Veli Portfolios API

openapi: 3.1.0
info:
  title: Veli Orders Portfolios API
  description: The Veli API enables financial platforms and crypto exchanges to integrate automated investment strategies for their users. Partners retain custody and execution while Veli handles strategy logic, rebalancing signals, fee collection, and performance reporting for crypto portfolios.
  version: '1.0'
  contact:
    name: Veli Support
    url: https://veli.io/
  license:
    name: Veli Terms of Service
    url: https://veli.io/terms
  x-generated-from: documentation
servers:
- url: https://api.veli.io/v1
  description: Veli API
security:
- BearerAuth: []
tags:
- name: Portfolios
  description: User portfolio creation and management
paths:
  /portfolios:
    get:
      operationId: listPortfolios
      summary: Veli List Portfolios
      description: Returns all portfolios for the authenticated partner, with portfolio values, strategy, and performance summary for each.
      tags:
      - Portfolios
      parameters:
      - name: userId
        in: query
        description: Filter portfolios by end-user ID
        schema:
          type: string
      - name: strategyId
        in: query
        description: Filter portfolios by strategy
        schema:
          type: string
      - name: limit
        in: query
        schema:
          type: integer
          default: 20
      - name: offset
        in: query
        schema:
          type: integer
          default: 0
      responses:
        '200':
          description: List of portfolios
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PortfolioListResponse'
              examples:
                ListPortfolios200Example:
                  summary: Default listPortfolios 200 response
                  x-microcks-default: true
                  value:
                    portfolios:
                    - id: port-abc123
                      userId: user-xyz789
                      strategyId: strat-btc-eth-index
                      status: active
                      totalValue: 5250.75
                      currency: USD
                      createdAt: '2025-01-15T09:00:00Z'
                    total: 1
        '401':
          description: Unauthorized
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    post:
      operationId: createPortfolio
      summary: Veli Create Portfolio
      description: Creates a new investment portfolio for an end-user, assigning it to a strategy and setting an initial investment amount. Returns the portfolio ID and initial buy orders to execute.
      tags:
      - Portfolios
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreatePortfolioRequest'
            examples:
              CreatePortfolioRequestExample:
                summary: Default createPortfolio request
                x-microcks-default: true
                value:
                  userId: user-xyz789
                  strategyId: strat-btc-eth-index
                  initialAmount: 1000.0
                  currency: USD
      responses:
        '201':
          description: Portfolio created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Portfolio'
              examples:
                CreatePortfolio201Example:
                  summary: Default createPortfolio 201 response
                  x-microcks-default: true
                  value:
                    id: port-abc123
                    userId: user-xyz789
                    strategyId: strat-btc-eth-index
                    status: active
                    totalValue: 1000.0
                    currency: USD
                    createdAt: '2026-05-03T10:00:00Z'
        '400':
          description: Invalid request
        '401':
          description: Unauthorized
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
  /portfolios/{portfolioId}:
    get:
      operationId: getPortfolio
      summary: Veli Get Portfolio
      description: Returns complete portfolio details including current value, asset allocations, positions, performance metrics, and transaction history.
      tags:
      - Portfolios
      parameters:
      - name: portfolioId
        in: path
        required: true
        description: Portfolio identifier
        schema:
          type: string
        example: port-abc123
      responses:
        '200':
          description: Portfolio details
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Portfolio'
              examples:
                GetPortfolio200Example:
                  summary: Default getPortfolio 200 response
                  x-microcks-default: true
                  value:
                    id: port-abc123
                    userId: user-xyz789
                    strategyId: strat-btc-eth-index
                    status: active
                    totalValue: 5250.75
                    currency: USD
                    createdAt: '2025-01-15T09:00:00Z'
                    updatedAt: '2026-05-03T08:00:00Z'
        '404':
          description: Portfolio not found
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    delete:
      operationId: closePortfolio
      summary: Veli Close Portfolio
      description: Closes a portfolio and liquidates all positions. Returns sell orders to execute to return funds to the user.
      tags:
      - Portfolios
      parameters:
      - name: portfolioId
        in: path
        required: true
        description: Portfolio identifier
        schema:
          type: string
      responses:
        '200':
          description: Portfolio closed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClosePortfolioResponse'
        '404':
          description: Portfolio not found
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
  /portfolios/{portfolioId}/rebalance:
    post:
      operationId: rebalancePortfolio
      summary: Veli Rebalance Portfolio
      description: Triggers a manual rebalance of the portfolio to restore target allocations. Returns buy and sell orders to execute to achieve the target allocation.
      tags:
      - Portfolios
      parameters:
      - name: portfolioId
        in: path
        required: true
        description: Portfolio identifier
        schema:
          type: string
      responses:
        '200':
          description: Rebalancing orders generated
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RebalanceResponse'
              examples:
                RebalancePortfolio200Example:
                  summary: Default rebalancePortfolio 200 response
                  x-microcks-default: true
                  value:
                    portfolioId: port-abc123
                    orders:
                    - side: sell
                      symbol: BTC
                      quantity: 0.005
                      estimatedValue: 340.0
                    - side: buy
                      symbol: ETH
                      quantity: 0.18
                      estimatedValue: 342.0
        '404':
          description: Portfolio not found
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  schemas:
    RebalanceResponse:
      type: object
      properties:
        portfolioId:
          type: string
        orders:
          type: array
          items:
            $ref: '#/components/schemas/Order'
    ClosePortfolioResponse:
      type: object
      properties:
        portfolioId:
          type: string
        status:
          type: string
          example: closed
        liquidationOrders:
          type: array
          items:
            $ref: '#/components/schemas/Order'
    CreatePortfolioRequest:
      type: object
      description: Request body to create a new portfolio
      required:
      - userId
      - strategyId
      - initialAmount
      - currency
      properties:
        userId:
          type: string
          description: End-user identifier
          example: user-xyz789
        strategyId:
          type: string
          description: Strategy to assign to portfolio
          example: strat-btc-eth-index
        initialAmount:
          type: number
          description: Initial investment amount
          example: 1000.0
        currency:
          type: string
          description: Currency of the initial investment
          example: USD
    Portfolio:
      type: object
      description: User investment portfolio
      properties:
        id:
          type: string
          description: Portfolio identifier
          example: port-abc123
        userId:
          type: string
          description: End-user identifier from partner platform
          example: user-xyz789
        strategyId:
          type: string
          description: Assigned investment strategy
          example: strat-btc-eth-index
        status:
          type: string
          enum:
          - active
          - paused
          - closed
          description: Portfolio status
          example: active
        totalValue:
          type: number
          description: Current total portfolio value
          example: 5250.75
        currency:
          type: string
          description: Base currency for valuation
          example: USD
        createdAt:
          type: string
          format: date-time
          description: Portfolio creation timestamp
        updatedAt:
          type: string
          format: date-time
          description: Last update timestamp
    Order:
      type: object
      description: Buy or sell order signal from Veli strategy engine
      properties:
        side:
          type: string
          enum:
          - buy
          - sell
          description: Order side
          example: sell
        symbol:
          type: string
          description: Asset to trade
          example: BTC
        quantity:
          type: number
          description: Quantity to trade
          example: 0.005
        estimatedValue:
          type: number
          description: Estimated order value in base currency
          example: 340.0
    PortfolioListResponse:
      type: object
      properties:
        portfolios:
          type: array
          items:
            $ref: '#/components/schemas/Portfolio'
        total:
          type: integer
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT
      description: JWT Bearer token for API authentication