AutoShares API
  • What is AutoShares?
  • API Documentation
    • Quick Start Guide
    • API Overview
    • Authentication
      • Authenticate with AutoShares SSO/Auth0
      • Triggering authentication with /login
      • For logout scenario
    • Onboarding Users
      • Account Setup
        • Syntax
        • Add Account To User
        • Add Account To User By Username
        • Get All Accounts Of A User
        • Get All Users Of An Account
        • Get Account Info
        • Update Alias Account For Current User
        • Remove Account From User
        • Get User's Trading Settings
        • Get User's Exchanges
      • Access Agreements
    • Account Balances and Buying Power
      • Get Balance Information For A User
      • Get Account's Balance Info
      • Get Historical Account Value
    • Order Processing and Trading
      • Place Order
        • Syntax
      • Verify Order Placement
        • Syntax
      • Verify Order Replacement
        • Syntax
      • Replace Order
        • Syntax
      • Cancel an Order
        • Syntax
      • Get Order's Info
        • Syntax
      • Get Filtered Orders
        • Syntax
      • Validate Order by ID
      • Positions
        • Get User's Positions
          • Syntax
        • Get User's Positions in a Security
          • Syntax
        • Get Market Value of all Security Groups
      • Managing Transactions
        • Get Transactions
          • Syntax
    • Streaming Data and Quotes
      • Streaming API Endpoints
        • Get Streamers' Info
        • Recover a Streamer Session
      • Quotes
      • Orders
      • Positions
      • Watchlists
      • Account Balances
      • User Balance
      • Securities
        • Get Equity Info by Internal ID
          • Syntax
        • Get Equity Info by Ticker
          • Syntax
        • Get Equity Info by Mask
          • Syntax
        • Get Filtered Equities
          • Syntax
        • Get Option Info by Internal ID
          • Syntax
        • Get Option Info by Ticker
          • Syntax
        • Get Options Expiration Dates
          • Syntax
        • Get an Option Chain
        • Get Filtered Options
          • Syntax
        • Get Company Logo By Symbol
    • Historical Chart Data
      • Get Comparison Chart Data
        • Syntax
      • Get Candles and Indicators for a Security
        • Syntax
      • Get Chart Data in the Excel Format
        • Syntax
    • Price Alerts
      • Create Price Alert
        • Syntax
      • Delete Price Alert
        • Syntax
      • Get Specific Alert
        • Syntax
      • Get User's Price Alerts
        • Syntax
      • Modify Price Alert
        • Syntax
    • Watchlists
      • Add Security to Watchlist by ID
        • Syntax
      • Add Security to Watchlist by Ticker
        • Syntax
      • Create New Watchlist
        • Syntax
      • Delete Watchlist
        • Syntax
      • Get Specific Watchlist
        • Syntax
      • Get User's Watchlists
        • Syntax
      • Remove Security From Watchlist by ID
        • Syntax
      • Remove Security from Watchlist by Ticker
        • Syntax
      • Rename Watchlist
        • Syntax
      • News
        • Get News for a Security
        • Get Corporate Actions for a Security
    • [Webhooks and SDKs]
    • Wires, ACH, and Account Transfers
      • ACH Setup
        • Create A New ACH Relationship
        • Get an ACH Relationship
        • Modify an ACH Relationship
      • Deposit / Withdraw Funds
        • Deposit / Withdraw Funds via ACH
      • Get a Transfer's Info
        • Get an ACH Transfer's Info
        • Get All Transfers
    • Terms and Definitions
      • Part I
      • Part II
      • Part III
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On this page
  • Overview
  • New Watchlist Template
  • Empty Watchlist Sample
  • A Comprehensive Watchlist Sample
  • Response
  • Common Mistakes
  • Sending Improperly Constructed Watchlist
  1. API Documentation
  2. Watchlists

Create New Watchlist

Create a new watchlist for a particular user

Overview

This POST endpoint enables you to create a new watchlist for a user whose internal ID is provided in the request's path. The newly created watchlist can initially have either no securities or it could have a list of initial securities provided as an array.

