classes_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+
+begin
+  # List of model asset class
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.list_asset_classes_with_http_info
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<ModelAssetClassDetails>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.list_asset_classes: #{e}"
+end
+```
+
+### Parameters
+
+This endpoint does not need any parameter.
+
+### Return type
+
+[**Array&lt;ModelAssetClassDetails&gt;**](ModelAssetClassDetails.md)
+
+## list_calculated_trades
+
+List of trades to make to rebalance portfolio group
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # List of trades to make to rebalance portfolio group
+  result = SnapTrade::PortfolioManagement.list_calculated_trades(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.list_calculated_trades: #{e}"
+end
+```
+
+#### Using the list_calculated_trades_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # List of trades to make to rebalance portfolio group
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.list_calculated_trades_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => CalculatedTrade
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.list_calculated_trades: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup to perform rebalancing calculations |  |
+
+### Return type
+
+[**CalculatedTrade**](CalculatedTrade.md)
+
+## list_model_portfolio
+
+List of model portfolio
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+
+begin
+  # List of model portfolio
+  result = SnapTrade::PortfolioManagement.list_model_portfolio
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.list_model_portfolio: #{e}"
+end
+```
+
+#### Using the list_model_portfolio_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+
+begin
+  # List of model portfolio
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.list_model_portfolio_with_http_info
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<ModelPortfolioDetails>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.list_model_portfolio: #{e}"
+end
+```
+
+### Parameters
+
+This endpoint does not need any parameter.
+
+### Return type
+
+[**Array&lt;ModelPortfolioDetails&gt;**](ModelPortfolioDetails.md)
+
+## list_portfolio_accounts
+
+Get all accounts associated with a portfolio group
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Get all accounts associated with a portfolio group
+  result = SnapTrade::PortfolioManagement.list_portfolio_accounts(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.list_portfolio_accounts: #{e}"
+end
+```
+
+#### Using the list_portfolio_accounts_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Get all accounts associated with a portfolio group
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.list_portfolio_accounts_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<Account>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.list_portfolio_accounts: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which the accounts are linked. |  |
+
+### Return type
+
+[**Array&lt;Account&gt;**](Account.md)
+
+## modify_model_portfolio_by_id
+
+Updates model portfolio object
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+model_portfolio_id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+model_portfolio = {
+        "id" => "2bcd7cc3-e922-4976-bce1-9858296801c3",
+        "name" => "Passiv 5x Aggressive Growth Fund",
+        "model_type" => -1,
+    }
+model_portfolio_security = [
+        {
+            "percent" => 100,
+        }
+    ]
+model_portfolio_asset_class = [
+        {
+            "percent" => 100,
+        }
+    ]
+
+begin
+  # Updates model portfolio object
+  SnapTrade::PortfolioManagement.modify_model_portfolio_by_id(
+    model_portfolio_id: model_portfolio_id,
+    model_portfolio: model_portfolio,
+    model_portfolio_security: model_portfolio_security,
+    model_portfolio_asset_class: model_portfolio_asset_class,
+  )
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.modify_model_portfolio_by_id: #{e}"
+end
+```
+
+#### Using the modify_model_portfolio_by_id_with_http_info variant
+
+This returns an Array which contains the response data (`nil` in this case), status code and headers.
+
+```ruby
+model_portfolio_id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+model_portfolio = {
+        "id" => "2bcd7cc3-e922-4976-bce1-9858296801c3",
+        "name" => "Passiv 5x Aggressive Growth Fund",
+        "model_type" => -1,
+    }
+model_portfolio_security = [
+        {
+            "percent" => 100,
+        }
+    ]
+model_portfolio_asset_class = [
+        {
+            "percent" => 100,
+        }
+    ]
+
+begin
+  # Updates model portfolio object
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.modify_model_portfolio_by_id_with_http_info(
+    model_portfolio_id: model_portfolio_id,
+    model_portfolio: model_portfolio,
+    model_portfolio_security: model_portfolio_security,
+    model_portfolio_asset_class: model_portfolio_asset_class,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => nil
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.modify_model_portfolio_by_id: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **model_portfolio_id** | **String** | The ID of the model portfolio to update. |  |
+| **model_portfolio_details** | [**ModelPortfolioDetails**](ModelPortfolioDetails.md) | Use this endpoint change model asset class name and to add or remove a model portfolio security/model portfolio asset class. &lt;br /&gt;&lt;br /&gt; * The model portfolio name and model portfolio model type is required. &lt;br /&gt; * The model portfolio model type must be either 0 or 1. [0 -&gt; Securities based, 1 -&gt; Asset Class based] &lt;br /&gt;&lt;br /&gt; * If the model portfolio type is 0, the model portfolio asset class must be an empty array. &lt;br /&gt; * If the model portfolio type is 1, the model portfolio security must be an empty array. &lt;br /&gt;&lt;br /&gt; * When updating the model portfolio security, the percent is required. Only the symbol id is required for the symbol object &lt;br /&gt; * When updating the model portfolio asset classes, the percent is required. Only the model asset class id is required for the model asset class object &lt;br /&gt;&lt;br /&gt; * To remove all model portfolio securities or model portfolio asset class, set then to an empty array |  |
+
+### Return type
+
+nil (empty response body)
+
+## save_portfolio
+
+Update an existing target portfolio.
