openapi: 3.0.1
info:
  title: Services.AutoTrading Account Values Trade Followers 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: Trade Followers
  description: End points for fetching follower information.
paths:
  /at/v3/tradeFollowers/termsandconditions:
    get:
      tags:
      - Trade Followers
      summary: Gets the auto trading terms and conditions acceptance status of a client.
      description: Get the status of whether a client has accepted terms and conditions.
      operationId: GET_TradeFollowerV3GetTermsAndConditions
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AutoTradingTermsAndConditionsResponse'
              example:
                AutoTradingTermsAndConditionsStatus: Accepted
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - InvalidRequest
                    type: string
                    x-enum-descriptions:
                      InvalidRequest: The request is invalid!
                  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
    put:
      tags:
      - Trade Followers
      summary: Updates the auto trading terms and conditions acceptance status of a client.
      description: Updates the status of a client for terms and conditions.
      operationId: TradeFollowerV3UpdateTermsAndConditions
      responses:
        '204':
          description: No Content
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - InvalidRequest
                    type: string
                    x-enum-descriptions:
                      InvalidRequest: The request is invalid!
                  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/tradeFollowers/{ClientKey}/termsandconditions:
    get:
      tags:
      - Trade Followers
      summary: Get the terms and conditions acceptance status of a client.
      description: Get the status of whether a client has accepted terms and conditions.
      operationId: TradeFollowerV3GetTermsAndConditions
      parameters:
      - name: ClientKey
        in: path
        description: The client key uniquely identifying a client.
        required: true
        schema:
          minLength: 1
          type: string
          x-type-name: ClientKey
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetClientTermsAndConditionsResponse'
              example:
                Accepted: false
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - InvalidRequest
                    type: string
                    x-enum-descriptions:
                      InvalidRequest: The request is invalid!
                  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
    put:
      tags:
      - Trade Followers
      summary: Sets the terms and conditions acceptance status of a client.
      description: Set the status of whether a client has accepted terms and conditions.
      operationId: TradeFollowerV3PutClientTermsAndConditions
      parameters:
      - name: ClientKey
        in: path
        description: The client key uniquely identifying a client.
        required: true
        schema:
          minLength: 1
          type: string
          x-type-name: ClientKey
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PutClientTermsAndConditionsRequest'
            example:
              Accepted: true
      responses:
        '204':
          description: No Content
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - InvalidRequest
                    type: string
                    x-enum-descriptions:
                      InvalidRequest: The request is invalid!
                  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/tradeFollowers/{ClientKey}/suitabilitystatus:
    get:
      tags:
      - Trade Followers
      summary: Get the suitability status of a client.
      description: Gets the suitability status of a client, which determines what product areas are suitable for the client, as well as the overall suitability of the client.
      operationId: TradeFollowerV3GetSuitabilityStatus
      parameters:
      - name: ClientKey
        in: path
        description: The client key uniquely identifying a client.
        required: true
        schema:
          minLength: 1
          type: string
          x-type-name: ClientKey
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientSuitabilityStatusResponse'
              example:
                CanGiveSuitabilityTest: true
                LastSuitabilityCheckDate: '2013-01-01T00:00:00'
                OverallSuitability: Medium
                ProductAreaSuitability:
                - FXSpot
                - FXForwards
                - FXOptions
                - Futures
                - ContractOptions
                - CFDs
                - Stocks
                - Bonds
                - MutualFunds
                - CfdCommodities
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - InvalidRequest
                    type: string
                    x-enum-descriptions:
                      InvalidRequest: The request is invalid!
                  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
    put:
      tags:
      - Trade Followers
      summary: Update the suitability status of a client.
      description: Sets the suitability status of a client, to define what product areas are suitable for the client, as well as the overall suitability of the client.
      operationId: TradeFollowerV3PutSuitabilityStatus
      parameters:
      - name: ClientKey
        in: path
        description: The client key uniquely identifying a client.
        required: true
        schema:
          minLength: 1
          type: string
          x-type-name: ClientKey
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PutClientSuitabilityStatusRequest'
            example:
              OverallSuitability: Medium
              ProductAreaSuitability:
              - FXSpot
              - FXForwards
              - FXOptions
              - Futures
              - ContractOptions
              - CFDs
              - Stocks
              - Bonds
              - MutualFunds
              - CfdCommodities
      responses:
        '204':
          description: No Content
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - InvalidRequest
                    type: string
                    x-enum-descriptions:
                      InvalidRequest: The request is invalid!
