Given a proposed {symbol: target_pct} map, returns whether each
asset-class rollup satisfies its allocation band and each proposed
holding satisfies its class’s position size range.
Also reports sum_ok (allocations must sum to 100) and
unknown_symbols (symbols not held and not given a class).
To check an exit, propose 0 for the symbol. To check a first buy,
name its class in asset_classes: the symbol is then rolled into
that class’s band and judged against its size range like a held
one (ADR-067).
A percentage can be negative or above 100, within plus or minus
1,000,000. A negative entry is a short: it subtracts from its
class, whose total is floored at 0 for the band, and it is judged by
its size without the minus sign against the class’s short size
range (ADR-144). A long can pass 100 when shorts fund it. Two
entries are refused with a 400: CASH (or $CASH) below 0,
because cash is never held below zero, and any entry beyond plus or
minus 1,000,000. This call does not check that
the portfolio can record a short. Recording one needs allow_shorts
on and never an Options holding, so a plan that is valid here can
still be refused when it is applied.
Every class with a band is judged, including one the plan leaves
empty: it sits at 0%, the verdict /compliance/check gives once the
plan is applied (ADR-069). So exiting a class’s last holding breaks
a band with a minimum above 0, and a first buy short of the minimum
is still BELOW_MIN, though closer than 0.
Use this before committing to a rebalance plan: it is the
agent’s self-verification tool. Nothing is written.
Raw API key shown once when created in the Allocait app (Settings > API keys). Send it verbatim in this header; the server stores and compares only its SHA-256 hash. Allocait generates every key: alc_ followed by 64 lowercase hex characters. Keys issued before 2026-10-10 are 64 hex characters with no prefix and keep working. A key may carry an expiry (90 days or 1 year, or never). A malformed, unknown, revoked or expired key gets 401 with no further detail, and a malformed one is refused before any lookup. Keys cannot be created through this API.
Symbol-to-percentage map. Should sum to 100. An entry can
be negative (a short) or above 100, between -1000000 and
1000000. A CASH or $CASH entry cannot be negative
(CASH cannot be negative. Cash is never held below zero.), and an entry beyond the bound is refused
({symbol} must be between -1000000 and 1000000.); each
is a 400 INVALID_INPUT with the field name in front
(allocations.CASH ...). At most 500
keys; a portfolio holds far fewer real positions than
that; a larger map is rejected with 400 rather than
processed and echoed back in unknown_symbols.
Optional symbol-to-asset-class map. Files a symbol the
portfolio does not hold yet under a class, or a held
symbol under a different one (the class
positions/apply would write). Each value is an asset
class name, a rules text alias or an id, resolved your own
class first; one that matches nothing is a 404 with
error_codeNOT_FOUND and the names in valid_values.
Symbols are read as positions stores them: upper case,
and CASH is the cash row.
Show child attributes
Example:
{ "GOLF": "Commodities" }
Response
Validation result
Pre-flight check of a proposed allocation plan.
is_valid is true only when sum_ok AND violation_count=0 AND
size_violation_count=0 AND unknown_symbols is empty.
One entry per asset class whose proposed total is outside its
allocation band. Every class with a band is judged; a class with
nothing proposed above 0 sits at 0% (ADR-069).
One entry per proposed non-cash symbol outside its class's
range for the side it is on. A positive entry is a long, judged
against the position size range; a negative entry is a short,
judged by its size without the minus sign against the short size
range (ADR-144). A class with no range for that side sets no
limit. A symbol proposed at 0 is an exit (or no buy) and is never
judged here; it still counts as 0 toward its class band. A short
subtracts from its class (ADR-153).
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Each value is an asset\nclass name, a rules text alias or an id, resolved your own\nclass first; one that matches nothing is a 404 with\n`error_code` `NOT_FOUND` and the names in `valid_values`.\nSymbols are read as positions stores them: upper case,\nand `CASH` is the cash row.\n","additionalProperties":{"type":"string","uniqueKey":"asset_classes.additionalProperties","typeLabel":"string"},"example":{"GOLF":"Commodities"},"uniqueKey":"asset_classes","typeLabel":"object"}},"uniqueKey":"","typeLabel":"object"},"examples":{"Example":{"title":"Example","value":{"portfolio_id":"3c90c3cc-0d44-4b50-8888-8dd25736052a","allocations":{"ALFA":38,"BRAV":19,"ECHO":27,"GOLF":16},"scenario_id":"3c90c3cc-0d44-4b50-8888-8dd25736052a","asset_classes":{"GOLF":"Commodities"}}}},"exampleType":"generated"}},"exampleType":"generated"},"responses":{"cbe80019-b43b-494c-9f43-d50841424855":{"description":"Validation result","headers":{"X-RateLimit-Limit":{"description":"The per-minute request budget, always `60`. 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The daily count is not reported until it is reached.","schema":{"type":"integer","example":41}}},"content":{"application/json":{"schema":{"type":"object","description":"Pre-flight check of a proposed allocation plan.\n`is_valid` is true only when sum_ok AND violation_count=0 AND\nsize_violation_count=0 AND unknown_symbols is empty.\n","properties":{"portfolio_id":{"type":"string","format":"uuid","uniqueKey":"portfolio_id","typeLabel":"string\u003cuuid>"},"scenario_id":{"type":"string","format":"uuid","uniqueKey":"scenario_id","typeLabel":"string\u003cuuid>"},"sum_pct":{"type":"number","description":"Sum of proposed allocation percentages; should be ~100","uniqueKey":"sum_pct","typeLabel":"number"},"sum_ok":{"type":"boolean","description":"True when sum_pct is within 0.01 of 100","uniqueKey":"sum_ok","typeLabel":"boolean"},"unknown_symbols":{"type":"array","description":"Symbols in the proposal that this portfolio does not hold and\nthat `asset_classes` does not file under a class. No rule judges\nthem.\n","items":{"type":"string","uniqueKey":"unknown_symbols.items.[INDEX]","typeLabel":"string"},"uniqueKey":"unknown_symbols","typeLabel":"string[]"},"violation_count":{"type":"integer","uniqueKey":"violation_count","typeLabel":"integer"},"violations":{"type":"array","description":"One entry per asset class whose proposed total is outside its\nallocation band. Every class with a band is judged; a class with\nnothing proposed above 0 sits at 0% (ADR-069).\n","items":{"type":"object","properties":{"asset_class_id":{"type":"string","format":"uuid","uniqueKey":"violations.items.[INDEX].asset_class_id","typeLabel":"string\u003cuuid>"},"asset_class":{"type":"string","uniqueKey":"violations.items.[INDEX].asset_class","typeLabel":"string"},"proposed_pct":{"type":"number","uniqueKey":"violations.items.[INDEX].proposed_pct","typeLabel":"number"},"min_pct":{"type":"number","uniqueKey":"violations.items.[INDEX].min_pct","typeLabel":"number"},"max_pct":{"type":"number","uniqueKey":"violations.items.[INDEX].max_pct","typeLabel":"number"},"status":{"type":"string","enum":["BELOW_MIN","ABOVE_MAX"],"uniqueKey":"violations.items.[INDEX].status","typeLabel":"enum\u003cstring>"}},"uniqueKey":"violations.items.[INDEX]","typeLabel":"object"},"uniqueKey":"violations","typeLabel":"object[]"},"size_violation_count":{"type":"integer","uniqueKey":"size_violation_count","typeLabel":"integer"},"size_violations":{"type":"array","description":"One entry per proposed non-cash symbol outside its class's\nrange for the side it is on. A positive entry is a long, judged\nagainst the position size range; a negative entry is a short,\njudged by its size without the minus sign against the short size\nrange (ADR-144). A class with no range for that side sets no\nlimit. A symbol proposed at 0 is an exit (or no buy) and is never\njudged here; it still counts as 0 toward its class band. A short\nsubtracts from its class (ADR-153).\n","items":{"type":"object","properties":{"symbol":{"type":"string","uniqueKey":"size_violations.items.[INDEX].symbol","typeLabel":"string"},"asset_class_id":{"type":"string","format":"uuid","uniqueKey":"size_violations.items.[INDEX].asset_class_id","typeLabel":"string\u003cuuid>"},"asset_class":{"type":"string","uniqueKey":"size_violations.items.[INDEX].asset_class","typeLabel":"string"},"side":{"type":"string","enum":["long","short"],"description":"Which side the proposed entry is on, from its sign.","uniqueKey":"size_violations.items.[INDEX].side","typeLabel":"enum\u003cstring>"},"proposed_pct":{"type":"number","description":"The size judged, as % of portfolio, without a sign. An entry of -6 reads 6.","uniqueKey":"size_violations.items.[INDEX].proposed_pct","typeLabel":"number"},"size_min_pct":{"type":"number","uniqueKey":"size_violations.items.[INDEX].size_min_pct","typeLabel":"number"},"size_max_pct":{"type":"number","uniqueKey":"size_violations.items.[INDEX].size_max_pct","typeLabel":"number"},"status":{"type":"string","enum":["BELOW_MIN","ABOVE_MAX"],"uniqueKey":"size_violations.items.[INDEX].status","typeLabel":"enum\u003cstring>"}},"uniqueKey":"size_violations.items.[INDEX]","typeLabel":"object"},"uniqueKey":"size_violations","typeLabel":"object[]"},"is_valid":{"type":"boolean","description":"Overall verdict. Safe to proceed if true","uniqueKey":"is_valid","typeLabel":"boolean"}},"uniqueKey":"","typeLabel":"object"},"examples":{"Example":{"title":"Example","value":{"portfolio_id":"3c90c3cc-0d44-4b50-8888-8dd25736052a","scenario_id":"3c90c3cc-0d44-4b50-8888-8dd25736052a","sum_pct":123,"sum_ok":true,"unknown_symbols":["\u003cstring>"],"violation_count":123,"violations":[{"asset_class_id":"3c90c3cc-0d44-4b50-8888-8dd25736052a","asset_class":"\u003cstring>","proposed_pct":123,"min_pct":123,"max_pct":123,"status":"BELOW_MIN"}],"size_violation_count":123,"size_violations":[{"symbol":"\u003cstring>","asset_class_id":"3c90c3cc-0d44-4b50-8888-8dd25736052a","asset_class":"\u003cstring>","side":"long","proposed_pct":123,"size_min_pct":123,"size_max_pct":123,"status":"BELOW_MIN"}],"is_valid":true}}},"exampleType":"generated"}},"exampleType":"generated"},"de529cf2-ec6a-433c-af73-a2cf6abb5611":{"description":"Missing or malformed `portfolio_id`, a `scenario_id` that is not a UUID or is left out when the portfolio has no active scenario, `allocations` (a `{symbol: number}` object) or `asset_classes` (a `{symbol: string}` object), `allocations` with more than 500 keys, or one symbol named twice (`CASH` and `$CASH`, say), a negative `CASH` or `$CASH` entry (`allocations.CASH cannot be negative. Cash is never held below zero.`), or an entry beyond plus or minus 1,000,000 (`allocations.{symbol} must be between -1000000 and 1000000.`)","content":{"application/json":{"schema":{"type":"object","description":"Uniform error envelope returned by every non-2xx response. `error` is\na human-readable message, safe to show the user. A refusal also\ncarries `error_code`, a stable string from the catalog in the info\nblock's Error codes section, to branch on; the HTTP status follows\nthe code (ADR-134). Only `401`, the no-plan `403`, the `403` for a\nkey without `read` and the `429` for the request budget have none.\nA `500` carries `request_id`. Extra fields by code:\nTIER_LIMIT_EXCEEDED carries `limit_type`, `current_count` and\n`max_allowed`, so a caller can branch on how many it has versus the\ncap without a second call. Its `error` text names no plan. It covers\nthe portfolio and scenario limits and the account caps: 20 webhook endpoints, 50\nwatchlists, 200 symbols on one watchlist and 50 custom symbols on one\nmonitor. Don't retry it. RULES_INVALID (`POST\n/scenarios/{id}/rules`) carries `issues`. ALREADY_EXISTS carries\n`existing_id`, plus `duplicate_ids` where older duplicates exist.\nCONFIRMATION_REQUIRED carries `would_remove`; from `POST /setup/apply` it\ncarries a fresh preview instead (`digest`, `file`, `items` and the rest of\n`SetupPreview`). INVALID_INPUT from the setup routes carries `issues`, and\nIN_USE from `POST /setup/receipts/{id}/undo` carries `later_receipt_id`.\nNOT_FOUND on a name, and\nINVALID_INPUT on a CHOICE value, carry `valid_values`. INVALID_INPUT on a\nmonitor whose level input is not a number type carries `input_id`.\nIN_USE on an input whose type would change while a monitor uses it\ncarries `monitors`. IN_USE on `PATCH /portfolios/{id}` that turns\nAllow shorts off while a short is held carries `short_count` and\n`symbols`. INVALID_INPUT on the holdings writes (`POST\n/positions/{symbol}`, `POST /portfolios/{id}/positions/apply`) that\nrefuses a negative `shares`, a `moves` other than 1 on an Options\nholding, or a `mark` on a holding outside the Options class, carries\n`symbols`, the holdings it refused. (`symbols` also appears on `WOULD_CLOSE_POSITIONS`, MCP\nonly, where it lists the holdings a full list left out.)