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

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

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

  3. userID (path). This is the ID of the user for whom a new watchlist will be created.

  4. resultIncludeSecurities (query). This field indicates if the retrieved watchlist should include its corresponding stocks.

  5. watchlist (body). This is the new watchlist.

New Watchlist Template

All new watchlists must be of the application/json content type. The syntax for new watchlists is as follows:

Empty Watchlist Sample

New Watchlist Template
{
    "Name": "Nifty Fifty" 
}

A Comprehensive Watchlist Sample

{
    "Name": "Apple & Google" ,
    "Securities": [4,5] //internal ID of the securities in the new watchlist
}

Here's the final template for this API request:

POST apiURL/v1.0/users/{userID}/watchlists/?resultIncludeSecurities=true

Response

In response to this API request, you'll receive a JSON file with the information about the newly created watchlist. If the resultIncludeSecurities is set to true, the response will contain the securities in this watchlist.

{
  "Id": 19302,
  "Name": "Apple & Google",
  "Type": "UserList",
  "CreateDate": "2019-02-15T18:15:01.7237322Z",
  "ModifyDate": "2019-02-15T18:15:01.7237322Z",
  "ReadOnly": false,
  "SecurityList": [
    {
      "Id": 4,
      "Symbol": "AAPL",
      "Description": "Apple Inc.",
      "Exchange": "XNAS",
      "Currency": "USD",
      "AddedDate": "2012-11-29T16:05:43.993Z",
      "ModifyDate": "2018-12-10T08:00:22.2867686Z",
      "Type": "CommonStock",
      "Source": 0,
      "ParentId": -1,
      "OptionType": "Undefined",
      "ExpirationType": "Undefined",
      "ExpirationDate": "0001-01-01T00:00:00Z",
      "StrikePrice": 0,
      "SeriesId": -1,
      "ContractSize": 1,
      "Precision": 2,
      "VolumePrecision": 0,
      "TickSize": 0.01,
      "MarginRate": 0
    },
    {
      "Id": 5,
      "Symbol": "GOOG",
      "Description": "Alphabet Inc.",
      "Exchange": "XNAS",
      "Currency": "USD",
      "AddedDate": "2012-11-29T16:05:43.993Z",
      "ModifyDate": "2017-12-14T08:00:10.1826129Z",
      "Type": "CommonStock",
      "Source": 0,
      "ParentId": -1,
      "OptionType": "Undefined",
      "ExpirationType": "Undefined",
      "ExpirationDate": "0001-01-01T00:00:00Z",
      "StrikePrice": 0,
      "SeriesId": -1,
      "ContractSize": 1,
      "Precision": 2,
      "VolumePrecision": 0,
      "TickSize": 0.01,
      "MarginRate": 0
    }
  ]
}

where:

Parameter
Description

Id

This is the internal identifier of the watchlist in AutoShares.

Name

This is the name of the watchlist in AutoShares.

Type

This is the type of the watchlist. It could either be a user-created watchlist or a default watchlist provided by the system.

CreateDate

This is the date on which the watchlist was created.

ModifyDate

This is the date on which the watchlist was last modified.

ReadOnly

This field indicates if the watchlist is modifiable.

SecurityList

This is a collection of securities in the watchlist.

Common Mistakes

Here are some of the common mistakes that developers make when attempting to create a new watchlist.

Sending Improperly Constructed Watchlist

It's critical that you precisely follow the watchlist template at the beginning of this page and properly prepare the JSON with the new watchlist. Improperly specifying certain fields will lead to the 409 status code:

{
    "NameZZZ": "Apple & Google" , //incorrect first parameter
    "Securities": [4,5] //internal ID of the securities in the new watchlist
}

The following article covers the syntax for this API request in detail.

PreviousSyntaxNextSyntax

Last updated 1 year ago

Internal ID of the required securities can be fetched using .

this API request