Margin Service API - Use Cases
- 1 Use Case 1. Creating a New Portfolio
- 2 Use Case 2. Calculating Margin on an Existing Portfolio
- 3 Use Case 3. Calculating Margin on an Existing Portfolio with Additions/Subtractions
- 4 Use Case 4. List All Margin Results for a Portfolio
- 5 Use Case 5. List All Portfolios
- 6 Use Case 6. Update an Existing Portfolio
- 7 Use Case 7. Delete an Existing Portfolio
- 8 Use Case 8. List Transactions
- 9 Use Case 9. Get Transactions
- 10 Use Case 10. Calculating Optimize on an Existing Portfolio
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Use Case 1. Creating a New Portfolio
Margin Service API Flow
Requests | Description |
---|---|
Create Portfolio |
|
Alter Transactions |
|
WorkflowÂ
Use Case 2. Calculating Margin on an Existing Portfolio
Margin Service API Flow
Requests | Description |
---|---|
Calculate Margin |
|
Get Calculate Margin Result |
|
Workflow
Use Case 3. Calculating Margin on an Existing Portfolio with Additions/Subtractions
Margin Service API Flow
Requests | Description |
---|---|
Alter Transactions |
|
Calculate Margin |
|
Get Alter Transactions Result |
|
Get Calculate Margin Result |
|
Workflow
Use Case 4. List All Margin Results for a Portfolio
Margin Service API Flow
Requests | Description |
---|---|
List Margins |
|
Workflow
Use Case 5. List All Portfolios
Margin Service API Flow
Requests | Description |
---|---|
List Portfolios |
|
Workflow
Use Case 6. Update an Existing Portfolio
Margin Service API Flow
Requests | Description |
---|---|
Update Portfolio |
|
Workflow
Use Case 7. Delete an Existing Portfolio
Margin Service API Flow
Requests | Description |
---|---|
Delete Portfolio |
|
 Workflow
Use Case 8. List Transactions
 Margin Service API Flow
Requests | Description |
---|---|
List Transaction |
|
 Workflow
Use Case 9. Get Transactions
Margin Service API Flow
Requests | Description |
---|---|
Get Transaction |
|
 Workflow
Use Case 10. Calculating Optimize on an Existing Portfolio
Margin Service API Flow
Requests | Description |
---|---|
Calculate Optimize |
|
Get Optimize Margin Result |
|
Workflow
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