Download OpenAPI specification:
crm saas
修改密码
| email_code | string 邮箱验证码 |
| new_password required | string 新密码 |
| old_password required | string 原密码 |
{- "email_code": "string",
- "new_password": "string",
- "old_password": "string"
}{ }登录
| Captcha-Token | string |
| Captcha-Action | string |
| Captcha-Randstr | string |
| email required | string |
| password required | string |
{- "email": "string",
- "password": "string"
}{- "token": "string",
- "user_info": {
- "email": "string",
- "first_name": "string",
- "full_name": "string",
- "id": 0,
- "last_name": "string",
- "user_type": "string"
}
}{- "actions": {
- "property1": {
- "methods": {
- "property1": true,
- "property2": true
}, - "path": "string",
- "title": "string",
- "url": "string"
}, - "property2": {
- "methods": {
- "property1": true,
- "property2": true
}, - "path": "string",
- "title": "string",
- "url": "string"
}
}, - "menus": [
- {
- "action": "string",
- "children": [
- {
- "action": "string",
- "children": [
- { }
], - "desc": "string",
- "icon": "string",
- "id": 0,
- "key": "string",
- "parent_id": 0,
- "path": "string",
- "sort_order": 0,
- "status": 0,
- "title": "string",
- "user_type": "string"
}
], - "desc": "string",
- "icon": "string",
- "id": 0,
- "key": "string",
- "parent_id": 0,
- "path": "string",
- "sort_order": 0,
- "status": 0,
- "title": "string",
- "user_type": "string"
}
]
}{- "list": [
- {
- "action": "string",
- "children": [
- {
- "action": "string",
- "children": [
- { }
], - "desc": "string",
- "icon": "string",
- "id": 0,
- "key": "string",
- "parent_id": 0,
- "path": "string",
- "sort_order": 0,
- "status": 0,
- "title": "string",
- "user_type": "string"
}
], - "desc": "string",
- "icon": "string",
- "id": 0,
- "key": "string",
- "parent_id": 0,
- "path": "string",
- "sort_order": 0,
- "status": 0,
- "title": "string",
- "user_type": "string"
}
]
}腾讯验证码验证
| app_id required | integer |
| rand_str required | string |
| ticket required | string |
| user_ip required | string |
{- "app_id": 0,
- "rand_str": "string",
- "ticket": "string",
- "user_ip": "string"
}{- "is_valid": true
}发送邮箱验证码
string 邮箱地址 | |
| received_at required | integer 接收时间戳(Unix时间戳,单位:秒) |
| scene required | string Enum: "register" "withdrawal" "transfer" "password_change" 使用场景 |
{- "email": "string",
- "received_at": 0,
- "scene": "register"
}{- "can_resend_at": 0,
- "expired_at": 0
}{- "admin_login_bg_image_url": "string",
- "admin_login_copy_i18n": {
- "en": "string",
- "zh-CN": "string",
- "zh-TW": "string"
}, - "admin_login_layout": "string",
- "client_login_bg_image_url": "string",
- "client_login_copy_i18n": {
- "en": "string",
- "zh-CN": "string",
- "zh-TW": "string"
}, - "client_login_layout": "string",
- "ib_login_bg_image_url": "string",
- "ib_login_copy_i18n": {
- "en": "string",
- "zh-CN": "string",
- "zh-TW": "string"
}, - "ib_login_layout": "string"
}{- "broker_name_i18n": {
- "en": "string",
- "zh-CN": "string",
- "zh-TW": "string"
}, - "company_logo_url": "string",
- "email": "string",
- "login_page_logo_url": "string",
- "support_phone": "string",
- "timezone": "string",
- "watermark_logo_url": "string"
}获取所有可用的货币
| method | string Enum: "all" "bank_transfer" "international_wire_transfer" "cryptocurrency" 出入金方式: normal为全部,bank_transfer为银行转账,international_wire_transfer为国际电汇,cryptocurrency为加密货币 |
{- "list": [
- {
- "code": "string",
- "name": {
- "en": "string",
- "zh": "string"
}
}
], - "total": 0
}出金报表导出
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| method required | string Enum: "all" "bank_transfer" "international_wire_transfer" "cryptocurrency" 出金方式: all为全部,bank_transfer为银行转账,international_wire_transfer为国际电汇,cryptocurrency为加密货币 |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| status required | string Enum: "all" "auditing" "approved" "disapproved" 状态:all为全部(包含审核中和批准,不批准),auditing为审核中,approved为同意,disapproved为拒绝 |
