> ## Documentation Index > Fetch the complete documentation index at: https://docs.tilt.now/llms.txt > Use this file to discover all available pages before exploring further. # Optimize Account Portfolio > Get the customized weights for a client. ## OpenAPI ````yaml POST /api/v1/custom/org/{organization_uuid}/clients/{client_uuid}/accounts/{account_uuid}/optimize/ openapi: 3.0.3 info: title: TILT version: 0.0.1 servers: [] security: [] paths: /api/v1/custom/org/{organization_uuid}/clients/{client_uuid}/accounts/{account_uuid}/optimize/: post: tags: - api description: Get the customized weights for a client. operationId: api_v1_custom_org_clients_accounts_optimize_create parameters: - in: path name: account_uuid schema: type: string format: uuid required: true - in: path name: client_uuid schema: type: string format: uuid required: true - in: query name: expand schema: type: string minLength: 1 description: >- Comma-separated optional expansions. Currently supports sleeve_tracking_errors. - in: path name: organization_uuid schema: type: string format: uuid required: true responses: '200': content: application/json: schema: $ref: '#/components/schemas/CustomizeIndex' description: '' security: - ProAPIToken: [] components: schemas: CustomizeIndex: type: object properties: weights: type: array items: $ref: '#/components/schemas/CustomizeIndexTickerWeight' summary: $ref: '#/components/schemas/CustomizeIndexSummary' tax_budget_result: allOf: - $ref: '#/components/schemas/TaxBudgetResult' nullable: true tax_summary: allOf: - $ref: '#/components/schemas/CustomizeIndexTaxSummary' nullable: true factor_exposures_summary: allOf: - $ref: '#/components/schemas/FactorExposuresSummary' nullable: true description: >- Factor exposure summary report showing benchmark, optimized, active, ideal, and initial exposures for each factor. trade_attribution: type: array items: $ref: '#/components/schemas/TradeAttribution' nullable: true description: >- Trade attribution report explaining why each trade was made, including flags for tax loss harvesting, tilt exposure changes, trade restrictions, and constraint-driven trades. sleeve_tracking_errors: allOf: - $ref: '#/components/schemas/SleeveTrackingErrors' description: >- Path-aware sleeve tracking error, included only with expand=sleeve_tracking_errors. required: - summary - tax_summary - weights CustomizeIndexTickerWeight: type: object properties: ticker: type: string ticker_symbol: type: string nullable: true ticker_name: type: string nullable: true optimized_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,8})?$ initial_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,8})?$ benchmark_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,8})?$ active_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,8})?$ imputed_alpha: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,8})?$ tax_alpha: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,8})?$ no_trade: type: boolean no_hold: type: boolean no_buy: type: boolean no_sell: type: boolean required: - active_weight - benchmark_weight - imputed_alpha - initial_weight - no_buy - no_hold - no_sell - no_trade - optimized_weight - tax_alpha - ticker CustomizeIndexSummary: type: object properties: total_optimized_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,6})?$ total_benchmark_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,6})?$ total_ideal_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,6})?$ total_active_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,6})?$ imputed_alpha: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ nullable: true transaction_cost: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ nullable: true simple_tcost: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ nullable: true commissions_bps: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ nullable: true market_impact_bps: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ nullable: true bid_ask_cost_bps: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ nullable: true nav: type: string format: decimal pattern: ^-?\d{0,12}(?:\.\d{0,8})?$ nullable: true turnover: type: string format: decimal pattern: ^-?\d{0,4}(?:\.\d{0,6})?$ nullable: true benchmark_risk_annualized_percentage: type: string format: decimal pattern: ^-?\d{0,4}(?:\.\d{0,8})?$ nullable: true active_risk_annualized_percentage: type: string format: decimal pattern: ^-?\d{0,4}(?:\.\d{0,8})?$ nullable: true optimized_risk_annualized_percentage: type: string format: decimal pattern: ^-?\d{0,4}(?:\.\d{0,8})?$ nullable: true tilt_risk_annualized_percentage: type: string format: decimal pattern: ^-?\d{0,4}(?:\.\d{0,8})?$ nullable: true average_drift: type: string format: decimal pattern: ^-?\d{0,8}(?:\.\d{0,8})?$ nullable: true max_drift: type: string format: decimal pattern: ^-?\d{0,8}(?:\.\d{0,8})?$ nullable: true resolved_tax_gamma: type: string format: decimal pattern: ^-?\d{0,4}(?:\.\d{0,6})?$ nullable: true tax_gamma_iterations: type: integer nullable: true required: - total_active_weight - total_benchmark_weight - total_ideal_weight - total_optimized_weight TaxBudgetResult: type: object properties: requested_budget_usd: type: string format: decimal pattern: ^-?\d{0,12}(?:\.\d{0,2})?$ estimated_tax_usd: type: string format: decimal pattern: ^-?\d{0,38}(?:\.\d{0,2})?$ status: $ref: '#/components/schemas/TaxBudgetResultStatusEnum' selected_gamma: type: number format: double evaluation_count: type: integer termination_reason: type: string required: - estimated_tax_usd - evaluation_count - requested_budget_usd - selected_gamma - status - termination_reason CustomizeIndexTaxSummary: type: object properties: short_term_gain: type: string format: decimal pattern: ^-?\d{0,34}(?:\.\d{0,6})?$ short_term_loss: type: string format: decimal pattern: ^-?\d{0,34}(?:\.\d{0,6})?$ long_term_gain: type: string format: decimal pattern: ^-?\d{0,34}(?:\.\d{0,6})?$ long_term_loss: type: string format: decimal pattern: ^-?\d{0,34}(?:\.\d{0,6})?