Strategy

Get Strategies

get

Ready to test

Get a list of all strategies.

Authorizations
Query parameters
cursorstringOptional

String value used for pagination

limitinteger · min: 1Required

Maximum number of items to return

Default: 20
Responses
200
OK
application/json
get
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
  }
}

Create strategy

post

Ready to test

Create a strategy

Authorizations
Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

Single strategy model for creation.

namestring · max: 255Required

Name of the strategy.

codestring · max: 5Required

Code of the strategy.

descriptionstring · max: 2000Optional

Description of the strategy.

typeundefined · enumRequired

Type of the strategy.

Possible values:
automationbooleanRequired

Indicates whether a strategy is rebalanced automatically or not.

automatedInvestingbooleanOptional

Indicates whether the automated investing is applied to the strategy. Is required in case automation = true.

executionStartDatestring · dateOptional

The date when the strategy is activated. This is only required in case automation is set to true.

executionEndDatestring · dateOptional

The date when performing of the strategy is stopped. This is only required in case automation is set to true.

executionFrequencyundefined · enumOptional

Indicates how often the strategy is rebalanced automatically.

Possible values:
minOrderAmountnumber · min: 1Optional

The minimum order amount per asset of the strategy.

orderDisaggregatedbooleanOptional

Indicates whether the orders of all subscribed strategy customer products should be sent separately or aggregated to the exchange.

minInvestingAmountnumber · min: 1Optional

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.

minInvestingAmountCurrencyundefined · enumOptional

Currency code in ISO 4217. Required if automatedInvesting is true.

Possible values:
Responses
200
OK
application/json
post
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"
}

Get Strategy by customer product ID

get

Ready to test

Find which strategy is assigned to the given customer product ID.

Authorizations
Path parameters
customerProductIdstring · uuidRequired

Unique customer product identification number in UUID format

Responses
200
OK
application/json
get
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": "2025-07-15T15:11:11.262Z",
  "modifiedOn": "2025-07-15T15:11:11.262Z",
  "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": "2025-07-15",
  "executionEndDate": "2025-07-15",
  "executionFrequency": "BI_WEEKLY",
  "minOrderAmount": 1,
  "orderDisaggregated": true,
  "minInvestingAmount": 1,
  "minInvestingAmountCurrency": "EUR",
  "strategyAssets": [
    {
      "weight": 1,
      "isin": "US38259P5089",
      "cryptoSymbol": "text"
    }
  ],
  "cashWeights": [
    {
      "cashWeight": 1,
      "cashCurrency": "EUR"
    }
  ]
}

Get Strategy

get

Ready to test

Get a strategy by its ID.

Authorizations
Path parameters
strategyIdstring · uuidRequired

Strategy ID

Responses
200
OK
application/json
get
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": "2025-07-15T15:11:11.262Z",
  "modifiedOn": "2025-07-15T15:11:11.262Z",
  "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": "2025-07-15",
  "executionEndDate": "2025-07-15",
  "executionFrequency": "BI_WEEKLY",
  "minOrderAmount": 1,
  "orderDisaggregated": true,
  "minInvestingAmount": 1,
  "minInvestingAmountCurrency": "EUR",
  "strategyAssets": [
    {
      "weight": 1,
      "isin": "US38259P5089",
      "cryptoSymbol": "text"
    }
  ],
  "cashWeights": [
    {
      "cashWeight": 1,
      "cashCurrency": "EUR"
    }
  ]
}

Delete strategy

delete

Ready to test

Delete a strategy by its ID.

Authorizations
Path parameters
strategyIdstring · uuidRequired

Strategy ID

Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Responses
200
OK
delete
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

Update strategy

patch

Ready to test

Update a strategy by its ID.

Authorizations
Path parameters
strategyIdstring · uuidRequired

Strategy ID

Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

Single strategy update model.

namestring · max: 255Optional

Name of the strategy.

codestring · max: 5Optional

Code of the strategy.

descriptionstring · max: 2000Optional

Description of the strategy.

typeundefined · enumOptional

Type of the strategy.

Possible values:
automationbooleanOptional

Indicates whether a strategy is rebalanced automatically or not.

automatedInvestingbooleanOptional

Indicates whether the automated investing is applied to the strategy. Is required in case automation = true.

executionStartDatestring · dateOptional

The date when the strategy is activated.

executionEndDatestring · dateOptional

The date when performing of the strategy is stopped.

executionFrequencyundefined · enumOptional

Indicates how often the strategy is rebalanced automatically.

Possible values:
minOrderAmountnumber · min: 1Optional

The minimum order amount per asset of the strategy.

orderDisaggregatedbooleanOptional

Indicates whether the orders of all subscribed strategy customer products should be sent separately or aggregated to the exchange.

minInvestingAmountnumber · min: 1Optional

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.

minInvestingAmountCurrencyundefined · enumOptional

Currency code in ISO 4217. Required if automatedInvesting is true.

Possible values:
Responses
200
OK
patch
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": "2025-07-15",
  "executionEndDate": "2025-07-15",
  "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

Add strategy subscriber

post

Ready to test

Add a subscriber to the strategy.

Authorizations
Path parameters
strategyIdstring · uuidRequired

The UUID of the strategy.

Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

Subscribers for a given strategy.

customerIdstring · uuidRequired

ID of the customer.

Responses
200
OK
application/json
post
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"
}

Update all strategy subscribers

patch

Ready to test

Replaces all strategy subscribers with the new ones.

Authorizations
Path parameters
strategyIdstring · uuidRequired

The UUID of the strategy.

Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Bodyobject · StrategySubscriberData[]

Subscribers for a given strategy.

customerIdstring · uuidRequired

ID of the customer.

Responses
202
Accepted
patch
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

Remove all strategy subscribers

delete

Ready to test

Removes all subscribers from the strategy.

Authorizations
Path parameters
strategyIdstring · uuidRequired

The UUID of the strategy.

Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Responses
202
Strategy subscribers removed
delete
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

Remove strategy subscriber

delete

Ready to test

Removes a subscriber from the strategy.

Authorizations
Path parameters
strategyIdstring · uuidRequired

The UUID of the strategy.

subscriberIdstring · uuidRequired

The UUID of the strategy subscriber.

Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Responses
202
Strategy subscriber removed
delete
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

Update strategy subscriber

patch

Ready to test

Update a subscriber in the strategy.

Authorizations
Path parameters
strategyIdstring · uuidRequired

The UUID of the strategy.

subscriberIdstring · uuidRequired

The UUID of the strategy subscriber.

Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

Subscribers for a given strategy.

customerIdstring · uuidOptional

ID of the customer.

Responses
202
OK
patch
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