openapi: 3.0.1 info: title: Services.AutoTrading Account Values Investments 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.
Note:
This service is subject to special licensing agreements and not generally available to all OpenAPI applications.
' 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: Investments description: End points for fetching and updating investment items. paths: /at/v3/investments/subscriptions/suggestions/{ContextId}/{ReferenceId}: delete: tags: - Investments summary: Remove session wide suggestion subscription description: Removes the suggestion subscription identified by the specified reference id (and streaming context id). operationId: InvestmentsV3DeleteSuggestionSubscription parameters: - name: ContextId in: path description: The context id part of the streaming session (used to identify the subscription within a streaming session). required: true schema: type: string example: explorer_201704091208182471 - name: ReferenceId in: path description: The reference id that identifies the subscription (within a streaming session). required: true schema: type: string example: '123' responses: '204': description: No Content '202': description: Accepted '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - SubscriptionNotFound type: string x-enum-descriptions: SubscriptionNotFound: Subscription not found. Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '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: Subscribe community: Subscribe /at/v3/investments/subscriptions/{ContextId}/{ReferenceId}: delete: tags: - Investments summary: Remove session wide subscription description: Removes the subscription identified by the specified reference id (and streaming context id). operationId: InvestmentsV3DeleteSubscription parameters: - name: ContextId in: path description: The context id part of the streaming session (used to identify the subscription within a streaming session). required: true schema: type: string example: explorer_201704091208182471 - name: ReferenceId in: path description: The reference id that identifies the subscription (within a streaming session). required: true schema: type: string example: '123' responses: '204': description: No Content '202': description: Accepted '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - SubscriptionNotFound type: string x-enum-descriptions: SubscriptionNotFound: Subscription not found. Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '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: Subscribe community: Subscribe /at/v3/investments/subscriptions/suggestions: post: tags: - Investments summary: Create a session wide suggestion subscription description: "Sets up a new session wide suggestion subscription. The data stream will deliver updates from this point.\r\n Provides updates on all investments that one could possibly participate in." operationId: InvestmentsV3AddSuggestionSubscriptionAsync requestBody: content: application/json: schema: $ref: '#/components/schemas/InvestmentsSubscriptionRequest' example: ContextId: explorer_201704091208182471 ReferenceId: '123' RefreshRate: 1000 responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/InvestmentSuggestionContractInvestmentsSubscriptionResponse' example: ContextId: ContextId8d2541cd-f136-45d9-8492-f6fbcca724f3 Format: Format87697a73-44b2-4885-89f7-8cd4d61d88b5 InactivityTimeout: 224 ReferenceId: ReferenceIdf5fda778-c237-4b00-9fda-7f869b359119 RefreshRate: 78 Snapshot: - AutoTradingPartnerLeaderId: AutoTradingPartnerLeaderIda1f21a29-744a-4123-9c4c-da292f76c3c6 ClientId: 1227010735 Currency: Currency0c7a3ebd-626a-41e6-82f0-729c3f873434 IsAuthorizedToFollow: true IsFollowAllowed: false IsFollowing: false IsOpenForFollowers: true IsReadyForTrading: true IsTradeFollowerReady: false MinimumFunding: 0.95958769738655 StrategyName: StrategyName53af1bcf-46aa-4ce8-abd1-61accf9ef5bb TradeLeaderId: TradeLeaderId54972f08-a548-445c-90b5-451868eb3326 State: Active Tag: Tag0598245e-a908-4305-b672-81e2c21d67c5 '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidModelState - NotConfiguredForService - RefreshRateMustBePositive - UnsupportedSubscriptionFormat type: string x-enum-descriptions: InvalidModelState: Error code returned when model state is invalid. UnsupportedSubscriptionFormat: Error code returned when a subscription format that isn't supported by the publisher is requested. NotConfiguredForService: You are not configured for this service. Please Contact Service Center for support. RefreshRateMustBePositive: Refresh rate must be positive. Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '409': description: Conflict content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - SubscriptionLimitExceeded type: string x-enum-descriptions: SubscriptionLimitExceeded: Error code returned when more than the maximum allowed number of subscriptions for a specified type, is exceeded. 