$ short_term_net: type: string format: decimal pattern: ^-?\d{0,34}(?:\.\d{0,6})?$ long_term_net: type: string format: decimal pattern: ^-?\d{0,34}(?:\.\d{0,6})?$ tax_due: type: string format: decimal pattern: ^-?\d{0,34}(?:\.\d{0,6})?$ required: - long_term_gain - long_term_loss - long_term_net - short_term_gain - short_term_loss - short_term_net - tax_due FactorExposuresSummary: type: object properties: exposures: type: array items: $ref: '#/components/schemas/FactorExposureSummary' description: List of factor exposure summaries required: - exposures TradeAttribution: type: object properties: ticker: type: string ticker_symbol: type: string nullable: true ticker_name: type: string nullable: true imputed_alpha: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ benchmark_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,8})?$ tax_alpha: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ trade_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,8})?$ active_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,8})?$ initial_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,8})?$ optimized_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,8})?$ risk_aversion_alpha: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ nullable: true tax_loss_harvesting_sell: type: boolean tax_loss_harvesting_buy: type: boolean tilt_exposure_sell: type: boolean tilt_exposure_buy: type: boolean no_hold_restriction: type: boolean no_trade_restriction: type: boolean no_buy_restriction: type: boolean no_sell_restriction: type: boolean hold_benchmark_restriction: type: boolean initial_active_weight: type: string format: decimal pattern: ^-?\d{0,1}(?:\.\d{0,8})?$ reduced_active_weight: type: boolean constraints_and_hedging: type: boolean required: - active_weight - benchmark_weight - constraints_and_hedging - hold_benchmark_restriction - imputed_alpha - initial_active_weight - initial_weight - no_buy_restriction - no_hold_restriction - no_sell_restriction - no_trade_restriction - optimized_weight - reduced_active_weight - tax_alpha - tax_loss_harvesting_buy - tax_loss_harvesting_sell - ticker - tilt_exposure_buy - tilt_exposure_sell - trade_weight SleeveTrackingErrors: type: object properties: schema_version: type: integer as_of_date: type: string format: date nullable: true overlap_method: type: string sleeves: type: array items: $ref: '#/components/schemas/SleeveTrackingErrorPath' unattributed_optimized_weights: type: array items: $ref: '#/components/schemas/UnattributedOptimizedWeight' required: - as_of_date - overlap_method - schema_version - sleeves - unattributed_optimized_weights TaxBudgetResultStatusEnum: enum: - compliant type: string description: '* `compliant` - compliant' FactorExposureSummary: type: object properties: factor: type: string description: The factor name benchmark_exposure: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ description: Benchmark exposure to this factor optimized_exposure: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ description: Optimized portfolio exposure to this factor active_exposure: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ description: Active exposure to this factor (optimized - benchmark) ideal_exposure: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ nullable: true description: Ideal exposure to this factor initial_exposure: type: string format: decimal pattern: ^-?\d{0,7}(?:\.\d{0,8})?$ nullable: true description: Initial portfolio exposure to this factor required: - active_exposure - benchmark_exposure - factor - optimized_exposure SleeveTrackingErrorPath: type: object properties: path: type: array items: type: string format: uuid absolute_sleeve_weight: type: string format: decimal pattern: ^-?\d{0,10}(?:\.\d{0,20})?$ attributed_optimized_total_weight: type: string format: decimal pattern: ^-?\d{0,10}(?:\.\d{0,20})?$ tracking_error_annualized_percentage: type: string format: decimal pattern: ^-?\d{0,10}(?:\.\d{0,20})?$ nullable: true coverage_status: $ref: '#/components/schemas/CoverageStatusEnum' covered_benchmark_weight: type: string format: decimal pattern: ^-?\d{0,10}(?:\.\d{0,20})?$ missing_risk_model_tilt_asset_ids: type: array items: type: string non_evaluation_reason: type: string nullable: true constituents: type: array items: $ref: '#/components/schemas/SleeveTrackingErrorConstituent' required: - absolute_sleeve_weight - attributed_optimized_total_weight - constituents - coverage_status - covered_benchmark_weight - missing_risk_model_tilt_asset_ids - non_evaluation_reason - path - tracking_error_annualized_percentage UnattributedOptimizedWeight: type: object properties: tilt_asset_id: type: string optimized_weight: type: string format: decimal pattern: ^-?\d{0,10}(?:\.\d{0,20})?$ required: - optimized_weight - tilt_asset_id CoverageStatusEnum: enum: - complete - partial - unavailable type: string description: |- * `complete` - complete * `partial` - partial * `unavailable` - unavailable SleeveTrackingErrorConstituent: type: object properties: tilt_asset_id: type: string benchmark_weight: type: string format: decimal pattern: ^-?\d{0,10}(?:\.\d{0,20})?$ attributed_optimized_weight: type: string format: decimal pattern: ^-?\d{0,10}(?:\.\d{0,20})?$ optimized_weight: type: string format: decimal pattern: ^-?\d{0,10}(?:\.\d{0,20})?$ nullable: true active_weight: type: string format: decimal pattern: ^-?\d{0,10}(?:\.\d{0,20})?$ nullable: true ownership_share: type: string format: decimal pattern: ^-?\d{0,10}(?:\.\d{0,20})?$ nullable: true overlapping_path_count: type: integer nullable: true tracking_error_contribution: type: string format: decimal pattern: ^-?\d{0,10}(?:\.\d{0,20})?$ nullable: true required: - active_weight - attributed_optimized_weight - benchmark_weight - optimized_weight - overlapping_path_count - ownership_share - tilt_asset_id - tracking_error_contribution securitySchemes: ProAPIToken: type: apiKey in: header name: X-Api-Key ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.