openapi: 3.0.1
info:
  title: Services.AutoTrading Account Values Elections API
  description: 'The AutoTrading service group provides endpoints for interacting with Saxo Bank''s SaxoSelect offering.Through these interfaces a client application can get Saxo Select trade leaders, portfolios and investments. Portfolio investments can be created and modifed.<div class=well style=''border: 1px solid rgb(204, 82, 0); border-image: none; background-color: rgb(255, 209, 179);padding:1px;''><strong> Note:</strong> </br>This service is subject to special licensing agreements and not generally available to all OpenAPI applications.</div>'
  version: 2.4.138+710c760591
  x-framework-version: 38.0.2+439c5b0ec3
  x-machine: SIMOAWEB11-DK2
servers:
- url: https://gateway.saxobank.com/sim/openapi
tags:
- name: Elections
  description: Endpoints for election instructions
paths:
  /ca/v2/elections/bulk:
    put:
      tags:
      - Elections
      summary: Send bulk election instructions
      description: "Sends instructions about elections to make for given accounts and event.\r\n            When posting these instructions to elect, all previous elections for the specified accounts/event are overwritten."
      operationId: ElectionBulkElectAsync
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BulkElectionRequest'
            example:
              Accounts:
              - AccountKey: 2y0tX0m9ZH7MH8HK38qM9g==
              EventId: '9652429'
              Options:
              - AmountPct: 75
                OptionId: '1'
      responses:
        '204':
          description: No Content
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BulkElectionResponseListResult'
              example:
                Data:
                - AccountId: '845935'
                  Status: Accepted
        '202':
          description: Election instructions have been accepted.
        '403':
          description: Logged in client doesn't have necessary accesses to make election.
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - BulkBuyUpNotAllowed
                    - BulkOverSubscriptionNotAllowed
                    - DeadlineDatePassed
                    - EventNotElectable
                    - InvalidBulkElectionAmount
                    - InvalidEvent
                    - InvalidEventStatusToElectOn
                    - InvalidEventTypeForElection
                    - InvalidOptionInElectionInstruction
                    - InvalidTotalBulkElectionAmount
                    - NoSubAccountHasHoldingOnEvent
                    - OptionNotAvailableForElection
                    - SplitElectionsNotAllowedOnEvent
                    - TotalElectionAmountShouldNotBeZero
                    type: string
                    x-enum-descriptions:
                      NoSubAccountHasHoldingOnEvent: No sub-account in the request has holding for event in the request.
                      InvalidEventStatusToElectOn: Invalid election instruction if status of elected event is other than Approved.
                      InvalidOptionInElectionInstruction: Invalid election instruction if election is made on the option which is not available in event.
                      InvalidBulkElectionAmount: Invalid bulk election instruction if election percentage is less than 0 or greater than 100.
                      InvalidTotalBulkElectionAmount: Total percentage across options cannot exceed 100%.
                      OptionNotAvailableForElection: Invalid election instruction if election is made on Inactive or Cancelled option.
                      SplitElectionsNotAllowedOnEvent: Invalid election instruction if election are made on more than one option for events where it is specified that split elections can't be done.
                      BulkOverSubscriptionNotAllowed: Over subscription is not allowed in bulk elections.
                      BulkBuyUpNotAllowed: BuyUp is not allowed in bulk elections.
                      InvalidEvent: Invalid election instruction if elected event doesn't exist.
                      InvalidEventTypeForElection: Invalid event type for election.
                      EventNotElectable: Event is not electable.
                      DeadlineDatePassed: Deadline date for option has passed.
                      TotalElectionAmountShouldNotBeZero: Total election amount, across options, should be greater than zero.
                  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:
        confidential: Write
  /ca/v2/elections:
    put:
      tags:
      - Elections
      summary: Send election instruction
      description: "Sends an instruction about elections to make for a given account and event.\r\n            When posting an instruction to elect, all previous elections for the specified account/event are overwritten."
      operationId: ElectionElectAsync
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ElectionRequest'
            example:
              AccountKey: 2y0tX0m9ZH7MH8HK38qM9g==
              EventId: '9652429'
              Options:
              - Amount: 100
                OptionId: '1'
                Remarks: Electing on 100 holdings for option 1.
      responses:
        '204':
          description: No Content
        '202':
          description: Election instructions have been accepted.
