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On this page
  • Overview
  • Response
  • Common Mistakes
  • Specifying ID of a Non-Existent User
  1. API Documentation
  2. Onboarding Users
  3. Account Setup

Get User's Trading Settings

Retrieve default trading settings of a specific user

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Last updated 1 year ago

Overview

This GET endpoint enables you to request a user's default trading

settings by providing their unique identifier in the header. In response, you'll receive a JSON file with the user's information.

There are four required parameters that must be provided in the request:

  1. Authorization (header). This is the authorization token from the very first . The value of this header must have the following format: Bearer BQ898r9fefi (Bearer + 1 space + the token).

  2. userID (path). This is the internal ID of the user whose settings you'd like to retrieve. If you're sending the request on behalf of the user whose authorization token is used to perform the request, set this parameter to @me.

  3. API version (path). Unless necessary, leave it at "1.0".

The user information request must be sent to the following URL:

GET apiURL/v1.0/users/{userID}/settings/trading

Response

In response, you'll receive a JSON file containing the default trading settings of this user:

{
  "Instruments": {
    "Stocks": {
      "OrderType": "Market",
      "Quantity": 100,
      "DurationType": "Day",
      "ExchangeType": "NSDQ",
      "AON": false
    },
    "Options": {
      "OrderType": "Market",
      "Quantity": 50,
      "DurationType": "Day",
      "ExchangeType": "Auto",
      "AON": false,
      "Spreads": 1
    },
    "Forex": {
      "OrderType": "Market",
      "Quantity": 1,
      "DurationType": "Day",
      "ExchangeType": "Auto",
      "AON": false
    }
  },
  "QuantityStepIncrementMultiplier": 1,
  "PriceStepIncrementMultiplier": 1,
  "SkipVerifyOrder": "Show",
  "SkipVerifyCancelOrder": "Show",
  "SkipVerifyClosingPosition": "Show",
  "SkipVerifyOrderReplace": "Show",
  "SkipPlaceOrderStatus": "Show",
  "SkipCancelOrderStatus": "Show",
  "SkipClosingPositionStatus": "Show",
  "SkipOrderReplaceStatus": "Show",
  "MaxStocksQuantity": 10000000,
  "MaxOptionsQuantity": 99
}

where:

Parameter
Description

Instruments

An array of settings for each security type.

OrderType

The default order type that is set whenever a security of the specified type is traded.

Quantity

The default number of securities of an order for the specified security type.

DurationType

The default duration of an order for the specified security type.

ExchangeType

The default execution venue for the specified security type.

AON

Indicates whether orders should be All-Or-None by default.

QuantityStepIncrementMultiplier

The step by which the number of securities must be increased when placing an order. Applicable only if the UI features up and down arrows via which the quantity can either be increased or decreased.

PriceStepIncrementMultiplier

The step by which the limit or stop price must be increased when placing an order. Applicable only if the UI features up and down arrows via which the price can either be increased or decreased.

SkipVerifyOrder

Indicates whether the order verification view should be displayed when placing an order. Possible values: Show, DoNotShow, ShowIfAnError.

SkipVerifyCancelOrder

Indicates whether the order verification view should be displayed when cancelling an order. Possible values: Show, DoNotShow, ShowIfAnError.

SkipVerifyClosingPosition

Indicates whether the order verification view should be displayed when closing an existing position. Possible values: Show, DoNotShow, ShowIfAnError.

SkipVerifyOrderReplace

Indicates whether the order verification view should be displayed when replacing an order. Possible values: Show, DoNotShow, ShowIfAnError.

SkipPlaceOrderStatus

Indicates whether the order status view should be displayed after an order has been placed. Possible values: Show, DoNotShow, ShowIfAnError.

SkipCancelOrderStatus

Indicates whether the order status view should be displayed after an order has been cancelled. Possible values: Show, DoNotShow, ShowIfAnError.

SkipClosingPositionStatus

Indicates whether the order status view should be displayed after a positions has been closed. Possible values: Show, DoNotShow, ShowIfAnError.

SkipOrderReplaceStatus

Indicates whether the order status view should be displayed after an order has been replaced. Possible values: Show, DoNotShow, ShowIfAnError.

MaxStocksQuantity

The maximum number of securities that can be traded in a single stock order.

MaxOptionsQuantity

The maximum number of securities that can be traded in a single option order.

Common Mistakes

Here are some of the common mistakes that developers make when requesting a user's trading settings:

Specifying ID of a Non-Existent User

If you specify the ID of a non-existent user, you'll get the following error:

{
  "Model": null,
  "Errors": [
    "User or user layout is not found"
  ],
  "StatusCode": 400,
  "IsSucceed": false
}
token request