openapi: 3.2.0
info:
  title: Services.Portfolio Account Groups API
  description: The Portfolio service group provides services and end points that serves information about the clients current portfolio, such as account balance, open positions etc.
  version: 2.4.82+77577352f2
  x-framework-version: 41.0.17+46f32c3eb1
  x-machine: SIMOAWEB8-DK1
servers:
- url: https://gateway.saxobank.com/sim/openapi
tags:
- name: Account Groups
  description: 'End points serving account groups.

    The set of account groups is restricted by the supplied query parameters as well as whether or not the identity represented by the authorization token has access to the groups.'
paths:
  /port/v1/accountgroups:
    get:
      tags:
      - Account Groups
      summary: Get a list of all accounts groups used by the specified client
      description: Get a list of all account groups used by the specified client
      operationId: AccountGroupsV1GetAccountGroups
      parameters:
      - name: $inlinecount
        in: query
        description: Specifies that the response to the request should include a count of the number of entries in the collection
        schema:
          enum:
          - AllPages
          - None
          type: string
          x-enum-descriptions:
            None: The result will not contain an inline count
            AllPages: The result will contain a total count of items in the queried collection
        example: AllPages
      - name: $skip
        in: query
        description: The number of entries to skip from the beginning of the collection
        schema:
          minimum: 0
          type: integer
          format: int32
        example: 1
      - name: $top
        in: query
        description: The number of entries to return from the beginning of the collection
        schema:
          minimum: 0
          type: integer
          format: int32
          default: 1000
        example: 1
      - name: ClientKey
        in: query
        description: The client to which the account groups belong.
        required: true
        schema:
          title: The client to which the account groups belong.
          minLength: 1
          type: string
          x-type-name: ClientKey
        example: 493b43a5-fe85-4d1f-9071-dd4a9d4e42a4
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountGroupResponseListResult'
              example:
                Data:
                - AccountGroupKey: stringValue
                  AccountGroupName: stringValue
                  AccountValueProtectionLimit: 10
                  CollateralMonitoringMode: MaxOfCollateralCreditValueAndCollateralCreditLine
                  MarginCalculationMethod: Default
                  MarginLendingEnabled: 'No'
                  MarginMonitoringMode: Equity
                  PortfolioBasedMarginEnabled: false
                  SupportsAccountValueProtectionLimit: true
                MaxRows: 99
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '503':
          $ref: '#/components/responses/ServiceUnavailable'
        '429':
          $ref: '#/components/responses/TooManyRequests'
      security:
      - OpenApiOAuthSecurityScheme: []
      - OpenApiJWTSecurityScheme: []
      x-required-permissions:
        personal: Read
        community: Read
  /port/v1/accountgroups/me:
    get:
      tags:
      - Account Groups
      summary: Get all accounts groups under a particular client to which the logged in user…
      description: Get all accounts gropus under a particular client to which the logged in user belongs.
      operationId: AccountGroupsV1GetAccountGroupsForLoggedInUser
      parameters:
      - name: $inlinecount
        in: query
        description: Specifies that the response to the request should include a count of the number of entries in the collection
        schema:
          enum:
          - AllPages
          - None
          type: string
          x-enum-descriptions:
            None: The result will not contain an inline count
            AllPages: The result will contain a total count of items in the queried collection
        example: AllPages
      - name: $skip
        in: query
        description: The number of entries to skip from the beginning of the collection
        schema:
          minimum: 0
          type: integer
          format: int32
        example: 1
      - name: $top
        in: query
        description: The number of entries to return from the beginning of the collection
        schema:
          minimum: 0
          type: integer
          format: int32
          default: 1000
        example: 1
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountGroupResponseListResult'
              example:
                Data:
                - AccountGroupKey: stringValue
                  AccountGroupName: stringValue
                  AccountValueProtectionLimit: 10
                  CollateralMonitoringMode: MaxOfCollateralCreditValueAndCollateralCreditLine
                  MarginCalculationMethod: Default
                  MarginLendingEnabled: 'No'
                  MarginMonitoringMode: Equity
                  PortfolioBasedMarginEnabled: false
                  SupportsAccountValueProtectionLimit: true
                MaxRows: 99
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '503':
          $ref: '#/components/responses/ServiceUnavailable'
        '429':
          $ref: '#/components/responses/TooManyRequests'
      security:
      - OpenApiOAuthSecurityScheme: []
      - OpenApiJWTSecurityScheme: []
      x-required-permissions:
        personal: Read
        community: Read
  /port/v1/accountgroups/{AccountGroupKey}:
    get:
      tags:
      - Account Groups
      summary: Get details about a single account group
      operationId: AccountGroupsV1GetAccountGroup
      parameters:
      - name: AccountGroupKey
        in: path
        description: Unique key for the account group.
