Upserts on (input_definition_id, symbol, date): recording the
same day in a later call updates it rather than creating a duplicate,
and value: null deletes that day’s entry. One call may name each
(input_definition_id, symbol, date) once, a null entry included; a
repeat is INVALID_INPUT (400) with index and first_index, and
nothing in the call is written. A symbol is compared trimmed and in
upper case. A playbook that keeps the
Input until changed (carry_forward) then shows the previous value,
flagged carried. Every input definition named
must belong to the caller; recording against any that don’t is
rejected and nothing in the batch is written. A CHOICE value must
match one of the input’s options, in any case, and is stored in the
option’s own spelling; any other value is INVALID_INPUT, with the
options in valid_values. The app’s own entry forms run the same
check.
Requires the API key to have the write permission.
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.
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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"},"a11d54c2-9aac-4ca4-aa05-034d05d21b30":{"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"},"88b77352-d3ab-4fd9-8d5b-069e11a3608e":{"description":"Key lacks `write` permission (`READ_ONLY_KEY`; a Core account's keys read only), 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"},"6a89867d-a0e4-437a-bc2a-e4e62a46b3ca":{"description":"One or more input definitions not found, or not yours (`NOT_FOUND`)","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"},"47280c10-a651-4e9d-b326-5974a28deff0":{"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"},"1828d272-ab27-4c39-855c-b24199752dd3":{"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":{"e6c62453-7ed3-4828-8ab2-627974d6b771":{"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":"Record (upsert) one or more custom input values - Allocait","navMaps":{"firstHrefInVersion":{},"firstHrefInLanguage":{}},"lastModified":"2026-11-09T05:23:21.417Z","originalFileLocation":"api-reference/inputs/record-upsert-one-or-more-custom-input-values.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=\"Upserts on (input_definition_id, symbol, date): recording the same day in a later call updates it rather than creating a duplicate, and value: null deletes that day\u0026#x27;s entry. One call may name each (input_definition_id, symbol, date) once, a null entry included; a repeat is INVALID_INPUT (400) with index and first_index, and nothing in the call is written. A symbol is compared trimmed and in upper case. A playbook that keeps the Input until changed (carry_forward) then shows the previous value, flagged carried. Every input definition named must belong to the caller; recording against any that don\u0026#x27;t is rejected and nothing in the batch is written. A CHOICE value must match one of the input\u0026#x27;s options, in any case, and is stored in the option\u0026#x27;s own spelling; any other value is INVALID_INPUT, with the options in valid_values. The app\u0026#x27;s own entry forms run the same check. Requires the API key to have the write permission.\">\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=\"Record (upsert) one or more custom input values - Allocait\">\u003cmeta data-mint-head property=\"og:description\" content=\"Upserts on (input_definition_id, symbol, date): recording the same day in a later call updates it rather than creating a duplicate, and value: null deletes that day\u0026#x27;s entry. One call may name each (input_definition_id, symbol, date) once, a null entry included; a repeat is INVALID_INPUT (400) with index and first_index, and nothing in the call is written. A symbol is compared trimmed and in upper case. A playbook that keeps the Input until changed (carry_forward) then shows the previous value, flagged carried. Every input definition named must belong to the caller; recording against any that don\u0026#x27;t is rejected and nothing in the batch is written. A CHOICE value must match one of the input\u0026#x27;s options, in any case, and is stored in the option\u0026#x27;s own spelling; any other value is INVALID_INPUT, with the options in valid_values. The app\u0026#x27;s own entry forms run the same check. Requires the API key to have the write permission.\">\u003cmeta data-mint-head property=\"og:site_name\" content=\"Allocait\">\u003cmeta data-mint-head property=\"og:url\" content=\"https://docs.allocait.app/api-reference/inputs/record-upsert-one-or-more-custom-input-values\">\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=Inputs\u0026amp;title=Record+%28upsert%29+one+or+more+custom+input+values\u0026amp;description=Upserts+on+%60%28input_definition_id%2C+symbol%2C+date%29%60%3A+recording+the%0Asame+day+in+a+later+call+updates+it+rather+than+creating+a+duplicate%2C%0Aand+%60value%3A+null%60+deletes+\u0026amp;theme=f4ffca4ae92cd96f3d29a15e\u0026amp;signature=55ec86941db57736dde354c7641b810321c14fa6e81dccdb8663b466d6fa2bb6\">\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=\"Record (upsert) one or more custom input values - Allocait\">\u003cmeta data-mint-head name=\"twitter:description\" content=\"Upserts on (input_definition_id, symbol, date): recording the same day in a later call updates it rather than creating a duplicate, and value: null deletes that day\u0026#x27;s entry. One call may name each (input_definition_id, symbol, date) once, a null entry included; a repeat is INVALID_INPUT (400) with index and first_index, and nothing in the call is written. A symbol is compared trimmed and in upper case. A playbook that keeps the Input until changed (carry_forward) then shows the previous value, flagged carried. Every input definition named must belong to the caller; recording against any that don\u0026#x27;t is rejected and nothing in the batch is written. A CHOICE value must match one of the input\u0026#x27;s options, in any case, and is stored in the option\u0026#x27;s own spelling; any other value is INVALID_INPUT, with the options in valid_values. The app\u0026#x27;s own entry forms run the same check. Requires the API key to have the write permission.\">\u003cmeta data-mint-head name=\"twitter:image\" content=\"https://allocait.mintlify.site/_mintlify/api/og/v2?division=Inputs\u0026amp;title=Record+%28upsert%29+one+or+more+custom+input+values\u0026amp;description=Upserts+on+%60%28input_definition_id%2C+symbol%2C+date%29%60%3A+recording+the%0Asame+day+in+a+later+call+updates+it+rather+than+creating+a+duplicate%2C%0Aand+%60value%3A+null%60+deletes+\u0026amp;theme=f4ffca4ae92cd96f3d29a15e\u0026amp;signature=55ec86941db57736dde354c7641b810321c14fa6e81dccdb8663b466d6fa2bb6\">\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/inputs/record-upsert-one-or-more-custom-input-values\">\u003clink data-mint-head rel=\"alternate\" type=\"application/xml\" href=\"/sitemap.xml\">\u003clink data-mint-head rel=\"alternate\" type=\"text/markdown\" href=\"/api-reference/inputs/record-upsert-one-or-more-custom-input-values.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/inputs/record-upsert-one-or-more-custom-input-values#webpage\",\"url\":\"https://docs.allocait.app/api-reference/inputs/record-upsert-one-or-more-custom-input-values\",\"name\":\"Record (upsert) one or more custom input values\",\"description\":\"Upserts on (input_definition_id, symbol, date): recording the same day in a later call updates it rather than creating a duplicate, and value: null deletes that day's entry. 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