Endpoint Parameters

  • Request parameters

    Name Type Origin Description
    ForcedIgnoreESGPreference Boolean Query-String
    RiskLevel SuitabilityLevel Query-String risk levels of follower
    StandardPeriod StandardPeriodType Query-String Period to fetch account performance data. Default value is Year.
    TradeFollowerEsgPriority EsgPriority Query-String
    TradeFollowerEsgType EsgType Query-String
  • Response Parameters

    View Response Codes
    Name Type Description
    SuitabilityPortfolioSelection SuitabilityPortfolioSelection
    TradeLeaderList TradeLeaderContract [] Represents TradeLeader contract.
  • Request Example

    Request URL
    GET /at/v3/tradeLeaders/getAllTradeLeadersSuitabilityAction?ForcedIgnoreESGPreference={ForcedIgnoreESGPreference}&RiskLevel=Unknown&StandardPeriod=Year&TradeFollowerEsgPriority=Low&TradeFollowerEsgType=None
  • Response Example

    Response body
    {
      "SuitabilityPortfolioSelection": "ClientMatchPortfolio",
      "TradeLeaderList": [
        {
          "AccountPerformance": {
            "AccountSummary": {
              "AverageTradeDurationInMinutes": 34260,
              "AverageTradesPerWeek": 48.2325728770595,
              "NumberOfDaysTraded": 1589,
              "NumberOfLongTrades": 5434,
              "NumberOfShortTrades": 5263,
              "TopTradedInstruments": [
                "DAX.I",
                "DJI.I",
                "EURUSD",
                "GBPUSD",
                "NAS100.I",
                "NOKSEK",
                "EURNOK",
                "SP500.I"
              ],
              "TotalReturnFraction": -0.9999963956455,
              "TradedInstruments": [
                "FxSpot",
                "Stock",
                "FxVanillaOption",
                "ContractFutures"
              ],
              "TradesTotalCount": 10697,
              "TradesWonCount": 6499,
              "WinFraction": 0.61
            },
            "Allocation": {
              "TradesPerAssetType": {
                "ClosedTradesAllocations": [
                  {
                    "AssetClassType": "Equity",
                    "CalculationBasis": 0,
                    "CalculationDataType": 0,
                    "PortfolioAllocationType": 0,
                    "ReturnAttribution": 1,
                    "TradeCount": 168,
                    "TradePct": 38.0090497737557,
                    "TradePercent": 0.380090497737557
                  },
                  {
                    "AssetClassType": "Currency",
                    "CalculationBasis": 0,
                    "CalculationDataType": 0,
                    "PortfolioAllocationType": 0,
                    "ReturnAttribution": 0.249937016456527,
                    "TradeCount": 112,
                    "TradePct": 25.3393665158371,
                    "TradePercent": 0.253393665158371
                  },
                  {
                    "AssetClassType": "Commodity",
                    "CalculationBasis": 0,
                    "CalculationDataType": 0,
                    "PortfolioAllocationType": 0,
                    "ReturnAttribution": 0.562878945000956,
                    "TradeCount": 105,
                    "TradePct": 23.7556561085973,
                    "TradePercent": 0.237556561085973
                  },
                  {
                    "AssetClassType": "Fixed Income",
                    "CalculationBasis": 0,
                    "CalculationDataType": 0,
                    "PortfolioAllocationType": 0,
                    "ReturnAttribution": -0.0131508561362492,
                    "TradeCount": 57,
                    "TradePct": 12.89592760181,
                    "TradePercent": 0.1289592760181
                  }
                ]
              },
              "TradesPerInstrument": {
                "ClosedTradesAllocations": [
                  {
                    "AssetType": "ContractFutures",
                    "CalculationBasis": 0,
                    "CalculationDataType": 0,
                    "InstrumentDescription": "30-Year U.S. Treasury Bond - Sep 2016",
                    "InstrumentSymbol": "ZBU6",
                    "InstrumentUic": 3626018,
                    "PortfolioAllocationType": 0,
                    "ReturnAttribution": -0.159871010056843,
                    "TradeCount": 40,
                    "TradePct": 9.04977375565611,
