AdminBankDetailsManagement
| API | Description |
|---|---|
| GET api/AdminBankDetailsManagement/BankDetail |
Gets all bank details. |
| PUT api/AdminBankDetailsManagement/BankDetail |
Updates bank details. All fields can be updated. |
EmailReselling
| API | Description |
|---|---|
| POST api/EmailReselling/Send |
Sends emails to a predefined reselling list |
| POST api/EmailReselling/Validate |
Validates email addresses in a reselling list |
| POST api/EmailReselling/Test |
Sends a test email to verify email configuration |
Investor
| API | Description |
|---|---|
| GET api/Investor/GetAllInvestors |
Gets all investors. Calls GetInvestors SP with InvestorId=0 and userName=null. |
| GET api/Investor?investorId={investorId}&userName={userName} |
Gets investors. Returns investors filtered by investorId and/or userName. |
| POST api/Investor |
Creates a new investor account. |
| POST api/Investor/ChangePassword |
No documentation available. |
| PUT api/Investor |
Updates an existing investor's profile. |
Kyc
| API | Description |
|---|---|
| POST api/Kyc |
Submits or updates KYC (Know Your Customer) information for an investor. |
Inquiry
| API | Description |
|---|---|
| GET api/Inquiry?statusId={statusId} |
Gets investor inquiries. Filter by inquiryId, dateTime, and/or statusId. |
| GET api/Inquiry/InProcess?statusId={statusId} |
Gets all inquiries with status In Progress. |
| POST api/Inquiry |
Submits a new investor inquiry or contact request. |
| PUT api/Inquiry/Status?inquiryId={inquiryId}&inquiryStatusId={inquiryStatusId} |
Updates the status of an investor inquiry. |
| POST api/Inquiry/{inquiryId}/Respond |
Sets the response to an inquiry and changes status to Completed. |
| PUT api/Inquiry/{inquiryId}/Archive |
Archives an inquiry (sets status to Archived). |
FundManagement
| API | Description |
|---|---|
| GET api/FundManagement |
Gets all existing funds. Returns full fund details from GetAllFundsDetails SP. |
| POST api/FundManagement/CreateFund |
Creates a new fund. |
| PUT api/FundManagement/UpdateFund |
Updates fund details. All fields can be edited. |
AccountType
| API | Description |
|---|---|
| GET api/AccountType |
Gets all account types from the AccountTypes table. |
InvestorLogIn
| API | Description |
|---|---|
| POST api/InvestorLogIn |
Authenticates an investor and returns an access token. The token is provided in the Agentic-Auth-Token response header. |
Setting
| API | Description |
|---|---|
| GET api/Setting/GetSettings |
Gets the application settings. Returns null if no settings exist. |
| POST api/Setting/Upsert |
Upserts settings. Inserts if no row exists, updates if one exists. Only one row is stored. |
Balance
| API | Description |
|---|---|
| GET api/Balance?investorId={investorId}&userName={userName} |
Gets investor balance using GetInvestorBalance procedure. Provide either investorId or userName (or both). |
EmailVerification
| API | Description |
|---|---|
| GET api/SentEmailVerification?userName={userName} |
Sends an email verification link to the specified user. |
| GET api/EmailVerification?userName={userName}&verificationKey={verificationKey} |
Verifies the user's email address using the verification key. |
AgentAdminMng
| API | Description |
|---|---|
| POST api/AgentAdminMng/AddAdmin |
Adds a new admin. Password is hashed using ai#admin#{secret}#{password} before storage. |
| POST api/AgentAdminMng/AuthCheck |
Validates admin credentials. Returns 200 if investorId and password match, 400 otherwise. |
| POST api/AgentAdminMng/DeactivateAdmin |
Deactivates an admin. Requires valid password for authentication. |
InvestorCashflowHistory
| API | Description |
|---|---|
| GET api/InvestorCashflowHistory?investorId={investorId}&userName={userName} |
Gets investor cashflow history using GetInvestorCashflowHistory procedure. Provide either investorId or userName (or both). |
TradePlatform
| API | Description |
|---|---|
| GET api/TradePlatform?platformId={platformId} |
Gets trading platforms. Returns all platforms or a specific one when platformId is provided. |
| POST api/TradePlatform?platformName={platformName} |
Creates a new trading platform. |
| PUT api/TradePlatform?platformId={platformId}&platformName={platformName} |
Updates an existing trading platform. |
YearlyMonthesProfit
| API | Description |
|---|---|
