Portfolio Errors

The SDK reference includes 5 portfolio-related errors. These mainly cover validation, unsupported versions, stale portfolio snapshots, and UAT/PROD context mismatch.

5 documented errors

Portfolio Error Lookup

Search holdings, positions, funds, stale snapshot, and environment context errors.

Search portfolio errors

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Common Causes

Cause	What to do
Portfolio validation error	Check the request contract and SDK method inputs.
Unsupported portfolio version	Use the documented version supported by the SDK.
Stale snapshot	Refresh holdings, positions, or funds before using them for trading decisions.
Wrong environment context	Do not mix UAT balances, PROD positions, or instrument IDs across environments.
EDIS validation issue	Check required fields and authorization flow before retrying.

Handling Rule

Portfolio data can affect order sizing and risk checks. If funds, holdings, or positions look stale, refresh them before placing or modifying orders.

Portfolio API fails or looks stale
      |
      v
Check environment and version
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      v
Refresh funds / holdings / positions
      |
      v
Use refreshed data for order sizing