Trading Profile

Create Asset Type Trading Profile

post

https://tvda-api.platform-test.tradevest.aihttps://tvda-api.platform-pretest.tradevest.ai

/entities/natural-persons/{naturalPersonId}/trading-profile/asset-types/{assetType}

Create new trading profile details for specific asset type

Authorizations

Bearer

OAuth2clientCredentialsRequired

Token URL:

Path parameters

naturalPersonIdstring · uuidRequired

Natural Person ID

assetTypestring · enumRequired

The type of the traditional asset for create and update operations

Possible values:

Header parameters

Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

application/json

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

400

Bad Request

application/json

post

/entities/natural-persons/{naturalPersonId}/trading-profile/asset-types/{assetType}

HTTPcURLJavaScriptPython

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

https://tvda-api.platform-test.tradevest.aihttps://tvda-api.platform-pretest.tradevest.ai

/entities/natural-persons/{naturalPersonId}/trading-profile/asset-types/{assetType}

Update existing trading profile details for specific asset type

Authorizations

Bearer

OAuth2clientCredentialsRequired

Token URL:

Path parameters

naturalPersonIdstring · uuidRequired

Natural Person ID

assetTypestring · enumRequired

The type of the traditional asset for create and update operations

Possible values:

Header parameters

Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

application/json

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

400

Bad Request

application/json

patch

/entities/natural-persons/{naturalPersonId}/trading-profile/asset-types/{assetType}

HTTPcURLJavaScriptPython

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

Acknowledge Asset Type Trading Profile

post

https://tvda-api.platform-test.tradevest.aihttps://tvda-api.platform-pretest.tradevest.ai

/entities/natural-persons/{naturalPersonId}/trading-profile/asset-types/{assetType}/acknowledge

Acknowledge asset type trading profile for natural person

Authorizations

Bearer

OAuth2clientCredentialsRequired

Token URL:

Path parameters

naturalPersonIdstring · uuidRequired

Natural Person ID

assetTypestring · enumRequired

The type of the traditional asset for create and update operations

Possible values:

Header parameters

Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Responses

202

Accepted

400

Bad Request

application/json

post

/entities/natural-persons/{naturalPersonId}/trading-profile/asset-types/{assetType}/acknowledge

HTTPcURLJavaScriptPython

POST /entities/natural-persons/{naturalPersonId}/trading-profile/asset-types/{assetType}/acknowledge 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

Create Investment Objectives

post

https://tvda-api.platform-test.tradevest.aihttps://tvda-api.platform-pretest.tradevest.ai

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

Create investment objectives for natural person trading profile

Authorizations

Bearer

OAuth2clientCredentialsRequired

Token URL:

Path parameters

naturalPersonIdstring · uuidRequired

Natural Person ID

Header parameters

Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

application/json

Investment objectives categorized by purpose

Responses

202

Accepted

400

Bad Request

application/json

post

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

HTTPcURLJavaScriptPython

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

https://tvda-api.platform-test.tradevest.aihttps://tvda-api.platform-pretest.tradevest.ai

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

Update investment objectives for natural person trading profile

Authorizations

Bearer

OAuth2clientCredentialsRequired

Token URL:

Path parameters

naturalPersonIdstring · uuidRequired

Natural Person ID

Header parameters

Requestor-IDstring · uuidRequired

Unique requestor identification in UUID format

Body

application/json

Investment objectives categorized by purpose

Responses

202

Accepted

400

Bad Request

application/json

patch

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

HTTPcURLJavaScriptPython

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