        required: true
        schema:
          minLength: 1
          type: string
          x-type-name: AccountGroupKey
        example: LZTc7DdejXODf-WSl2aCyQ==
      - name: ClientKey
        in: query
        description: The key of the client to which the account group belong.
        required: true
        schema:
          minLength: 1
          type: string
          x-type-name: ClientKey
        example: 5DG7K1P5cqYBZ77tl7Af4w==
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountGroupResponse'
              example:
                AccountGroupKey: stringValue
                AccountGroupName: stringValue
                AccountValueProtectionLimit: 10
                CollateralMonitoringMode: MaxOfCollateralCreditValueAndCollateralCreditLine
                MarginCalculationMethod: SpanForFuturesAndOptions
                MarginLendingEnabled: None
                MarginMonitoringMode: Margin
                PortfolioBasedMarginEnabled: false
                SupportsAccountValueProtectionLimit: true
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - InvalidInput
                    type: string
                    example: None
                    x-enum-descriptions:
                      InvalidInput: An error was encountered when processing given input parameters.
                  Message:
                    type: string
                  ModelState:
                    $ref: '#/components/schemas/ModelStateDictionary'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '503':
          $ref: '#/components/responses/ServiceUnavailable'
        '429':
          $ref: '#/components/responses/TooManyRequests'
      security:
      - OpenApiOAuthSecurityScheme: []
      - OpenApiJWTSecurityScheme: []
      x-required-permissions:
        personal: Read
        community: Read
    patch:
      tags:
      - Account Groups
      summary: Update account group information
      description: Enables the user to update account group settings. Particularly the account group AccountValueProtectionLimit .
      operationId: AccountGroupsV1UpdateAccountGroup
      parameters:
      - name: AccountGroupKey
        in: path
        description: Unique key of the account group to change.
        required: true
        schema:
          minLength: 1
          type: string
          x-type-name: AccountGroupKey
        example: LZTc7DdejXODf-WSl2aCyQ==
      - name: ClientKey
        in: query
        description: The key of the client to which the account group belong.
        required: true
        schema:
          minLength: 1
          type: string
          x-type-name: ClientKey
        example: 5DG7K1P5cqYBZ77tl7Af4w==
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AccountGroupUpdateRequest'
            example:
              AccountValueProtectionLimit: 10
      responses:
        '204':
          description: No Content
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - InvalidInput
                    - NoValidInput
                    type: string
                    example: None
                    x-enum-descriptions:
                      NoValidInput: No valid input values passed.
                      InvalidInput: An error was encountered when processing given input parameters.
                  Message:
                    type: string
                  ModelState:
                    $ref: '#/components/schemas/ModelStateDictionary'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '503':
          $ref: '#/components/responses/ServiceUnavailable'
        '429':
          $ref: '#/components/responses/TooManyRequests'
      security:
      - OpenApiOAuthSecurityScheme: []
      - OpenApiJWTSecurityScheme: []
      x-required-permissions:
        personal: Write
components:
  schemas:
    AccountGroupUpdateRequest:
      title: A parameter wrapper for account group update operations.
      type: object
      properties:
        AccountValueProtectionLimit:
          title: "If set, this value shields the account value from going below the given limit by automatically triggering closing of positions should the limit be exceeded.\n            A limit of zero means there is no limit."
          type: number
          example: 10
      additionalProperties: false
      example:
        AccountValueProtectionLimit: 10
    AccountGroupResponse:
      title: Data contract for an account group.
      type: object
      properties:
        AccountGroupKey:
          title: Unique ID of the account group used for selection
          minLength: 1
          type: string
          x-type-name: AccountGroupKey
        AccountGroupName:
          title: Name of the account group, displayed to the user
          type: string
          example: stringValue
        AccountValueProtectionLimit:
          title: "If set, this value shields the account value from going below the given limit by automatically triggering closing of positions should the limit be exceeded.\n            A limit of zero means there is no limit."
          type: number
          example: 10
        CollateralMonitoringMode:
          title: "Collateral Monitoring Mode.\n            Null when entity is not monitored on collateral."
          allOf:
          - $ref: '#/components/schemas/CollateralMonitoringMode'
        MarginCalculationMethod:
          title: Calculation method for assessing margin utilization.
          allOf:
          - $ref: '#/components/schemas/PortfolioMarginMethod'
        MarginLendingEnabled:
          title: Margin Lending Enabled
          allOf:
          - $ref: '#/components/schemas/MarginLendingEnabled'
        MarginMonitoringMode:
          title: "Margin Monitoring Mode.\n            Null when entity is not monitored on margin."
          allOf:
          - $ref: '#/components/schemas/MarginMonitoringMode'
        PortfolioBasedMarginEnabled:
          title: Portfolio Based Margin (PBM) is a method for mapping the risk of an investment portfolio. True if enabled else false.