                    "TradePercent": 0.0904977375565611
                  },
                  {
                    "AssetType": "FxSpot",
                    "CalculationBasis": 0,
                    "CalculationDataType": 0,
                    "InstrumentDescription": "British Pound/US Dollar",
                    "InstrumentSymbol": "GBPUSD",
                    "InstrumentUic": 31,
                    "PortfolioAllocationType": 0,
                    "ReturnAttribution": 0.146851552251858,
                    "TradeCount": 37,
                    "TradePct": 8.3710407239819,
                    "TradePercent": 0.083710407239819
                  }
                ]
              }
            },
            "BalancePerformance": {
              "AccountBalanceTimeSeries": [
                {
                  "Date": "2016-03-28T00:00:00Z",
                  "Value": 0
                },
                {
                  "Date": "2016-03-29T00:00:00Z",
                  "Value": 0
                }
              ],
              "AccountValueTimeSeries": [
                {
                  "Date": "2016-03-28T00:00:00Z",
                  "Value": 0
                },
                {
                  "Date": "2016-03-29T00:00:00Z",
                  "Value": 0
                }
              ],
              "MonthlyProfitLossTimeSeries": [
                {
                  "Date": "2015-11-30T00:00:00Z",
                  "Value": 0
                },
                {
                  "Date": "2015-12-31T00:00:00Z",
                  "Value": 0
                }
              ],
              "SecurityTransferTimeSeries": [
                {
                  "Date": "2016-03-28T00:00:00Z",
                  "Value": 0
                },
                {
                  "Date": "2016-03-29T00:00:00Z",
                  "Value": 0
                }
              ],
              "YearlyProfitLossTimeSeries": [
                {
                  "Date": "2015-12-31T00:00:00Z",
                  "Value": 0
                },
                {
                  "Date": "2016-12-31T00:00:00Z",
                  "Value": 0
                },
                {
                  "Date": "2017-12-31T00:00:00Z",
                  "Value": 0
                }
              ]
            },
            "BenchMark": {
              "AssetType": "CfdOnIndex",
              "Description": "Japan 225",
              "DisplayHintType": "None",
              "Uic": 16351
            },
            "BenchmarkPerformance": [
              {
                "Date": "2018-05-31T00:00:00Z",
                "Value": 0
              },
              {
                "Date": "2018-06-01T00:00:00Z",
                "Value": 0.00146895812117553
              },
              {
                "Date": "2018-06-04T00:00:00Z",
                "Value": 0.0142975586456747
              },
              {
                "Date": "2018-06-05T00:00:00Z",
                "Value": 0.0155367104350099
              },
              {
                "Date": "2018-06-06T00:00:00Z",
                "Value": 0.0203491253841371
              },
              {
                "Date": "2018-06-07T00:00:00Z",
                "Value": 0.0302262916467651
              },
              {
                "Date": "2018-06-08T00:00:00Z",
                "Value": 0.0217369753881925
              },
              {
                "Date": "2018-06-11T00:00:00Z",
                "Value": 0.0298342690806846
              },
              {
                "Date": "2018-06-12T00:00:00Z",
                "Value": 0.0322720186007949
              },
              {
                "Date": "2018-06-13T00:00:00Z",
                "Value": 0.0343087335418112
              },
              {
                "Date": "2018-06-14T00:00:00Z",
                "Value": 0.0252922145219578
              },
              {
                "Date": "2018-06-15T00:00:00Z",
                "Value": 0.0306859043104458
              },
              {
                "Date": "2018-06-18T00:00:00Z",
                "Value": 0.0222416481169399
              },
              {
                "Date": "2018-06-19T00:00:00Z",
                "Value": 0.00282076007317755
              },
              {
                "Date": "2018-06-20T00:00:00Z",
                "Value": 0.0146174851076485
              },