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+name = "Combined Retirement Portfolio"
+
+begin
+  # Update an existing target portfolio.
+  result = SnapTrade::PortfolioManagement.save_portfolio(
+    portfolio_group_id: portfolio_group_id,
+    id: id,
+    name: name,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.save_portfolio: #{e}"
+end
+```
+
+#### Using the save_portfolio_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+name = "Combined Retirement Portfolio"
+
+begin
+  # Update an existing target portfolio.
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.save_portfolio_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+    id: id,
+    name: name,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => PortfolioGroup
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.save_portfolio: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup to update. |  |
+| **request_body** | [**Hash&lt;String, Object&gt;**](Object.md) |  |  |
+
+### Return type
+
+[**PortfolioGroup**](PortfolioGroup.md)
+
+## search_portfolio_symbols
+
+Search for symbols limited to brokerages under the specified portfolio group
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+substring = "apple"
+
+begin
+  # Search for symbols limited to brokerages under the specified portfolio group
+  result = SnapTrade::PortfolioManagement.search_portfolio_symbols(
+    portfolio_group_id: portfolio_group_id,
+    substring: substring,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.search_portfolio_symbols: #{e}"
+end
+```
+
+#### Using the search_portfolio_symbols_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+substring = "apple"
+
+begin
+  # Search for symbols limited to brokerages under the specified portfolio group
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.search_portfolio_symbols_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+    substring: substring,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<UniversalSymbol>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.search_portfolio_symbols: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup to search under |  |
+| **symbol_query** | [**SymbolQuery**](SymbolQuery.md) |  | [optional] |
+
+### Return type
+
+[**Array&lt;UniversalSymbol&gt;**](UniversalSymbol.md)
+
+## set_portfolio_targets
+
+Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+body = [
+        {
+            "id" => "2bcd7cc3-e922-4976-bce1-9858296801c3",
+            "percent" => 90,
+            "is_supported" => True,
+            "is_excluded" => True,
+        }
+    ]
+
+begin
+  # Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
+  result = SnapTrade::PortfolioManagement.set_portfolio_targets(
+    portfolio_group_id: portfolio_group_id,
+    body: body,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.set_portfolio_targets: #{e}"
+end
+```
+
+#### Using the set_portfolio_targets_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+body = [
+        {
+            "id" => "2bcd7cc3-e922-4976-bce1-9858296801c3",
+            "percent" => 90,
+            "is_supported" => True,
+            "is_excluded" => True,
+        }
+    ]
+
+begin
+  # Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.set_portfolio_targets_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+    body: body,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<TargetAsset>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.set_portfolio_targets: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which to create the target asset. |  |
+| **target_asset** | [**Array&lt;TargetAsset&gt;**](TargetAsset.md) |  | [optional] |
+
+### Return type
+
+[**Array&lt;TargetAsset&gt;**](TargetAsset.md)
+
+## update_asset_class
+
+Updates model asset class objects
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+model_asset_class_id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+model_asset_class = {
+        "id" => "2bcd7cc3-e922-4976-bce1-9858296801c3",
+        "name" => "Bonds",
+    }
+model_asset_class_target = [
+        {
+        }
+    ]
+
+begin
+  # Updates model asset class objects
+  SnapTrade::PortfolioManagement.update_asset_class(
+    model_asset_class_id: model_asset_class_id,
+    model_asset_class: model_asset_class,
+    model_asset_class_target: model_asset_class_target,
+  )
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.update_asset_class: #{e}"
+end
+```
+
+#### Using the update_asset_class_with_http_info variant
+
+This returns an Array which contains the response data (`nil` in this case), status code and headers.
