Trading Profile

Create Asset Type Trading Profile

post

Create new trading profile details for specific asset type

Authorizations
Path parameters
naturalPersonIdstring · uuidRequired

Natural Person ID

assetTypestring · enumRequired

The type of the traditional asset

Possible values:
Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

Trading profile data per asset type

hasKnowledgebooleanRequired

Indicates if the person has trading knowledge

hasExperiencebooleanRequired

Indicates if the person has trading experience

Responses
202

Accepted

post
POST /entities/natural-persons/{naturalPersonId}/trading-profile/asset-types/{assetType} 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: 121

{
  "hasKnowledge": true,
  "hasExperience": true,
  "tradingExperience": {
    "yearsOfExperience": 1,
    "numberOfTrades": 1,
    "tradeVolume": 1
  }
}
No content

Update Asset Type Trading Profile

patch

Update existing trading profile details for specific asset type

Authorizations
Path parameters
naturalPersonIdstring · uuidRequired

Natural Person ID

assetTypestring · enumRequired

The type of the traditional asset

Possible values:
Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

Trading profile data per asset type

hasKnowledgebooleanRequired

Indicates if the person has trading knowledge

hasExperiencebooleanRequired

Indicates if the person has trading experience

Responses
202

Accepted

patch
PATCH /entities/natural-persons/{naturalPersonId}/trading-profile/asset-types/{assetType} 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: 121

{
  "hasKnowledge": true,
  "hasExperience": true,
  "tradingExperience": {
    "yearsOfExperience": 1,
    "numberOfTrades": 1,
    "tradeVolume": 1
  }
}
No content

Create Basic Profile Acknowledgement

post

Create basic profile acknowledgement for natural person

Authorizations
Path parameters
naturalPersonIdstring · uuidRequired

Natural Person ID

Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

Basic profile acknowledgement information data

acknowledgedbooleanRequired

Whether the profile has been acknowledged

acknowledgmentVersionCodestring · enumRequired

Acknowledgment Version Code Enum

Possible values:
Responses
202

Accepted

post
POST /entities/natural-persons/{naturalPersonId}/trading-profile/basic-profile-acknowledgement 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: 91

{
  "acknowledged": true,
  "acknowledgmentVersionCode": "ACKNOWLEDGMENT_BASIC_PROFILE_V1_DE_2025"
}
No content

Update Basic Profile Acknowledgement

patch

Update basic profile acknowledgement for natural person

Authorizations
Path parameters
naturalPersonIdstring · uuidRequired

Natural Person ID

Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

Basic profile acknowledgement information data

acknowledgedbooleanRequired

Whether the profile has been acknowledged

acknowledgmentVersionCodestring · enumRequired

Acknowledgment Version Code Enum

Possible values:
Responses
202

Accepted

patch
PATCH /entities/natural-persons/{naturalPersonId}/trading-profile/basic-profile-acknowledgement 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: 91

{
  "acknowledged": true,
  "acknowledgmentVersionCode": "ACKNOWLEDGMENT_BASIC_PROFILE_V1_DE_2025"
}
No content

Create Investment Objectives

post

Create investment objectives for natural person trading profile

Authorizations
Path parameters
naturalPersonIdstring · uuidRequired

Natural Person ID

Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

Investment objectives categorized by purpose

Responses
202

Accepted

post
POST /entities/natural-persons/{naturalPersonId}/trading-profile/investment-objectives 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

{
  "growthAndSavings": [
    "CAPITAL_GROWTH"
  ],
  "capitalProtectionAndHedging": [
    "WEALTH_PRESERVATION"
  ],
  "incomeAndLiquidity": [
    "INCOME_GENERATION"
  ],
  "retirementAndFuturePlanning": [
    "PENSION_PLANNING"
  ],
  "specificInvestmentTypes": [
    "INVESTMENT_IN_LISTED_EQUITIES"
  ],
  "taxAndEstatePlanning": [
    "TAX_PLANNING"
  ]
}
No content

Update Investment Objectives

patch

Update investment objectives for natural person trading profile

Authorizations
Path parameters
naturalPersonIdstring · uuidRequired

Natural Person ID

Header parameters
Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

Investment objectives categorized by purpose

Responses
202

Accepted

patch
PATCH /entities/natural-persons/{naturalPersonId}/trading-profile/investment-objectives 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

{
  "growthAndSavings": [
    "CAPITAL_GROWTH"
  ],
  "capitalProtectionAndHedging": [
    "WEALTH_PRESERVATION"
  ],
  "incomeAndLiquidity": [
    "INCOME_GENERATION"
  ],
  "retirementAndFuturePlanning": [
    "PENSION_PLANNING"
  ],
  "specificInvestmentTypes": [
    "INVESTMENT_IN_LISTED_EQUITIES"
  ],
  "taxAndEstatePlanning": [
    "TAX_PLANNING"
  ]
}
No content

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