              {
                "Date": "2018-06-21T00:00:00Z",
                "Value": 0.0206735578526175
              },
              {
                "Date": "2018-06-22T00:00:00Z",
                "Value": 0.014293052639168
              },
              {
                "Date": "2018-06-25T00:00:00Z",
                "Value": 0.00672746771446338
              },
              {
                "Date": "2018-06-26T00:00:00Z",
                "Value": 0.00797112551030524
              },
              {
                "Date": "2018-06-27T00:00:00Z",
                "Value": 0.00320377062624478
              },
              {
                "Date": "2018-06-28T00:00:00Z",
                "Value": 0.00297396429440444
              },
              {
                "Date": "2018-06-29T00:00:00Z",
                "Value": 0.00282977208619089
              },
              {
                "Date": "2018-07-02T00:00:00Z",
                "Value": 0.00260447176085722
              }
            ],
            "From": "2016-03-28T00:00:00Z",
            "InceptionDay": "2015-11-24T00:00:00Z",
            "LastTradeDay": "2017-03-27T00:00:00Z",
            "Thru": "2017-03-27T00:00:00Z",
            "TimeWeightedPerformance": {
              "AccumulatedTimeWeightedTimeSeries": [
                {
                  "Date": "2016-03-25T00:00:00Z",
                  "Value": 0
                }
              ],
              "MonthlyReturnTimeSeries": [
                {
                  "Date": "2016-03-25T00:00:00Z",
                  "Value": 0
                }
              ],
              "PerformanceFraction": -1,
              "PerformanceKeyFigures": {
                "ClosedTradesCount": 0,
                "DrawdownReport": {
                  "Drawdowns": [
                    {
                      "DaysCount": 3,
                      "DepthInPercent": 1,
                      "FromDate": "2016-08-05T00:00:00Z",
                      "ThruDate": "2016-08-08T00:00:00Z"
                    }
                  ],
                  "MaxDaysInDrawdownFromTop10Drawdowns": 3
                },
                "LosingDaysFraction": 0.03,
                "MaxDrawDownFraction": 1,
                "ReturnFraction": -1,
                "SampledStandardDeviation": 0.0618018874919214,
                "SharpeRatio": -0.952069751000777,
                "SortinoRatio": -0.0591710418985739
              },
              "YearlyReturnTimeSeries": [
                {
                  "Date": "2016-03-25T00:00:00Z",
                  "Value": 0
                }
              ]
            },
            "TotalCashBalance": 20226.02,
            "TotalCashBalancePerCurrency": [
              {
                "StringValue": "CAD",
                "Value": -491.707122366824
              }
            ],
            "TotalOpenPositionsValue": 29571.057,
            "TotalPositionsValuePerCurrency": [
              {
                "StringValue": "CAD",
                "Value": -491.707122366824
              }
            ],
            "TotalPositionsValuePerProductPerSecurity": [
              {
                "Description": "Abengoa SA - Warrants",
                "ProductName": "Shares",
                "Symbol": "LOCK - 1496:xxxx",
                "Value": 0
              }
            ]
          },
          "AllowMultipleInvestment": true,
          "AllowPartialWithdrawal": true,
          "Category": "Balanced Portfolios",
          "Currency": "GBP",
          "FollowerAmountRemaining": 1000,
          "IsInvestmentShieldSupported": true,
          "IsOpenForFollowers": false,
          "LeaderPartnerOptions": "PositionsCloseOnDeactivation, FeesAreExclusiveOfVat",
          "ManagementFee": 0.95,
          "MinimumFundingAmount": 10000,
          "PerformanceFee": 0,
          "Prospectus": {
            "CSPXJ": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishvii-ishares-core-msci-pacific-ex-japan-ucits-etf-usd-acc-gb-ie00b52mjy50-en.pdf",
            "E20Y": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishiv-ishares-govt-bond-20yr-target-duration-ucits-etf-eur-dist-gb-ie00bskrjx20-en.pdf",
            "EMIM": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ish-ishares-core-msci-em-imi-ucits-etf-usd-acc-gb-ie00bkm4gz66-en.pdf",
            "EMBE": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishvi-ishares-jp-morgan-em-bond-eur-hedged-ucits-etf-dist-gb-ie00b9m6rs56-en.pdf",