                  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/tradeFollowers/me:
    get:
      tags:
      - Trade Followers
      description: Retrieve follower suitability information.
      operationId: TradeFollowerV3GetTradeFollowers
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TradeFollowerContract'
              example:
                ClientLegalAssetTypes:
                - FxSpot
                - FxForwards
                - FxVanillaOption
                - ContractFutures
                - FuturesOption
                - Stock
                - StockOption
                - CfdOnStock
                - Bond
                - ManagedFund
                - ManagedFund
                - CfdOnIndex
                - Cash
                - CfdOnFutures
                - FxKnockInOption
                - FxKnockOutOption
                - FxBinaryOption
                - FxOneTouchOption
                - FxNoTouchOption
                - FxVanillaOption
                - StockIndexOption
                - FuturesStrategy
                ClientSuitableAssetTypes:
                - FxSpot
                - FxForwards
                - FxVanillaOption
                - ContractFutures
                - FuturesOption
                - Stock
                - StockOption
                - CfdOnStock
                - Bond
                - ManagedFund
                - ManagedFund
                - CfdOnIndex
                - CfdOnFutures
                - FxKnockInOption
                - FxKnockOutOption
                - FxBinaryOption
                - FxOneTouchOption
                - FxNoTouchOption
                - FxVanillaOption
                - StockIndexOption
                - FuturesStrategy
                HasAcceptedTermsAndConditions: false
                HasAccess: true
                IsDisabled: false
                IsReady: true
                IsUSExchangesRestricted: false
                SuitabilityLevel: High
        '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
components:
  schemas:
    PutClientSuitabilityStatusRequest:
      title: The suitability status of a client.
      required:
      - OverallSuitability
      - ProductAreaSuitability
      type: object
      properties:
        OverallSuitability:
          title: The overall suitability level of a client.
          allOf:
          - $ref: '#/components/schemas/SuitabilityLevel'
        ProductAreaSuitability:
          title: The list of product areas for which the client is suitable.
          type: array
          items:
            $ref: '#/components/schemas/ProductArea'
      additionalProperties: false
    TradeFollowerContract:
      title: Reperesents information of a Follower.
      type: object
      properties:
        AlertOnEverySaxoSelectAction:
          title: indicates value (true) based on if client has not retaken the test before suitability test deadline else false.
          type: boolean
        ClientLegalAssetTypes:
          title: Returns the list of client legal asset types.
          type: array
          items:
            $ref: '#/components/schemas/AssetType'
        ClientSuitableAssetTypes:
          title: Returns the list of client suitable asset types.
          type: array
          items:
            $ref: '#/components/schemas/AssetType'
        EsgPriority:
          title: ESG Priority to select e.g. Low, Medium, High
          allOf:
          - $ref: '#/components/schemas/EsgPriority'
        EsgType:
          title: ESG Type for investment e.g. Environmental,Science,Governance etc
          allOf:
          - $ref: '#/components/schemas/EsgType'
        ForcedIgnoreESGPreference:
          title: A boolean to indicate ignore ESG score
          type: boolean
        HasAcceptedTermsAndConditions:
          title: A value indicating whether current follower has accepted Terms and Conditions.
          type: boolean
        HasAccess:
          title: A value indicating whether current follower can use service.
          type: boolean
        IsDisabled:
          title: A value indicating whether current follower is active or not.
          type: boolean
        IsReady:
          title: A value indicating whether current follower is Ready for the service.
          type: boolean
        IsSuitabilityAlertRequired:
          title: indicates value (true) based on last suitability test before suitability test deadline else false.
          type: boolean
        IsSuitabilityExpired:
          title: indicates value (true) based on if client has not retaken the test before suitability test deadline else false.
          type: boolean
        IsUSExchangesRestricted:
          title: A value indicating whether current follower has access to US Exchange.
          type: boolean
        SuitabilityLevel:
          title: A value indicating current followers overall suitability level.
          allOf:
          - $ref: '#/components/schemas/SuitabilityLevel'
      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'
    AssetType:
      title: The possible AssetTypes for which you can get a quote or place an order or a trade.
