Fincept Terminal Agent Profile API

The agent-profile API from Fincept Terminal — 3 operation(s) for agent-profile.

GitHub OpenAPI

Operations 6

GET /profile/profiles List Profiles #
POST /profile/profiles Create Profile #
GET /profile/profiles/default Get Default Profile #
GET /profile/profiles/{profile_id} Get Profile #
PUT /profile/profiles/{profile_id} Update Profile #
DELETE /profile/profiles/{profile_id} Delete Profile #

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OpenAPI Specification

fincept-in-agent-profile-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Fincept In Agent Profile API
  version: 3.0.0
  description: 'Operations tagged agent-profile across 2 of this provider''s published API definitions: fincept-in-openapi.json, fincept-in-openapi.json. Each path carries the servers of the definition it was published in.'
tags:
- name: agent-profile
paths:
  /profile/profiles:
    get:
      tags:
      - agent-profile
      summary: List Profiles
      operationId: list_profiles_profile_profiles_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
      security:
      - APIKeyHeader: []
    post:
      tags:
      - agent-profile
      summary: Create Profile
      operationId: create_profile_profile_profiles_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ProfileCreate'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - APIKeyHeader: []
  /profile/profiles/default:
    get:
      tags:
      - agent-profile
      summary: Get Default Profile
      operationId: get_default_profile_profile_profiles_default_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
      security:
      - APIKeyHeader: []
  /profile/profiles/{profile_id}:
    get:
      tags:
      - agent-profile
      summary: Get Profile
      operationId: get_profile_profile_profiles__profile_id__get
      security:
      - APIKeyHeader: []
      parameters:
      - name: profile_id
        in: path
        required: true
        schema:
          type: integer
          title: Profile Id
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
    put:
      tags:
      - agent-profile
      summary: Update Profile
      operationId: update_profile_profile_profiles__profile_id__put
      security:
      - APIKeyHeader: []
      parameters:
      - name: profile_id
        in: path
        required: true
        schema:
          type: integer
          title: Profile Id
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ProfileUpdate'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
    delete:
      tags:
      - agent-profile
      summary: Delete Profile
      operationId: delete_profile_profile_profiles__profile_id__delete
      security:
      - APIKeyHeader: []
      parameters:
      - name: profile_id
        in: path
        required: true
        schema:
          type: integer
          title: Profile Id
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
components:
  schemas:
    ProfileData:
      properties:
        risk_tolerance:
          type: string
          title: Risk Tolerance
          description: conservative | moderate | aggressive | very_aggressive
        max_drawdown_pct:
          type: number
          maximum: 100.0
          minimum: 1.0
          title: Max Drawdown Pct
          description: Max acceptable drawdown %
        stop_loss_pct:
          anyOf:
          - type: number
            maximum: 100.0
            minimum: 1.0
          - type: 'null'
          title: Stop Loss Pct
        investment_horizon:
          type: string
          title: Investment Horizon
          description: short | medium | long
        capital_range:
          type: string
          title: Capital Range
          description: Capital bracket e.g. $10k-$100k
        asset_classes:
          items:
            type: string
          type: array
          title: Asset Classes
          description: equities, fixed_income, crypto, commodities, forex, real_estate
        trading_frequency:
          type: string
          title: Trading Frequency
          description: daily | weekly | monthly | quarterly
        leverage_comfort:
          type: string
          title: Leverage Comfort
          description: none | low | moderate | high
        primary_goal:
          type: string
          title: Primary Goal
          description: growth | income | preservation | speculation
        target_return_pct:
          anyOf:
          - type: number
            maximum: 500.0
            minimum: 0.0
          - type: 'null'
          title: Target Return Pct
        benchmark:
          anyOf:
          - type: string
          - type: 'null'
          title: Benchmark
          description: SPY, QQQ, AGG, etc.
        excluded_sectors:
          items:
            type: string
          type: array
          title: Excluded Sectors
        esg_preference:
          type: string
          title: Esg Preference
          description: none | preferred | required
          default: none
        geographic_focus:
          items:
            type: string
          type: array
          title: Geographic Focus
          description: US, EU, Asia, EM, Global
        experience_years:
          type: integer
          minimum: 0.0
          title: Experience Years
          default: 0
        knowledge_level:
          type: string
          title: Knowledge Level
          description: beginner | intermediate | advanced | professional
          default: beginner
      type: object
      required:
      - risk_tolerance
      - max_drawdown_pct
      - investment_horizon
      - capital_range
      - asset_classes
      - trading_frequency
      - leverage_comfort
      - primary_goal
      title: ProfileData
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    ProfileCreate:
      properties:
        name:
          type: string
          maxLength: 100
          title: Name
        is_default:
          type: boolean
          title: Is Default
          default: false
        profile_data:
          $ref: '#/components/schemas/ProfileData'
      type: object
      required:
      - name
      - profile_data
      title: ProfileCreate
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
      type: object
      required:
      - loc
      - msg
      - type
      title: ValidationError
    ProfileUpdate:
      properties:
        name:
          anyOf:
          - type: string
            maxLength: 100
          - type: 'null'
          title: Name
        is_default:
          anyOf:
          - type: boolean
          - type: 'null'
          title: Is Default
        profile_data:
          anyOf:
          - $ref: '#/components/schemas/ProfileData'
          - type: 'null'
      type: object
      title: ProfileUpdate
  securitySchemes:
    APIKeyHeader:
      type: apiKey
      in: header
      name: X-API-Key
x-refined-from:
- fincept-in-openapi.json
- fincept-in-openapi.json
x-provenance:
  method: harvested
  publisher: Fincept Terminal
  source: https://api.fincept.in/openapi.json
  note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
    stamped by stamp-openapi-provenance.py (roadmap#793)