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POST
/
investments
/
asset
/
preview
curl --request POST \
  --url https://{host}/investments/asset/preview \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --header 'x-user-id: <x-user-id>' \
  --data '
{
  "isin": "US0378331005",
  "amount": 25.5,
  "side": "buy"
}
'
{
  "executionWindow": {
    "express": {
      "etfs": {
        "executionType": "REALTIME",
        "start": "2024-07-12T13:00:00.000Z",
        "end": "2024-07-12T15:30:00.000Z"
      },
      "stocks": {
        "executionType": "REALTIME",
        "start": "2024-07-12T09:30:00.000Z",
        "end": "2024-07-12T16:00:00.000Z"
      }
    },
    "smart": {
      "etfs": {
        "executionType": "MARKET_HOURS",
        "start": "2024-07-12T13:00:00.000Z",
        "end": "2024-07-12T18:00:00.000Z"
      },
      "stocks": {
        "executionType": "MARKET_HOURS",
        "start": "2024-07-12T09:30:00.000Z",
        "end": "2024-07-12T16:00:00.000Z"
      }
    }
  },
  "fees": {
    "express": {
      "fx": {
        "currency": "EUR",
        "amount": 0.5
      },
      "commission": {
        "currency": "EUR",
        "amount": 0.25
      },
      "realtimeExecution": {
        "currency": "EUR",
        "amount": 1
      }
    },
    "smart": {
      "fx": {
        "currency": "EUR",
        "amount": 0.5
      },
      "commission": {
        "currency": "EUR",
        "amount": 0.25
      }
    }
  },
  "orders": {
    "express": [
      {
        "isin": "US0378331005",
        "side": "Buy",
        "quantity": 1.5,
        "consideration": {
          "currency": "EUR",
          "amount": 2550
        }
      }
    ],
    "smart": [
      {
        "isin": "US0378331005",
        "side": "Buy",
        "quantity": 1.5,
        "consideration": {
          "currency": "EUR",
          "amount": 2550
        }
      }
    ]
  },
  "foreignCurrencyRates": {
    "US0378331005": {
      "rate": 1.1,
      "currency": "USD"
    }
  }
}

Authorizations

Authorization
string
header
required

Auth0-issued access token that includes the scopes listed for the endpoint.

Headers

x-user-id
string
required

User identifier for the M2M client to specify which user's data to access.

Body

application/json
isin
string
required

ISIN of the asset to trade

side
enum<string>
required

Trade direction

Available options:
buy,
sell
amount
number<double>

Required when side is buy. Whole-currency amount to invest.

Required range: x >= 0.01
quantity
number<double>

Required when side is sell. Number of asset units to sell.

Required range: x >= 0.0001

Response

Asset transaction preview retrieved successfully

Preview of a transaction showing execution options, fees, and estimated orders

executionWindow
object

Execution window for both express and smart execution scenarios

fees
object

Fees breakdown for both express and smart execution scenarios

orders
object

Orders preview for both express and smart execution scenarios

foreignCurrencyRates
object

Foreign currency exchange rates keyed by ISIN

willSkipOrders
boolean

Whether orders will be skipped due to low amounts

willResultInLowQuantityHolding
boolean

Whether the transaction will result in a low quantity holding

hasETFOrders
boolean

Whether the transaction includes ETF orders