Funexpert API


Create Portfolio

Description

Create Portfolio API will be called when consumer will require for Portfolio Creation for a particular user. In which Consumer is suppose to pass Appid, sessionId, useId and Array of transactions.

Type

Post

Resource URL

https://api.fundexpert.in/rest/user/portfolio/create

Parameters

Input :


Field
Required/Optional
Type
Description
appId
Required
string
unique Id given by consumer to user
sessionId
Required
string
session Id generated for user
userId
Required
string
Id of user to login
folioNumber
Required
string
unique number of holding
amfiiCode
Required
string
unique number of mutual fund
optionType
Required
string
Possible values of Option type are
  • GROWTH
  • DIVIDEND PAYOUT
  • DIVIDEND REINVEST
  • DIVIDEND SWEEP
units
Required
double
user transaction detail
nav
Required
double
nav of mutual fund on the day of purchase
action
Required
string
Possible values of action are
  • Invest
  • Redeem
date
Required
date
date of creating portfolio

Output :


Field
Description
True or False
it returns true if porfolio created successfully othewise returns false

Example Response

For Login:


{

"appId": your app id,
"sessionId": your session id,
"userId": your user id,
"transactions":
[
{
"folioNumber": "53674776/3",
"amfiiCode": "53749",
"optionType": "GROWTH",
"units": "1500.43",
"nav": "55.45",
"action": "invest",
"date": "2016-05-03"
},
{
"folioNumber": "54344776/3",
"amfiiCode": "53259",
"optionType": "REINVEST",
"units": "1500.43",
"nav": "55.45",
"action": "redeem",
"date": "2016-08-27"
}
]

}

On Success:


{

"success": true

}

On Failure:


{

"success": false,
"error":
{
"message": "User ID does not exist.",
"code": 704
}

}