\n","required":["error"],"example":{"error":"Portfolio not found or access denied","error_code":"NOT_FOUND"},"properties":{"error":{"type":"string","description":"Human-readable error message.","isRequired":true,"uniqueKey":"error","typeLabel":"string"},"error_code":{"type":"string","enum":["INVALID_INPUT","NOT_FOUND","ALREADY_EXISTS","IN_USE","CONFIRMATION_REQUIRED","PRICES_INCOMPLETE","PRICES_INVALID","WOULD_CLOSE_POSITIONS","INSUFFICIENT_CASH","RULES_INVALID","TARGET_OUT_OF_BAND","TIER_LIMIT_EXCEEDED","FEATURE_NOT_AVAILABLE","IDEMPOTENCY_KEY_CONFLICT","DAILY_LIMIT_EXCEEDED","READ_ONLY_KEY","OAUTH_WRITE_NOT_GRANTED","TOOL_REMOVED","INTERNAL_ERROR"],"description":"Stable machine-readable code from the closed catalog. Present on every refusal a route produces; absent on `401`, the no-plan `403`, the `403` for a key without `read`, and the `429` for the request budget.","uniqueKey":"error_code","typeLabel":"enum\u003cstring>"},"request_id":{"type":"string","format":"uuid","description":"Present on a `500` (`INTERNAL_ERROR`). The same id is in Allocait's logs next to the real cause; quote it when you report the failure.","uniqueKey":"request_id","typeLabel":"string\u003cuuid>"},"issues":{"type":"array","items":{"oneOf":[{"type":"object","description":"One problem or note found while reading rules text. A file\ncarrying any `error`-level issue is never applied; `POST\n/scenarios/{id}/rules` 400s with `error_code: RULES_INVALID` and\nthe full `issues` list instead. A file with only `warning`-level\nissues still applies; those ride along on the 200 response.\n","required":["level","message"],"properties":{"level":{"type":"string","enum":["error","warning"],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.0.level","typeLabel":"enum\u003cstring>"},"message":{"type":"string","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.0.message","typeLabel":"string"},"class":{"type":"string","description":"The asset class name this issue is about, when it is about one class rather than the whole file.","uniqueKey":"issues.items.[INDEX].oneOf.0.class","typeLabel":"string"}},"uniqueKey":"issues.items.[INDEX].oneOf.0","typeLabel":"object"},{"type":"object","description":"One thing the file's text got wrong (`error`) or one note about it (`warning`, such as a web address in a description).","required":["level","where","message"],"properties":{"level":{"type":"string","enum":["error","warning"],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.level","typeLabel":"enum\u003cstring>"},"where":{"oneOf":[{"type":"string","description":"Where in the file, or null for the file as a whole.","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where.oneOf.0","typeLabel":"string"},{"type":"null","description":"Where in the file, or null for the file as a whole.","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where","typeLabel":"string | null"},"message":{"type":"string","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.message","typeLabel":"string"},"line":{"type":"integer","description":"The line of the file the issue is on, when it is known.","uniqueKey":"issues.items.[INDEX].oneOf.1.line","typeLabel":"integer"}},"uniqueKey":"issues.items.[INDEX].oneOf.1","typeLabel":"object"}],"uniqueKey":"issues.items.[INDEX]","typeLabel":"object"},"description":"Every error and warning found while reading the rules text, when error_code is RULES_INVALID. From the setup routes (`POST /setup/preview`, `POST /setup/apply`) it is `SetupIssue` rows, on INVALID_INPUT.","uniqueKey":"issues","typeLabel":"object[]"},"later_receipt_id":{"type":"string","format":"uuid","description":"The newer import of the same setup file that blocks this undo. Present on IN_USE from `POST /setup/receipts/{id}/undo`; undo that receipt first.","uniqueKey":"later_receipt_id","typeLabel":"string\u003cuuid>"},"limit_type":{"type":"string","description":"Which cap was hit, e.g. \"portfolios\", \"scenarios\", \"webhook_endpoints\", \"watchlists\", \"asset_classes\", \"input_entries\" or \"input_entries_per_input\". Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"limit_type","typeLabel":"string"},"current_count":{"type":"number","description":"How many of limit_type the caller has right now. Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"current_count","typeLabel":"number"},"max_allowed":{"type":"number","description":"The cap for limit_type on this account. Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"max_allowed","typeLabel":"number"},"existing_id":{"type":"string","format":"uuid","description":"The record that already has this name. Present only when error_code is ALREADY_EXISTS; change it with that id instead of creating another.","uniqueKey":"existing_id","typeLabel":"string\u003cuuid>"},"duplicate_ids":{"type":"array","items":{"type":"string","format":"uuid","uniqueKey":"duplicate_ids.items.[INDEX]","typeLabel":"string\u003cuuid>"},"description":"Other records with the same name, created before duplicates were refused. Present only on ALREADY_EXISTS, and only when such records exist.","uniqueKey":"duplicate_ids","typeLabel":"string\u003cuuid>[]"},"would_remove":{"type":"object","additionalProperties":{"type":"array","items":{"type":"string","uniqueKey":"would_remove.additionalProperties.items.[INDEX]","typeLabel":"string"},"uniqueKey":"would_remove.additionalProperties","typeLabel":"string[]"},"description":"What the call would drop, keyed by list field, for example the `items` that a watchlist save would remove. Present only when error_code is CONFIRMATION_REQUIRED; resend with those members in `remove`.","uniqueKey":"would_remove","typeLabel":"object"},"valid_values":{"type":"array","items":{"type":"string","uniqueKey":"valid_values.items.[INDEX]","typeLabel":"string"},"description":"The names or options the field accepts. Present on NOT_FOUND for a name, and on INVALID_INPUT for a CHOICE value.","uniqueKey":"valid_values","typeLabel":"string[]"},"input_id":{"type":"string","format":"uuid","description":"The level input that is not a NUMBER, DECIMAL or PERCENTAGE input. Present on INVALID_INPUT from a monitor create or update (`POST /monitors`, `PATCH /monitors/{id}`, MCP `save_monitor`); point the monitor at a number-type input instead.","uniqueKey":"input_id","typeLabel":"string\u003cuuid>"},"short_count":{"type":"integer","description":"How many shorts the portfolio holds. Present on IN_USE from `PATCH /portfolios/{id}` (MCP `save_portfolio`) that turns Allow shorts off while a short is held; close them first.","uniqueKey":"short_count","typeLabel":"integer"},"symbols":{"type":"array","items":{"type":"string","uniqueKey":"symbols.items.[INDEX]","typeLabel":"string"},"description":"Holdings the call names. On IN_USE from `PATCH /portfolios/{id}`, the shorts still held (up to 20, by symbol). On INVALID_INPUT from the holdings writes, the holdings whose negative `shares` was refused (Allow shorts is off, or the holding is in Options), or whose `moves` other than 1 was refused (the holding is in Options). On WOULD_CLOSE_POSITIONS (MCP only), the holdings a full list left out.","uniqueKey":"symbols","typeLabel":"string[]"},"monitors":{"type":"array","description":"The monitors that use this input as a level. Present on IN_USE from an input update (`PATCH /inputs/{id}`, MCP `save_input`) that would change `data_type` to TEXT or CHOICE; move those monitors to another input first.","items":{"type":"object","properties":{"id":{"type":"string","format":"uuid","uniqueKey":"monitors.items.[INDEX].id","typeLabel":"string\u003cuuid>"},"name":{"type":"string","uniqueKey":"monitors.items.[INDEX].name","typeLabel":"string"},"portfolio_id":{"type":"string","format":"uuid","uniqueKey":"monitors.items.[INDEX].portfolio_id","typeLabel":"string\u003cuuid>"}},"uniqueKey":"monitors.items.[INDEX]","typeLabel":"object"},"uniqueKey":"monitors","typeLabel":"object[]"}},"uniqueKey":"","typeLabel":"object"},"examples":{"Example":{"title":"Example","value":{"error":"Portfolio not found or access denied","error_code":"NOT_FOUND"}}},"exampleType":"generated"}},"exampleType":"generated"},"1baa2f0a-0ab5-48c3-9f0b-143fab0cb7e7":{"description":"Invalid or missing API key","content":{"application/json":{"schema":{"type":"object","description":"Uniform error envelope returned by every non-2xx response. `error` is\na human-readable message, safe to show the user. A refusal also\ncarries `error_code`, a stable string from the catalog in the info\nblock's Error codes section, to branch on; the HTTP status follows\nthe code (ADR-134). Only `401`, the no-plan `403`, the `403` for a\nkey without `read` and the `429` for the request budget have none.\nA `500` carries `request_id`. Extra fields by code:\nTIER_LIMIT_EXCEEDED carries `limit_type`, `current_count` and\n`max_allowed`, so a caller can branch on how many it has versus the\ncap without a second call. Its `error` text names no plan. It covers\nthe portfolio and scenario limits and the account caps: 20 webhook endpoints, 50\nwatchlists, 200 symbols on one watchlist and 50 custom symbols on one\nmonitor. Don't retry it. RULES_INVALID (`POST\n/scenarios/{id}/rules`) carries `issues`. ALREADY_EXISTS carries\n`existing_id`, plus `duplicate_ids` where older duplicates exist.\nCONFIRMATION_REQUIRED carries `would_remove`; from `POST /setup/apply` it\ncarries a fresh preview instead (`digest`, `file`, `items` and the rest of\n`SetupPreview`). INVALID_INPUT from the setup routes carries `issues`, and\nIN_USE from `POST /setup/receipts/{id}/undo` carries `later_receipt_id`.\nNOT_FOUND on a name, and\nINVALID_INPUT on a CHOICE value, carry `valid_values`. INVALID_INPUT on a\nmonitor whose level input is not a number type carries `input_id`.\nIN_USE on an input whose type would change while a monitor uses it\ncarries `monitors`. IN_USE on `PATCH /portfolios/{id}` that turns\nAllow shorts off while a short is held carries `short_count` and\n`symbols`. INVALID_INPUT on the holdings writes (`POST\n/positions/{symbol}`, `POST /portfolios/{id}/positions/apply`) that\nrefuses a negative `shares`, a `moves` other than 1 on an Options\nholding, or a `mark` on a holding outside the Options class, carries\n`symbols`, the holdings it refused. (`symbols` also appears on `WOULD_CLOSE_POSITIONS`, MCP\nonly, where it lists the holdings a full list left out.)\n","required":["error"],"example":{"error":"Portfolio not found or access denied","error_code":"NOT_FOUND"},"properties":{"error":{"type":"string","description":"Human-readable error message.","isRequired":true,"uniqueKey":"error","typeLabel":"string"},"error_code":{"type":"string","enum":["INVALID_INPUT","NOT_FOUND","ALREADY_EXISTS","IN_USE","CONFIRMATION_REQUIRED","PRICES_INCOMPLETE","PRICES_INVALID","WOULD_CLOSE_POSITIONS","INSUFFICIENT_CASH","RULES_INVALID","TARGET_OUT_OF_BAND","TIER_LIMIT_EXCEEDED","FEATURE_NOT_AVAILABLE","IDEMPOTENCY_KEY_CONFLICT","DAILY_LIMIT_EXCEEDED","READ_ONLY_KEY","OAUTH_WRITE_NOT_GRANTED","TOOL_REMOVED","INTERNAL_ERROR"],"description":"Stable machine-readable code from the closed catalog. Present on every refusal a route produces; absent on `401`, the no-plan `403`, the `403` for a key without `read`, and the `429` for the request budget.","uniqueKey":"error_code","typeLabel":"enum\u003cstring>"},"request_id":{"type":"string","format":"uuid","description":"Present on a `500` (`INTERNAL_ERROR`). The same id is in Allocait's logs next to the real cause; quote it when you report the failure.","uniqueKey":"request_id","typeLabel":"string\u003cuuid>"},"issues":{"type":"array","items":{"oneOf":[{"type":"object","description":"One problem or note found while reading rules text. A file\ncarrying any `error`-level issue is never applied; `POST\n/scenarios/{id}/rules` 400s with `error_code: RULES_INVALID` and\nthe full `issues` list instead. A file with only `warning`-level\nissues still applies; those ride along on the 200 response.\n","required":["level","message"],"properties":{"level":{"type":"string","enum":["error","warning"],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.0.level","typeLabel":"enum\u003cstring>"},"message":{"type":"string","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.0.message","typeLabel":"string"},"class":{"type":"string","description":"The asset class name this issue is about, when it is about one class rather than the whole file.","uniqueKey":"issues.items.[INDEX].oneOf.0.class","typeLabel":"string"}},"uniqueKey":"issues.items.[INDEX].oneOf.0","typeLabel":"object"},{"type":"object","description":"One thing the file's text got wrong (`error`) or one note about it (`warning`, such as a web address in a description).","required":["level","where","message"],"properties":{"level":{"type":"string","enum":["error","warning"],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.level","typeLabel":"enum\u003cstring>"},"where":{"oneOf":[{"type":"string","description":"Where in the file, or null for the file as a whole.","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where.oneOf.0","typeLabel":"string"},{"type":"null","description":"Where in the file, or null for the file as a whole.","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where","typeLabel":"string | null"},"message":{"type":"string","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.message","typeLabel":"string"},"line":{"type":"integer","description":"The line of the file the issue is on, when it is known.","uniqueKey":"issues.items.