fork_shared_portfolio
⚠ MUTATING — creates or modifies a portfolio. Fork strategies from a shared portfolio into the user's account. target: 'new' creates a chat portfolio; 'existing' patches a deployed portfolio. mode: 'replace' (default) removes old strategies, 'append' keeps them. For monetized portfolios, subscribe first. Returns { forkSharedPortfolioResult: { portfolioId, name, addedCount, removedCount, ... } }. Prefer fork when the user wants to edit/customize strategies.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| mode | No | Replace existing strategies or append to them. | |
| name | No | Name for a new portfolio. | |
| target | Yes | Create a new chat portfolio or update an existing portfolio. | |
| shared_portfolio_id | Yes | ID of the accessible marketplace portfolio to fork into a one-time editable copy. This does not keep strategies synchronized; use copy_trade_shared for continuous mirroring. | |
| target_portfolio_id | No | Required when target is existing. |