Strategy
Ready to test
Get a list of all strategies.
String value used for pagination
Maximum number of items to return
20
GET /strategies HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*
{
"data": [
{
"strategyId": "c855e259-15d8-4385-a60f-bdf8f7695ef7",
"subscribersCount": 1,
"createdOn": "2019-08-24T14:15:22Z",
"modifiedOn": "2019-08-24T14:15:22Z",
"status": "PENDING",
"subscribers": [
{
"subscriberId": "ed71eef4-4c34-46dc-81fe-954e560454fd",
"customerId": "87d8e330-2878-4742-a86f-dbbb3bf522ac",
"depositAccount": {
"customerProductId": "3d07c219-0a88-45be-9cfc-91e9d095a1e9"
},
"settlementAccount": {
"customerProductId": "d6e71eff-fbf0-456c-8d31-392631a6b046"
}
}
],
"name": "string",
"code": "str",
"type": "TOKENIZED",
"automation": true,
"executionStartDate": "2024-08-24",
"executionEndDate": "2024-09-01",
"executionFrequency": "BI_WEEKLY",
"minOrderAmount": 1,
"orderDisaggregated": true,
"cashWeights": [
{
"cashWeight": 15,
"cashCurrency": "EUR"
}
],
"strategyAssets": [
{
"isin": "US38259P5089",
"weight": 85
}
]
}
],
"pagination": {
"cursor": "string",
"limit": 20
}
}
Ready to test
Create a strategy
Unique requestor identification in UUID format
Single strategy model for creation.
Name of the strategy.
Code of the strategy.
Description of the strategy.
Type of the strategy.
Indicates whether a strategy is rebalanced automatically or not.
Indicates whether the automated investing is applied to the strategy. Is required in case automation = true.
The date when the strategy is activated. This is only required in case automation is set to true.
The date when performing of the strategy is stopped. This is only required in case automation is set to true.
Indicates how often the strategy is rebalanced automatically.
The minimum order amount per asset of the strategy.
Indicates whether the orders of all subscribed strategy customer products should be sent separately or aggregated to the exchange.
A cash amount to invest from a settlement account. When cash is deposited into a settlement account, and the deposited cash amount is >= minInvestingAmount, then instant rebalancing and execution are applied.
Currency code in ISO 4217. Required if automatedInvesting is true.
POST /strategies HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Requestor-ID: 123e4567-e89b-12d3-a456-426614174000
Content-Type: application/json
Accept: */*
Content-Length: 321
{
"name": "string",
"code": "str",
"type": "TOKENIZED",
"automation": true,
"executionStartDate": "2024-08-24",
"executionEndDate": "2024-09-01",
"executionFrequency": "BI_WEEKLY",
"minOrderAmount": 1,
"orderDisaggregated": true,
"cashWeights": [
{
"cashWeight": 15,
"cashCurrency": "EUR"
}
],
"strategyAssets": [
{
"isin": "US38259P5089",
"weight": 85
}
]
}
{
"strategyId": "123e4567-e89b-12d3-a456-426614174000",
"status": "EXECUTING"
}
Ready to test
Find which strategy is assigned to the given customer product ID.
Unique customer product identification number in UUID format
GET /products/{customerProductId}/strategies HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*
{
"strategyId": "123e4567-e89b-12d3-a456-426614174000",
"subscribersCount": 1,
"createdOn": "2025-07-10T02:09:12.317Z",
"modifiedOn": "2025-07-10T02:09:12.317Z",
"status": "EXECUTING",
"subscribers": [
{
"customerId": "123e4567-e89b-12d3-a456-426614174000",
"depositoryAccount": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
},
"wallet": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
},
"settlementAccount": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
},
"subscriberId": "123e4567-e89b-12d3-a456-426614174000"
}
],
"name": "text",
"code": "text",
"description": "text",
"type": "TOKENIZED",
"automation": true,
"automatedInvesting": true,
"executionStartDate": "2025-07-10",
"executionEndDate": "2025-07-10",
"executionFrequency": "BI_WEEKLY",
"minOrderAmount": 1,
"orderDisaggregated": true,
"minInvestingAmount": 1,
"minInvestingAmountCurrency": "EUR",
"strategyAssets": [
{
"weight": 1,
"isin": "US38259P5089",
"cryptoSymbol": "text"
}
],
"cashWeights": [
{
"cashWeight": 1,
"cashCurrency": "EUR"
}
]
}
Ready to test
Get a strategy by its ID.
Strategy ID
GET /strategies/{strategyId} HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*
{
"strategyId": "123e4567-e89b-12d3-a456-426614174000",
"subscribersCount": 1,
"createdOn": "2025-07-10T02:09:12.317Z",
"modifiedOn": "2025-07-10T02:09:12.317Z",
"status": "EXECUTING",
"subscribers": [
{
"customerId": "123e4567-e89b-12d3-a456-426614174000",
"depositoryAccount": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
},
"wallet": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
},
"settlementAccount": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
},
"subscriberId": "123e4567-e89b-12d3-a456-426614174000"
}
],
"name": "text",
"code": "text",
"description": "text",
"type": "TOKENIZED",
"automation": true,
"automatedInvesting": true,
"executionStartDate": "2025-07-10",
"executionEndDate": "2025-07-10",
"executionFrequency": "BI_WEEKLY",
"minOrderAmount": 1,
"orderDisaggregated": true,
"minInvestingAmount": 1,
"minInvestingAmountCurrency": "EUR",
"strategyAssets": [
{
"weight": 1,
"isin": "US38259P5089",
"cryptoSymbol": "text"
}
],
"cashWeights": [
{
"cashWeight": 1,
"cashCurrency": "EUR"
}
]
}
Ready to test
Delete a strategy by its ID.