{- "end_time": "string",
- "method": "all",
- "start_time": "string",
- "status": "all"
}{- "download_url": "string"
}出金报表
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| status required | string Enum: "all" "auditing" "approved" "disapproved" 状态:all为全部(包含审核中和批准,不批准),auditing为审核中,approved为批准,disapproved为拒绝 |
| method required | string Enum: "all" "bank_transfer" "international_wire_transfer" "cryptocurrency" 出金方式: all为全部,bank_transfer为银行转账,international_wire_transfer为国际电汇,cryptocurrency为加密货币 |
{- "list": [
- {
- "account": "string",
- "amount": "string",
- "auditor_name": "string",
- "currency": "string",
- "fee": "string",
- "id": 0,
- "method": "string",
- "order_number": "string",
- "server_name": "string",
- "server_type": "string",
- "status": "pending",
- "submit_time": "string",
- "user_name": "string"
}
], - "total": 0
}{- "actions": {
- "property1": {
- "methods": {
- "property1": true,
- "property2": true
}, - "path": "string",
- "title": "string",
- "url": "string"
}, - "property2": {
- "methods": {
- "property1": true,
- "property2": true
}, - "path": "string",
- "title": "string",
- "url": "string"
}
}, - "menus": [
- {
- "action": "string",
- "children": [
- {
- "action": "string",
- "children": [
- { }
], - "desc": "string",
- "icon": "string",
- "id": 0,
- "key": "string",
- "parent_id": 0,
- "path": "string",
- "sort_order": 0,
- "status": 0,
- "title": "string",
- "user_type": "string"
}
], - "desc": "string",
- "icon": "string",
- "id": 0,
- "key": "string",
- "parent_id": 0,
- "path": "string",
- "sort_order": 0,
- "status": 0,
- "title": "string",
- "user_type": "string"
}
]
}查询所持账户的余额
| type required | Array of strings 记录类型:只能入金(deposit_only)、只能出金(withdrawal_only),入金出金都可以(normal),入金传入deposit_only和normal,出金传入withdrawal_only和normal |
{- "list": [
- {
- "balance": "string",
- "server_name": "string",
- "server_type": "string",
- "trading_account": "string",
- "trading_account_id": 0
}
], - "total": 0
}创建开户申请-Client端接口
| currency required | string Value: "USD" 账户货币,目前只支持USD |
| leverage required | integer 账户杠杆 |
| observe_password | string 观摩密码 |
| password required | string 交易密码 |
| trading_account_type_id required | integer 交易账号类型ID |
| trading_platform required | string Enum: "MT4" "MT5" 交易平台,目前仅支持MT4 |
{- "currency": "USD",
- "leverage": 0,
- "observe_password": "string",
- "password": "string",
- "trading_account_type_id": 0,
- "trading_platform": "MT4"
}{- "application_account_id": 0
}创建转账申请
| amount required | string 转账金额 |
| email_code | string 邮箱验证码 |
| remark required | string 注释 |
| source_trading_account_id required | integer 转出交易账户ID |
| target_trading_account_id required | integer 转入交易账户ID |
{- "amount": "string",
- "email_code": "string",
- "remark": "string",
- "source_trading_account_id": 0,
- "target_trading_account_id": 0
}{- "audit_id": 0,
- "audit_status": "string"
}查询转账历史列表
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
{- "list": [
- {
- "amount": "string",
- "currency": "string",
- "id": 0,
- "order_number": "string",
- "remark": "string",
- "source_trading_account": {
- "account": "string",
- "id": 0,
- "server_name": "string",
- "server_type": "MT4-Live"
}, - "status": "pending",
- "submit_time": "string",
- "target_trading_account": {
- "account": "string",
- "id": 0,
- "server_name": "string",
- "server_type": "MT4-Live"
}
}
], - "total": 0
}创建电子认证会话
| failed_url required | string 认证失败跳转URL |
| success_url required | string 认证成功跳转URL |
{- "failed_url": "string",
- "success_url": "string"
}{- "expire_at": "string",
- "redirect_url": "string",