            "EIMI": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ish-ishares-core-msci-em-imi-ucits-etf-usd-acc-gb-ie00bkm4gz66-en.pdf",
            "EXXY": "https://www.blackrock.com/kiid/literature/kiid/kiid-munich-all-ishares-diversified-commodity-swap-ucits-etf-de-gb-de000a0h0728-en.pdf",
            "IBCX": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ish-ishares-corp-bond-large-cap-ucits-etf-eur-dist-gb-ie0032523478-en.pdf",
            "IEGA": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishiii-ishares-core-govt-bond-ucits-etf-eur-dist-gb-ie00b4wxjj64-en.pdf",
            "IEGE": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishiii-ishares-govt-bond-0-1yr-ucits-etf-eur-dist-gb-ie00b3fh7618-en.pdf",
            "IMEU": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishii-ishares-msci-europe-ucits-etf-eur-dist-gb-ie00b1yzsc51-en.pdf",
            "INFR": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishii-ishares-global-infrastructure-ucits-etf-usd-dist-gb-ie00b1fzs467-en.pdf",
            "IRCP": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishv-ishares-corp-bond-interest-rate-hedged-ucits-etf-eur-dist-gb-ie00b6x2vy59-en.pdf",
            "IUSE": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishv-ishares-sp-500-eur-hedged-ucits-etf-acc-gb-ie00b3zw0k18-en.pdf",
            "IWDP": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishii-ishares-developed-markets-property-yield-ucits-etf-usd-dist-gb-ie00b1fzs350-en.pdf",
            "MVEU": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishvi-ishares-edge-msci-europe-minimum-volatility-ucits-etf-eur-acc-gb-ie00b86mwn23-en.pdf",
            "SHYU": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishii-ishares-high-yield-corp-bond-ucits-etf-usd-dist-gb-ie00b4py7y77-en.pdf",
            "SJPA": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishiii-ishares-core-msci-japan-imi-ucits-etf-usd-acc-gb-ie00b4l5yx21-en.pdf",
            "CHDVD": "https://www.blackrock.com/kiid/literature/kiid/kiid-ch-ish-ishares-swiss-dividend-ch-ch-ch0237935637-en.pdf",
            "CHCORP": "https://www.blackrock.com/kiid/literature/kiid/kiid-ch-ish-ishares-core-chf-corporate-bond-ch-ch-ch0226976816-en.pdf",
            "CHSPI": "https://www.blackrock.com/kiid/literature/kiid/kiid-ch-ish-ishares-core-spi-ch-ch-ch0237935652-en.pdf",
            "CSBGC0": "https://www.blackrock.com/kiid/literature/kiid/kiid-ch-ish-ishares-swiss-domestic-government-bond-7-15-ch-ch-ch0016999861-en.pdf",
            "CSBGC3": "https://www.blackrock.com/kiid/literature/kiid/kiid-ch-ish-ishares-swiss-domestic-government-bond-1-3-ch-ch-ch0102530786-en.pdf",
            "CSBGC7": "https://www.blackrock.com/kiid/literature/kiid/kiid-ch-ish-ishares-swiss-domestic-government-bond-3-7-ch-ch-ch0016999846-en.pdf",
            "CSGLDC": "https://www.blackrock.com/kiid/literature/kiid/kiid-ch-ishii-ishares-gold-chf-hedged-ch-ch-ch0104136285-en.pdf",
            "CSSMIM": "https://www.blackrock.com/kiid/literature/kiid/kiid-ch-ish-ishares-smim-ch-ch-ch0019852802-en.pdf",
            "EMBC": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishvi-ishares-jp-morgan-em-bond-chf-hedged-ucits-etf-dist-ch-ie00b9m04v95-en.pdf",
            "EMUC": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishvii-ishares-msci-emu-chf-hedged-ucits-etf-acc-ch-ie00bwk1sp74-en.pdf",
            "GHYC": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishvi-ishares-global-high-yield-corp-bond-chf-hedged-ucits-etf-dist-ch-ie00b988c465-en.pdf",
            "IEMB": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishii-ishares-jp-morgan-em-bond-ucits-etf-usd-dist-ch-ie00b2npkv68-en.pdf",
            "IJPC": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishvi-ishares-msci-japan-chf-hedged-ucits-etf-acc-ch-ie00b8j37j31-en.pdf",
            "IUSC": "https://www.blackrock.com/kiid/literature/kiid/kiid-ir-ishvi-ishares-sp-500-chf-hedged-ucits-etf-acc-ch-ie00b88dz566-en.pdf"
          },
          "RiskLevel": "Moderate",
          "StrategyLegalAssetTypes": [
            "Stock",
            "Bond",
            "Cash"
          ],
          "StrategyName": "Moderate Portfolio (GBP)",
          "SuitabilityLevel": "Medium",
          "TradeLeaderId": "77",
          "TradeLeaderOptions": "FixedInvestmentAmount"
        }
      ]
    }