Strategy

Last updated 10 days ago

Get Strategy by customer product ID

get

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

application/json

400

Bad Request

application/json

404

Not Found

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": "2025-06-16T12:42:13.827Z",
  "modifiedOn": "2025-06-16T12:42:13.827Z",
  "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": "2025-06-16",
  "executionEndDate": "2025-06-16",
  "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

Get a strategy by its ID.

Authorizations

Path parameters

strategyIdstring · uuidRequired

Strategy ID

Responses

200

application/json

404

Not Found

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": "2025-06-16T12:42:13.827Z",
  "modifiedOn": "2025-06-16T12:42:13.827Z",
  "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": "2025-06-16",
  "executionEndDate": "2025-06-16",
  "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

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

400

Bad Request

application/json

404

Not Found

application/json

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

Remove all strategy subscribers

delete

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

400

Bad Request

application/json

404

Not Found

application/json

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

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

400

Bad Request

application/json

404

Not Found

application/json

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

Get Strategies

get

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

application/json

404

Not Found

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

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

application/json

400

Bad Request

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"
}

Update strategy

patch

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

minInvestingAmountCurrencyundefined · enumOptional

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

Possible values:

Responses

200

400

Bad Request

application/json

404

Not Found

application/json

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": "2025-06-16",
  "executionEndDate": "2025-06-16",
  "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

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

application/json

400

Bad Request

application/json

404

Not Found

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

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

Body

Subscribers for a given strategy.

customerIdstring · uuidRequired

ID of the customer.

Responses

202

Accepted

400

Bad Request

application/json

404

Not Found

application/json

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

Update strategy subscriber

patch

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

400

Bad Request

application/json

404

Not Found

application/json

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