list_portfolios names each portfolio’s monitors. The snapshot returns their full settings and, once priced, their readings. Each reading names the date of the level it measured against (recorded_low_date, and recorded_high_date for a range).
write, destructive
Creates a monitor or changes it. A monitor checks a symbol’s price against a level (
ABOVE, BELOW, NEAR) or a range (RANGE) you record in an input. ABOVE breaks on a close above the level and BELOW on a close below it. Without threshold_pct, no near_* state is reported. conditions only mark a symbol Met or Not met in the app and filter nothing. Allocait sends no alerts; get_portfolio_snapshot shows each monitor’s settings and state. remove alone drops those conditions or symbols. Key arguments: monitor_id (to change one), portfolio_id (to create), name, mode, input (the level, or the low end of the range), high_input, threshold_pct, conditions, source, watchlist_id, symbols (up to 50), symbol, remove.write, destructive
Deletes a monitor. This can’t be undone. Key arguments:
monitor_id.Next steps
Monitors
Check a symbol’s daily close against a level or range you record.
Portfolio tools
The snapshot returns each monitor’s settings and state.