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POST
/
investments
/
portfolio
/
orders
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": {
    "type": "market-hours",
    "executionType": "MARKET_HOURS",
    "expectedExecutionDate": "2024-07-12"
  },
  "orders": [
    {
      "id": "64f5b3137fb3fc001234abcf",
      "isin": "US0378331005",
      "side": "Buy",
      "status": "Pending",
      "quantity": 0.5,
      "consideration": {
        "currency": "EUR",
        "amount": 5000
      }
    }
  ],
  "fees": {
    "fx": {
      "currency": "EUR",
      "amount": 0.5
    },
    "commission": {
      "currency": "EUR",
      "amount": 0.25
    }
  }
}

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
​
portfolioId
string
required

Portfolio identifier (MongoDB ObjectId)

​
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.

​
id
string
required
​
category
enum<string>
required
Available options:
AssetTransaction
​
status
string
required

Current transaction status (Pending, PendingGift, Settled, etc.).

​
orders
object[]
required
​
portfolioTransactionCategory
enum<string>
Available options:
update,
buy,
sell
​
owner
string

User identifier owning the transaction.

​
portfolio
string

Portfolio identifier associated with the transaction.

​
consideration
object
​
executionWindow
object

Execution timing communicated to the client.

​
fees
object
​
cashback
object