[INDEX].oneOf.1.line","typeLabel":"integer"}},"uniqueKey":"issues.items.[INDEX].oneOf.1","typeLabel":"object"}],"uniqueKey":"issues.items.[INDEX]","typeLabel":"object"},"description":"Every error and warning found while reading the rules text, when error_code is RULES_INVALID. From the setup routes (`POST /setup/preview`, `POST /setup/apply`) it is `SetupIssue` rows, on INVALID_INPUT.","uniqueKey":"issues","typeLabel":"object[]"},"later_receipt_id":{"type":"string","format":"uuid","description":"The newer import of the same setup file that blocks this undo. Present on IN_USE from `POST /setup/receipts/{id}/undo`; undo that receipt first.","uniqueKey":"later_receipt_id","typeLabel":"string\u003cuuid>"},"limit_type":{"type":"string","description":"Which cap was hit, e.g. \"portfolios\", \"scenarios\", \"webhook_endpoints\", \"watchlists\", \"asset_classes\", \"input_entries\" or \"input_entries_per_input\". Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"limit_type","typeLabel":"string"},"current_count":{"type":"number","description":"How many of limit_type the caller has right now. Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"current_count","typeLabel":"number"},"max_allowed":{"type":"number","description":"The cap for limit_type on this account. Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"max_allowed","typeLabel":"number"},"existing_id":{"type":"string","format":"uuid","description":"The record that already has this name. Present only when error_code is ALREADY_EXISTS; change it with that id instead of creating another.","uniqueKey":"existing_id","typeLabel":"string\u003cuuid>"},"duplicate_ids":{"type":"array","items":{"type":"string","format":"uuid","uniqueKey":"duplicate_ids.items.[INDEX]","typeLabel":"string\u003cuuid>"},"description":"Other records with the same name, created before duplicates were refused. Present only on ALREADY_EXISTS, and only when such records exist.","uniqueKey":"duplicate_ids","typeLabel":"string\u003cuuid>[]"},"would_remove":{"type":"object","additionalProperties":{"type":"array","items":{"type":"string","uniqueKey":"would_remove.additionalProperties.items.[INDEX]","typeLabel":"string"},"uniqueKey":"would_remove.additionalProperties","typeLabel":"string[]"},"description":"What the call would drop, keyed by list field, for example the `items` that a watchlist save would remove. Present only when error_code is CONFIRMATION_REQUIRED; resend with those members in `remove`.","uniqueKey":"would_remove","typeLabel":"object"},"valid_values":{"type":"array","items":{"type":"string","uniqueKey":"valid_values.items.[INDEX]","typeLabel":"string"},"description":"The names or options the field accepts. Present on NOT_FOUND for a name, and on INVALID_INPUT for a CHOICE value.","uniqueKey":"valid_values","typeLabel":"string[]"},"input_id":{"type":"string","format":"uuid","description":"The level input that is not a NUMBER, DECIMAL or PERCENTAGE input. Present on INVALID_INPUT from a monitor create or update (`POST /monitors`, `PATCH /monitors/{id}`, MCP `save_monitor`); point the monitor at a number-type input instead.","uniqueKey":"input_id","typeLabel":"string\u003cuuid>"},"short_count":{"type":"integer","description":"How many shorts the portfolio holds. Present on IN_USE from `PATCH /portfolios/{id}` (MCP `save_portfolio`) that turns Allow shorts off while a short is held; close them first.","uniqueKey":"short_count","typeLabel":"integer"},"symbols":{"type":"array","items":{"type":"string","uniqueKey":"symbols.items.[INDEX]","typeLabel":"string"},"description":"Holdings the call names. On IN_USE from `PATCH /portfolios/{id}`, the shorts still held (up to 20, by symbol). On INVALID_INPUT from the holdings writes, the holdings whose negative `shares` was refused (Allow shorts is off, or the holding is in Options), or whose `moves` other than 1 was refused (the holding is in Options). On WOULD_CLOSE_POSITIONS (MCP only), the holdings a full list left out.","uniqueKey":"symbols","typeLabel":"string[]"},"monitors":{"type":"array","description":"The monitors that use this input as a level. Present on IN_USE from an input update (`PATCH /inputs/{id}`, MCP `save_input`) that would change `data_type` to TEXT or CHOICE; move those monitors to another input first.","items":{"type":"object","properties":{"id":{"type":"string","format":"uuid","uniqueKey":"monitors.items.[INDEX].id","typeLabel":"string\u003cuuid>"},"name":{"type":"string","uniqueKey":"monitors.items.[INDEX].name","typeLabel":"string"},"portfolio_id":{"type":"string","format":"uuid","uniqueKey":"monitors.items.[INDEX].portfolio_id","typeLabel":"string\u003cuuid>"}},"uniqueKey":"monitors.items.[INDEX]","typeLabel":"object"},"uniqueKey":"monitors","typeLabel":"object[]"}},"uniqueKey":"","typeLabel":"object"},"examples":{"Example":{"title":"Example","value":{"error":"Portfolio not found or access denied","error_code":"NOT_FOUND"}}},"exampleType":"generated"}},"exampleType":"generated"},"d7953445-38fe-46e5-a512-239f692f5ba7":{"description":"Key lacks `read` permission, or API access needs an active plan","content":{"application/json":{"schema":{"type":"object","description":"Uniform error envelope returned by every non-2xx response. `error` is\na human-readable message, safe to show the user. A refusal also\ncarries `error_code`, a stable string from the catalog in the info\nblock's Error codes section, to branch on; the HTTP status follows\nthe code (ADR-134). Only `401`, the no-plan `403`, the `403` for a\nkey without `read` and the `429` for the request budget have none.\nA `500` carries `request_id`. Extra fields by code:\nTIER_LIMIT_EXCEEDED carries `limit_type`, `current_count` and\n`max_allowed`, so a caller can branch on how many it has versus the\ncap without a second call. Its `error` text names no plan. It covers\nthe portfolio and scenario limits and the account caps: 20 webhook endpoints, 50\nwatchlists, 200 symbols on one watchlist and 50 custom symbols on one\nmonitor. Don't retry it. RULES_INVALID (`POST\n/scenarios/{id}/rules`) carries `issues`. ALREADY_EXISTS carries\n`existing_id`, plus `duplicate_ids` where older duplicates exist.\nCONFIRMATION_REQUIRED carries `would_remove`; from `POST /setup/apply` it\ncarries a fresh preview instead (`digest`, `file`, `items` and the rest of\n`SetupPreview`). INVALID_INPUT from the setup routes carries `issues`, and\nIN_USE from `POST /setup/receipts/{id}/undo` carries `later_receipt_id`.\nNOT_FOUND on a name, and\nINVALID_INPUT on a CHOICE value, carry `valid_values`. INVALID_INPUT on a\nmonitor whose level input is not a number type carries `input_id`.\nIN_USE on an input whose type would change while a monitor uses it\ncarries `monitors`. IN_USE on `PATCH /portfolios/{id}` that turns\nAllow shorts off while a short is held carries `short_count` and\n`symbols`. INVALID_INPUT on the holdings writes (`POST\n/positions/{symbol}`, `POST /portfolios/{id}/positions/apply`) that\nrefuses a negative `shares`, a `moves` other than 1 on an Options\nholding, or a `mark` on a holding outside the Options class, carries\n`symbols`, the holdings it refused. (`symbols` also appears on `WOULD_CLOSE_POSITIONS`, MCP\nonly, where it lists the holdings a full list left out.)\n","required":["error"],"example":{"error":"Portfolio not found or access denied","error_code":"NOT_FOUND"},"properties":{"error":{"type":"string","description":"Human-readable error message.","isRequired":true,"uniqueKey":"error","typeLabel":"string"},"error_code":{"type":"string","enum":["INVALID_INPUT","NOT_FOUND","ALREADY_EXISTS","IN_USE","CONFIRMATION_REQUIRED","PRICES_INCOMPLETE","PRICES_INVALID","WOULD_CLOSE_POSITIONS","INSUFFICIENT_CASH","RULES_INVALID","TARGET_OUT_OF_BAND","TIER_LIMIT_EXCEEDED","FEATURE_NOT_AVAILABLE","IDEMPOTENCY_KEY_CONFLICT","DAILY_LIMIT_EXCEEDED","READ_ONLY_KEY","OAUTH_WRITE_NOT_GRANTED","TOOL_REMOVED","INTERNAL_ERROR"],"description":"Stable machine-readable code from the closed catalog. Present on every refusal a route produces; absent on `401`, the no-plan `403`, the `403` for a key without `read`, and the `429` for the request budget.","uniqueKey":"error_code","typeLabel":"enum\u003cstring>"},"request_id":{"type":"string","format":"uuid","description":"Present on a `500` (`INTERNAL_ERROR`). The same id is in Allocait's logs next to the real cause; quote it when you report the failure.","uniqueKey":"request_id","typeLabel":"string\u003cuuid>"},"issues":{"type":"array","items":{"oneOf":[{"type":"object","description":"One problem or note found while reading rules text. A file\ncarrying any `error`-level issue is never applied; `POST\n/scenarios/{id}/rules` 400s with `error_code: RULES_INVALID` and\nthe full `issues` list instead. A file with only `warning`-level\nissues still applies; those ride along on the 200 response.\n","required":["level","message"],"properties":{"level":{"type":"string","enum":["error","warning"],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.0.level","typeLabel":"enum\u003cstring>"},"message":{"type":"string","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.0.message","typeLabel":"string"},"class":{"type":"string","description":"The asset class name this issue is about, when it is about one class rather than the whole file.","uniqueKey":"issues.items.[INDEX].oneOf.0.class","typeLabel":"string"}},"uniqueKey":"issues.items.[INDEX].oneOf.0","typeLabel":"object"},{"type":"object","description":"One thing the file's text got wrong (`error`) or one note about it (`warning`, such as a web address in a description).","required":["level","where","message"],"properties":{"level":{"type":"string","enum":["error","warning"],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.level","typeLabel":"enum\u003cstring>"},"where":{"oneOf":[{"type":"string","description":"Where in the file, or null for the file as a whole.","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where.oneOf.0","typeLabel":"string"},{"type":"null","description":"Where in the file, or null for the file as a whole.","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where","typeLabel":"string | null"},"message":{"type":"string","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.message","typeLabel":"string"},"line":{"type":"integer","description":"The line of the file the issue is on, when it is known.","uniqueKey":"issues.items.[INDEX].oneOf.1.line","typeLabel":"integer"}},"uniqueKey":"issues.items.[INDEX].oneOf.1","typeLabel":"object"}],"uniqueKey":"issues.items.[INDEX]","typeLabel":"object"},"description":"Every error and warning found while reading the rules text, when error_code is RULES_INVALID. From the setup routes (`POST /setup/preview`, `POST /setup/apply`) it is `SetupIssue` rows, on INVALID_INPUT.","uniqueKey":"issues","typeLabel":"object[]"},"later_receipt_id":{"type":"string","format":"uuid","description":"The newer import of the same setup file that blocks this undo. Present on IN_USE from `POST /setup/receipts/{id}/undo`; undo that receipt first.","uniqueKey":"later_receipt_id","typeLabel":"string\u003cuuid>"},"limit_type":{"type":"string","description":"Which cap was hit, e.g. \"portfolios\", \"scenarios\", \"webhook_endpoints\", \"watchlists\", \"asset_classes\", \"input_entries\" or \"input_entries_per_input\". Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"limit_type","typeLabel":"string"},"current_count":{"type":"number","description":"How many of limit_type the caller has right now. Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"current_count","typeLabel":"number"},"max_allowed":{"type":"number","description":"The cap for limit_type on this account. Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"max_allowed","typeLabel":"number"},"existing_id":{"type":"string","format":"uuid","description":"The record that already has this name. Present only when error_code is ALREADY_EXISTS; change it with that id instead of creating another.","uniqueKey":"existing_id","typeLabel":"string\u003cuuid>"},"duplicate_ids":{"type":"array","items":{"type":"string","format":"uuid","uniqueKey":"duplicate_ids.items.[INDEX]","typeLabel":"string\u003cuuid>"},"description":"Other records with the same name, created before duplicates were refused. Present only on ALREADY_EXISTS, and only when such records exist.","uniqueKey":"duplicate_ids","typeLabel":"string\u003cuuid>[]"},"would_remove":{"type":"object","additionalProperties":{"type":"array","items":{"type":"string","uniqueKey":"would_remove.additionalProperties.items.