Portfolio

A Portfolio is a managed set of Startups or Products that a Studio, Company, or Startup allocates attention and money across.

PropertiesCopy Anchor Link

ObjectCopy Anchor Link

{
  "$id": "https://api.sb/tutorloop.com/portfolios/portfolio_1",
  "$type": "Portfolio",
  "id": "Example id",
  "type": [
    "noun_1"
  ],
  "state": "Example state",
  "outside": {},
  "query": {},
  "membership": "held"
}

RelationshipsCopy Anchor Link

• A Portfolio has many Cohorts: a Cohort selects its Startups from one Portfolio by a saved query. cohorts, inverse drawnFrom.
• A Portfolio includes startup many Startups: a Startup can sit in many Portfolios, each with its own membership: held, owned, contracted or made. includesStartup, inverse portfolios.
• A Portfolio is managed by one Studio: a Studio allocates attention and money across the members of each Portfolio it manages. managedBy, inverse manages.
• A Portfolio has many Plays: a Studio rolls a Play out across a Portfolio one cohort wave at a time, measured as an Experiment. plays, inverse targets.
• A Portfolio has many Risks: Exposure shared across sibling Startups, such as one upstream every sibling relies on. risks, inverse portfolio.

VerbsCopy Anchor Link

1. createCreates a Portfolio.
   POST /{namespace}/portfoliosdoPortfolio.created
2. getReturns one Portfolio by id.
   GET /{namespace}/portfolios/{id}readNo Event
3. listReturns Portfolios, newest first, one page at a time.
   GET /{namespace}/portfoliosreadNo Event
4. updateChanges the given properties of a Portfolio.
   PATCH /{namespace}/portfolios/{id}doPortfolio.updated
5. deleteDeletes a Portfolio; its history is kept.
   DELETE /{namespace}/portfolios/{id}doPortfolio.deleted
6. brakeBrake stops one class of effects, such as sends, spend, publishes, or price changes, across a Portfolio query until it expires or is lifted.
   POST /{namespace}/portfolios/{portfolio}/brakedoPortfolio.braked
7. liftLift ends a brake before it expires, and the Actions it held resume their review and delay windows.
   POST /{namespace}/portfolios/{portfolio}/liftdoPortfolio.lifted

PermissionsCopy Anchor Link

Which Access level may call each Verb. One-way Verbs wait their delay window.

Call itCopy Anchor Link

Brake the latest portfolio.

ExampleCopy Anchor Link

A Studio's Portfolio holds 40 Startups. It moves its weekly budget toward the 6 that are default alive and growing.