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tradevest.ai

v.1.12.0 – Test Environment

2026-02-03 - Planned deployment to Live

2026-01-20 - Test Environment

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Changed

Centralized Document Retrieval

We have updated the GET /v2/documents endpoint to act as the centralized hub for retrieving all customer-related documents.

  • Expanded Scope: The endpoint now serves Trade Invoices, Crypto Receipts (Buy & Sell) and Ex-Ante documents.

  • Filtering: Partners can query documents using:

    • resourceType (e.g., CUSTOMER)

    • resourceId (UUID)

    • type (e.g., TRADE_INVOICE)

  • Downloads: Individual file content is retrieved via the existing GET /v2/documents/{documentId}/file endpoint.

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Documentation

Compliance Features Preview: Trading Profile & Appropriateness Tests

We have fully exposed the API definitions for Trading Profile and Appropriateness Test workflows to allow for early integration testing.

  • Purpose: Partners can now verify the logic, request structures, and user flows required for complex financial instruments (e.g., Security Tokens) ahead of mandatory enforcement.

  • Functionality: You can now simulate the full compliance lifecycle:

    • Fetching test questions based on asset type.

    • Submitting user answers and receiving pass/fail results.

    • Managing trading experience and investment objectives.

  • Status: Implementation is currently optional. These endpoints allow you to prepare your UI/UX for future MiFID II compliance requirements.

Available Endpoints:

  • Appropriateness Test:

    • GET /appropriateness-test/asset-types/{appropriatenessTestAssetType}

    • POST /entities/natural-persons/{naturalPersonId}/appropriateness-test/asset-types/{appropriatenessTestAssetType}/responses

    • GET /entities/natural-persons/appropriateness-test/responses/{responseId}

  • Trading Profile:

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

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

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

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