[INDEX]","typeLabel":"string"},"uniqueKey":"would_remove.additionalProperties","typeLabel":"string[]"},"description":"What the call would drop, keyed by list field, for example the `items` that a watchlist save would remove. Present only when error_code is CONFIRMATION_REQUIRED; resend with those members in `remove`.","uniqueKey":"would_remove","typeLabel":"object"},"valid_values":{"type":"array","items":{"type":"string","uniqueKey":"valid_values.items.[INDEX]","typeLabel":"string"},"description":"The names or options the field accepts. Present on NOT_FOUND for a name, and on INVALID_INPUT for a CHOICE value.","uniqueKey":"valid_values","typeLabel":"string[]"},"input_id":{"type":"string","format":"uuid","description":"The level input that is not a NUMBER, DECIMAL or PERCENTAGE input. Present on INVALID_INPUT from a monitor create or update (`POST /monitors`, `PATCH /monitors/{id}`, MCP `save_monitor`); point the monitor at a number-type input instead.","uniqueKey":"input_id","typeLabel":"string\u003cuuid>"},"short_count":{"type":"integer","description":"How many shorts the portfolio holds. Present on IN_USE from `PATCH /portfolios/{id}` (MCP `save_portfolio`) that turns Allow shorts off while a short is held; close them first.","uniqueKey":"short_count","typeLabel":"integer"},"symbols":{"type":"array","items":{"type":"string","uniqueKey":"symbols.items.[INDEX]","typeLabel":"string"},"description":"Holdings the call names. On IN_USE from `PATCH /portfolios/{id}`, the shorts still held (up to 20, by symbol). On INVALID_INPUT from the holdings writes, the holdings whose negative `shares` was refused (Allow shorts is off, or the holding is in Options), or whose `moves` other than 1 was refused (the holding is in Options). On WOULD_CLOSE_POSITIONS (MCP only), the holdings a full list left out.","uniqueKey":"symbols","typeLabel":"string[]"},"monitors":{"type":"array","description":"The monitors that use this input as a level. Present on IN_USE from an input update (`PATCH /inputs/{id}`, MCP `save_input`) that would change `data_type` to TEXT or CHOICE; move those monitors to another input first.","items":{"type":"object","properties":{"id":{"type":"string","format":"uuid","uniqueKey":"monitors.items.[INDEX].id","typeLabel":"string\u003cuuid>"},"name":{"type":"string","uniqueKey":"monitors.items.[INDEX].name","typeLabel":"string"},"portfolio_id":{"type":"string","format":"uuid","uniqueKey":"monitors.items.[INDEX].portfolio_id","typeLabel":"string\u003cuuid>"}},"uniqueKey":"monitors.items.[INDEX]","typeLabel":"object"},"uniqueKey":"monitors","typeLabel":"object[]"}},"uniqueKey":"","typeLabel":"object"},"examples":{"Example":{"title":"Example","value":{"error":"Portfolio not found or access denied","error_code":"NOT_FOUND"}}},"exampleType":"generated"}},"exampleType":"generated"},"2d2c408a-6a83-4b47-94d5-0fe5501b1cf4":{"description":"Portfolio or scenario not found or not yours, or an `asset_classes` value that matches none of this user's classes or the built-in ones (`NOT_FOUND`, with `valid_values`)","content":{"application/json":{"schema":{"type":"object","description":"Uniform error envelope returned by every non-2xx response. `error` is\na human-readable message, safe to show the user. A refusal also\ncarries `error_code`, a stable string from the catalog in the info\nblock's Error codes section, to branch on; the HTTP status follows\nthe code (ADR-134). Only `401`, the no-plan `403`, the `403` for a\nkey without `read` and the `429` for the request budget have none.\nA `500` carries `request_id`. Extra fields by code:\nTIER_LIMIT_EXCEEDED carries `limit_type`, `current_count` and\n`max_allowed`, so a caller can branch on how many it has versus the\ncap without a second call. Its `error` text names no plan. It covers\nthe portfolio and scenario limits and the account caps: 20 webhook endpoints, 50\nwatchlists, 200 symbols on one watchlist and 50 custom symbols on one\nmonitor. Don't retry it. RULES_INVALID (`POST\n/scenarios/{id}/rules`) carries `issues`. ALREADY_EXISTS carries\n`existing_id`, plus `duplicate_ids` where older duplicates exist.\nCONFIRMATION_REQUIRED carries `would_remove`; from `POST /setup/apply` it\ncarries a fresh preview instead (`digest`, `file`, `items` and the rest of\n`SetupPreview`). INVALID_INPUT from the setup routes carries `issues`, and\nIN_USE from `POST /setup/receipts/{id}/undo` carries `later_receipt_id`.\nNOT_FOUND on a name, and\nINVALID_INPUT on a CHOICE value, carry `valid_values`. INVALID_INPUT on a\nmonitor whose level input is not a number type carries `input_id`.\nIN_USE on an input whose type would change while a monitor uses it\ncarries `monitors`. IN_USE on `PATCH /portfolios/{id}` that turns\nAllow shorts off while a short is held carries `short_count` and\n`symbols`. INVALID_INPUT on the holdings writes (`POST\n/positions/{symbol}`, `POST /portfolios/{id}/positions/apply`) that\nrefuses a negative `shares`, a `moves` other than 1 on an Options\nholding, or a `mark` on a holding outside the Options class, carries\n`symbols`, the holdings it refused. (`symbols` also appears on `WOULD_CLOSE_POSITIONS`, MCP\nonly, where it lists the holdings a full list left out.)\n","required":["error"],"example":{"error":"Portfolio not found or access denied","error_code":"NOT_FOUND"},"properties":{"error":{"type":"string","description":"Human-readable error message.","isRequired":true,"uniqueKey":"error","typeLabel":"string"},"error_code":{"type":"string","enum":["INVALID_INPUT","NOT_FOUND","ALREADY_EXISTS","IN_USE","CONFIRMATION_REQUIRED","PRICES_INCOMPLETE","PRICES_INVALID","WOULD_CLOSE_POSITIONS","INSUFFICIENT_CASH","RULES_INVALID","TARGET_OUT_OF_BAND","TIER_LIMIT_EXCEEDED","FEATURE_NOT_AVAILABLE","IDEMPOTENCY_KEY_CONFLICT","DAILY_LIMIT_EXCEEDED","READ_ONLY_KEY","OAUTH_WRITE_NOT_GRANTED","TOOL_REMOVED","INTERNAL_ERROR"],"description":"Stable machine-readable code from the closed catalog. Present on every refusal a route produces; absent on `401`, the no-plan `403`, the `403` for a key without `read`, and the `429` for the request budget.","uniqueKey":"error_code","typeLabel":"enum\u003cstring>"},"request_id":{"type":"string","format":"uuid","description":"Present on a `500` (`INTERNAL_ERROR`). The same id is in Allocait's logs next to the real cause; quote it when you report the failure.","uniqueKey":"request_id","typeLabel":"string\u003cuuid>"},"issues":{"type":"array","items":{"oneOf":[{"type":"object","description":"One problem or note found while reading rules text. A file\ncarrying any `error`-level issue is never applied; `POST\n/scenarios/{id}/rules` 400s with `error_code: RULES_INVALID` and\nthe full `issues` list instead. A file with only `warning`-level\nissues still applies; those ride along on the 200 response.\n","required":["level","message"],"properties":{"level":{"type":"string","enum":["error","warning"],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.0.level","typeLabel":"enum\u003cstring>"},"message":{"type":"string","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.0.message","typeLabel":"string"},"class":{"type":"string","description":"The asset class name this issue is about, when it is about one class rather than the whole file.","uniqueKey":"issues.items.[INDEX].oneOf.0.class","typeLabel":"string"}},"uniqueKey":"issues.items.[INDEX].oneOf.0","typeLabel":"object"},{"type":"object","description":"One thing the file's text got wrong (`error`) or one note about it (`warning`, such as a web address in a description).","required":["level","where","message"],"properties":{"level":{"type":"string","enum":["error","warning"],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.level","typeLabel":"enum\u003cstring>"},"where":{"oneOf":[{"type":"string","description":"Where in the file, or null for the file as a whole.","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where.oneOf.0","typeLabel":"string"},{"type":"null","description":"Where in the file, or null for the file as a whole.","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where","typeLabel":"string | null"},"message":{"type":"string","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.message","typeLabel":"string"},"line":{"type":"integer","description":"The line of the file the issue is on, when it is known.","uniqueKey":"issues.items.[INDEX].oneOf.1.line","typeLabel":"integer"}},"uniqueKey":"issues.items.[INDEX].oneOf.1","typeLabel":"object"}],"uniqueKey":"issues.items.[INDEX]","typeLabel":"object"},"description":"Every error and warning found while reading the rules text, when error_code is RULES_INVALID. From the setup routes (`POST /setup/preview`, `POST /setup/apply`) it is `SetupIssue` rows, on INVALID_INPUT.","uniqueKey":"issues","typeLabel":"object[]"},"later_receipt_id":{"type":"string","format":"uuid","description":"The newer import of the same setup file that blocks this undo. Present on IN_USE from `POST /setup/receipts/{id}/undo`; undo that receipt first.","uniqueKey":"later_receipt_id","typeLabel":"string\u003cuuid>"},"limit_type":{"type":"string","description":"Which cap was hit, e.g. \"portfolios\", \"scenarios\", \"webhook_endpoints\", \"watchlists\", \"asset_classes\", \"input_entries\" or \"input_entries_per_input\". Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"limit_type","typeLabel":"string"},"current_count":{"type":"number","description":"How many of limit_type the caller has right now. Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"current_count","typeLabel":"number"},"max_allowed":{"type":"number","description":"The cap for limit_type on this account. Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"max_allowed","typeLabel":"number"},"existing_id":{"type":"string","format":"uuid","description":"The record that already has this name. Present only when error_code is ALREADY_EXISTS; change it with that id instead of creating another.","uniqueKey":"existing_id","typeLabel":"string\u003cuuid>"},"duplicate_ids":{"type":"array","items":{"type":"string","format":"uuid","uniqueKey":"duplicate_ids.items.[INDEX]","typeLabel":"string\u003cuuid>"},"description":"Other records with the same name, created before duplicates were refused. Present only on ALREADY_EXISTS, and only when such records exist.","uniqueKey":"duplicate_ids","typeLabel":"string\u003cuuid>[]"},"would_remove":{"type":"object","additionalProperties":{"type":"array","items":{"type":"string","uniqueKey":"would_remove.additionalProperties.items.[INDEX]","typeLabel":"string"},"uniqueKey":"would_remove.additionalProperties","typeLabel":"string[]"},"description":"What the call would drop, keyed by list field, for example the `items` that a watchlist save would remove. Present only when error_code is CONFIRMATION_REQUIRED; resend with those members in `remove`.","uniqueKey":"would_remove","typeLabel":"object"},"valid_values":{"type":"array","items":{"type":"string","uniqueKey":"valid_values.items.[INDEX]","typeLabel":"string"},"description":"The names or options the field accepts. Present on NOT_FOUND for a name, and on INVALID_INPUT for a CHOICE value.","uniqueKey":"valid_values","typeLabel":"string[]"},"input_id":{"type":"string","format":"uuid","description":"The level input that is not a NUMBER, DECIMAL or PERCENTAGE input. Present on INVALID_INPUT from a monitor create or update (`POST /monitors`, `PATCH /monitors/{id}`, MCP `save_monitor`); point the monitor at a number-type input instead.","uniqueKey":"input_id","typeLabel":"string\u003cuuid>"},"short_count":{"type":"integer","description":"How many shorts the portfolio holds. Present on IN_USE from `PATCH /portfolios/{id}` (MCP `save_portfolio`) that turns Allow shorts off while a short is held; close them first.","uniqueKey":"short_count","typeLabel":"integer"},"symbols":{"type":"array","items":{"type":"string","uniqueKey":"symbols.items.[INDEX]","typeLabel":"string"},"description":"Holdings the call names. On IN_USE from `PATCH /portfolios/{id}`, the shorts still held (up to 20, by symbol). On INVALID_INPUT from the holdings writes, the holdings whose negative `shares` was refused (Allow shorts is off, or the holding is in Options), or whose `moves` other than 1 was refused (the holding is in Options). On WOULD_CLOSE_POSITIONS (MCP only), the holdings a full list left out.","uniqueKey":"symbols","typeLabel":"string[]"},"monitors":{"type":"array","description":"The monitors that use this input as a level. Present on IN_USE from an input update (`PATCH /inputs/{id}`, MCP `save_input`) that would change `data_type` to TEXT or CHOICE; move those monitors to another input first.","items":{"type":"object","properties":{"id":{"type":"string","format":"uuid","uniqueKey":"monitors.items.[INDEX].id","typeLabel":"string\u003cuuid>"},"name":{"type":"string","uniqueKey":"monitors.items.[INDEX].name","typeLabel":"string"},"portfolio_id":{"type":"string","format":"uuid","uniqueKey":"monitors.items.[INDEX].portfolio_id","typeLabel":"string\u003cuuid>"}},"uniqueKey":"monitors.items.[INDEX]","typeLabel":"object"},"uniqueKey":"monitors","typeLabel":"object[]"}},"uniqueKey":"","typeLabel":"object"},"examples":{"Example":{"title":"Example","value":{"error":"Portfolio not found or access denied","error_code":"NOT_FOUND"}}},"exampleType":"generated"}},"exampleType":"generated"},"83c47497-3a7e-4dc1-b6e5-9a696e029b86":{"description":"Rate limit exceeded: maximum 60 requests per minute per account,\nor 10,000 per UTC day (see the info block's Rate limits section).