tradevest.ai

v.1.8.0 - Test Environment

2025-11-18 - Planned deployment to Live

2025-11-04 - Test Environment

Added

Address Schema Expansion

  • Added a new optional state parameter to the Address Schema.

    • Supports compliance and address accuracy for customers in countries requiring a state (e.g., US, CA).

New Tax Endpoints

GET /taxes/tax-information

Retrieves detailed tax pot information for a specific customer and tax year. The response includes:

  • lossPotEquities – accumulated losses from equity transactions (Aktienverlusttopf)

  • lossPotGeneral – accumulated losses from other investment instruments (allgemeiner Verlusttopf)

  • withheldCapitalGainsTax – total withheld capital gains tax (Kapitalertragsteuer)

  • usedFsa – amount of the exemption already used from the tax-free allowance (Freistellungsauftrag)

  • and additional tax details

GET /taxes/tax-exemption-orders

Returns a list of customers who have submitted a tax exemption order (isFsa = TRUE), including:

  • Order status

  • Amounts

  • Validity dates

POST /taxes/tax-exemption

Creates a new Tax Exemption Order.

  • Currently supports fsaType = INDIVIDUAL only.

  • Validation rules:

    • fsaAmount must not exceed €1,000.

    • The customer must have German tax residency.

Changed & Improved

Legal Entity Updates

Endpoint: PATCH /entities/legal-entity

Now supports updates to core company data, including: legalName, legalForm, naceSectors, taxNumber, vatId, isListed, listedAt, legalEntityIdentifier, purpose, fatcaCrsDeclaration.

Validation & Process Enhancements

  • Updates to critical fields (e.g., legalName, mainAddress) require providing a documentId of an uploaded document (e.g., CURRENT_REGISTRY_EXTRACT).

  • Updates to sensitive fields (e.g., naceSectors, main address country, fatcaCrsDeclaration) will:

    • Set the Legal Entity status to REVIEW.

Fee Filtering Enhancements

Introduced new optional filtering parameters to improve fee management and data retrieval.

Endpoint

  • GET /products/fees/instances

Changes

  • Added feeInstanceStatus query parameter to Get Fee Instances.

  • Accepts values: ACTIVE, INACTIVE.

  • Default behavior: when no status is specified, only ACTIVE fee instances are returned.

Validation Improvements

Create User Endpoint

  • Removed email domain validation.

  • Partner users can now be created even if their email domain does not match the partner’s contact email address.

Create Investment Objectives Endpoint

  • Added validation ensuring that at least one investment purpose is selected.

  • Requests missing this field will be rejected.

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