- "session_id": "string"
}保存Client用户问卷答案
required | Array of objects 答案列表 |
| questionnaire_id required | integer 问卷ID |
{- "answers": [
- {
- "answer": null,
- "component_type": "string",
- "key": "string",
- "question": "string",
- "question_id": 0,
- "questionnaire_id": 0,
- "questionnaire_name": "string"
}
], - "questionnaire_id": 0
}{ }{- "list": [
- {
- "android_download_url": "string",
- "created_at": "string",
- "description": "string",
- "icon_url": "string",
- "id": 0,
- "ios_download_url": "string",
- "logo_url": "string",
- "macos_download_url": "string",
- "name": "string",
- "updated_at": "string",
- "windows_download_url": "string"
}
], - "total": 0
}获取可用的入金渠道
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
{- "list": [
- {
- "account_info": "string",
- "allowed_countries": [
- "string"
], - "allowed_currencies": [
- "string"
], - "fee": "string",
- "icon_url": "string",
- "id": 0,
- "max_amount": "string",
- "method": "string",
- "min_amount": "string",
- "name": "string"
}
], - "total": 0
}创建入金申请草稿
| deposit_amount required | string 入金金额 |
| remark | string 备注,可选 |
| remittance_id required | integer 汇款方式id |
| trading_account_id required | integer 入金交易账号id(用户关联的交易账号ID(多选一)) |
{- "deposit_amount": "string",
- "remark": "string",
- "remittance_id": 0,
- "trading_account_id": 0
}{- "order_number": "string",
- "pay_data": "string",
- "pay_type": "string",
- "pay_url": "string",
- "status": "string"
}提交入金申请(支付确认)
| order_number required | string 入金订单号 |
| receipt_url required | string 收据图片地址 |
{- "order_number": "string",
- "receipt_url": "string"
}{- "order_number": "string",
- "status": "string"
}查询入金历史记录
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
{- "list": [
- {
- "amount": "string",
- "client_remark": "string",
- "currency": "string",
- "icon": "string",
- "id": 0,
- "order_number": "string",
- "pay_url": "string",
- "remark": "string",
- "remittance_name": "string",
- "server_name": "string",
- "server_type": "string",
- "status": "string",
- "submit_time": "string",
- "target_trading_account": {
- "account": "string",
- "id": 0,
- "server_name": "string",
- "server_type": "string"
}
}
], - "total": 0
}查询出金历史记录
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
{- "list": [
- {
- "amount": "string",
- "client_remark": "string",
- "currency": "string",
- "icon": "string",
- "id": 0,
- "order_number": "string",
- "remark": "string",
- "remittance_name": "string",
- "source_trading_account": {
- "account": "string",
- "id": 0,
- "server_name": "string",
- "server_type": "string"
}, - "status": "string",
- "submit_time": "string"
}
], - "total": 0
}获取可用的出金渠道
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
{- "list": [
- {
- "account_info": "string",
- "allowed_currencies": [
- "string"
], - "fee": "string",
- "icon_url": "string",
- "id": 0,
- "max_amount": "string",
- "method": "string",
- "min_amount": "string",
- "name": "string"
}
], - "total": 0
}创建出金申请
object 银行转账信息 | |
object 加密货币信息 | |
| currency required | string 交易货币类型 |
| email_code | string 邮箱验证码 |
| exchange_rate required | string 汇率 |
| fee required | string 手续费 |
object 国际电汇信息 | |
| method required | string 汇款方式 |
| remark | string 备注 |
| remittance_amount required | string 汇款金额 |
| remittance_id required | integer 汇款id 获取支付方式、最高最低出金,手续费等信息 |
| trading_account_id required | integer 出金交易账号id |
| withdrawal_amount required | string 出金金额 |
{- "bank_transfer_info": {
- "account_holder_name": "string",
- "bank_country": "string",
- "bank_name": "string",
- "bank_no": "string",
- "branch_name": "string",
- "bsc_code": "string"
}, - "cryptocurrency_info": {
- "currency": "string",
- "network": "string",
- "wallet_address": "string"
}, - "currency": "string",
- "email_code": "string",
