Saxo Bank

Saxo Bank Historical Report Data - Portfolio Management API

Portfolio Report

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OpenAPI Specification

openapi: 3.0.1
info:
  title: Services.AutoTrading Account Values Historical Report Data - Portfolio Management API
  description: 'The AutoTrading service group provides endpoints for interacting with Saxo Bank''s SaxoSelect offering.Through these interfaces a client application can get Saxo Select trade leaders, portfolios and investments. Portfolio investments can be created and modifed.<div class=well style=''border: 1px solid rgb(204, 82, 0); border-image: none; background-color: rgb(255, 209, 179);padding:1px;''><strong> Note:</strong> </br>This service is subject to special licensing agreements and not generally available to all OpenAPI applications.</div>'
  version: 2.4.138+710c760591
  x-framework-version: 38.0.2+439c5b0ec3
  x-machine: SIMOAWEB11-DK2
servers:
- url: https://gateway.saxobank.com/sim/openapi
tags:
- name: Historical Report Data - Portfolio Management
  description: Portfolio Report
paths:
  /cr/v1/reports/Portfolio/me/{FromDate}/{ToDate}:
    get:
      tags:
      - Historical Report Data - Portfolio Management
      summary: Get Portfolio report for the logged in user
      description: "Get Portfolio report for the logged in user.\r\n            \r\nThis report is available in the following formats:\r\n\r\n\r\n*   PDF\r\n\r\nTo request a PDF format, please set the 'Accept' header on your request as follows:\r\n\r\n\r\n*   For PDF : application/pdf"
      operationId: PortfolioGetMeAsync
      parameters:
      - name: AccountGroupKey
        in: query
        description: The account group id.
        schema:
          minLength: 1
          type: string
          x-type-name: AccountGroupKey
        example: LZTc7DdejXODf-WSl2aCyQ==
      - name: AccountKey
        in: query
        description: The account key.
        schema:
          minLength: 1
          type: string
          x-type-name: AccountKey
        example: LZTc7DdejXODf-WSl2aCyQ==
      - name: FromDate
        in: path
        description: From date in UTC
        required: true
        schema:
          type: string
          format: date
          x-type-name: Date
        example: '2016-10-10'
      - name: IncludeYTDInformation
        in: query
        description: Include additional information about performance Year To Date.
        schema:
          type: boolean
        example: true
      - name: OptionalReportSections
        in: query
        description: Parameter specifing if any optional section is needed in the report
        schema:
          type: array
          items:
            $ref: '#/components/schemas/OptionalReportSection'
        example: Trasactions
      - name: ToDate
        in: path
        description: To date in UTC
        required: true
        schema:
          type: string
          format: date
          x-type-name: Date
        example: '2017-10-10'
      responses:
        '200':
          description: Indicates that the request was performed correctly.
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - NotFoundError
                    type: string
                    x-enum-descriptions:
                      NotFoundError: Not found.
                  Message:
                    type: string
                  ModelState:
                    $ref: '#/components/schemas/ModelStateDictionary'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - BadRequestError
                    type: string
                    x-enum-descriptions:
                      BadRequestError: Bad request.
                  Message:
                    type: string
                  ModelState:
                    $ref: '#/components/schemas/ModelStateDictionary'
        '500':
          description: Internal Server Error
        '406':
          description: Not Acceptable
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - RequestedFormatNotSupported
                    type: string
                    x-enum-descriptions:
                      RequestedFormatNotSupported: Request format not supported.
                  Message:
                    type: string
                  ModelState:
                    $ref: '#/components/schemas/ModelStateDictionary'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '503':
          $ref: '#/components/responses/ServiceUnavailable'
        '429':
          $ref: '#/components/responses/TooManyRequests'
      security:
      - OpenApiOAuthSecurityScheme: []
      - OpenApiJWTSecurityScheme: []
      x-required-permissions:
        personal: Read
  /cr/v1/reports/Portfolio/{ClientKey}/{FromDate}/{ToDate}:
    get:
      tags:
      - Historical Report Data - Portfolio Management
      summary: Get Portfolio report for the accounts of a specified client
