Managed funds

Managed funds can now be created as securities in GorilaCORE, with the new MANAGED_FUND type, and receive transactions in portfolios.

In the Create Security endpoint, send type equal to MANAGED_FUND. Registration follows the same model as investment clubs (INVESTMENT_CLUB): name (name), description (description), asset class (assetClass) and initial date (initialDate) are required, and the cnpj is optional.

As with investment clubs, the quota value is provided by your organization. Use Upsert Security Prices to send the price series, List Security Prices to query it and Delete Security Prices to remove the price of a date.

Learn more in Security.