Adds or removes accounts in bulk to a portfolio.

A portfolio is a collection of accounts. Intelligent Risk Platform analyzes a portfolio of accounts as a unit and produces portfolio-level results.

Accounts specified in the accountsToAccount array are attached to the portfolio. Accounts specified in the accountsToRemove are removed from the portfolio.

The accountsToAdd and accountsToRemove parameters are both required regardless of whether the request adds to or removes accounts from the portfolio. Empty arrays are acceptable.

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Add Filtered Accounts to Portfolio

The Add Filtered Accounts by Portfolio supports selecting the accounts to to add to a portfolio based on account property values.

This operation can select accounts to add to portfolio based on account ID and query filters

accountsToAdd accountsToRemove /platform/riskdata/v1/exposures/{exposureId}/portfolios/{id}/accounts/ manageportfolioaccounts