        '403':
          description: Logged in client doesn't have necessary accesses to make election.
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - AccountNotActive
                    - BlocksExistForOwnedContracts
                    - ClientFxDslLimitation
                    - ClientFxNopLimitation
                    - ClientNotActive
                    - ClientSingleCurrencyExposureLimitation
                    - ContactExposureLimitation
                    - CurrencyConversionRateOutOfToleranceRange
                    - DeadlineDatePassed
                    - ElectionAmountExceedsEligibleHolding
                    - ElectionAmountGreaterThanMaxExercisableQuantity
                    - ElectionAmountLessThanMinExercisableQuantity
                    - ElectionAmountNotMultipleOfMinExercisableMultipleQuantity
                    - EventNotElectable
                    - ForcedExposureReductionViolation
                    - HasSystemOrders
                    - IllegalInstrumentTypeForAccount
                    - InstrumentForcedExposureReductionViolation
                    - InsufficientCash
                    - InvalidElectionAmount
                    - InvalidEvent
                    - InvalidEventForHolding
                    - InvalidEventStatusToElectOn
                    - InvalidEventTypeForElection
                    - InvalidOptionInElectionInstruction
                    - InvestmentValueLessThanMinimumLimit
                    - MarginBorderLine
                    - OnlySidedReductionAllowed
                    - OptionNotAvailableForElection
                    - OrderPlacementWouldExceedMargin
                    - OrdersAlreadyExistForOwnedContracts
                    - OverSubscriptionNotAllowed
                    - OwnerRejection
                    - PostingModeViolation
                    - RelatedPositionAlreadyClosed
                    - RelatedPositionLockedUntilSettlement
                    - SaxoExposureError
                    - SaxoMarginRequirementError
                    - SaxoSymbolError
                    - SellExceedsSettledExposure
                    - SplitElectionsNotAllowedOnEvent
                    - TotalElectionAmountShouldNotBeZero
                    - TradeCannotCloseRelatedPosition
                    - TradeFollowerCannotElect
                    - TradeLeaderCanElectOnlyOneOption
                    - TradingDisabled
                    - TradingProfileViolation
                    - UnknownPosition
                    - WouldComeTooCloseToAccountValueProtectionLimit
                    - WouldExceedAccountValueProtectionLimit
                    - WouldExceedCreditLine
                    - WouldExceedEquityConcentrationLimit
                    - WouldExceedMargin
                    - WouldExceedMarginCeiling
                    - WouldExceedMaxCreditLine
                    - WouldExceedMaxCreditLineLimit
                    - WouldExceedPrecheckMarginUtilizationLimit
                    - WouldExceedSettlementLine
                    - WouldExceedTradingLine
                    type: string
                    x-enum-descriptions:
                      ElectionAmountLessThanMinExercisableQuantity: Invalid election instruction if elected amount in option is more than minimum exercisable quantity as specified in corresponding option.
                      ElectionAmountGreaterThanMaxExercisableQuantity: Invalid election instruction if elected amount in option is more than maximum exercisable quantity as specified in corresponding option.
                      ElectionAmountNotMultipleOfMinExercisableMultipleQuantity: Invalid election instruction if elected amount in option is not in multiple as specified in corresponding option.
                      InvalidEventForHolding: Invalid election instruction if event is not applicable for client's holding account.
                      ElectionAmountExceedsEligibleHolding: Invalid election instruction if total election amount is more than eligible holding, excluding over subscription.
                      InvalidOptionInElectionInstruction: Invalid election instruction if election is made on the option which is not available in event.
                      InvalidEvent: Invalid election instruction if elected event doesn't exist.
                      InvalidElectionAmount: Invalid election instruction if election amount is less than 0.