- "exchange_rate": "string",
- "fee": "string",
- "international_wire_info": {
- "account_holder_name": "string",
- "bank_country": "string",
- "bank_name": "string",
- "bank_no": "string",
- "beneficiary_address": "string",
- "swift_code": "string"
}, - "method": "string",
- "remark": "string",
- "remittance_amount": "string",
- "remittance_id": 0,
- "trading_account_id": 0,
- "withdrawal_amount": "string"
}{- "order_number": "string"
}{- "agreement_status": "filling",
- "apply_status": "filling",
- "completed_module": [
- "string"
], - "identity_status": "filling",
- "kyc_approved_at": "string",
- "kyc_data": {
- "agreement": [
- {
- "key": "string",
- "name": "string",
- "url": "string"
}
], - "authentication": {
- "driver_license_back": "string",
- "driver_license_front": "string",
- "identification_type": "string",
- "identity_back": "string",
- "identity_front": "string",
- "medical_insurance_card": "string",
- "passport": "string",
- "permanent_card_back": "string",
- "permanent_card_front": "string",
- "residence_permit_back": "string",
- "residence_permit_front": "string"
}, - "authentication_accessory": {
- "address_proof": "string",
- "bank_statement": "string",
- "selfie": "string"
}, - "contact": {
- "contact_phone": "string",
- "mailing_address": "string",
- "postal_code": "string",
- "residence_province": "string",
- "residential_address": "string"
}, - "e_verify": {
- "provider": "string",
- "reason_code": "string",
- "reason_msg": "string",
- "session_id": "string",
- "status": "string",
- "verified_at": "string"
}, - "family": {
- "emergency_contact_name": "string",
- "emergency_contact_phone": "string",
- "emergency_contact_relationship": "string",
- "home_phone": "string",
- "marital_status": "string"
}, - "identity": {
- "birthday": "string",
- "country": "string",
- "first_name": "string",
- "full_name": "string",
- "gender": "male",
- "last_name": "string"
}, - "job": {
- "company_address": "string",
- "company_name": "string",
- "industry_attributes": "string",
- "position": "string"
}, - "questionnaire": [
- {
- "answer": null,
- "component_type": "string",
- "key": "string",
- "question": "string",
- "question_id": 0,
- "questionnaire_id": 0,
- "questionnaire_name": "string"
}
]
}, - "kyc_status": "filling",
- "kyc_way": "string",
- "register_datetime": "string"
}{- "agreement": {
- "modules": [
- {
- "fields": [
- {
- "component_type": "string",
- "description": "string",
- "is_enabled": true,
- "is_required": true,
- "key": "string",
- "name": "string",
- "options": [
- {
- "label": "string",
- "value": "string"
}
], - "sort": 0,
- "type": "string",
- "value": "string"
}
], - "module": {
- "key": "identity",
- "name": "string"
}
}
], - "status": "filling"
}, - "apply_status": "pending",
- "e_verify": {
- "attempt_times": 0,
- "code": "string",
- "provider": "string",
- "retry_times": 0,
- "status": "rejected"
}, - "identity": {
- "modules": [
- {
- "fields": [
- {
- "component_type": "string",
- "description": "string",
- "is_enabled": true,
- "is_required": true,
- "key": "string",
- "name": "string",
- "options": [
- {
- "label": "string",
- "value": "string"
}
], - "sort": 0,
- "type": "string",
- "value": "string"
}
], - "module": {
- "key": "identity",
- "name": "string"
}
}
], - "status": "filling"
}, - "kyc": {
- "modules": [
- {
- "fields": [
- {
- "component_type": "string",
- "description": "string",
- "is_enabled": true,
- "is_required": true,
- "key": "string",
- "name": "string",
- "options": [
- {
- "label": "string",
- "value": "string"
}
], - "sort": 0,
- "type": "string",
- "value": "string"
}
], - "module": {
- "key": "identity",
- "name": "string"
}
}
], - "status": "filling"
}, - "remark": "string"