Strategy ID
Unique requestor identification in UUID format
DELETE /strategies/{strategyId} HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Requestor-ID: 123e4567-e89b-12d3-a456-426614174000
Accept: */*
No content
Ready to test
Update a strategy by its ID.
Strategy ID
Unique requestor identification in UUID format
Single strategy update model.
Name of the strategy.
Code of the strategy.
Description of the strategy.
Type of the strategy.
Indicates whether a strategy is rebalanced automatically or not.
Indicates whether the automated investing is applied to the strategy. Is required in case automation = true.
The date when the strategy is activated.
The date when performing of the strategy is stopped.
Indicates how often the strategy is rebalanced automatically.
The minimum order amount per asset of the strategy.
Indicates whether the orders of all subscribed strategy customer products should be sent separately or aggregated to the exchange.
A cash amount to invest from a settlement account. When cash is deposited into a settlement account, and the deposited cash amount is >= minInvestingAmount, then instant rebalancing and execution are applied.
Currency code in ISO 4217. Required if automatedInvesting is true.
PATCH /strategies/{strategyId} HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Requestor-ID: 123e4567-e89b-12d3-a456-426614174000
Content-Type: application/json
Accept: */*
Content-Length: 445
{
"name": "text",
"code": "text",
"description": "text",
"type": "TOKENIZED",
"automation": true,
"automatedInvesting": true,
"executionStartDate": "2025-07-10",
"executionEndDate": "2025-07-10",
"executionFrequency": "BI_WEEKLY",
"minOrderAmount": 1,
"orderDisaggregated": true,
"minInvestingAmount": 1,
"minInvestingAmountCurrency": "EUR",
"strategyAssets": [
{
"weight": 1,
"isin": "US38259P5089",
"cryptoSymbol": "text"
}
],
"cashWeights": [
{
"cashWeight": 1,
"cashCurrency": "EUR"
}
]
}
No content
Ready to test
Add a subscriber to the strategy.
The UUID of the strategy.
Unique requestor identification in UUID format
Subscribers for a given strategy.
ID of the customer.
POST /strategies/{strategyId}/subscribers HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Requestor-ID: 123e4567-e89b-12d3-a456-426614174000
Content-Type: application/json
Accept: */*
Content-Length: 285
{
"customerId": "123e4567-e89b-12d3-a456-426614174000",
"depositoryAccount": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
},
"wallet": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
},
"settlementAccount": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
}
}
{
"strategySubscriberId": "123e4567-e89b-12d3-a456-426614174000"
}
Ready to test
Replaces all strategy subscribers with the new ones.
The UUID of the strategy.
Unique requestor identification in UUID format
Subscribers for a given strategy.
ID of the customer.
PATCH /strategies/{strategyId}/subscribers HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Requestor-ID: 123e4567-e89b-12d3-a456-426614174000
Content-Type: application/json
Accept: */*
Content-Length: 287
[
{
"customerId": "123e4567-e89b-12d3-a456-426614174000",
"depositoryAccount": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
},
"wallet": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
},
"settlementAccount": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
}
}
]
No content
Ready to test
Removes all subscribers from the strategy.
The UUID of the strategy.
Unique requestor identification in UUID format
DELETE /strategies/{strategyId}/subscribers HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Requestor-ID: 123e4567-e89b-12d3-a456-426614174000
Accept: */*
No content
Ready to test
Removes a subscriber from the strategy.
The UUID of the strategy.
The UUID of the strategy subscriber.
Unique requestor identification in UUID format
DELETE /strategies/{strategyId}/subscribers/{subscriberId} HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Requestor-ID: 123e4567-e89b-12d3-a456-426614174000
Accept: */*
No content
Ready to test
Update a subscriber in the strategy.
The UUID of the strategy.
The UUID of the strategy subscriber.
Unique requestor identification in UUID format
Subscribers for a given strategy.
ID of the customer.
PATCH /strategies/{strategyId}/subscribers/{subscriberId} HTTP/1.1
Host: tvda-api.platform-test.tradevest.ai
Authorization: Bearer YOUR_OAUTH2_TOKEN
Requestor-ID: 123e4567-e89b-12d3-a456-426614174000
Content-Type: application/json
Accept: */*
Content-Length: 285
{
"customerId": "123e4567-e89b-12d3-a456-426614174000",
"depositoryAccount": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
},
"wallet": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
},
"settlementAccount": {
"customerProductId": "123e4567-e89b-12d3-a456-426614174000"
}
}
No content
Last updated