      description: "Get Portfolio report for the accounts of a specified client.\r\n            \r\nThis report is available in the following formats:\r\n\r\n\r\n*   PDF\r\n\r\nTo request a PDF format, please set the 'Accept' header on your request as follows:\r\n\r\n\r\n*   For PDF : application/pdf"
      operationId: PortfolioGetAsync
      parameters:
      - name: AccountGroupKey
        in: query
        description: The account group id.
        schema:
          minLength: 1
          type: string
          x-type-name: AccountGroupKey
        example: LZTc7DdejXODf-WSl2aCyQ==
      - name: AccountKey
        in: query
        description: The account key.
        schema:
          minLength: 1
          type: string
          x-type-name: AccountKey
        example: LZTc7DdejXODf-WSl2aCyQ==
      - name: ClientKey
        in: path
        description: Unique id of the client.
        required: true
        schema:
          minLength: 1
          type: string
          x-type-name: ClientKey
        example: 5DG7K1P5cqYBZ77tl7Af4w==
      - name: FromDate
        in: path
        description: From date in UTC
        required: true
        schema:
          type: string
          format: date
          x-type-name: Date
        example: '2016-10-10'
      - name: IncludeYTDInformation
        in: query
        description: Include additional information about performance Year To Date.
        schema:
          type: boolean
        example: true
      - name: OptionalReportSections
        in: query
        description: Whether any optional section is needed in the report
        schema:
          type: array
          items:
            $ref: '#/components/schemas/OptionalReportSection'
        example: Trasactions
      - name: ToDate
        in: path
        description: To date in UTC
        required: true
        schema:
          type: string
          format: date
          x-type-name: Date
        example: '2017-10-10'
      responses:
        '200':
          description: Indicates that the request was performed correctly.
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - NotFoundError
                    type: string
                    x-enum-descriptions:
                      NotFoundError: Not found.
                  Message:
                    type: string
                  ModelState:
                    $ref: '#/components/schemas/ModelStateDictionary'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - BadRequestError
                    type: string
                    x-enum-descriptions:
                      BadRequestError: Bad request.
                  Message:
                    type: string
                  ModelState:
                    $ref: '#/components/schemas/ModelStateDictionary'
        '500':
          description: Internal Server Error
        '406':
          description: Not Acceptable
          content:
            application/json:
              schema:
                required:
                - ErrorCode
                - Message
                type: object
                properties:
                  ErrorCode:
                    enum:
                    - RequestedFormatNotSupported
                    type: string
                    x-enum-descriptions:
                      RequestedFormatNotSupported: Request format not supported.
                  Message:
                    type: string
                  ModelState:
                    $ref: '#/components/schemas/ModelStateDictionary'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '503':
          $ref: '#/components/responses/ServiceUnavailable'
        '429':
          $ref: '#/components/responses/TooManyRequests'
      security:
      - OpenApiOAuthSecurityScheme: []
      - OpenApiJWTSecurityScheme: []
      x-required-permissions:
        personal: Read
components:
  schemas:
    ModelStateDictionary:
      type: object
      additionalProperties:
        type: array
        items:
          type: string
    OptionalReportSection:
      title: Optional section to be added in report.
      enum:
      - Transactions
      type: string
      x-enum-descriptions:
        Transactions: Add transaction section
  responses:
    Unauthorized:
      description: Indicates that the request was rejected because the 'Authorization' header was missing in the request or contained an invalid security token.
    ServiceUnavailable:
      description: Service Unavailable.
    TooManyRequests:
      description: The request was rejected due to rate limit being exceeded.
  securitySchemes:
    OpenApiJWTSecurityScheme:
      type: http
      scheme: bearer
      bearerFormat: JWT
    OpenApiOAuthSecurityScheme:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://sim.logonvalidation.net/authorize
          tokenUrl: https://sim.logonvalidation.net/token
          scopes: {}