Create Trading Portfolio

Create a trading portfolio only by a primary user.

Permission

  • Applies to primary user's API Key only.
  • Permission: TRADE.

Rate Limit

  • 3 requests per 10 seconds

Request

NameTypeMandatoryDescription
nameStringY6 to 20 characters (letters and numbers, without being all numbers, ,case sensitive)

Response

Field nameTypeRemarks
portfolioIdStringPortfolio ID
nameStringPortfolio Name
  • After user completed KYB, the system will automatically create a Trading Portfolio for the primary user, named "MainPortfolio". This Trading Portfolio is used for trading of primary user on ConneX.
  • Primary user can create more Trading Portfolios (up to 50) by calling this endpoint. If you need to create more than 50, please contact your account manager.
  • There is no hierarchical relationship between the MainPortfolio and the other Trading Portfolios, They are all under the primary user.
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