Portfolio
The Portfolio feature offers users a detailed overview of their investments, including holdings, performance, and allocation across different instruments.
APIs
- subdirectory_arrow_rightPOSTBack Office Customer Details Portfolio/bo/customer-mgmt/customer/portfolio
- subdirectory_arrow_rightPOSTPortfolio Value Historical Line/bo/customer-mgmt/overview/portfolio/history
Market Data
Delivers real-time market data and insights.
Instrument Profile
Provides detailed information about financial instruments.
Instrument List
Displays a comprehensive list of available instruments.
User Login
Enables users to securely access their accounts.
Customer Profile
Manages customer details and preferences.
Account Opening
Facilitates opening new accounts for users.
Customer Notification
Sends alerts and updates to users.
Watchlist
Tracks and monitors selected financial instruments.
Customer Setting
Allows users to manage account and platform settings.
BO User Login
Enables back-office staff to securely access the system.
BO Customer Management
Manages customer data and accounts in the back office.
Advance search
Enables complex search queries for financial instruments.
BO Inventory Management
Handles inventory and resources for back-office operations.
BO Tag Management
Manages tags and labels for categorization in the back office.
Order Placement
Allows users to place buy/sell orders for instruments.
BO Order Management
Oversees and processes orders in the back office.
Auto Order
Automates the placement of orders based on pre-set rules.
Offline Order
Facilitates manual order entry for offline trades.
BO Transaction Management
Manages transactions in the back office.
Funding
Handles user account funding and withdrawals.