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: Subscribe community: Subscribe x-streaming-type: $ref: '#/components/schemas/InvestmentSuggestionContractIEnumerable' /at/v3/investments/subscriptions: post: tags: - Investments summary: Create a session wide subscription description: "Sets up a new session wide subscription. The data stream will deliver updates from this point.\r\n Provides updates on the investments that one actively participating in." operationId: InvestmentsV3AddSubscription requestBody: content: application/json: schema: $ref: '#/components/schemas/InvestmentsSubscriptionRequest' example: ContextId: explorer_201704091208182471 ReferenceId: '123' RefreshRate: 1000 responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/InvestmentContractInvestmentsSubscriptionResponse' example: InactivityTimeout: 120 RefreshRate: 1000 Snapshot: - AccountId: ALUSD*2147279411 AccountKey: y3OYuYog1dSJ2gLXrBLYejddPfnZpPFsfci84-E4|X0= AutoTradingPartnerLeaderId: '11' ClientId: 2147279411 Currency: USD DisplayName: Investment Account 1 DisplayState: 7 EntryGateResult: NA ErrorNumber: 0 InitialFunding: 63291 InvestmentId: '3353' InvestmentProcessState: Stopping InvestmentShieldAmount: 0 InvestmentStateId: 32 IsAuthorizedToFollow: true IsFollowAllowed: true IsFollowing: false IsOpenForFollowers: false IsReadyForTrading: false IsTradeFollowerReady: true IsWithdrawalInProgress: false MinimumFunding: 20000 PendingFunding: 63291 ReservedAmount: 0 StateName: Ready StrategyName: Discretionary Trading TradeLeaderId: '1' - AccountId: BRCHA*2147279411 AccountKey: PCXvSNri4gfq0HWg6D18Yp|EQN3qRivawC3ak9LvubA= AutoTradingPartnerLeaderId: '110' ClientId: 2147279411 Currency: CHF DisplayName: Investment Account 2 DisplayState: 3 EntryGateResult: NA ErrorNumber: 0 InitialFunding: 0 InvestmentId: '3356' InvestmentProcessState: Retry InvestmentShieldAmount: 0 InvestmentStateId: 7 IsAuthorizedToFollow: true IsFollowAllowed: true IsFollowing: true IsOpenForFollowers: true IsReadyForTrading: false IsTradeFollowerReady: true IsWithdrawalInProgress: false MinimumFunding: 10000 PendingFunding: 10000 ReservedAmount: 0 StateName: Stopping StrategyName: Aggressive Portfolio (CHF) TradeLeaderId: '93' State: Active '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidModelState - NotConfiguredForService - RefreshRateMustBePositive - UnsupportedSubscriptionFormat type: string x-enum-descriptions: InvalidModelState: Error code returned when model state is invalid. UnsupportedSubscriptionFormat: Error code returned when a subscription format that isn't supported by the publisher is requested. NotConfiguredForService: You are not configured for this service. Please Contact Service Center for support. RefreshRateMustBePositive: Refresh rate must be positive. Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '409': description: Conflict content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - SubscriptionLimitExceeded type: string x-enum-descriptions: SubscriptionLimitExceeded: Error code returned when more than the maximum allowed number of subscriptions for a specified type, is exceeded. 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: Subscribe community: Subscribe x-streaming-type: $ref: '#/components/schemas/InvestmentContractIEnumerable' /at/v3/investments/summaries: get: tags: - Investments description: "Gets the investment information for all clients under the given client combined with the investments of client itself and this information\r\n is grouped according to the leaders." operationId: InvestmentsV3GetInvestmentsummariesAsync responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/TradeLeaderSummaryListResult' example: Data: - CategoryName: Balanced Portfolios Currency: GBP Investments: - AccountId: SAMGS*585220 ClientId: 2147279411 InitialFunding: 1000000 InvestmentStartDateTime: '2022-09-29T04:28:00.7609276Z' IsActive: true PendingFunding: 0 StateName: Ready SuitabilityLevel: VeryHigh TimeWhenStateModified: '2022-10-28T04:28:00.7609276Z' MinimumFundingAmount: 10000 MostRecentStart: AccountId: SAMGS*585220 ClientId: 2147279411 TimeWhenStateModified: '2022-10-28T04:28:00.7609276Z' NumberOfFollowers: 1 Products: CFDs ReturnPercentage: 0.95 StateOfLeader: Ready StrategyName: Moderate Portfolio (GBP) SuitabilityLevel: High TradeLeaderId: '77' TradeLeaderOptions: UsExchanges '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - NotConfiguredForService type: string x-enum-descriptions: NotConfiguredForService: You are not configured for this service. Please Contact Service Center for support. Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvestmentSummaryNotFound type: string x-enum-descriptions: InvestmentSummaryNotFound: Investment not found under given WLC 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 /at/v3/investments/{InvestmentId}/maxWithdrawalAmount: get: tags: - Investments description: Get max amount currently available for withdrawal from an investment. operationId: InvestmentsV3GetMaxWithdrawalAmountAsync parameters: - name: InvestmentId in: path description: Id of the investment portfolio. required: true schema: type: string example: '1505' - name: TargetAccountId in: query description: max withdrawal amount returned to this account id required: true schema: type: string responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/WithdrawalAmountContract' example: MaxWithdrawalAmount: 10000 '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidInvestmentId - NotConfiguredForService - WithdrawalNotAllowed type: string x-enum-descriptions: NotConfiguredForService: You are not configured for this service. Please Contact Service Center for support. InvalidInvestmentId: Invalid investment Id. WithdrawalNotAllowed: Withdrawal not allowed Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvestmentNotFound type: string x-enum-descriptions: InvestmentNotFound: Investment not found. 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 /at/v3/investments/{InvestmentId}/withdraw: put: tags: - Investments description: Initiate partial or full amount withdrawal from an investment. operationId: InvestmentsV3PutInvestmentAsync parameters: - name: InvestmentId in: path description: Id of the investment portfolio to update required: true schema: type: integer format: int32 example: 1505 requestBody: content: application/json: schema: $ref: '#/components/schemas/InvestmentWithdraw' example: Amount: 10000 TargetAccountKey: nUAg42i1-LI7kgWmWfSoaw== responses: '204': description: No Content '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidAmount - InvalidInvestmentId - InvalidTargetAccountKey - NotConfiguredForService - WithdrawalNotAllowed type: string x-enum-descriptions: InvalidInvestmentId: Invalid investment Id. NotConfiguredForService: You are not configured for this service. Please Contact Service Center for support. InvalidAmount: Amount is not valid InvalidTargetAccountKey: Target Account key is not valid WithdrawalNotAllowed: Withdrawal not allowed Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - AccountNotFound - InvestmentNotFound type: string x-enum-descriptions: InvestmentNotFound: Investment not found. AccountNotFound: 'Account not found ' 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 /at/v3/investments/{InvestmentId}: patch: tags: - Investments description: Update an investment. operationId: InvestmentsV3PatchInvestmentAsync parameters: - name: InvestmentId in: path description: Id of the investment to update required: true schema: type: string example: '1505' requestBody: content: application/json: schema: $ref: '#/components/schemas/InvestmentEdit' example: DisplayName: Investment Account FundingAccountKey: nUAg42i1-LI7kgWmWfSoaw== InvestmentShieldAmount: 80000 IsActive: true PendingFunding: 0 PositionsCloseOnDeactivation: true responses: '204': description: No Content '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidEditParameters - InvalidFundingAccountKey - InvalidInvestmentId - InvestmentUpdateNotAllowed - NotConfiguredForService - SuitabilityExpired type: string x-enum-descriptions: NotConfiguredForService: You are not configured for this service. Please Contact Service Center for support. InvalidInvestmentId: Invalid investment Id. InvalidEditParameters: One or more edit parameters are invalid. InvestmentUpdateNotAllowed: Investment update not allowed InvalidFundingAccountKey: Funding Account key is not valid. SuitabilityExpired: Suitability has expired 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 /at/v3/investments: get: tags: - Investments description: Retrieve potential investment details for a specific leader. operationId: InvestmentsV3GetInvestmentByLeader parameters: - name: TradeLeaderId in: query description: Id of leader to retrieve data for required: true schema: type: string example: '8' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/InvestmentContract' example: AccountId: SAMGS*585220 AccountKey: LLnUM8rL-9CVIKwZTZG96g== ClientId: 2147279411 Currency: EUR DisplayName: Investment Account DisplayState: 6 EntryGateResult: NA ErrorNumber: 0 InitialFunding: 1000000 InvestmentId: '1505' InvestmentProcessState: Starting InvestmentShieldAmount: 700000 InvestmentStateId: 31 IsAuthorizedToFollow: true IsFollowAllowed: true IsFollowing: true IsOpenForFollowers: false IsReadyForTrading: true IsTradeFollowerReady: true IsWithdrawalInProgress: false MinimumFunding: 20000 PendingFunding: 0 ReservedAmount: 0 StrategyName: Global StockPicker TradeLeaderId: '8' '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidTradeLeaderId - NotConfiguredForService type: string x-enum-descriptions: NotConfiguredForService: You are not configured for this service. Please Contact Service Center for support. InvalidTradeLeaderId: Invalid trade leader Id. Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvestmentNotFound type: string x-enum-descriptions: InvestmentNotFound: Investment not found. 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 post: tags: - Investments description: Start an investment. operationId: InvestmentsV3PostInvestment requestBody: content: application/json: schema: $ref: '#/components/schemas/InvestmentCreate' example: DisplayName: Investment Account FundingAccountKey: nUAg42i1-LI7kgWmWfSoaw== InitialFunding: 0 InvestmentShieldAmount: 700000 IsDisclaimerAccepted: true TradeLeaderId: '8' responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/InvestmentCreateResponse' example: AccountId: AccountId8f46f535-21d1-4155-a53c-33a47277891c AccountKey: AccountKeyf94d4c93-2e22-49e1-8abb-27329b124ed7 AutoTradingPartnerLeaderId: AutoTradingPartnerLeaderId437b8a5b-5cf8-4e15-b4d9-3da0c4a845b4 ClientId: 1347546923 Currency: Currency0b671c12-7803-4407-89be-a75f6d49b5c4 DisplayName: DisplayName6b7bb7fe-f67c-4869-9e4e-cd308d352911 DisplayState: 27 EntryGateResult: Passed ErrorCode: JointInactive ErrorNumber: 158 InitialFunding: 0.709488569623552 InvestmentId: InvestmentId07cbba71-a915-4e82-84e8-d68d9ef290ad InvestmentShieldAmount: 0.766601990334039 InvestmentStateId: 80 IsAuthorizedToFollow: true IsFollowAllowed: false IsFollowing: false IsOpenForFollowers: true IsReadyForTrading: true IsTradeFollowerReady: false IsWithdrawalInProgress: true MinimumFunding: 0.302201525914577 PendingFunding: 0.46164979807178 ReservedAmount: 0.876714622544458 ReturnPercentage: 0.715073600744397 StateName: StateName73f11d49-acf6-4449-80c5-e1ac47b2614e StrategyName: StrategyName6a5eef43-e4c6-414a-be77-b1f318df1ce0 TradeLeaderId: TradeLeaderIde5f498f6-3e5f-4333-a858-9f558a66fd4b '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidFundingAccountKey - InvalidTradeLeaderId - InvestmentRestrictionsNotPassed - NotConfiguredForService type: string x-enum-descriptions: NotConfiguredForService: You are not configured for this service. Please Contact Service Center for support. InvalidTradeLeaderId: Invalid trade leader Id. InvalidFundingAccountKey: Funding Account key is not valid. InvestmentRestrictionsNotPassed: Investment restrictions not passed. 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 /at/v3/investments/me: get: tags: - Investments description: Retrieve all investments for the client. operationId: InvestmentsV3GetInvestments parameters: - name: TradeLeaderId in: query description: Id of trade leader schema: type: string example: '8' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/InvestmentContractListResult' example: Data: - AccountId: SAMGS*585220 AccountKey: LLnUM8rL-9CVIKwZTZG96g== ClientId: 2147279411 Currency: EUR DisplayName: Investment Account DisplayState: 6 EntryGateResult: NA ErrorNumber: 0 InitialFunding: 1000000 InvestmentId: '1505' InvestmentProcessState: Starting InvestmentShieldAmount: 700000 InvestmentStateId: 31 IsAuthorizedToFollow: true IsFollowAllowed: true IsFollowing: true IsOpenForFollowers: false IsReadyForTrading: true IsTradeFollowerReady: true IsWithdrawalInProgress: false MinimumFunding: 20000 PendingFunding: 0 ReservedAmount: 0 StrategyName: Global StockPicker TradeLeaderId: '8' '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidTradeLeaderId - NotConfiguredForService type: string x-enum-descriptions: NotConfiguredForService: You are not configured for this service. Please Contact Service Center for support. InvalidTradeLeaderId: Invalid trade leader Id. 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 components: schemas: LeaderState: title: Enum for the state of leader enum: - Disabled - Ready - Suspended - Unknown type: string x-enum-descriptions: Unknown: Unknown state Ready: Ready State Suspended: Suspended State Disabled: Disabled State InvestmentContractInvestmentsSubscriptionResponse: type: object properties: ContextId: title: The streaming context id that this response is associated with. type: string x-display-order: 1 ReferenceId: title: The reference id that (along with streaming context id and session id) identifies the subscription (within the context of a specific service/subscription type) type: string x-display-order: 2 Format: title: The media type (RFC 2046), of the serialized data updates that are streamed to the client. type: string InactivityTimeout: title: The time (in seconds) that the client should accept the subscription to be inactive before considering it invalid. type: integer format: int32 RefreshRate: title: Actual refresh rate assigned to the subscription according to the customers SLA. type: integer format: int32 Snapshot: title: Snapshot of the current data on hand, when