\nThe per-minute refusal carries `Retry-After: 60` and the\n`X-RateLimit-*` headers; the daily refusal carries `Retry-After`\nset to the seconds until 00:00 UTC and no `X-RateLimit-*` headers.\nNeither has an `error_code`. `POST /support-requests` and\n`POST /agent-feedback` also return `429` with `error_code:\nDAILY_LIMIT_EXCEEDED` past 20 filed per rolling 24 hours; that one\ncarries the `X-RateLimit-*` headers and no `Retry-After`.\n","headers":{"Retry-After":{"description":"Seconds to wait before retrying. Sent only on the request budget's own `429`s, never on a per-route cap (`DAILY_LIMIT_EXCEEDED`) or any other status.","schema":{"type":"integer","example":60}},"X-RateLimit-Limit":{"description":"The per-minute request budget, always `60`. Sent on every response that reaches a route and on the per-minute `429`.","schema":{"type":"integer","example":60}},"X-RateLimit-Remaining":{"description":"Requests left in the current one-minute window, after this one. The daily count is not reported until it is reached.","schema":{"type":"integer","example":41}}},"content":{"application/json":{"schema":{"type":"object","description":"Uniform error envelope returned by every non-2xx response. `error` is\na human-readable message, safe to show the user. A refusal also\ncarries `error_code`, a stable string from the catalog in the info\nblock's Error codes section, to branch on; the HTTP status follows\nthe code (ADR-134). Only `401`, the no-plan `403`, the `403` for a\nkey without `read` and the `429` for the request budget have none.\nA `500` carries `request_id`. Extra fields by code:\nTIER_LIMIT_EXCEEDED carries `limit_type`, `current_count` and\n`max_allowed`, so a caller can branch on how many it has versus the\ncap without a second call. Its `error` text names no plan. It covers\nthe portfolio and scenario limits and the account caps: 20 webhook endpoints, 50\nwatchlists, 200 symbols on one watchlist and 50 custom symbols on one\nmonitor. Don't retry it. RULES_INVALID (`POST\n/scenarios/{id}/rules`) carries `issues`. ALREADY_EXISTS carries\n`existing_id`, plus `duplicate_ids` where older duplicates exist.\nCONFIRMATION_REQUIRED carries `would_remove`; from `POST /setup/apply` it\ncarries a fresh preview instead (`digest`, `file`, `items` and the rest of\n`SetupPreview`). INVALID_INPUT from the setup routes carries `issues`, and\nIN_USE from `POST /setup/receipts/{id}/undo` carries `later_receipt_id`.\nNOT_FOUND on a name, and\nINVALID_INPUT on a CHOICE value, carry `valid_values`. INVALID_INPUT on a\nmonitor whose level input is not a number type carries `input_id`.\nIN_USE on an input whose type would change while a monitor uses it\ncarries `monitors`. IN_USE on `PATCH /portfolios/{id}` that turns\nAllow shorts off while a short is held carries `short_count` and\n`symbols`. INVALID_INPUT on the holdings writes (`POST\n/positions/{symbol}`, `POST /portfolios/{id}/positions/apply`) that\nrefuses a negative `shares`, a `moves` other than 1 on an Options\nholding, or a `mark` on a holding outside the Options class, carries\n`symbols`, the holdings it refused. (`symbols` also appears on `WOULD_CLOSE_POSITIONS`, MCP\nonly, where it lists the holdings a full list left out.)\n","required":["error"],"example":{"error":"Portfolio not found or access denied","error_code":"NOT_FOUND"},"properties":{"error":{"type":"string","description":"Human-readable error message.","isRequired":true,"uniqueKey":"error","typeLabel":"string"},"error_code":{"type":"string","enum":["INVALID_INPUT","NOT_FOUND","ALREADY_EXISTS","IN_USE","CONFIRMATION_REQUIRED","PRICES_INCOMPLETE","PRICES_INVALID","WOULD_CLOSE_POSITIONS","INSUFFICIENT_CASH","RULES_INVALID","TARGET_OUT_OF_BAND","TIER_LIMIT_EXCEEDED","FEATURE_NOT_AVAILABLE","IDEMPOTENCY_KEY_CONFLICT","DAILY_LIMIT_EXCEEDED","READ_ONLY_KEY","OAUTH_WRITE_NOT_GRANTED","TOOL_REMOVED","INTERNAL_ERROR"],"description":"Stable machine-readable code from the closed catalog. Present on every refusal a route produces; absent on `401`, the no-plan `403`, the `403` for a key without `read`, and the `429` for the request budget.","uniqueKey":"error_code","typeLabel":"enum\u003cstring>"},"request_id":{"type":"string","format":"uuid","description":"Present on a `500` (`INTERNAL_ERROR`). The same id is in Allocait's logs next to the real cause; quote it when you report the failure.","uniqueKey":"request_id","typeLabel":"string\u003cuuid>"},"issues":{"type":"array","items":{"oneOf":[{"type":"object","description":"One problem or note found while reading rules text. A file\ncarrying any `error`-level issue is never applied; `POST\n/scenarios/{id}/rules` 400s with `error_code: RULES_INVALID` and\nthe full `issues` list instead. A file with only `warning`-level\nissues still applies; those ride along on the 200 response.\n","required":["level","message"],"properties":{"level":{"type":"string","enum":["error","warning"],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.0.level","typeLabel":"enum\u003cstring>"},"message":{"type":"string","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.0.message","typeLabel":"string"},"class":{"type":"string","description":"The asset class name this issue is about, when it is about one class rather than the whole file.","uniqueKey":"issues.items.[INDEX].oneOf.0.class","typeLabel":"string"}},"uniqueKey":"issues.items.[INDEX].oneOf.0","typeLabel":"object"},{"type":"object","description":"One thing the file's text got wrong (`error`) or one note about it (`warning`, such as a web address in a description).","required":["level","where","message"],"properties":{"level":{"type":"string","enum":["error","warning"],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.level","typeLabel":"enum\u003cstring>"},"where":{"oneOf":[{"type":"string","description":"Where in the file, or null for the file as a whole.","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where.oneOf.0","typeLabel":"string"},{"type":"null","description":"Where in the file, or null for the file as a whole.","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where","typeLabel":"string | null"},"message":{"type":"string","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.message","typeLabel":"string"},"line":{"type":"integer","description":"The line of the file the issue is on, when it is known.","uniqueKey":"issues.items.[INDEX].oneOf.1.line","typeLabel":"integer"}},"uniqueKey":"issues.items.[INDEX].oneOf.1","typeLabel":"object"}],"uniqueKey":"issues.items.[INDEX]","typeLabel":"object"},"description":"Every error and warning found while reading the rules text, when error_code is RULES_INVALID. From the setup routes (`POST /setup/preview`, `POST /setup/apply`) it is `SetupIssue` rows, on INVALID_INPUT.","uniqueKey":"issues","typeLabel":"object[]"},"later_receipt_id":{"type":"string","format":"uuid","description":"The newer import of the same setup file that blocks this undo. Present on IN_USE from `POST /setup/receipts/{id}/undo`; undo that receipt first.","uniqueKey":"later_receipt_id","typeLabel":"string\u003cuuid>"},"limit_type":{"type":"string","description":"Which cap was hit, e.g. \"portfolios\", \"scenarios\", \"webhook_endpoints\", \"watchlists\", \"asset_classes\", \"input_entries\" or \"input_entries_per_input\". Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"limit_type","typeLabel":"string"},"current_count":{"type":"number","description":"How many of limit_type the caller has right now. Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"current_count","typeLabel":"number"},"max_allowed":{"type":"number","description":"The cap for limit_type on this account. Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"max_allowed","typeLabel":"number"},"existing_id":{"type":"string","format":"uuid","description":"The record that already has this name. Present only when error_code is ALREADY_EXISTS; change it with that id instead of creating another.","uniqueKey":"existing_id","typeLabel":"string\u003cuuid>"},"duplicate_ids":{"type":"array","items":{"type":"string","format":"uuid","uniqueKey":"duplicate_ids.items.[INDEX]","typeLabel":"string\u003cuuid>"},"description":"Other records with the same name, created before duplicates were refused. Present only on ALREADY_EXISTS, and only when such records exist.","uniqueKey":"duplicate_ids","typeLabel":"string\u003cuuid>[]"},"would_remove":{"type":"object","additionalProperties":{"type":"array","items":{"type":"string","uniqueKey":"would_remove.additionalProperties.items.[INDEX]","typeLabel":"string"},"uniqueKey":"would_remove.additionalProperties","typeLabel":"string[]"},"description":"What the call would drop, keyed by list field, for example the `items` that a watchlist save would remove. Present only when error_code is CONFIRMATION_REQUIRED; resend with those members in `remove`.","uniqueKey":"would_remove","typeLabel":"object"},"valid_values":{"type":"array","items":{"type":"string","uniqueKey":"valid_values.items.[INDEX]","typeLabel":"string"},"description":"The names or options the field accepts. Present on NOT_FOUND for a name, and on INVALID_INPUT for a CHOICE value.","uniqueKey":"valid_values","typeLabel":"string[]"},"input_id":{"type":"string","format":"uuid","description":"The level input that is not a NUMBER, DECIMAL or PERCENTAGE input. Present on INVALID_INPUT from a monitor create or update (`POST /monitors`, `PATCH /monitors/{id}`, MCP `save_monitor`); point the monitor at a number-type input instead.","uniqueKey":"input_id","typeLabel":"string\u003cuuid>"},"short_count":{"type":"integer","description":"How many shorts the portfolio holds. Present on IN_USE from `PATCH /portfolios/{id}` (MCP `save_portfolio`) that turns Allow shorts off while a short is held; close them first.","uniqueKey":"short_count","typeLabel":"integer"},"symbols":{"type":"array","items":{"type":"string","uniqueKey":"symbols.items.[INDEX]","typeLabel":"string"},"description":"Holdings the call names. On IN_USE from `PATCH /portfolios/{id}`, the shorts still held (up to 20, by symbol). On INVALID_INPUT from the holdings writes, the holdings whose negative `shares` was refused (Allow shorts is off, or the holding is in Options), or whose `moves` other than 1 was refused (the holding is in Options). On WOULD_CLOSE_POSITIONS (MCP only), the holdings a full list left out.","uniqueKey":"symbols","typeLabel":"string[]"},"monitors":{"type":"array","description":"The monitors that use this input as a level. Present on IN_USE from an input update (`PATCH /inputs/{id}`, MCP `save_input`) that would change `data_type` to TEXT or CHOICE; move those monitors to another input first.","items":{"type":"object","properties":{"id":{"type":"string","format":"uuid","uniqueKey":"monitors.items.[INDEX].id","typeLabel":"string\u003cuuid>"},"name":{"type":"string","uniqueKey":"monitors.items.[INDEX].name","typeLabel":"string"},"portfolio_id":{"type":"string","format":"uuid","uniqueKey":"monitors.items.[INDEX].portfolio_id","typeLabel":"string\u003cuuid>"}},"uniqueKey":"monitors.items.[INDEX]","typeLabel":"object"},"uniqueKey":"monitors","typeLabel":"object[]"}},"uniqueKey":"","typeLabel":"object"},"examples":{"Example":{"title":"Example","value":{"error":"Portfolio not found or access denied","error_code":"NOT_FOUND"}}},"exampleType":"generated"}},"exampleType":"generated"},"6fd12c16-72fe-4307-84f1-3e3789e50f68":{"description":"Unexpected server error. `error_code` is `INTERNAL_ERROR` and\n`request_id` names this failure: quote it in `POST /agent-feedback`.\nThe body never carries a schema, column or constraint name.\n","content":{"application/json":{"schema":{"type":"object","description":"Uniform error envelope returned by every non-2xx response. `error` is\na human-readable message, safe to show the user. A refusal also\ncarries `error_code`, a stable string from the catalog in the info\nblock's Error codes section, to branch on; the HTTP status follows\nthe code (ADR-134). Only `401`, the no-plan `403`, the `403` for a\nkey without `read` and the `429` for the request budget have none.\nA `500` carries `request_id`. Extra fields by code:\nTIER_LIMIT_EXCEEDED carries `limit_type`, `current_count` and\n`max_allowed`, so a caller can branch on how many it has versus the\ncap without a second call. Its `error` text names no plan. It covers\nthe portfolio and scenario limits and the account caps: 20 webhook endpoints, 50\nwatchlists, 200 symbols on one watchlist and 50 custom symbols on one\nmonitor. Don't retry it. RULES_INVALID (`POST\n/scenarios/{id}/rules`) carries `issues`. ALREADY_EXISTS carries\n`existing_id`, plus `duplicate_ids` where older duplicates exist.\nCONFIRMATION_REQUIRED carries `would_remove`; from `POST /setup/apply` it\ncarries a fresh preview instead (`digest`, `file`, `items` and the rest of\n`SetupPreview`). INVALID_INPUT from the setup routes carries `issues`, and\nIN_USE from `POST /setup/receipts/{id}/undo` carries `later_receipt_id`.