}注册Client用户(Client端接口)
| email required | string |
| email_code | string 邮箱验证码 |
| invite_code | string |
| password required | string |
{- "email": "string",
- "email_code": "string",
- "invite_code": "string",
- "password": "string"
}{- "token": "string",
- "user_info": {
- "email": "string",
- "first_name": "string",
- "full_name": "string",
- "id": 0,
- "last_name": "string",
- "user_type": "string"
}
}保存Client用户身份信息
| current_module required | string Enum: "identity" "questionnaire" "family" "contact" "job" "authentication_accessory" "authentication" "agreement" "e_verify" "all" 当前模块: identity: 身份信息, questionnaire: 问卷调查, family: 家庭信息, contact: 联络信息, job: 工作信息, authentication_accessory: 证明文件, authentication: 认证信息, e_verify: 电子验证, all: 全部 |
required | object 当前需要提交保存的KYC数据, key1: {module_key}, key2: {field_key} |
{- "current_module": "identity",
- "kyc_data": {
- "property1": {
- "property1": null,
- "property2": null
}, - "property2": {
- "property1": null,
- "property2": null
}
}
}{ }创建收款账户
object 银行转账信息 | |
object 加密货币信息 | |
object 国际电汇信息 | |
| payment_method required | string 必填:支付方式 international_wire_transfer|bank_transfer|cryptocurrency |
| remark | string 选填:备注 |
{- "bank_transfer_info": {
- "bank_country": "string",
- "bank_name": "string",
- "bank_no": "string",
- "branch_name": "string",
- "bsc_code": "string"
}, - "cryptocurrency_info": {
- "network": "string",
- "wallet_address": "string"
}, - "international_wire_info": {
- "bank_country": "string",
- "bank_name": "string",
- "bank_no": "string",
- "beneficiary_address": "string",
- "swift_code": "string"
}, - "payment_method": "string",
- "remark": "string"
}{- "id": 0
}{- "account_holder_name": "string",
- "bank_transfer_info": {
- "bank_country": "string",
- "bank_name": "string",
- "bank_no": "string",
- "branch_name": "string",
- "bsc_code": "string"
}, - "created_at": "string",
- "cryptocurrency_info": {
- "network": "string",
- "wallet_address": "string"
}, - "id": 0,
- "international_wire_info": {
- "bank_country": "string",
- "bank_name": "string",
- "bank_no": "string",
- "beneficiary_address": "string",
- "swift_code": "string"
}, - "payment_method": "string",
- "remark": "string",
- "updated_at": "string"
}获取收款账户列表
| payment_method | string 选填:筛选支付方式(international_wire_transfer|bank_transfer|cryptocurrency) |
| start_time | string 选填:创建开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| end_time | string 选填:创建结束时间(格式:YYYY-MM-DD HH:MM:SS) |
{- "bank_transfer": [
- {
- "bank_country": "string",
- "bank_name": "string",
- "bank_no": "string",
- "branch_name": "string",
- "bsc_code": "string",
- "created_at": "string",
- "id": 0,
- "is_default": true,
- "remark": "string"
}
], - "cryptocurrency": [
- {
- "created_at": "string",
- "id": 0,
- "is_default": true,
- "network": "string",
- "remark": "string",
- "wallet_address": "string"
}
], - "international_wire_transfer": [
- {
- "bank_country": "string",
- "bank_name": "string",
- "bank_no": "string",
- "beneficiary_address": "string",
- "created_at": "string",
- "id": 0,
- "is_default": true,
- "remark": "string",
- "swift_code": "string"
}
], - "total": 0
}更新收款账户
object 银行转账信息(更新时提供) | |
object 加密货币信息(更新时提供) | |
| id required | integer 账户ID |
object 国际电汇信息(更新时提供) | |
| is_default | boolean 是否设置为默认账户(true-设为默认,false-取消默认,不传-不修改) |
| remark | string 备注 |
{- "bank_transfer_info": {
- "bank_country": "string",
- "bank_name": "string",
- "bank_no": "string",
- "branch_name": "string",
- "bsc_code": "string"
}, - "cryptocurrency_info": {
- "network": "string",
- "wallet_address": "string"
}, - "id": 0,
- "international_wire_info": {
- "bank_country": "string",
- "bank_name": "string",
- "bank_no": "string",
- "beneficiary_address": "string",
