> ## Documentation Index > Fetch the complete documentation index at: https://docs.portfobit.com/llms.txt > Use this file to discover all available pages before exploring further. # Update a portfolio > Requires `portfolio:write` and `Idempotency-Key`. `global` cannot be updated. ## OpenAPI ````yaml /openapi/portfobit-openapi.yaml patch /portfolios/{portfolio_id} openapi: 3.1.0 info: title: Portfobit Open API version: 0.1.0 description: > Public REST API for direct API clients, CI, scripts, service accounts, third-party agents, and developer integrations. Public REST requests use scoped Portfobit Open API keys. OAuth access tokens issued for the Portfobit MCP resource are not accepted by `/api/v1/*` endpoints. Portfobit is crypto-CEX-only. Financial values are decimal strings and timestamps are RFC 3339 UTC strings. The API never supports withdrawals, external-address transfers, cross-exchange transfers, or P2P transfers. servers: - url: https://api.portfobit.com/api/v1 security: - bearerAuth: [] tags: - name: Context - name: Accounts - name: Portfolios - name: Valuation - name: Activity - name: Trading - name: Market data - name: Support paths: /portfolios/{portfolio_id}: patch: tags: - Portfolios summary: Update a portfolio description: >- Requires `portfolio:write` and `Idempotency-Key`. `global` cannot be updated. operationId: updatePortfolio parameters: - $ref: '#/components/parameters/MutablePortfolioId' - $ref: '#/components/parameters/IdempotencyKey' requestBody: $ref: '#/components/requestBodies/PortfolioRequest' responses: '200': $ref: '#/components/responses/PortfolioResponse' '403': $ref: '#/components/responses/ResourcePlanLimitedResponse' default: $ref: '#/components/responses/ErrorResponse' components: parameters: MutablePortfolioId: name: portfolio_id in: path required: true schema: type: string not: const: global description: User-created portfolio ID; `global` cannot be changed. IdempotencyKey: name: Idempotency-Key in: header required: true schema: type: string minLength: 1 maxLength: 255 description: Opaque retry key, unique to the same user, method, and path. requestBodies: PortfolioRequest: required: true content: application/json: schema: $ref: '#/components/schemas/PortfolioRequest' responses: PortfolioResponse: description: Portfolio object response. content: application/json: schema: $ref: '#/components/schemas/PortfolioResponseSchema' ResourcePlanLimitedResponse: description: The targeted retained resource is unavailable on the current plan. content: application/json: schema: $ref: '#/components/schemas/ResourcePlanLimitedResponseSchema' ErrorResponse: description: Error response content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' schemas: PortfolioRequest: type: object properties: name: type: string description: type: - string - 'null' base_currency: type: string default: USD tags: type: array items: type: string account_ids: type: array items: type: string additionalProperties: false PortfolioResponseSchema: type: object required: - data - meta properties: data: type: object required: - id - name - description - base_currency - tags - account_ids - matched_account_count - subscription_access - is_system - created_at - updated_at properties: id: type: string name: type: string description: type: string base_currency: type: string tags: type: array items: type: string account_ids: type: array items: type: string matched_account_count: type: integer subscription_access: type: string is_system: type: boolean created_at: type: string format: date-time updated_at: type: string format: date-time meta: type: object required: - request_id - generated_at properties: request_id: type: string generated_at: type: string format: date-time example: data: id: pf_01J2K7M9N3 name: Q3_Quant_Hedge description: Cross_CEX_funding_rate_arbitrage base_currency: USD tags: - Arbitrage account_ids: - acc_01H8XFK9A matched_account_count: 1 subscription_access: available is_system: false created_at: '2026-08-01T00:00:00Z' updated_at: '2026-08-07T08:00:00Z' meta: request_id: req_01J2K8B7QW generated_at: '2026-08-07T08:00:01Z' ResourcePlanLimitedResponseSchema: type: object required: - error - meta properties: error: type: object required: - code - message - details properties: code: type: string message: type: string details: type: object required: - resource_type - resource_id - current_plan - limit - upgrade_path properties: resource_type: type: string resource_id: type: string current_plan: type: string limit: type: integer upgrade_path: type: string meta: type: object required: - request_id - generated_at properties: request_id: type: string generated_at: type: string format: date-time example: error: code: resource_plan_limited message: This portfolio is retained but unavailable on the Free plan. details: resource_type: portfolio resource_id: pf_01J2K7M9N3 current_plan: Free limit: 3 upgrade_path: Plus meta: request_id: req_01J2K8B7QW generated_at: '2026-08-08T08:00:00Z' ErrorEnvelope: type: object required: - error - meta properties: error: $ref: '#/components/schemas/Error' meta: $ref: '#/components/schemas/Meta' Error: type: object required: - code - message properties: code: type: string message: type: string details: type: object additionalProperties: true Meta: type: object required: - request_id - generated_at properties: request_id: type: string generated_at: type: string format: date-time securitySchemes: bearerAuth: type: http scheme: bearer bearerFormat: Portfobit Open API key ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.