\nNOT_FOUND on a name, and\nINVALID_INPUT on a CHOICE value, carry `valid_values`. INVALID_INPUT on a\nmonitor whose level input is not a number type carries `input_id`.\nIN_USE on an input whose type would change while a monitor uses it\ncarries `monitors`. IN_USE on `PATCH /portfolios/{id}` that turns\nAllow shorts off while a short is held carries `short_count` and\n`symbols`. INVALID_INPUT on the holdings writes (`POST\n/positions/{symbol}`, `POST /portfolios/{id}/positions/apply`) that\nrefuses a negative `shares`, a `moves` other than 1 on an Options\nholding, or a `mark` on a holding outside the Options class, carries\n`symbols`, the holdings it refused. (`symbols` also appears on `WOULD_CLOSE_POSITIONS`, MCP\nonly, where it lists the holdings a full list left out.)\n","required":["error"],"example":{"error":"Portfolio not found or access denied","error_code":"NOT_FOUND"},"properties":{"error":{"type":"string","description":"Human-readable error message.","isRequired":true,"uniqueKey":"error","typeLabel":"string"},"error_code":{"type":"string","enum":["INVALID_INPUT","NOT_FOUND","ALREADY_EXISTS","IN_USE","CONFIRMATION_REQUIRED","PRICES_INCOMPLETE","PRICES_INVALID","WOULD_CLOSE_POSITIONS","INSUFFICIENT_CASH","RULES_INVALID","TARGET_OUT_OF_BAND","TIER_LIMIT_EXCEEDED","FEATURE_NOT_AVAILABLE","IDEMPOTENCY_KEY_CONFLICT","DAILY_LIMIT_EXCEEDED","READ_ONLY_KEY","OAUTH_WRITE_NOT_GRANTED","TOOL_REMOVED","INTERNAL_ERROR"],"description":"Stable machine-readable code from the closed catalog. Present on every refusal a route produces; absent on `401`, the no-plan `403`, the `403` for a key without `read`, and the `429` for the request budget.","uniqueKey":"error_code","typeLabel":"enum\u003cstring>"},"request_id":{"type":"string","format":"uuid","description":"Present on a `500` (`INTERNAL_ERROR`). The same id is in Allocait's logs next to the real cause; quote it when you report the failure.","uniqueKey":"request_id","typeLabel":"string\u003cuuid>"},"issues":{"type":"array","items":{"oneOf":[{"type":"object","description":"One problem or note found while reading rules text. A file\ncarrying any `error`-level issue is never applied; `POST\n/scenarios/{id}/rules` 400s with `error_code: RULES_INVALID` and\nthe full `issues` list instead. A file with only `warning`-level\nissues still applies; those ride along on the 200 response.\n","required":["level","message"],"properties":{"level":{"type":"string","enum":["error","warning"],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.0.level","typeLabel":"enum\u003cstring>"},"message":{"type":"string","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.0.message","typeLabel":"string"},"class":{"type":"string","description":"The asset class name this issue is about, when it is about one class rather than the whole file.","uniqueKey":"issues.items.[INDEX].oneOf.0.class","typeLabel":"string"}},"uniqueKey":"issues.items.[INDEX].oneOf.0","typeLabel":"object"},{"type":"object","description":"One thing the file's text got wrong (`error`) or one note about it (`warning`, such as a web address in a description).","required":["level","where","message"],"properties":{"level":{"type":"string","enum":["error","warning"],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.level","typeLabel":"enum\u003cstring>"},"where":{"oneOf":[{"type":"string","description":"Where in the file, or null for the file as a whole.","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where.oneOf.0","typeLabel":"string"},{"type":"null","description":"Where in the file, or null for the file as a whole.","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where.oneOf.1","typeLabel":"null"}],"isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.where","typeLabel":"string | null"},"message":{"type":"string","isRequired":true,"uniqueKey":"issues.items.[INDEX].oneOf.1.message","typeLabel":"string"},"line":{"type":"integer","description":"The line of the file the issue is on, when it is known.","uniqueKey":"issues.items.[INDEX].oneOf.1.line","typeLabel":"integer"}},"uniqueKey":"issues.items.[INDEX].oneOf.1","typeLabel":"object"}],"uniqueKey":"issues.items.[INDEX]","typeLabel":"object"},"description":"Every error and warning found while reading the rules text, when error_code is RULES_INVALID. From the setup routes (`POST /setup/preview`, `POST /setup/apply`) it is `SetupIssue` rows, on INVALID_INPUT.","uniqueKey":"issues","typeLabel":"object[]"},"later_receipt_id":{"type":"string","format":"uuid","description":"The newer import of the same setup file that blocks this undo. Present on IN_USE from `POST /setup/receipts/{id}/undo`; undo that receipt first.","uniqueKey":"later_receipt_id","typeLabel":"string\u003cuuid>"},"limit_type":{"type":"string","description":"Which cap was hit, e.g. \"portfolios\", \"scenarios\", \"webhook_endpoints\", \"watchlists\", \"asset_classes\", \"input_entries\" or \"input_entries_per_input\". Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"limit_type","typeLabel":"string"},"current_count":{"type":"number","description":"How many of limit_type the caller has right now. Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"current_count","typeLabel":"number"},"max_allowed":{"type":"number","description":"The cap for limit_type on this account. Present only when error_code is TIER_LIMIT_EXCEEDED.","uniqueKey":"max_allowed","typeLabel":"number"},"existing_id":{"type":"string","format":"uuid","description":"The record that already has this name. Present only when error_code is ALREADY_EXISTS; change it with that id instead of creating another.","uniqueKey":"existing_id","typeLabel":"string\u003cuuid>"},"duplicate_ids":{"type":"array","items":{"type":"string","format":"uuid","uniqueKey":"duplicate_ids.items.[INDEX]","typeLabel":"string\u003cuuid>"},"description":"Other records with the same name, created before duplicates were refused. Present only on ALREADY_EXISTS, and only when such records exist.","uniqueKey":"duplicate_ids","typeLabel":"string\u003cuuid>[]"},"would_remove":{"type":"object","additionalProperties":{"type":"array","items":{"type":"string","uniqueKey":"would_remove.additionalProperties.items.[INDEX]","typeLabel":"string"},"uniqueKey":"would_remove.additionalProperties","typeLabel":"string[]"},"description":"What the call would drop, keyed by list field, for example the `items` that a watchlist save would remove. Present only when error_code is CONFIRMATION_REQUIRED; resend with those members in `remove`.","uniqueKey":"would_remove","typeLabel":"object"},"valid_values":{"type":"array","items":{"type":"string","uniqueKey":"valid_values.items.[INDEX]","typeLabel":"string"},"description":"The names or options the field accepts. Present on NOT_FOUND for a name, and on INVALID_INPUT for a CHOICE value.","uniqueKey":"valid_values","typeLabel":"string[]"},"input_id":{"type":"string","format":"uuid","description":"The level input that is not a NUMBER, DECIMAL or PERCENTAGE input. Present on INVALID_INPUT from a monitor create or update (`POST /monitors`, `PATCH /monitors/{id}`, MCP `save_monitor`); point the monitor at a number-type input instead.","uniqueKey":"input_id","typeLabel":"string\u003cuuid>"},"short_count":{"type":"integer","description":"How many shorts the portfolio holds. Present on IN_USE from `PATCH /portfolios/{id}` (MCP `save_portfolio`) that turns Allow shorts off while a short is held; close them first.","uniqueKey":"short_count","typeLabel":"integer"},"symbols":{"type":"array","items":{"type":"string","uniqueKey":"symbols.items.[INDEX]","typeLabel":"string"},"description":"Holdings the call names. On IN_USE from `PATCH /portfolios/{id}`, the shorts still held (up to 20, by symbol). On INVALID_INPUT from the holdings writes, the holdings whose negative `shares` was refused (Allow shorts is off, or the holding is in Options), or whose `moves` other than 1 was refused (the holding is in Options). On WOULD_CLOSE_POSITIONS (MCP only), the holdings a full list left out.","uniqueKey":"symbols","typeLabel":"string[]"},"monitors":{"type":"array","description":"The monitors that use this input as a level. Present on IN_USE from an input update (`PATCH /inputs/{id}`, MCP `save_input`) that would change `data_type` to TEXT or CHOICE; move those monitors to another input first.","items":{"type":"object","properties":{"id":{"type":"string","format":"uuid","uniqueKey":"monitors.items.[INDEX].id","typeLabel":"string\u003cuuid>"},"name":{"type":"string","uniqueKey":"monitors.items.[INDEX].name","typeLabel":"string"},"portfolio_id":{"type":"string","format":"uuid","uniqueKey":"monitors.items.[INDEX].portfolio_id","typeLabel":"string\u003cuuid>"}},"uniqueKey":"monitors.items.[INDEX]","typeLabel":"object"},"uniqueKey":"monitors","typeLabel":"object[]"}},"uniqueKey":"","typeLabel":"object"},"example":{"error":"Internal error","error_code":"INTERNAL_ERROR","request_id":"5b1e7c52-3f4a-4d0e-9a55-2d5cbe6f0a11"},"examples":{"Example":{"title":"Example","value":{"error":"Internal error","error_code":"INTERNAL_ERROR","request_id":"5b1e7c52-3f4a-4d0e-9a55-2d5cbe6f0a11"}}},"exampleType":"examples"}},"exampleType":"examples"}},"security":{"7fd1832f-5a87-49c5-91d9-dd9065c02713":{"ApiKeyAuth":{"type":"apiKey","in":"header","name":"x-api-key","description":"Raw API key shown once when created in the Allocait app (Settings > API keys). Send it verbatim in this header; the server stores and compares only its SHA-256 hash. Allocait generates every key: `alc_` followed by 64 lowercase hex characters. Keys issued before 2026-10-10 are 64 hex characters with no prefix and keep working. A key may carry an expiry (90 days or 1 year, or never). A malformed, unknown, revoked or expired key gets `401` with no further detail, and a malformed one is refused before any lookup. Keys cannot be created through this API.","scopes":[],"schemeName":"ApiKeyAuth"}}},"servers":{"13120e45-325e-41e1-99fd-a11d6f409d02":{"url":"https://allocait.app/api/v1","description":"Hosted Allocait API"}},"processedSecurityOptions":[{"schemes":[{"scheme":{"type":"apiKey","in":"header","name":"x-api-key","description":"Raw API key shown once when created in the Allocait app (Settings > API keys). Send it verbatim in this header; the server stores and compares only its SHA-256 hash. Allocait generates every key: `alc_` followed by 64 lowercase hex characters. Keys issued before 2026-10-10 are 64 hex characters with no prefix and keep working. A key may carry an expiry (90 days or 1 year, or never). A malformed, unknown, revoked or expired key gets `401` with no further detail, and a malformed one is refused before any lookup. Keys cannot be created through this API.","scopes":[],"schemeName":"ApiKeyAuth"},"schema":{"title":"x-api-key","type":"string","description":"Raw API key shown once when created in the Allocait app (Settings > API keys). Send it verbatim in this header; the server stores and compares only its SHA-256 hash. Allocait generates every key: `alc_` followed by 64 lowercase hex characters. Keys issued before 2026-10-10 are 64 hex characters with no prefix and keep working. A key may carry an expiry (90 days or 1 year, or never). A malformed, unknown, revoked or expired key gets `401` with no further detail, and a malformed one is refused before any lookup. Keys cannot be created through this API.","isRequired":true,"typeLabel":"string","deprecated":false},"schemeName":"ApiKeyAuth","name":"x-api-key"}],"title":"ApiKeyAuth"}]},"originalFileLocation":"openapi.yaml"},"subdomain":"allocait","siteName":"Allocait","title":"Pre-flight check of a proposed allocation plan - Allocait","navMaps":{"firstHrefInVersion":{},"firstHrefInLanguage":{}},"lastModified":"2026-11-09T05:23:21.087Z","originalFileLocation":"api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan.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=\"dark\"}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=\"Given a proposed {symbol: target_pct} map, returns whether each asset-class rollup satisfies its allocation band and each proposed holding satisfies its class\u0026#x27;s position size range. Also reports sum_ok (allocations must sum to 100) and unknown_symbols (symbols not held and not given a class). To check an exit, propose 0 for the symbol. To check a first buy, name its class in asset_classes: the symbol is then rolled into that class\u0026#x27;s band and judged against its size range like a held one (ADR-067). A percentage can be negative or above 100, within plus or minus 1,000,000. A negative entry is a short: it subtracts from its class, whose total is floored at 0 for the band, and it is judged by its size without the minus sign against the class\u0026#x27;s short size range (ADR-144). A long can pass 100 when shorts fund it. Two entries are refused with a 400: CASH (or $CASH) below 0, because cash is never held below zero, and any entry beyond plus or minus 1,000,000. This call does not check that the portfolio can record a short. Recording one needs allow_shorts on and never an Options holding, so a plan that is valid here can still be refused when it is applied. Every class with a band is judged, including one the plan leaves empty: it sits at 0%, the verdict /compliance/check gives once the plan is applied (ADR-069). So exiting a class\u0026#x27;s last holding breaks a band with a minimum above 0, and a first buy short of the minimum is still BELOW_MIN, though closer than 0. Use this before committing to a rebalance plan: it is the agent\u0026#x27;s self-verification tool. Nothing is written.