+
+```ruby
+model_asset_class_id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+model_asset_class = {
+        "id" => "2bcd7cc3-e922-4976-bce1-9858296801c3",
+        "name" => "Bonds",
+    }
+model_asset_class_target = [
+        {
+        }
+    ]
+
+begin
+  # Updates model asset class objects
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.update_asset_class_with_http_info(
+    model_asset_class_id: model_asset_class_id,
+    model_asset_class: model_asset_class,
+    model_asset_class_target: model_asset_class_target,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => nil
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.update_asset_class: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **model_asset_class_id** | **String** | The ID of the model asset class to update. |  |
+| **model_asset_class_details** | [**ModelAssetClassDetails**](ModelAssetClassDetails.md) | Use this endpoint change model asset class name and to add or remove a model asset class target. &lt;br /&gt;&lt;br /&gt; * Only the model asset class name is required for the model asset class object. &lt;br /&gt; * Only the symbol id is required for the symbol object in the model asset class target object. &lt;br /&gt; * To remove all model asset class targets, set the model asset class target as an empty array |  |
+
+### Return type
+
+nil (empty response body)
+
+## update_portfolio_settings
+
+Updates portfolio group settings
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Updates portfolio group settings
+  result = SnapTrade::PortfolioManagement.update_portfolio_settings(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.update_portfolio_settings: #{e}"
+end
+```
+
+#### Using the update_portfolio_settings_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+
+begin
+  # Updates portfolio group settings
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.update_portfolio_settings_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => PortfolioGroupSettings
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.update_portfolio_settings: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which to patch the settings. |  |
+
+### Return type
+
+[**PortfolioGroupSettings**](PortfolioGroupSettings.md)
+
+## update_portfolio_target_by_id
+
+Update a TargetAsset under the specified PortfolioGroup.
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+portfolio_group_id = "portfolioGroupId_example"
+target_asset_id = "targetAssetId_example"
+id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+symbol = {
+        "id" => "2bcd7cc3-e922-4976-bce1-9858296801c3",
+        "symbol" => "VAB.TO",
+        "raw_symbol" => "VAB",
+        "description" => "VANGUARD CDN AGGREGATE BOND INDEX ETF",
+    }
+percent = 90
+is_supported = True
+is_excluded = True
+
+begin
+  # Update a TargetAsset under the specified PortfolioGroup.
+  result = SnapTrade::PortfolioManagement.update_portfolio_target_by_id(
+    portfolio_group_id: portfolio_group_id,
+    target_asset_id: target_asset_id,
+    id: id,
+    symbol: symbol,
+    percent: percent,
+    is_supported: is_supported,
+    is_excluded: is_excluded,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.update_portfolio_target_by_id: #{e}"
+end
+```
+
+#### Using the update_portfolio_target_by_id_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+portfolio_group_id = "portfolioGroupId_example"
+target_asset_id = "targetAssetId_example"
+id = "2bcd7cc3-e922-4976-bce1-9858296801c3"
+symbol = {
+        "id" => "2bcd7cc3-e922-4976-bce1-9858296801c3",
+        "symbol" => "VAB.TO",
+        "raw_symbol" => "VAB",
+        "description" => "VANGUARD CDN AGGREGATE BOND INDEX ETF",
+    }
+percent = 90
+is_supported = True
+is_excluded = True
+
+begin
+  # Update a TargetAsset under the specified PortfolioGroup.
+  data, status_code, headers, response = SnapTrade::PortfolioManagement.update_portfolio_target_by_id_with_http_info(
+    portfolio_group_id: portfolio_group_id,
+    target_asset_id: target_asset_id,
+    id: id,
+    symbol: symbol,
+    percent: percent,
+    is_supported: is_supported,
+    is_excluded: is_excluded,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => TargetAsset
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::PortfolioManagement.update_portfolio_target_by_id: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **portfolio_group_id** | **String** | The ID of the PortfolioGroup under which to patch the target asset. |  |
+| **target_asset_id** | **String** | The ID of the TargetAsset to patch. |  |
+| **target_asset** | [**TargetAsset**](TargetAsset.md) |  |  |
+
+### Return type
+
+[**TargetAsset**](TargetAsset.md)
+