subscription was created. type: array items: $ref: '#/components/schemas/InvestmentContract' State: title: The value "Active". type: string description: This property is kept for backwards compatibility. Tag: title: Client specified tag assigned to the subscription, if specified in the request. type: string additionalProperties: false InvestmentSuggestionContractInvestmentsSubscriptionResponse: type: object properties: ContextId: title: The streaming context id that this response is associated with. type: string x-display-order: 1 ReferenceId: title: The reference id that (along with streaming context id and session id) identifies the subscription (within the context of a specific service/subscription type) type: string x-display-order: 2 Format: title: The media type (RFC 2046), of the serialized data updates that are streamed to the client. type: string InactivityTimeout: title: The time (in seconds) that the client should accept the subscription to be inactive before considering it invalid. type: integer format: int32 RefreshRate: title: Actual refresh rate assigned to the subscription according to the customers SLA. type: integer format: int32 Snapshot: title: Snapshot of the current data on hand, when subscription was created. type: array items: $ref: '#/components/schemas/InvestmentSuggestionContract' State: title: The value "Active". type: string description: This property is kept for backwards compatibility. Tag: title: Client specified tag assigned to the subscription, if specified in the request. type: string additionalProperties: false InvestmentSummary: title: Returns the investment brief information under a leader type: object properties: AccountId: title: Follower Account ID type: string AccountValue: title: Follower Account value. type: number ClientId: title: Gets the client id of the investment. minimum: 1 type: integer x-type-name: ClientId Currency: title: Account currency type: string InitialFunding: title: The initial funding amount. type: number InvestmentStartDateTime: title: Date on which the given investment was created. type: string IsActive: title: Tells if the given investment is active. type: boolean PendingFunding: title: Any pending funding. type: number StateName: title: Description of the state this is in. type: string SuitabilityLevel: title: Gives the suitability level of the follower who made this investment. allOf: - $ref: '#/components/schemas/SuitabilityLevel' TimeWhenStateModified: title: Tells the time when state was last modified. type: string additionalProperties: false InvestmentContractIEnumerable: type: array items: $ref: '#/components/schemas/InvestmentContract' InvestmentWithdraw: title: Represnts Investment withdraw parameters. required: - Amount - TargetAccountKey type: object properties: Amount: title: The withdrawal amount type: number TargetAccountKey: title: The target account for transfer of amount withdrawn. minLength: 1 type: string x-type-name: AccountKey additionalProperties: false InvestmentsSubscriptionArguments: title: The arugments for the session wide subscription request (none at the moment). type: object additionalProperties: false InvestmentCreateResponse: title: "An Investment represents the relationship between leaders and followers.\r\n An investment can either be active, historic or a potential investment opportunity" required: - InvestmentId type: object properties: AccountId: title: "Account Id of this \r\n This property is obsolete." type: string deprecated: true AccountKey: title: "Account Key of this \r\n This property is obsolete." type: string deprecated: true AutoTradingPartnerLeaderId: title: Unique Identifier for Partner Leader Combination type: string ClientId: title: Gets the client id of the investment. minimum: 1 type: integer x-type-name: ClientId Currency: title: Account currency type: string DisplayName: title: User defined name of investment. If not specified then it defaults to type: string DisplayState: title: "SaxoInternal - States are bundled in DisplayStates for UI guidance.\r\n Only relevant for Saxo applications" type: integer format: int32 EntryGateResult: title: Entry Gate Test Result allOf: - $ref: '#/components/schemas/EntryGateResult' ErrorCode: title: Error Code allOf: - $ref: '#/components/schemas/ErrorCode' ErrorNumber: title: "Error number if this is in error state\r\n This property is obsolete, please use" type: integer format: int32 InitialFunding: title: The initial funding amount. type: number InvestmentId: title: Investment Item identifier type: string InvestmentProcessState: title: Investment process state allOf: - $ref: '#/components/schemas/InvestmentProcessState' InvestmentShieldAmount: title: Investment shield amount (drawdown protection level). type: number InvestmentStateId: title: State Id of this type: integer format: int32 IsAuthorizedToFollow: title: Reflects legal aspects of client (suitability and terms/conditions) type: boolean IsFollowAllowed: title: "Indicates whether user is allowed to follow current leaders instrument types and instruments.