      enum:
      - Bond
      - Cash
      - CertificateBonus
      - CertificateCappedBonus
      - CertificateCappedCapitalProtected
      - CertificateCappedOutperformance
      - CertificateConstantLeverage
      - CertificateDiscount
      - CertificateExpress
      - CertificateTracker
      - CertificateUncappedCapitalProtection
      - CertificateUncappedOutperformance
      - CfdIndexOption
      - CfdOnCompanyWarrant
      - CfdOnEtc
      - CfdOnEtf
      - CfdOnEtn
      - CfdOnFund
      - CfdOnFutures
      - CfdOnIndex
      - CfdOnRights
      - CfdOnStock
      - CompanyWarrant
      - ContractFutures
      - Etc
      - Etf
      - Etn
      - Fund
      - FuturesOption
      - FuturesStrategy
      - FxBinaryOption
      - FxForwards
      - FxKnockInOption
      - FxKnockOutOption
      - FxNoTouchOption
      - FxOneTouchOption
      - FxSpot
      - FxVanillaOption
      - GuaranteeNote
      - IpoOnStock
      - ManagedFund
      - MiniFuture
      - MutualFund
      - PortfolioNote
      - Rights
      - SrdOnEtf
      - SrdOnStock
      - Stock
      - StockIndex
      - StockIndexOption
      - StockOption
      - Warrant
      - WarrantDoubleKnockOut
      - WarrantKnockOut
      - WarrantOpenEndKnockOut
      - WarrantSpread
      type: string
      x-enum-descriptions:
        FxSpot: Forex Spot.
        FxForwards: Forex Forward.
        FxVanillaOption: Forex Vanilla Option.
        FxKnockInOption: Forex Knock In Option.
        FxKnockOutOption: Forex Knock Out Option.
        FxBinaryOption: Forex Binary Option.
        FxOneTouchOption: Forex One Touch Option.
        FxNoTouchOption: Forex No Touch Option.
        ContractFutures: Contract Futures.
        FuturesStrategy: Futures Strategy.
        Stock: Stock.
        StockOption: Stock Option.
        Bond: Bond.
        FuturesOption: Futures Option.
        StockIndexOption: Stock Index Option.
        ManagedFund: 'Obsolete: Managed Fund.'
        Cash: Cash. Not tradeable!
        CfdOnStock: Cfd on Stock.
        CfdOnIndex: Cfd on Stock Index.
        CfdOnFutures: Cfd on Futures.
        StockIndex: Stock Index.
        MutualFund: Mutual Fund.
        CfdIndexOption: Cfd Index Option.
        CfdOnEtf: Cfd on Etf
        CfdOnEtc: Cfd on Etc
        CfdOnEtn: Cfd on Etn
        CfdOnFund: Cfd on Fund
        CfdOnRights: Cfd on Rights
        CfdOnCompanyWarrant: Cfd on unlisted warrant issued by a corporation.
        Etf: Exchange traded fund.
        Etc: Etc
        Etn: Etn
        Fund: Fund
        Rights: Rights
        Warrant: Warrant
        MiniFuture: MiniFuture.
        WarrantSpread: Warrant with built-in spread.
        WarrantKnockOut: Warrant with a knock-out barrier.
        WarrantOpenEndKnockOut: Knock-out Warrant with no expiry.
        WarrantDoubleKnockOut: Warrant with two knock-out barriers.
        CertificateUncappedCapitalProtection: Guarantees a percentage increase of the underlying asset's value above the issue price at expiry/maturity. Max loss is the amount invested multiplied by the CapitalProtection percentage.
        CertificateCappedCapitalProtected: Guarantees a capped percentage increase of the underlying asset's value above the issue price at expiry/maturity. Max loss is the amount invested multiplied by the CapitalProtection percentage.
        CertificateDiscount: Yields a capped return if the underlying asset's value is above the specified cap level at expiry. If the underlying's value is below the strike at expiry, the investor received the underlying or equivalent value. Offers direct exposure in underlying at a lower price (discount) with a capped potential profit and limited loss.
        CertificateCappedOutperformance: Capped Outperformance Certificate.
        CertificateCappedBonus: Certificate Capped Bonus.
        CertificateExpress: Certificate Express kick out.
        CertificateTracker: A certificate that mirrors the price movement of the underlying instrument. Often used to trade movements in indicies. Movements can be a fixed ratio of the underlying and can be inverted for bearish/short speculation. Risk is equivalent to owning the underlying.
        CertificateUncappedOutperformance: Provides leveraged returns when the underlying price exceeds the threshold strike price. The amount leverage is defined by the Participation %. When the underlying is below the strike price, the certificate mirrors the underlying price 1:1.
        CertificateBonus: Mirrors the price movement of the underlying only if and when the underlying price exceeds the defined barrier. If the certificate expires below the barrier, it offers partial protection/return of investment.
        CertificateConstantLeverage: Certificate Constant Leverage.
        SrdOnStock: SRD. (Service de Règlement Différé) on Stock.
        SrdOnEtf: SRD. (Service de Règlement Différé) on Etf.
        IpoOnStock: IPO on Stock
        CompanyWarrant: Unlisted warrant issued by a corporation, often physically settled.