| GET api/YearlyMonthesProfit?accountId={accountId}&year={year} |
Gets all monthly profit data for an account for a specific year. |
Strategy
| API | Description |
|---|---|
| GET api/Strategy?strategyId={strategyId} |
Gets trading strategies. Returns all strategies or a specific one when strategyId is provided. |
| POST api/Strategy?agentId={agentId}&strategyName={strategyName}&riskProfile={riskProfile}&maxAllowedDrawdown={maxAllowedDrawdown} |
Creates a new trading strategy associated with an agent. |
| PUT api/Strategy?strategyId={strategyId}&strategyName={strategyName}&agentId={agentId}&riskProfile={riskProfile}&maxDropDown={maxDropDown} |
Updates an existing trading strategy. |
MultiAgent
| API | Description |
|---|---|
| GET api/MultiAgent?stepId={stepId}&workflowName={workflowName} |
Gets multi-agent state machine steps. Filter by stepId and/or workflowName. |
| POST api/MultiAgent?workflowName={workflowName}&agentId={agentId}&stepName={stepName}&executionOrder={executionOrder}&dependencyStepId={dependencyStepId}&isParallel={isParallel}&inputSourceStepId={inputSourceStepId}&inputMappingJson={inputMappingJson}&onFailureAction={onFailureAction}&maxRetries={maxRetries}&isActive={isActive} |
Adds a new step to the multi-agent state machine workflow. |
| PUT api/MultiAgent?stepId={stepId}&workflowName={workflowName}&agentId={agentId}&stepName={stepName}&executionOrder={executionOrder}&dependencyStepId={dependencyStepId}&isParallel={isParallel}&inputSourceStepId={inputSourceStepId}&inputMappingJson={inputMappingJson}&onFailureAction={onFailureAction}&maxRetries={maxRetries}&isActive={isActive} |
Updates an existing step in the multi-agent state machine. |
Agent
| API | Description |
|---|---|
| GET api/Agent?agentId={agentId} |
Gets AI agents. Returns all agents or a specific agent when agentId is provided. |
| POST api/Agent?name={name}&description={description}&provider={provider}&model={model}&isActive={isActive} |
Creates a new AI agent. |
| PUT api/Agent?agentId={agentId}&name={name}&description={description}&provider={provider}&model={model}&isActive={isActive} |
Updates an existing AI agent. |
Trades
| API | Description |
|---|---|
| GET api/Trades?tradeId={tradeId} |
Gets trade details by trade ID. |
| GET api/Trades?accountId={accountId} |
Gets all trades for a specific account. |
| POST api/Trades?accountId={accountId}&positionId={positionId}&magic={magic}&symbol={symbol}&openTime={openTime}&volume={volume}&tradeType={tradeType}&closeTime={closeTime}&profitLoss={profitLoss} |
Adds a single trade to an account. |
| POST api/Trades |
Adds multiple trades to accounts in bulk. |
Performance
| API | Description |
|---|---|
| GET api/Performance?snapshotId={snapshotId} |
Gets performance snapshots. Returns all snapshots or a specific one when snapshotId is provided. |
| POST api/Performance?date={date}&strategyId={strategyId}&dailyPnL={dailyPnL}&equity={equity}&maxDrawdown={maxDrawdown} |
Adds a new performance snapshot for a strategy. |
| PUT api/Performance?snapshotId={snapshotId}&date={date}&strategyId={strategyId}&dailyPnL={dailyPnL}&equity={equity}&maxDrawdown={maxDrawdown} |
Updates an existing performance snapshot. |
Account
| API | Description |
|---|---|
| GET api/Account?accountId={accountId} |
Gets trading accounts. Returns all accounts or a specific account when accountId is provided. |
| POST api/Account?accountNumber={accountNumber}&brokerName={brokerName}&accountCurrency={accountCurrency}&investorId={investorId}&accountTypeId={accountTypeId}&platformTypeId={platformTypeId}&strategyId={strategyId}&investedAmount={investedAmount}&dropDown={dropDown} |
Creates a new trading account for an investor. |
| PUT api/Account?investorId={investorId}&accountId={accountId}&accountNumber={accountNumber}&accountTypeId={accountTypeId}&accountCurrency={accountCurrency}&platformTypeId={platformTypeId}&strategyId={strategyId}&brokerName={brokerName}&investedAmount={investedAmount}&dropDown={dropDown} |
Updates an existing trading account. |
MonthlyProfit
| API | Description |
|---|---|
| GET api/MonthlyProfit?accountId={accountId}&year={year}&month={month} |
Gets monthly profit/loss data for a specific account, year, and month. |
YearlyProfit
| API | Description |
|---|---|
| GET api/YearlyProfit?accountId={accountId}&year={year} |
Gets yearly profit/loss data for an account. |
