tradevest.ai

v.1.6.0

2025-10-21 - Live

2025-10-06 - Test Environment

Upcoming

  • Scope: New endpoints for traditional trading have been exposed in UAT.

  • Documentation: Details, including models, schemas, and examples, are available in the Trading section (link to docs).

  • Authorization & Headers: No changes — endpoints follow current standards (including Authorization and requestor-id when modifying entities or roles).

Added

  • Get Entities Endpoint Enhancements: The GET /entities endpoint has been significantly upgraded.

    • Description: Functionality now includes pagination, filtering by a creation date range, and the ability to provide multiple values for the partnerId and entityStatus query parameters.

  • Investment Objectives in Trading Profile: Added a new investmentObjectives parameter to the POST /trading-profiles endpoint.

    • Description: This allows for a more detailed specification of a user's investment goals, such as CAPITAL_GROWTH, PENSION_PLANNING, or WEALTH_PRESERVATION. Multiple objectives can be specified.

Changed

  • Enhanced String Field Validation: A major security and data integrity update has been implemented. All string fields across the API now have stricter validation.

    • Description: Inputs are now normalized and sanitized to accept only Latin characters, prevent script injections, and enforce length constraints. Leading/trailing whitespace and non-printable characters are now automatically trimmed.

  • Natural Person Enum Expansion: Added new enum values to provide more granular data for natural persons.

    • professionGroup: UNEMPLOYED, PUBLIC_SECTOR_EMPLOYEE, RETIRED, etc.

    • sourceOfIncome: INHERITANCE, PENSION, FAMILY_INCOME_OR_DONATIONS, etc.

    • maritalStatus: SEPARATED, REGISTERED_PARTNERSHIP.

  • National Identifier Calculation: The logic to automatically calculate and retrieve national identifiers has been adapted to also process all existing natural persons created with the previous approach, ensuring data consistency.

  • KYCNow Integration: The integration now automatically retrieves the TRANSPARENCY_REGISTER_EXTRACT document during the Legal Entity onboarding process, reducing the need for manual document submission.

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