\r\n Also evaluates if follower passes any applied country filter or client group restrictions on leader.\r\n And verifies leader is enabled for any of followers owner(s)." type: boolean IsFollowing: title: Indicates if this is actively following. type: boolean IsOpenForFollowers: title: Indicates if additional followers can join. type: boolean description: Expresses if follower amount has exceeded limit. IsReadyForTrading: title: Indictes if this is ready for trading. type: boolean IsTradeFollowerReady: title: Indicates Trade Follower created, active and passed suitability test type: boolean IsWithdrawalInProgress: title: Indicates if cash wtihdrawal is in progress. type: boolean MinimumFunding: title: The minimum funding amount. type: number PendingFunding: title: Any pending funding. type: number ReservedAmount: title: Any amount marked as reserved for withdrawl type: number ReturnPercentage: title: Account Performance return fraction type: number StateName: title: Description of the state this is in type: string StrategyName: title: Name of the strategy. type: string TradeLeaderId: title: identifier. type: string additionalProperties: false InvestmentTimestamp: title: Tells about the time of state of the investment type: object properties: AccountId: title: Account Id of this investment. type: string ClientId: title: Gets the client id of the investment. minimum: 1 type: integer x-type-name: ClientId TimeWhenStateModified: title: Tells the time when state was last modified. type: string additionalProperties: false InvestmentsSubscriptionRequest: title: The request object required to setup a investments subscription. required: - ContextId - ReferenceId type: object properties: ContextId: title: "The streaming context id that this request is associated with.\r\n This parameter must only contain letters (a-z) and numbers (0-9) as well as - (dash) and _ (underscore). It is case insensitive. Max length is 50 characters." pattern: ^[a-zA-Z0-9_-]{1,50}$ type: string x-display-order: 1 ReferenceId: title: "Mandatory client specified reference id for the subscription.\r\n This parameter must only contain alphanumberic characters as well as - (dash) and _ (underscore). Cannot start with _. It is case insensitive. Max length is 50 characters." pattern: ^[a-zA-Z0-9-][a-zA-Z0-9_-]{0,49}$ type: string x-display-order: 2 Arguments: title: Arguments for the subscription request. allOf: - $ref: '#/components/schemas/InvestmentsSubscriptionArguments' Format: title: "Optional Media type (RFC 2046) of the serialized data updates that are streamed to the client.\r\n Currently only application/json and application/x-protobuf is supported.\r\n If an unrecognized format is specified, the subscription end point will return HTTP status code 400 - Bad format." type: string RefreshRate: title: "Optional custom refresh rate, measured in milliseconds, between each data update.\r\n Note that it is not possible to get a refresh rate lower than the rate specified in the\r\n customer service level agreement (SLA)." maximum: 2147483647 minimum: 0 type: integer format: int32 ReplaceReferenceId: title: Reference id of the subscription that should be replaced. pattern: ^[a-zA-Z0-9-][a-zA-Z0-9_-]{0,49}$ type: string Tag: title: Optional client specified tag used for grouping subscriptions. type: string additionalProperties: false TradeLeaderSummary: title: Brief leader information under which clients of a given WLC have invested type: object properties: CategoryName: title: The category this strategy belongs in. type: string Currency: title: Account currency of this type: string Investments: title: Existing investments under this leader. type: array items: $ref: '#/components/schemas/InvestmentSummary' MinimumFundingAmount: title: Minimum amount required to invest in this type: number MostRecentStart: title: Investment which was recently started under this given leader. allOf: - $ref: '#/components/schemas/InvestmentTimestamp' MostRecentStop: title: Investment which was recently stopped under this given leader. allOf: - $ref: '#/components/schemas/InvestmentTimestamp' NumberOfFollowers: title: Number of followers who made investements. type: integer format: int32 Products: title: Translated products description for trade leader. type: string ReturnPercentage: title: Percentage return of this leader. type: number StateOfLeader: title: State of the given leader. allOf: - $ref: '#/components/schemas/LeaderState' StrategyName: title: Name of the strategy of given leader. type: string SuitabilityLevel: title: Strategy required suitability level. allOf: - $ref: '#/components/schemas/SuitabilityLevel' TickerName: title: Ticker name of this . type: string TradeLeaderId: title: identifier. type: string TradeLeaderOptions: title: Trade leader options, see allOf: - $ref: '#/components/schemas/TradeLeaderOptions' additionalProperties: false InvestmentSuggestionContract: title: An investment suggestion represents a potential investment in a tradeleader. required: - TradeLeaderId type: object properties: AutoTradingPartnerLeaderId: title: Unique Identifier for Partner Leader Combination type: string ClientId: title: The Client Identifier minimum: 1 type: integer x-type-name: ClientId Currency: title: Account currency type: string IsAuthorizedToFollow: title: Reflects legal aspects of client (suitability and terms/conditions) type: boolean IsFollowAllowed: title: "Indicates whether user is allowed to follow current leaders instrument types and instruments.\r\n Also evaluates if follower passes any applied country filter or client group restrictions on leader.\r\n And verifies leader is enabled for any of followers owner(s)." type: boolean IsFollowing: title: Indicates if this is actively following. type: boolean IsOpenForFollowers: title: Indicates if additional followers can join. type: boolean description: Expresses if follower amount has exceeded limit. IsReadyForTrading: title: Indictes if this is ready for trading. type: boolean IsTradeFollowerReady: title: Indicates Trade Follower created, active and passed suitability test type: boolean MinimumFunding: title: The minimum funding amount. type: number StrategyName: title: Name of the strategy. type: string TradeLeaderId: title: identifier. type: string additionalProperties: false InvestmentEdit: title: Reperesents Investment's Edit parameters. type: object properties: DisplayName: title: The Display name for investment type: string FundingAccountKey: title: The account from where to withdraw any additional funding amount. minLength: 1 type: string x-type-name: AccountKey InvestmentShieldAmount: title: Investment shield amount (drawdown protection level). type: number IsActive: title: Set the investment active or inactive. type: boolean IsAutoFundsTransfer: title: Auto Funds transfer value in case of investment stop type: boolean PendingFunding: title: Any pending funding amount. type: number PositionsCloseOnDeactivation: title: Option to close or keep positions on deactivation (not available to all) type: boolean additionalProperties: false EntryGateResult: title: Defines the values of entry gate test result for a Saxo Select Strategy. enum: - Failed - NA - Passed type: string x-enum-descriptions: NA: Entry gate test not applicable Passed: Entry gate test is passed Failed: Entry gate test is failed. InvestmentContract: title: "An Investment represents the relationship between leaders and followers.\r\n An investment can either be active, historic or a potential investment opportunity" required: - InvestmentId type: object properties: AccountId: title: Account Id of this type: string AccountKey: title: Account Key of this type: string AutoTradingPartnerLeaderId: title: Unique Identifier for Partner Leader Combination type: string ClientId: title: Gets the client id of the investment. minimum: 1 type: integer x-type-name: ClientId Currency: title: Account currency type: string DisplayName: title: User defined name of investment. If not specified then it defaults to type: string DisplayState: title: "SaxoInternal - States are bundled in DisplayStates for UI guidance.\r\n Only relevant for Saxo applications" type: integer format: int32 EntryGateResult: title: Entry Gate Test Result allOf: - $ref: '#/components/schemas/EntryGateResult' ErrorCode: title: Error Code allOf: - $ref: '#/components/schemas/ErrorCode' ErrorNumber: title: "Error number if this is in error state\r\n This property is obsolete, please use" type: integer format: int32 InitialFunding: title: The initial funding amount. type: number InvestmentId: title: Investment Item identifier type: string InvestmentProcessState: title: Investment process state allOf: - $ref: '#/components/schemas/InvestmentProcessState' InvestmentShieldAmount: title: Investment shield amount (drawdown protection level). type: number InvestmentStateId: title: State Id of this type: integer format: int32 IsAuthorizedToFollow: title: Reflects legal aspects of client (suitability and terms/conditions) type: boolean IsAutoFundsTransfer: title: Information about whether the funds would be auto transferred in case of investment stop. type: boolean IsFollowAllowed: title: "Indicates whether user is allowed to follow current leaders instrument types and instruments.\r\n Also evaluates if follower passes any applied country filter or client group restrictions on leader.