create_pie
Create a diversified investment pie by assigning weights to stock tickers. Set dividend reinvestment, end date, and target value.
Instructions
Create a new pie with the specified parameters.
Args:
name: Name of the pie
instrument_shares: Dictionary mapping instrument tickers to their
weights in the pie
(e.g., {'AAPL_US_EQ': 0.5, 'MSFT_US_EQ': 0.5})
dividend_cash_action: How dividends are handled. Defaults to REINVEST.
Possible values: REINVEST, TO_ACCOUNT_CASH
end_date: Optional end date for the pie in ISO 8601 format
(e.g., '2024-12-31T23:59:59Z')
goal: Total desired value of the pie in account currency
icon: Optional icon identifier for the pie
Returns:
AccountBucketInstrumentsDetailedResponse: Details of the created pie
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| instrument_shares | Yes | ||
| dividend_cash_action | No | ||
| end_date | No | ||
| goal | No | ||
| icon | No |