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Investment Details (Beta)
Users
curl --request POST \
--url https://app.standardmetrics.io/beta/investment/securities/add/ \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"certificates": [],
"warrants": [],
"convertibles": [],
"token_investments": [],
"token_warrants": [],
"token_convertibles": []
}
'{
"message": "<string>"
}Add securities
Add a list of securities, across different types, to a company’s cap table. Supports certificates, warrants, convertibles, and token-based securities.
Permissions:
- User must be authenticated via OAuth.
- User must have access to the company.
- User must have permission to add data to the portco.
curl --request POST \
--url https://app.standardmetrics.io/beta/investment/securities/add/ \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"certificates": [],
"warrants": [],
"convertibles": [],
"token_investments": [],
"token_warrants": [],
"token_convertibles": []
}
'{
"message": "<string>"
}Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Body
A list of securities, across different types, to add.
Show child attributes
Show child attributes
A monetary amount.
Show child attributes
Show child attributes
The value of the amount for the source currency.
"1000000"
The currency of the amount.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The value of the amount converted to your firm's preferred currency. Output only.
"1000000"
The currency of the converted amount. Your firm's preferred currency. Output only.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The FX rate between the source currency and the converted currency.
"1.0"
Whether the FX rate is a custom rate. Output only.
false
The ID of the security. Output only.
"a2Ne"
A holding type.
public_equity, certificate, warrant, convertible, token_investment, token_warrant, token_convertible, other Show child attributes
Show child attributes
A monetary amount.
Show child attributes
Show child attributes
The value of the amount for the source currency.
"1000000"
The currency of the amount.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The value of the amount converted to your firm's preferred currency. Output only.
"1000000"
The currency of the converted amount. Your firm's preferred currency. Output only.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The FX rate between the source currency and the converted currency.
"1.0"
Whether the FX rate is a custom rate. Output only.
false
The ID of the security. Output only.
"a2Ne"
A holding type.
public_equity, certificate, warrant, convertible, token_investment, token_warrant, token_convertible, other Show child attributes
Show child attributes
convertible_note, basic_note, safe, kiss A monetary amount.
Show child attributes
Show child attributes
The value of the amount for the source currency.
"1000000"
The currency of the amount.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The value of the amount converted to your firm's preferred currency. Output only.
"1000000"
The currency of the converted amount. Your firm's preferred currency. Output only.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The FX rate between the source currency and the converted currency.
"1.0"
Whether the FX rate is a custom rate. Output only.
false
The ID of the security. Output only.
"a2Ne"
A holding type.
public_equity, certificate, warrant, convertible, token_investment, token_warrant, token_convertible, other A monetary amount.
Show child attributes
Show child attributes
The value of the amount for the source currency.
"1000000"
The currency of the amount.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The value of the amount converted to your firm's preferred currency. Output only.
"1000000"
The currency of the converted amount. Your firm's preferred currency. Output only.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The FX rate between the source currency and the converted currency.
"1.0"
Whether the FX rate is a custom rate. Output only.
false
360, 365 Show child attributes
Show child attributes
A monetary amount.
Show child attributes
Show child attributes
The value of the amount for the source currency.
"1000000"
The currency of the amount.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The value of the amount converted to your firm's preferred currency. Output only.
"1000000"
The currency of the converted amount. Your firm's preferred currency. Output only.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The FX rate between the source currency and the converted currency.
"1.0"
Whether the FX rate is a custom rate. Output only.
false
A monetary amount.
Show child attributes
Show child attributes
The value of the amount for the source currency.
"1000000"
The currency of the amount.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The value of the amount converted to your firm's preferred currency. Output only.
"1000000"
The currency of the converted amount. Your firm's preferred currency. Output only.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The FX rate between the source currency and the converted currency.
"1.0"
Whether the FX rate is a custom rate. Output only.
false
The ID of the security. Output only.
"a2Ne"
A holding type.
public_equity, certificate, warrant, convertible, token_investment, token_warrant, token_convertible, other Show child attributes
Show child attributes
A monetary amount.
Show child attributes
Show child attributes
The value of the amount for the source currency.
"1000000"
The currency of the amount.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The value of the amount converted to your firm's preferred currency. Output only.
"1000000"
The currency of the converted amount. Your firm's preferred currency. Output only.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The FX rate between the source currency and the converted currency.
"1.0"
Whether the FX rate is a custom rate. Output only.
false
A monetary amount.
Show child attributes
Show child attributes
The value of the amount for the source currency.
"1000000"
The currency of the amount.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The value of the amount converted to your firm's preferred currency. Output only.
"1000000"
The currency of the converted amount. Your firm's preferred currency. Output only.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The FX rate between the source currency and the converted currency.
"1.0"
Whether the FX rate is a custom rate. Output only.
false
The ID of the security. Output only.
"a2Ne"
A holding type.
public_equity, certificate, warrant, convertible, token_investment, token_warrant, token_convertible, other Show child attributes
Show child attributes
A monetary amount.
Show child attributes
Show child attributes
The value of the amount for the source currency.
"1000000"
The currency of the amount.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The value of the amount converted to your firm's preferred currency. Output only.
"1000000"
The currency of the converted amount. Your firm's preferred currency. Output only.
AED, AUD, BDT, BRL, CAD, CHF, CNY, COP, CZK, DKK, EUR, GBP, GHS, HKD, IDR, ILS, INR, JPY, JOD, KES, KRW, MXN, NGN, NOK, NZD, PHP, SAR, SGD, USD, PKR, THB, TZS, VND, SEK, ISK, ZAR "USD"
The FX rate between the source currency and the converted currency.
"1.0"
Whether the FX rate is a custom rate. Output only.
false
The ID of the security. Output only.
"a2Ne"
A holding type.
public_equity, certificate, warrant, convertible, token_investment, token_warrant, token_convertible, other Response
Created
A response with messages.