- "swift_code": "string"
}, - "is_default": true,
- "remark": "string"
}{ }入金报表导出
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| status required | string Enum: "all" "auditing" "approved" "disapproved" 状态:all为全部(包含审核中和批准,不批准),auditing为审核中,approved为同意,disapproved为拒绝 |
{- "end_time": "string",
- "start_time": "string",
- "status": "all"
}{- "download_url": "string"
}入金报表
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| status required | string Enum: "all" "auditing" "approved" "disapproved" 状态:all为全部(包含审核中和批准,不批准),auditing为审核中,approved为批准,disapproved为拒绝 |
{- "list": [
- {
- "account": "string",
- "amount": "string",
- "auditor_name": "string",
- "currency": "string",
- "fee": "string",
- "id": 0,
- "method": "string",
- "order_number": "string",
- "server_name": "string",
- "server_type": "string",
- "status": "pending",
- "submit_time": "string",
- "user_name": "string"
}
], - "total": 0
}导出历史订单报表
| account | string 交易账号 |
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| order_number | string 订单号 |
| page required | integer Default: 1 页码 |
| server_id | integer 交易服务器ID |
| size required | integer Default: 20 每页数量 |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| symbol | string 交易品种 |
| time_type | string Default: "open" Enum: "open" "close" 时间类型,open为开仓时间,close为闭仓时间 |
| trading_account_id | integer 交易账号的业务ID |
| trading_type required | string Enum: "all" "BUY" "SELL" 交易类型 |
{- "account": "string",
- "end_time": "string",
- "order_number": "string",
- "page": 1,
- "server_id": 0,
- "size": 20,
- "start_time": "string",
- "symbol": "string",
- "time_type": "open",
- "trading_account_id": 0,
- "trading_type": "all"
}{- "download_url": "string"
}查询历史订单报表
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| time_type | string Default: "open" Enum: "open" "close" 时间类型,open为开仓时间,close为闭仓时间 |
| order_number | string 订单号 |
| account | string 交易账号 |
| trading_type required | string Enum: "all" "BUY" "SELL" 交易类型 |
| symbol | string 交易品种 |
| server_id | integer 交易服务器ID |
| trading_account_id | integer 交易账号的业务ID |
{- "list": [
- {
- "close_price": "string",
- "close_time": "string",
- "commission": "string",
- "currency": "USD",
- "open_price": "string",
- "open_time": "string",
- "order_number": "string",
- "profit": "string",
- "sl": "string",
- "swap": "string",
- "symbol": "string",
- "tp": "string",
- "trading_account": {
- "account": "string",
- "id": 0,
- "server_name": "string",
- "server_type": "MT4-Live"
}, - "trading_type": "BUY",
- "user_name": "string",
- "volume": "string"
}
], - "total": 0
}导出持仓报表
| account | string 交易账号 |
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| order_number | string 订单号 |
| page required | integer Default: 1 页码 |
| server_id | integer 交易服务器ID |
| size required | integer Default: 20 每页数量 |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| symbol | string 交易品种 |
| trading_account_id | integer 交易账号的业务ID |
| trading_type required | string Enum: "all" "BUY" "SELL" 交易类型 |
{- "account": "string",
- "end_time": "string",
- "order_number": "string",
- "page": 1,
- "server_id": 0,
- "size": 20,
- "start_time": "string",
- "symbol": "string",
- "trading_account_id": 0,
- "trading_type": "all"
}{- "download_url": "string"
}查询持仓报表
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| order_number | string 订单号 |
| account | string 交易账号 |
| trading_type required | string Enum: "all" "BUY" "SELL" 交易类型 |
| symbol | string 交易品种 |
| server_id | integer 交易服务器ID |
| trading_account_id | integer 交易账号的业务ID |
{- "list": [
- {
- "close_price": "string",
- "commission": "string",
- "currency": "USD",
- "leverage": 0,
- "open_price": "string",
- "open_time": "string",
- "order_number": "string",
- "profit": "string",
- "sl": "string",