\">\u003cmeta data-mint-head name=\"application-name\" content=\"Allocait\">\u003cmeta data-mint-head name=\"generator\" content=\"Mintlify\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/allocait/8WDpZ9h0WNasoRjb/_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/allocait/8WDpZ9h0WNasoRjb/_generated/favicon/apple-touch-icon.png\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/allocait/8WDpZ9h0WNasoRjb/_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/allocait/8WDpZ9h0WNasoRjb/_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/allocait/8WDpZ9h0WNasoRjb/_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/allocait/8WDpZ9h0WNasoRjb/_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/allocait/8WDpZ9h0WNasoRjb/_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/allocait/8WDpZ9h0WNasoRjb/_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/allocait/8WDpZ9h0WNasoRjb/_generated/favicon-dark/favicon.ico\" media=\"(prefers-color-scheme: dark)\">\u003cmeta data-mint-head property=\"og:title\" content=\"Pre-flight check of a proposed allocation plan - Allocait\">\u003cmeta data-mint-head property=\"og:description\" content=\"Given a proposed {symbol: target_pct} map, returns whether each asset-class rollup satisfies its allocation band and each proposed holding satisfies its class\u0026#x27;s position size range. Also reports sum_ok (allocations must sum to 100) and unknown_symbols (symbols not held and not given a class). To check an exit, propose 0 for the symbol. To check a first buy, name its class in asset_classes: the symbol is then rolled into that class\u0026#x27;s band and judged against its size range like a held one (ADR-067). A percentage can be negative or above 100, within plus or minus 1,000,000. A negative entry is a short: it subtracts from its class, whose total is floored at 0 for the band, and it is judged by its size without the minus sign against the class\u0026#x27;s short size range (ADR-144). A long can pass 100 when shorts fund it. Two entries are refused with a 400: CASH (or $CASH) below 0, because cash is never held below zero, and any entry beyond plus or minus 1,000,000. This call does not check that the portfolio can record a short. Recording one needs allow_shorts on and never an Options holding, so a plan that is valid here can still be refused when it is applied. Every class with a band is judged, including one the plan leaves empty: it sits at 0%, the verdict /compliance/check gives once the plan is applied (ADR-069). So exiting a class\u0026#x27;s last holding breaks a band with a minimum above 0, and a first buy short of the minimum is still BELOW_MIN, though closer than 0. Use this before committing to a rebalance plan: it is the agent\u0026#x27;s self-verification tool. Nothing is written.\">\u003cmeta data-mint-head property=\"og:site_name\" content=\"Allocait\">\u003cmeta data-mint-head property=\"og:url\" content=\"https://docs.allocait.app/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan\">\u003cmeta data-mint-head property=\"og:type\" content=\"website\">\u003cmeta data-mint-head property=\"og:image\" content=\"https://allocait.mintlify.site/_mintlify/api/og/v2?division=Checks\u0026amp;title=Pre-flight+check+of+a+proposed+allocation+plan\u0026amp;description=Given+a+proposed+%60%7Bsymbol%3A+target_pct%7D%60+map%2C+returns+whether+each%0Aasset-class+rollup+satisfies+its+allocation+band+and+each+proposed%0Aholding+satisfies+its+class\u0026amp;theme=f4ffca4ae92cd96f3d29a15e\u0026amp;signature=b7b3a9bb8c834626af9d489126bd8a7a448b45f7500edea193134a7de0b0ca02\">\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=\"Pre-flight check of a proposed allocation plan - Allocait\">\u003cmeta data-mint-head name=\"twitter:description\" content=\"Given a proposed {symbol: target_pct} map, returns whether each asset-class rollup satisfies its allocation band and each proposed holding satisfies its class\u0026#x27;s position size range. Also reports sum_ok (allocations must sum to 100) and unknown_symbols (symbols not held and not given a class). To check an exit, propose 0 for the symbol. To check a first buy, name its class in asset_classes: the symbol is then rolled into that class\u0026#x27;s band and judged against its size range like a held one (ADR-067). A percentage can be negative or above 100, within plus or minus 1,000,000. A negative entry is a short: it subtracts from its class, whose total is floored at 0 for the band, and it is judged by its size without the minus sign against the class\u0026#x27;s short size range (ADR-144). A long can pass 100 when shorts fund it. Two entries are refused with a 400: CASH (or $CASH) below 0, because cash is never held below zero, and any entry beyond plus or minus 1,000,000. This call does not check that the portfolio can record a short. Recording one needs allow_shorts on and never an Options holding, so a plan that is valid here can still be refused when it is applied. Every class with a band is judged, including one the plan leaves empty: it sits at 0%, the verdict /compliance/check gives once the plan is applied (ADR-069). So exiting a class\u0026#x27;s last holding breaks a band with a minimum above 0, and a first buy short of the minimum is still BELOW_MIN, though closer than 0. Use this before committing to a rebalance plan: it is the agent\u0026#x27;s self-verification tool. Nothing is written.\">\u003cmeta data-mint-head name=\"twitter:image\" content=\"https://allocait.mintlify.site/_mintlify/api/og/v2?division=Checks\u0026amp;title=Pre-flight+check+of+a+proposed+allocation+plan\u0026amp;description=Given+a+proposed+%60%7Bsymbol%3A+target_pct%7D%60+map%2C+returns+whether+each%0Aasset-class+rollup+satisfies+its+allocation+band+and+each+proposed%0Aholding+satisfies+its+class\u0026amp;theme=f4ffca4ae92cd96f3d29a15e\u0026amp;signature=b7b3a9bb8c834626af9d489126bd8a7a448b45f7500edea193134a7de0b0ca02\">\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/allocait/8WDpZ9h0WNasoRjb/_generated/favicon/browserconfig.xml\">\u003cmeta data-mint-head name=\"apple-mobile-web-app-title\" content=\"Allocait\">\u003cmeta data-mint-head name=\"msapplication-TileColor\" content=\"#0b0b0b\">\u003clink data-mint-head rel=\"canonical\" href=\"https://docs.allocait.app/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan\">\u003clink data-mint-head rel=\"alternate\" type=\"application/xml\" href=\"/sitemap.xml\">\u003clink data-mint-head rel=\"alternate\" type=\"text/markdown\" href=\"/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan.md\">\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https://docs.allocait.app/#organization\",\"name\":\"Allocait\",\"url\":\"https://docs.allocait.app\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https://mintcdn.com/allocait/N9X8GrpLUSiZAKIm/logo/light.svg?fit=max\u0026auto=format\u0026n=N9X8GrpLUSiZAKIm\u0026q=85\u0026s=37c68a7ac5dc3550d24f484060530ea6\"}},{\"@type\":\"WebSite\",\"@id\":\"https://docs.allocait.app#website\",\"name\":\"Allocait\",\"url\":\"https://docs.allocait.app\",\"publisher\":{\"@id\":\"https://docs.allocait.app/#organization\"}},{\"@type\":\"WebPage\",\"@id\":\"https://docs.allocait.app/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan#webpage\",\"url\":\"https://docs.allocait.app/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan\",\"name\":\"Pre-flight check of a proposed allocation plan\",\"description\":\"Given a proposed {symbol: target_pct} map, returns whether each asset-class rollup satisfies its allocation band and each proposed holding satisfies its class's position size range. Also reports sum_ok (allocations must sum to 100) and unknown_symbols (symbols not held and not given a class). To check an exit, propose 0 for the symbol. To check a first buy, name its class in asset_classes: the symbol is then rolled into that class's band and judged against its size range like a held one (ADR-067). A percentage can be negative or above 100, within plus or minus 1,000,000. A negative entry is a short: it subtracts from its class, whose total is floored at 0 for the band, and it is judged by its size without the minus sign against the class's short size range (ADR-144). A long can pass 100 when shorts fund it. Two entries are refused with a 400: CASH (or $CASH) below 0, because cash is never held below zero, and any entry beyond plus or minus 1,000,000. This call does not check that the portfolio can record a short. Recording one needs allow_shorts on and never an Options holding, so a plan that is valid here can still be refused when it is applied. Every class with a band is judged, including one the plan leaves empty: it sits at 0%, the verdict /compliance/check gives once the plan is applied (ADR-069). So exiting a class's last holding breaks a band with a minimum above 0, and a first buy short of the minimum is still BELOW_MIN, though closer than 0. Use this before committing to a rebalance plan: it is the agent's self-verification tool. Nothing is written.\",\"dateModified\":\"2026-11-09T05:23:21.087Z\",\"isPartOf\":{\"@id\":\"https://docs.allocait.app#website\"},\"breadcrumb\":{\"@id\":\"https://docs.allocait.app/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan#breadcrumb\"}},{\"@type\":\"BreadcrumbList\",\"@id\":\"https://docs.allocait.app/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Endpoints\",\"item\":\"https://docs.allocait.app/api-reference/checks/check-compliance-with-your-prices\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Checks\",\"item\":\"https://docs.allocait.app/api-reference/checks/check-compliance-with-your-prices\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Pre-flight check of a proposed allocation plan\",\"item\":\"https://docs.allocait.app/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan\"}]},{\"@type\":[\"TechArticle\",\"APIReference\"],\"@id\":\"https://docs.allocait.app/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan#apireference\",\"headline\":\"Pre-flight check of a proposed allocation plan\",\"name\":\"Pre-flight check of a proposed allocation plan\",\"description\":\"Given a proposed {symbol: target_pct} map, returns whether each asset-class rollup satisfies its allocation band and each proposed holding satisfies its class's position size range. Also reports sum_ok (allocations must sum to 100) and unknown_symbols (symbols not held and not given a class). To check an exit, propose 0 for the symbol. To check a first buy, name its class in asset_classes: the symbol is then rolled into that class's band and judged against its size range like a held one (ADR-067). A percentage can be negative or above 100, within plus or minus 1,000,000. A negative entry is a short: it subtracts from its class, whose total is floored at 0 for the band, and it is judged by its size without the minus sign against the class's short size range (ADR-144). A long can pass 100 when shorts fund it. Two entries are refused with a 400: CASH (or $CASH) below 0, because cash is never held below zero, and any entry beyond plus or minus 1,000,000. This call does not check that the portfolio can record a short. Recording one needs allow_shorts on and never an Options holding, so a plan that is valid here can still be refused when it is applied. Every class with a band is judged, including one the plan leaves empty: it sits at 0%, the verdict /compliance/check gives once the plan is applied (ADR-069). So exiting a class's last holding breaks a band with a minimum above 0, and a first buy short of the minimum is still BELOW_MIN, though closer than 0. Use this before committing to a rebalance plan: it is the agent's self-verification tool. Nothing is written.