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Patch portfolio details

PatchPortfolioDetails

/api/transactionportfolios/{scope}/{code}/details

Create or update certain details for a particular transaction portfolio. Note that not all elements of a transaction portfolio definition are modifiable once it has been created due to the potential implications for data already stored. The behaviour is defined by the JSON Patch specification. Currently supported fields are: BaseCurrency, AccountingMethod, SubHoldingKeys, AmortisationMethod, TransactionTypeScope, CashGainLossCalculationDate, InstrumentEventConfiguration, AmortisationRuleSetId, TaxRuleSetScope, SettlementConfiguration.

Machine-readable formats: text summary · OpenAPI fragment