Execute portfolio buy order - Wealthyhood API Docs

curl --request POST \ --url https://{host}/investments/portfolio/orders \ --header 'Authorization: Bearer <token>' \ --header 'Content-Type: application/json' \ --header 'x-user-id: <x-user-id>' \ --data ' { "portfolioId": "64f0c51e7fb3fc001234abcd", "orderAmount": 100, "allocationMethod": "holdings", "executeEtfOrdersInRealtime": false } '

{ "id": "64f5b3137fb3fc001234abce", "category": "AssetTransaction", "status": "Pending", "portfolioTransactionCategory": "buy", "owner": "64f0c51e7fb3fc001234abcd", "portfolio": "64f0c51e7fb3fc001234abcd", "consideration": { "currency": "EUR", "amount": 10000 }, "executionWindow": { "stocks": { "executionType": "MARKET_HOURS", "start": "2024-07-12T09:30:00.000Z", "end": "2024-07-12T16:00:00.000Z" }, "etfs": { "executionType": "MARKET_HOURS", "start": "2024-07-12T13:00:00.000Z", "end": "2024-07-12T18:00:00.000Z" } }, "orders": [ { "id": "64f5b3137fb3fc001234abcf", "isin": "US0378331005", "side": "Buy", "status": "Pending", "quantity": 0.5, "consideration": { "currency": "EUR", "amount": 5000 } } ], "fees": { "realtimeExecution": { "currency": "EUR", "amount": 0 } } }

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.

Pattern: ^[a-f0-9]{24}$

Body

application/json

portfolioId

string

required

Portfolio identifier (MongoDB ObjectId)

Pattern: ^[a-f0-9]{24}$

orderAmount

number<double>

required

Amount to invest in whole currency units (e.g., 100.0 for 100 EUR)

Required range: x >= 0.01

allocationMethod

enum<string>

required

Method for distributing the investment across assets

Available options:

targetAllocation,

holdings

executeEtfOrdersInRealtime

boolean

required

Whether to execute ETF orders in real-time. Only users enabled for real-time execution can set this to true.

Response

Portfolio buy order executed successfully

Asset transaction enriched with display-ready fields.

string

required