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DriveWealth

DriveWealth Trade Allocations API

The Trade Allocations API from DriveWealth — 3 operation(s) for trade allocations.

Documentation Provider Profile APIs.io OpenAPI GitHub

DriveWealth Trade Allocations API is one of 31 APIs that DriveWealth publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Trade Allocations. The published artifact set on APIs.io includes an OpenAPI specification and API documentation.

This API exposes 3 operations across 3 paths, and defines 22 schemas. It is described by OpenAPI 3.2.0, at version 1.0.

Requests are made against 2 base URLs: https://bo-api.drivewealth.io/back-office, https://bo-api.drivewealth.net/back-office.

3 operations 3 paths 22 schemas 2 GET1 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
1.0
Base URL
https://api.drivewealth.net
Authentication
HTTP Bearer, API Key, API Key
Resource Areas
1

Authentication & Security 3

DriveWealth Trade Allocations API declares 3 security schemes for authenticating requests. It accepts HTTP bearer tokens (JWT) (bearerAuth). An API key is passed in the header as dw-client-app-key (dwAppKey). An API key is passed in the header as dw-auth-token (sessionToken).

Paths & Operations 3

Across 3 paths, the API surfaces 3 operations — 2 GET, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Trade Allocations 3
POST
/managed/allocations
Create Trade Allocation
body → 200
GET
/managed/allocations/{allocationID}
Retrieve Trade Allocation
1 param → 200
GET
/users/{userID}/managed/allocations
List Trade Allocations by Advisor
1 param → 200

Schemas 22

The contract defines 22 schemas that model the data the API accepts and returns. The most detailed are allocationDetailObject (11 properties), Allocation (9 properties), AllocationDetails (8 properties), fees (5 properties). Each schema is shown below with its type and property counts.

order
object
2 properties
allocationID
string
The unique identifier that identifies the lot of the allocation.
note
string
A way to store a message/comment on the this object.
unallocatedQuantity
number
The remaining amount of shares that have not been allocated to the sub accounts.
allocationNote
string
A note for the type of allocation happening.
allocationsCompleted
number
The amount of completed sub account allocations.
instrumentSymbol
stringnull
The ticker symbol of the Instrument. Debt Instruments and Global Mutual Funds do not have symbols and are referred to buy their instrumentID or ISIN.
allocation
object
5 properties
allocationDetailObject
object
Contains details for a user associated with an allocation.
11 properties
clientListID
string
An advisor created identifier for a specific allocation.
AllocationResponse
object
1 property
unallocatedNotional
number
The notional value of the shares that have not been allocated to sub accounts.
allocationStatus
string
The current status of the lot of allocation.
userID
string
A unique identifier created for each User on DriveWealth's platform.
AllocationRequest
object
4 properties 2 required
Allocations
array
A list of a User's sub account allocations.
fees
object
The fees associated with an allocation.
5 properties
Allocation
object
9 properties
sideAbbreviated
string
The side of the order.
instrumentID
string
A unique ID created by DriveWealth to identify a specific instrument.
AllocationDetails
object
8 properties
allocationsRequested
number
The amount of sub account allocations passed to the system.

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

drivewealth-trade-allocations-api-openapi.yml Raw ↑

Other APIs DriveWealth publishes across the network.

DriveWealth FIX API
AE Profile APIs.io
DriveWealth Accounts API
AE Profile APIs.io
DriveWealth Advisor Reports API
AE Profile APIs.io
DriveWealth Asset Transfer API
AE Profile APIs.io
DriveWealth Auth API
AE Profile APIs.io
DriveWealth AutoPilot API
AE Profile APIs.io
DriveWealth Beneficiaries API
AE Profile APIs.io
DriveWealth Charts API
AE Profile APIs.io
DriveWealth Commission Schedules API
AE Profile APIs.io
DriveWealth Correspondent Reports API
AE Profile APIs.io
DriveWealth Deposits API
AE Profile APIs.io
DriveWealth Depth of Book API
AE Profile APIs.io
#Trade Allocations
← Back to D APIs
API Details
ID
drivewealth:drivewealth-trade-allocations-api
Base URL
https://api.drivewealth.net
Docs
https://developer.drivewealth.com/apis/reference/introduction
Provider
DriveWealth
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