          type: boolean
          example: true
        SupportsAccountValueProtectionLimit:
          title: If true, an AccountValueProtectionLimit may be set on this account. If it is false, the AccountValueProtectionLimit can be set on client or account group.
          type: boolean
          example: true
      additionalProperties: false
      example:
        AccountGroupKey: stringValue
        AccountGroupName: stringValue
        AccountValueProtectionLimit: 10
        CollateralMonitoringMode: MaxOfCollateralCreditValueAndCollateralCreditLine
        MarginCalculationMethod: SpanForFuturesAndOptions
        MarginLendingEnabled: None
        MarginMonitoringMode: Margin
        PortfolioBasedMarginEnabled: false
        SupportsAccountValueProtectionLimit: true
    CollateralMonitoringMode:
      title: Collateral Monitoring Mode. Different monitoring modes will change the behavior of stop outs, pre-checks etc (For Collateral based entities).
      enum:
      - CollateralCreditValue
      - MaxOfCollateralCreditValueAndCollateralCreditLine
      type: string
      example: CollateralCreditValue
      x-enum-descriptions:
        MaxOfCollateralCreditValueAndCollateralCreditLine: Monitoring (stop-out's) are based on collateral credit value and collateral credit line.
        CollateralCreditValue: Monitoring (stop-out's) are based on collateral credit value
    MarginLendingEnabled:
      title: Margin Lending Enabled.
      enum:
      - 'No'
      - None
      - 'Yes'
      type: string
      example: 'Yes'
      x-enum-descriptions:
        None: Default. Margin Lending is not applicable.
        'Yes': Margin Lending is enabled.
        'No': Margin Lending is disabled.
    MarginMonitoringMode:
      title: Margin Monitoring Mode.
      enum:
      - Equity
      - Lines
      - Margin
      type: string
      example: Lines
      x-enum-descriptions:
        Margin: Monitoring (stop-out's) are based on standard margin utilization, pre-check's are done against standard margin utilization.
        Lines: Monitoring (stop-out's) are based on credit line utilization, pre-check's are done against trading and credit line utilization.
        Equity: Monitoring is based on standard equity utilization, pre-check's are done against standard equity utilization.
    ModelStateDictionary:
      type: object
      additionalProperties:
        type: array
        items:
          type: string
    AccountGroupResponseListResult:
      type: object
      properties:
        Data:
          type: array
          items:
            $ref: '#/components/schemas/AccountGroupResponse'
          description: The collection of entities for this feed.
        MaxRows:
          type: number
          description: The maximum number of rows that can be returned (if applicable).
        __count:
          type: number
          description: The total count of items in the feed.
        __next:
          type: string
          description: The link for the next page of items in the feed.
      additionalProperties: false
      example:
        Data:
        - AccountGroupKey: stringValue
          AccountGroupName: stringValue
          AccountValueProtectionLimit: 10
          CollateralMonitoringMode: MaxOfCollateralCreditValueAndCollateralCreditLine
          MarginCalculationMethod: Default
          MarginLendingEnabled: 'No'
          MarginMonitoringMode: Equity
          PortfolioBasedMarginEnabled: false
          SupportsAccountValueProtectionLimit: true
        MaxRows: 99
    PortfolioMarginMethod:
      title: Specifies the margin calculaion method for the given entity.
      enum:
      - Default
      - JanusMarginReplication
      - SpanForFutures
      - SpanForFuturesAndOptions
      type: string
      example: SpanForFutures
      x-enum-descriptions:
        Default: Uses Saxo exposure based margin.
        SpanForFutures: Uses rules-based SPAN methods to calculate margin on futures alone.
        SpanForFuturesAndOptions: Uses rules-based SPAN methods to calculate margin on futures and options.
        JanusMarginReplication: Uses rules-based the Janus methodology to calculate margin.
  responses:
    TooManyRequests:
      description: The request was rejected due to rate limit being exceeded.
    ServiceUnavailable:
      description: Service Unavailable.
    BadRequest:
      description: One or more of the provided parameters are invalid.
      content:
        application/json:
          schema:
            required:
            - ErrorCode
            - Message
            type: object
            properties:
              ErrorCode:
                enum:
                - InvalidRequest
                type: string
                example: None
                x-enum-descriptions:
                  InvalidRequest: Default error code returned when it cannot be determined which part of the request is malformed.
              Message:
                type: string
              ModelState:
                $ref: '#/components/schemas/ModelStateDictionary'
    Unauthorized:
      description: Indicates that the request was rejected because the 'Authorization' header was missing in the request or contained an invalid security token.
  securitySchemes:
    OpenApiJWTSecurityScheme:
      type: http
      scheme: bearer
      bearerFormat: JWT
    OpenApiOAuthSecurityScheme:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://sim.logonvalidation.net/authorize
          tokenUrl: https://sim.logonvalidation.net/token
          scopes: {}