\",\"url\":\"https://docs.allocait.app/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan\",\"mainEntityOfPage\":{\"@id\":\"https://docs.allocait.app/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan#webpage\"},\"dateModified\":\"2026-11-09T05:23:21.087Z\",\"publisher\":{\"@id\":\"https://docs.allocait.app/#organization\"},\"isPartOf\":{\"@id\":\"https://docs.allocait.app#website\"}}]}\u003c/script>\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@type\":\"WebSite\",\"name\":\"Allocait\",\"publisher\":{\"@type\":\"Organization\",\"name\":\"Allocait\"},\"provider\":{\"@type\":\"Organization\",\"name\":\"Mintlify\",\"url\":\"https://mintlify.com\"}}\u003c/script>","agentPointerHref":"/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan.md","siteName":"Allocait","nav":{"global":null,"tabs":[{"tab":"Get started","pages":[{"title":"Get started","href":""}]},{"tab":"Concepts","pages":[{"title":"Concepts","href":"/concepts/allocation-bands"}]},{"tab":"Claude \u0026 MCP","pages":[{"title":"Claude \u0026 MCP","href":"/claude/overview"}]},{"tab":"ChatGPT \u0026 Codex","pages":[{"title":"ChatGPT \u0026 Codex","href":"/chatgpt/connect"}]},{"tab":"Guides","pages":[{"title":"Guides","href":"/guides/write-your-rules"}]},{"tab":"API reference","groups":[{"group":"Start","pages":[{"title":"API overview","sidebarTitle":"Overview","href":"/api/introduction"},{"title":"Endpoints by task","sidebarTitle":"By task","href":"/api/endpoints-by-task"},{"title":"API quickstart","sidebarTitle":"Quickstart","href":"/api/quickstart"},{"title":"Authentication","sidebarTitle":"Authentication","href":"/api/authentication"}]},{"group":"Conventions","pages":[{"title":"Conventions","sidebarTitle":"Conventions","href":"/api/conventions"},{"title":"Rate limits","sidebarTitle":"Rate limits","href":"/api/rate-limits"},{"title":"Idempotency","sidebarTitle":"Idempotency","href":"/api/idempotency"}]},{"group":"Errors","pages":[{"title":"API errors","sidebarTitle":"Errors","href":"/api/errors"},{"title":"Error codes","sidebarTitle":"Error codes","href":"/api/error-codes"}]},{"group":"Webhooks","pages":[{"title":"Webhook events","sidebarTitle":"Webhook events","href":"/api/webhook-events"},{"title":"Verify deliveries","sidebarTitle":"Verify deliveries","href":"/api/webhook-verification"}]},{"group":"Endpoints","pages":[{"group":"Checks","pages":[{"title":"Check compliance with your prices","description":"Returns compliance violations using the prices you provide: every\nrule the app checks. `class_violations` lists each asset class\noutside its allocation band (Cash included, and a class you hold\nnothing in at 0%), `size_violations` each\nholding outside its class's position size range, and `violations`\neach non-cash holding in a class outside its band. Every listed\nbreach carries `outside_by`: which side of its rule it is on and how\nfar outside, in percentage points and, at your prices, in dollars\n(ADR-113). The check states where a rule stands. It holds no share\ncount, no BUY or SELL and no target.\n\nA portfolio worth zero or less has no percentages (shorts that have\ngone against the holder can take it there). The answer is `status`\n`unjudged` with empty `violations`, `class_violations` and\n`size_violations` and an `issue_count` of 0, not breaches measured\nagainst a negative total (ADR-153).\n\n`prices` is required and must cover every non-cash position in the\nportfolio, except a held option with a mark or one past its expiry\n(ADR-147). Symbols you send that the portfolio does not hold are\nignored. Keys are matched to held symbols case-insensitively. If a\nheld symbol is missing from the map, the call fails with a 400 whose\nbody carries `missing_symbols`. Allocait never fills a symbol you\nleft out from its own market data (ADR-036).\n\nNothing is written. This is a pure read-and-compute operation.\n","deprecated":null,"version":null,"openapi":"/openapi.yaml post /compliance/check","href":"/api-reference/checks/check-compliance-with-your-prices"},{"title":"Pre-flight check of a proposed allocation plan","deprecated":null,"version":null,"openapi":"/openapi.yaml post /validate","href":"/api-reference/checks/pre-flight-check-of-a-proposed-allocation-plan"},{"title":"Check a proposed change against the rules","description":"States which of the user's own rules a proposed change puts outside\nits range or leaves further outside, using prices you supply. It\nreads and writes nothing, decides nothing and needs only `read`, so\na Core account's key can call it. A result inside every range does\nnot say a change is advisable. Allocait cannot approve, stop or\nplace an order.\n\n`trades` is the whole change, 1 to 50 items, applied together and in\nany order: several trades in one symbol net. `side` is the direction\nof the change being asked about: `BUY` adds shares to the holding,\n`SELL` removes shares. Send `shares` (fractions allowed) or\n`notional` (dollars, at the price in `prices`), not both. A `SELL`\nlarger than the shares held is `INVALID_INPUT`, never clamped,\nunless the portfolio has `allow_shorts` on: then a `SELL` can take\na holding below zero and a `BUY` can take a short above it, and\n`shares_after` is signed (negative is a short). A holding in the\nOptions class never goes below zero, and a change worth\n100000000000000 or more cannot be recorded, so it is refused. `CASH`\nis not tradable. A symbol the portfolio does not hold needs\n`asset_class` (a class name, rules text alias or id); a held symbol\nkeeps the class it is recorded under.\n\n`prices` is required and must cover every non-cash holding and every\ntraded symbol, except a held option with a `mark` or one past its\nexpiry, which is priced from the user's own number or at 0 (ADR-147).\nA hole is a `400` with `error_code: PRICES_INCOMPLETE`\nand `missing_symbols`; Allocait never fills a symbol you left out\nfrom its own market data (ADR-036). A held symbol may be priced 0 (a\nworthless option); a price you pass for an unexpired option replaces\nits mark for this call only. A traded symbol priced 0 or less is\n`PRICES_INVALID`. Prices are used for this call only and never\nstored.\n\nA trade in a held option that has expired is not checked, because the\noption counts 0 and a trade cannot change the book. It is\n`INVALID_INPUT` and the message names the trade's index and symbol and\nthe write that closes it (`shares` 0 and `price` 0).\n\n`scenario_id` defaults to the portfolio's active scenario. A\nportfolio with none set needs `scenario_id` (a 400 that says so).\n\n**Reading the result.** `rules` lists only the rules outside their\nrange before or after the change. Rules inside both are counted in\n`rules_judged_count`. `change` describes a rule's distance from its\nrange, never the trade. `newly_or_further_outside_count` answers\n\"did this change add a breach or deepen one\". A bot that must do\nneither checks that it equals 0.\n\n`within_rules` answers a different question: is the whole book\ninside every rule after the change. It is true only when no rule is\noutside its range after the change, `rules_judged_count` is above 0\nand `cash.sufficient` is true. Treat `false` as \"not confirmed\",\nnever as a block Allocait enforces. Treat `true` as saying nothing\nabout any symbol no rule covers; `not_covered` lists those\nsymbols, traded or held.\n\n`exposure_after` says how much of the book gains if prices rise\nonce the whole change is applied: long, short, net and gross as\npercents of `total_value`, at your prices (`shares x price x moves`;\na holding's Moves is the setting the user recorded, 1 unless set). It\nis a reading beside the rules, not part of the verdict, and\n`within_rules` does not read it. Options count at their premium, a\ncall as long and a put as short, and an expired option counts 0\n(ADR-147).\n\nReport `positions_updated_at` with the verdict. The book is what\nAllocait has recorded. Allocait does not read the live account. The symbols in the\nexamples are fictional and their numbers are made up.\n","deprecated":null,"version":null,"openapi":"/openapi.yaml post /trades/check","href":"/api-reference/checks/check-a-proposed-change-against-the-rules"},{"title":"Preview rebalance amounts with your prices","deprecated":null,"version":null,"openapi":"/openapi.yaml post /rebalance/preview","href":"/api-reference/checks/preview-rebalance-amounts-with-your-prices"}]},{"group":"Portfolios","pages":[{"title":"Get portfolio summary","deprecated":null,"version":null,"openapi":"/openapi.yaml get /portfolio/summary","href":"/api-reference/portfolios/get-portfolio-summary"},{"title":"List portfolios","deprecated":null,"version":null,"openapi":"/openapi.yaml get /portfolios","href":"/api-reference/portfolios/list-portfolios"},{"title":"Create a portfolio with an initial cash position","deprecated":null,"version":null,"openapi":"/openapi.yaml post /portfolios","href":"/api-reference/portfolios/create-a-portfolio-with-an-initial-cash-position"},{"title":"Delete a portfolio","deprecated":null,"version":null,"openapi":"/openapi.yaml delete /portfolios/{id}","href":"/api-reference/portfolios/delete-a-portfolio"},{"title":"Change a portfolio's name, description, active scenario or Allow shorts","deprecated":null,"version":null,"openapi":"/openapi.yaml patch /portfolios/{id}","href":"/api-reference/portfolios/change-a-portfolios-name-description-active-scenario-or-allow-shorts"},{"title":"Get a portfolio snapshot (unpriced)","deprecated":null,"version":null,"openapi":"/openapi.yaml get /portfolio/snapshot","href":"/api-reference/portfolios/get-a-portfolio-snapshot-unpriced"},{"title":"Get a portfolio snapshot with your prices","deprecated":null,"version":null,"openapi":"/openapi.yaml post /portfolio/snapshot","href":"/api-reference/portfolios/get-a-portfolio-snapshot-with-your-prices"}]},{"group":"Holdings and cash","pages":[{"title":"List positions","deprecated":null,"version":null,"openapi":"/openapi.yaml get /positions","href":"/api-reference/holdings-and-cash/list-positions"},{"title":"Record one holding's new total shares","deprecated":null,"version":null,"openapi":"/openapi.yaml post /positions/{symbol}","href":"/api-reference/holdings-and-cash/record-one-holdings-new-total-shares"},{"title":"Calculate a target share count for a position","deprecated":null,"version":null,"openapi":"/openapi.yaml post /positions/size","href":"/api-reference/holdings-and-cash/calculate-a-target-share-count-for-a-position"},{"title":"Reconcile a portfolio's holdings to an absolute desired state","deprecated":null,"version":null,"openapi":"/openapi.yaml post /portfolios/{id}/positions/apply","href":"/api-reference/holdings-and-cash/reconcile-a-portfolios-holdings-to-an-absolute-desired-state"},{"title":"Deposit or withdraw cash from a portfolio","deprecated":null,"version":null,"openapi":"/openapi.yaml post /portfolios/{id}/cash-movements","href":"/api-reference/holdings-and-cash/deposit-or-withdraw-cash-from-a-portfolio"}]},{"group":"Watchlists","pages":[{"title":"List watchlists","deprecated":null,"version":null,"openapi":"/openapi.yaml get /watchlists","href":"/api-reference/watchlists/list-watchlists"},{"title":"Create a watchlist","deprecated":null,"version":null,"openapi":"/openapi.yaml post /watchlists","href":"/api-reference/watchlists/create-a-watchlist"},{"title":"Change a watchlist's name and symbols in one call","deprecated":null,"version":null,"openapi":"/openapi.yaml put /watchlists/{id}","href":"/api-reference/watchlists/change-a-watchlists-name-and-symbols-in-one-call"},{"title":"Delete a watchlist","deprecated":null,"version":null,"openapi":"/openapi.yaml delete /watchlists/{id}","href":"/api-reference/watchlists/delete-a-watchlist"},{"title":"Rename a watchlist","deprecated":null,"version":null,"openapi":"/openapi.yaml patch /watchlists/{id}","href":"/api-reference/watchlists/rename-a-watchlist"},{"title":"List items in a watchlist","deprecated":null,"version":null,"openapi":"/openapi.yaml get /watchlists/{id}/items","href":"/api-reference/watchlists/list-items-in-a-watchlist"},{"title":"Add a symbol to a watchlist","deprecated":null,"version":null,"openapi":"/openapi.yaml post /watchlists/{id}/items","href":"/api-reference/watchlists/add-a-symbol-to-a-watchlist"},{"title":"Reorder a watchlist's items","deprecated":null,"version":null,"openapi":"/openapi.yaml patch /watchlists/{id}/items","href":"/api-reference/watchlists/reorder-a-watchlists-items"},{"title":"Remove a symbol from a watchlist","deprecated":null,"version":null,"openapi":"/openapi.yaml delete /watchlists/{id}/items/{item_id}","href":"/api-reference/watchlists/remove-a-symbol-from-a-watchlist"}]},{"group":"Inputs","pages":[{"title":"List input (tracked-value) definitions","deprecated":null,"version":null,"openapi":"/openapi.yaml get /inputs","href":"/api-reference/inputs/list-input-tracked-value-definitions"},{"title":"Create an Input (tracked-value) definition","deprecated":null,"version":null,"openapi":"/openapi.yaml post /inputs","href":"/api-reference/inputs/create-an-input-tracked-value-definition"},{"title":"Change an Input definition and its options in one call","deprecated":null,"version":null,"openapi":"/openapi.yaml put /inputs/{id}","href":"/api-reference/inputs/change-an-input-definition-and-its-options-in-one-call"},{"title":"Delete an Input definition","deprecated":null,"version":null,"openapi":"/openapi.yaml delete /inputs/{id}","href":"/api-reference/inputs/delete-an-input-definition"},{"title":"Update an Input definition","deprecated":null,"version":null,"openapi":"/openapi.yaml patch /inputs/{id}","href":"/api-reference/inputs/update-an-input-definition"},{"title":"List recorded values for one input","deprecated":null,"version":null,"openapi":"/openapi.yaml get 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