                      InvalidEventStatusToElectOn: Invalid election instruction if status of elected event is other than Approved.
                      OptionNotAvailableForElection: Invalid election instruction if election is made on Inactive or Cancelled option.
                      OverSubscriptionNotAllowed: Invalid election instruction if instruction contains over subscribed without fully electing holdings under exercise.
                      SplitElectionsNotAllowedOnEvent: Invalid election instruction if election are made on more than one option for events where it is specified that split elections can't be done.
                      TradeLeaderCanElectOnlyOneOption: Trade leader can elect only one option.
                      TradeFollowerCannotElect: Trade follower is not allowed to elect.
                      InvalidEventTypeForElection: Invalid event type for election.
                      EventNotElectable: Event is not electable.
                      DeadlineDatePassed: Deadline date for option has passed.
                      TotalElectionAmountShouldNotBeZero: Total election amount, across options, should be greater than zero.
                      OwnerRejection: The owner of the client rejected the clients pre check.
                      WouldExceedMaxCreditLine: Client tries to buy stocks, while he doesn’t have enough collateral available.
                      WouldExceedMaxCreditLineLimit: Client tries to buy stocks, and as a result of the trade, he will breach his loan limit.
                      ContactExposureLimitation: Client is part of a contact. The aggregated exposure of the contact is not within the bounderies set for any of the clients which are a member of the contact.
                      InsufficientCash: Client does not have sufficient cash.
                      MarginBorderLine: Client is on borderline margin.
                      OrdersAlreadyExistForOwnedContracts: There are already orders for all owned contracts.
                      SaxoExposureError: Exposure would be exceeded.
                      SaxoMarginRequirementError: Client does not have enough margin.
                      SaxoSymbolError: System couldn't find the security for which election was made.
                      WouldExceedMargin: Continuing the trade would seriously exceed margin.
                      AccountNotActive: The account is not active.
                      ClientNotActive: The client is not active.
                      UnknownPosition: Related position not found.
                      IllegalInstrumentTypeForAccount: Illegal instrument type for account.
                      ForcedExposureReductionViolation: Only exposure reduction is allowed for the traded instrument.
                      PostingModeViolation: Either insufficient position to close or opening in wrong direction.
                      TradingProfileViolation: Trade would violate conditions set by client trading profile.
                      OrderPlacementWouldExceedMargin: Placing the order would exceed margin.
                      WouldExceedMarginCeiling: Would exceed margin ceiling.
                      OnlySidedReductionAllowed: Only exposure reduction is allowed for the traded instrument.
                      WouldExceedEquityConcentrationLimit: Execution of an operation would exceed equity concentration limit.
                      WouldExceedTradingLine: Continuing the action would exceed trading line utilization.
                      WouldExceedCreditLine: Continuing the action would exceed credit line utilization.
                      RelatedPositionAlreadyClosed: The position that this trade was intended to close is already closed.
                      TradeCannotCloseRelatedPosition: Trade cannot close related position as they do not match.
                      WouldExceedSettlementLine: Continuing the action would exceed settlement line utilization.
                      WouldExceedAccountValueProtectionLimit: The equity value would go below the configured limit on the account.
                      InstrumentForcedExposureReductionViolation: Only exposure reduction is allowed for the traded instrument.
                      ClientFxNopLimitation: Order causes client to exceed FX NOP limit.
                      ClientSingleCurrencyExposureLimitation: Order causes client to exceed.
                      WouldExceedPrecheckMarginUtilizationLimit: Would exceed the clients own risk aversion limit.
                      TradingDisabled: Trading is disabled for the client. Any and all prechecks will be rejected for the client.
                      RelatedPositionLockedUntilSettlement: Trade cannot close related position as related position is locked until settlement.
                      SellExceedsSettledExposure: Instructions cannot be placed for quantity more than held.
                      InvestmentValueLessThanMinimumLimit: Order/trade value is less than the minimum allowed.
                      WouldComeTooCloseToAccountValueProtectionLimit: The equity value would get too close to the configured limit on the account. But still above.