\r\n And verifies leader is enabled for any of followers owner(s)." type: boolean IsFollowing: title: Indicates if this is actively following. type: boolean IsOpenForFollowers: title: Indicates if additional followers can join. type: boolean description: Expresses if follower amount has exceeded limit. IsReadyForTrading: title: Indictes if this is ready for trading. type: boolean IsTradeFollowerReady: title: Indicates Trade Follower created, active and passed suitability test type: boolean IsWithdrawalInProgress: title: Indicates if cash wtihdrawal is in progress. type: boolean LeaderLogoUrl: title: Logo Url of the respective trade leader type: string MinimumFunding: title: The minimum funding amount. type: number PendingFunding: title: Any pending funding. type: number PositionsCloseOnDeactivation: title: Information about whether to close or keep related positions open on the investment deactivation (not available to all) type: boolean ReservedAmount: title: Any amount marked as reserved for withdrawl type: number ReturnPercentage: title: Account Performance return fraction type: number StateName: title: Description of the state this is in type: string StrategyName: title: Name of the strategy. type: string TradeLeaderId: title: identifier. type: string additionalProperties: false InvestmentContractListResult: type: object properties: Data: type: array items: $ref: '#/components/schemas/InvestmentContract' 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 InvestmentProcessState: title: Investment process state. enum: - Active - Error - Processing - Retry - Starting - Stopped - Stopping type: string x-enum-descriptions: Active: Ready. Processing: Processing - Intermediate state. Retry: Recoverable error - User can Retry. Error: FatalError - User cannot proceed. Stopped: Portfolio item is Inactive. Starting: Starting. Stopping: Stopping. TradeLeaderOptions: title: "Defines options specific for a Saxo Select strategy\r\n values in Mits AutoTradingLeaders table" enum: - FixedInvestmentAmount - FutureToCfd - JointExecutionModel - None - UsExchanges type: string x-enum-descriptions: None: No special options should be used on this strategy FutureToCfd: Trade Leaders future trades are mapped to equivalent CFD trades on Follower accounts FixedInvestmentAmount: Trade Leader may only be followed with a fixed investment amount JointExecutionModel: Trade Leader order is executed in the same block as followers UsExchanges: Access to US exchange instruments x-type-warning: FlaggableEnum TradeLeaderSummaryListResult: type: object properties: Data: type: array items: $ref: '#/components/schemas/TradeLeaderSummary' 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 ModelStateDictionary: type: object additionalProperties: type: array items: type: string SuitabilityLevel: title: SuitabilityLevel - used by AutoTrading enum: - High - Low - Medium - Unknown - VeryHigh type: string x-enum-descriptions: Unknown: Not specified VeryHigh: '10: Very high risk / suitability required' High: '20: High risk / suitability required' Medium: '30: Medium risk / suitability required' Low: '40: Low risk / suitability required' WithdrawalAmountContract: title: Represents max amount currently available for withdrawal type: object properties: MaxWithdrawalAmount: title: Max amount currently available for withdrawal type: number additionalProperties: false InvestmentSuggestionContractIEnumerable: type: array items: $ref: '#/components/schemas/InvestmentSuggestionContract' InvestmentCreate: title: Reperesents Investment's start parameters. required: - InitialFunding - InvestmentShieldAmount - FundingAccountKey - TradeLeaderId - IsDisclaimerAccepted type: object properties: DisplayName: title: The displayName for the investment type: string FundingAccountKey: title: The account from where to withdraw the initial funding amount. minLength: 1 type: string x-type-name: AccountKey InitialFunding: title: The initial funding amount. type: number InvestmentShieldAmount: title: Investment shield amount (drawdown protection level). type: number IsDisclaimerAccepted: title: A value indicating whether user has accepted disclaimer before following a trade leader or not. type: boolean TradeLeaderId: title: The id of the trade leader to invest in. type: string additionalProperties: false ErrorCode: title: Error Code enum: - JointInactive - NotSuitable type: string x-enum-descriptions: NotSuitable: Not Suitable JointInactive: Joint Inactive responses: ServiceUnavailable: description: Service Unavailable. Unauthorized: description: Indicates that the request was rejected because the 'Authorization' header was missing in the request or contained an invalid security token. TooManyRequests: description: The request was rejected due to rate limit being exceeded. 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 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' 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: {}