        PortfolioNote: Danish pooled investment scheme (“Pulje”). Not online tradeable.
        GuaranteeNote: Danish investment scheme (“Grantbevis”). Not online tradeable.
    GetClientTermsAndConditionsResponse:
      title: Response to getting the terms and conditions status of a client.
      type: object
      properties:
        Accepted:
          title: Accepted is true if the client has accepted terms and conditions, and false otherwise.
          type: boolean
      additionalProperties: false
    ClientSuitabilityStatusResponse:
      title: Response type used suitability status.
      type: object
      properties:
        CanGiveSuitabilityTest:
          title: Field will reflect whether user is allowed to give suitability test or not.
          type: boolean
        EsgPriority:
          title: ESG Priority to select e.g. Low, Medium, High
          allOf:
          - $ref: '#/components/schemas/EsgPriority'
        EsgType:
          title: ESG Type for investment e.g. Environmental,Science,Governance etc
          allOf:
          - $ref: '#/components/schemas/EsgType'
        ForcedIgnoreESGPreference:
          title: A boolean to indicate ignore ESG score
          type: boolean
        LastSuitabilityCheckDate:
          title: Last Suitability Check Date And Time
          type: string
        OverallSuitability:
          title: The overall suitablity score for the client.
          allOf:
          - $ref: '#/components/schemas/SuitabilityLevel'
        ProductAreaSuitability:
          title: The list of product areas for which the client has passed suitability test.
          type: array
          items:
            $ref: '#/components/schemas/ProductArea'
      additionalProperties: false
    AutoTradingTermsAndConditionsStatus:
      title: Enumeration AutoTradingTermsAndConditionsStatus.
      enum:
      - Accepted
      - NotAccepted
      - Unknown
      type: string
      x-enum-descriptions:
        Unknown: The status is unknown
        Accepted: Your request has been accepted
        NotAccepted: Your request has not been accepted
    EsgType:
      title: ESG Type
      enum:
      - All
      - Any
      - Environmental
      - Governance
      - None
      - Social
      type: string
      x-enum-descriptions:
        None: no ESG
        Environmental: Only specific esg environmental
        Social: Only specific esg social
        Governance: Only specific esg governance
        Any: any esg type
        All: should be all
    EsgPriority:
      enum:
      - High
      - Low
      - Medium
      type: string
    AutoTradingTermsAndConditionsResponse:
      title: AutoTradingTermsAndConditionsResponse
      type: object
      properties:
        AutoTradingTermsAndConditionsStatus:
          title: Accepted terms and conditions status for the client.
          allOf:
          - $ref: '#/components/schemas/AutoTradingTermsAndConditionsStatus'
      additionalProperties: false
    PutClientTermsAndConditionsRequest:
      title: Request to update the terms and conditions status of a client.
      required:
      - Accepted
      type: object
      properties:
        Accepted:
          title: Set Accepted to true if the client has accepted terms and conditions, and false otherwise.
          type: boolean
      additionalProperties: false
    ProductArea:
      title: Product areas are groupings of asset types (products) areas as needed by Mifid classifications and client suitability evaluations.
      enum:
      - Bonds
      - CFDs
      - CfdCommodities
      - ContractOptions
      - FXForwards
      - FXOptions
      - FXSpot
      - Futures
      - MutualFunds
      - Stocks
      type: string
      x-enum-descriptions:
        FXSpot: Forex Spot. The Forex Spot product area includes the asset type FxSpot.
        FXForwards: Forex Forwards. The FXForwards product area includes the asset type FxForwards.
        FXOptions: "Forex Options. The Forex Options product area includes the asset types FxVanillaOption,\r\n            FxKnockInOption, FxKnockOutOption, FxBinaryOption, FxOneTouchOption and FxNoTouchOption."
        Futures: Futures. The Futures product area includes the asset types FuturesStrategy and ContractFutures.
        ContractOptions: Contract Options. The Contract Options product area includes the asset types FuturesOption, StockOption and StockIndexOption.
        CFDs: CFDs. The CFDs product area includes the asset types CfdOnStock and CfdOnIndex.
        Stocks: Stocks. The Stocks product area includes the asset type Stock.
        Bonds: Bonds. The Bonds product area includes the asset type Bond.
        MutualFunds: Mutual Funds. The Mutual Funds product area include the asset type MutualFund.
        CfdCommodities: Cfds on Commodities. The Cfds on Commodities include the asset types CfdOnFutures and CfdOnIndex.
  responses:
    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.
    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'
    TooManyRequests:
      description: The request was rejected due to rate limit being exceeded.
  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: {}