                      CurrencyConversionRateOutOfToleranceRange: Election would result in breach of currency conversion tolerance range.
                      BlocksExistForOwnedContracts: Block already exists for the security election made for.
                      ClientFxDslLimitation: Order causes client to exceed FX DSL Limit.
                      HasSystemOrders: Pre check condition does not support client having any system orders.
                  Message:
                    type: string
                  ModelState:
                    $ref: '#/components/schemas/ModelStateDictionary'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '503':
          $ref: '#/components/responses/ServiceUnavailable'
        '429':
          $ref: '#/components/responses/TooManyRequests'
      security:
      - OpenApiOAuthSecurityScheme: []
      - OpenApiJWTSecurityScheme: []
      x-required-permissions:
        confidential: Write
components:
  schemas:
    ElectionRequest:
      title: Election instruction
      required:
      - AccountKey
      - EventId
      - Options
      type: object
      properties:
        AccountKey:
          title: Account on which elections are to be made
          minLength: 1
          type: string
          x-type-name: AccountKey
        EventId:
          title: Event on which election is to be made
          pattern: ^\d*$
          type: string
        Options:
          title: Instruction per option
          type: array
          items:
            $ref: '#/components/schemas/OptionInstruction'
      additionalProperties: false
    ModelStateDictionary:
      type: object
      additionalProperties:
        type: array
        items:
          type: string
    OptionInstruction:
      title: Election instruction on option
      required:
      - OptionId
      - Amount
      type: object
      properties:
        Amount:
          title: Quantity to be elected
          type: number
        OptionId:
          title: Option on which election is to be made
          pattern: ^\d*$
          type: string
        Remarks:
          title: Remarks by client
          type: string
      additionalProperties: false
    BulkElectionResponse:
      title: Bulk election response
      type: object
      properties:
        AccountId:
          title: Account id
          type: string
        Message:
          title: Message
          type: string
        Status:
          title: Status
          allOf:
          - $ref: '#/components/schemas/StatusCode'
      additionalProperties: false
    BulkElectionRequest:
      title: Bulk election instruction
      required:
      - Accounts
      - EventId
      - Options
      type: object
      properties:
        Accounts:
          title: Accounts on which elections are to be made
          type: array
          items:
            $ref: '#/components/schemas/Account'
        EventId:
          title: Event on which election is to be made
          pattern: ^\d*$
          type: string
        Options:
          title: Instruction per option for bulk election
          type: array
          items:
            $ref: '#/components/schemas/BulkOptionInstruction'
      additionalProperties: false
    StatusCode:
      title: Status
      enum:
      - Accepted
      - Rejected
      type: string
      x-enum-descriptions:
        Accepted: Accepted
        Rejected: Rejected
    Account:
      title: Account key wrapper
      required:
      - AccountKey
      type: object
      properties:
        AccountKey:
          title: Account key
          minLength: 1
          type: string
          x-type-name: AccountKey
      additionalProperties: false
    BulkElectionResponseListResult:
      type: object
      properties:
        Data:
          type: array
          items:
            $ref: '#/components/schemas/BulkElectionResponse'
          description: The collection of entities for this feed.
        MaxRows:
          type: number
          description: The maximum number of rows that can be returned (if applicable).
        __count:
          type: number
          description: The total count of items in the feed.
        __next:
          type: string
          description: The link for the next page of items in the feed.
      additionalProperties: false
    BulkOptionInstruction:
      title: Election instruction on option for bulk election
      required:
      - OptionId
      - AmountPct
      type: object
      properties:
        AmountPct:
          title: Quantity to be elected, in percentage
          type: number
        OptionId:
          title: Option on which election is to be made
          pattern: ^\d*$
          type: string
      additionalProperties: false
  responses:
    TooManyRequests:
      description: The request was rejected due to rate limit being exceeded.
    Unauthorized:
      description: Indicates that the request was rejected because the 'Authorization' header was missing in the request or contained an invalid security token.
    ServiceUnavailable:
      description: Service Unavailable.
  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: {}