- "swap": "string",
- "symbol": "string",
- "tp": "string",
- "trading_account": {
- "account": "string",
- "id": 0,
- "server_name": "string",
- "server_type": "MT4-Live"
}, - "trading_type": "BUY",
- "user_name": "string",
- "volume": "string"
}
], - "total": 0
}导出挂单报表
| account | string 交易账号 |
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| order_number | string 订单号 |
| page required | integer Default: 1 页码 |
| server_id | integer 交易服务器ID |
| size required | integer Default: 20 每页数量 |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| symbol | string 交易品种 |
| trading_account_id | integer 交易账号的业务ID |
| trading_type required | string Enum: "all" "BUY_LIMIT" "SELL_LIMIT" "BUY_STOP" "SELL_STOP" "BUY_STOP_LIMIT" "SELL_STOP_LIMIT" 交易类型 |
{- "account": "string",
- "end_time": "string",
- "order_number": "string",
- "page": 1,
- "server_id": 0,
- "size": 20,
- "start_time": "string",
- "symbol": "string",
- "trading_account_id": 0,
- "trading_type": "all"
}{- "download_url": "string"
}查询挂单报表
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| order_number | string 订单号 |
| account | string 交易账号 |
| trading_type required | string Enum: "all" "BUY_LIMIT" "SELL_LIMIT" "BUY_STOP" "SELL_STOP" "BUY_STOP_LIMIT" "SELL_STOP_LIMIT" 交易类型 |
| symbol | string 交易品种 |
| server_id | integer 交易服务器ID |
| trading_account_id | integer 交易账号的业务ID |
{- "list": [
- {
- "currency": "USD",
- "order_number": "string",
- "pending_price": "string",
- "pending_time": "string",
- "sl": "string",
- "symbol": "string",
- "tp": "string",
- "trading_account": {
- "account": "string",
- "id": 0,
- "server_name": "string",
- "server_type": "MT4-Live"
}, - "trading_type": "all",
- "user_name": "string",
- "volume": "string"
}
], - "total": 0
}导出转账报表
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| order_number | string 订单号 |
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| status required | string Enum: "all" "pending" "auditing" "approved" "disapproved" 审核状态:all为全部,pending为待审核,auditing为审核中,approved为批准,disapproved为拒绝 |
{- "end_time": "string",
- "order_number": "string",
- "page": 1,
- "size": 20,
- "start_time": "string",
- "status": "all"
}{- "download_url": "string"
}查询转账报表
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| start_time | string 自定义开始时间(格式:YYYY-MM-DD HH:MM:SS) |
| end_time | string 自定义结束时间(格式:YYYY-MM-DD HH:MM:SS) |
| order_number | string 订单号 |
| status required | string Enum: "all" "pending" "auditing" "approved" "disapproved" 审核状态:all为全部,pending为待审核,auditing为审核中,approved为批准,disapproved为拒绝 |
{- "list": [
- {
- "amount": "string",
- "currency": "string",
- "order_number": "string",
- "source_trading_account": {
- "account": "string",
- "id": 0,
- "server_name": "string",
- "server_type": "MT4-Live"
}, - "status": "pending",
- "submit_time": "string",
- "target_trading_account": {
- "account": "string",
- "id": 0,
- "server_name": "string",
- "server_type": "MT4-Live"
}, - "user_name": "string"
}
], - "total": 0
}申请交易账号-用户ID从token获取
| currency required | string Value: "USD" 账户货币,目前只支持USD |
| is_demo required | boolean 是否为模拟账户 |
| leverage required | integer 账户杠杆 |
| observe_password | string 观摩密码 |
| password required | string 交易密码 |
| trading_account_type_id required | integer 交易账号类型ID |
| trading_platform required | string Enum: "MT4" "MT5" 交易平台,目前仅支持MT4 |
{- "currency": "USD",
- "is_demo": true,
- "leverage": 0,
- "observe_password": "string",
- "password": "string",
- "trading_account_type_id": 0,
- "trading_platform": "MT4"
}{- "id": 0
}{- "account": "string",
- "balance": "string",
- "credit": "string",
- "currency": "USD",
- "equity": "string",
- "id": 0,
- "is_demo": true,
- "leverage": 0,
- "observe_password": "string",
- "password": "string",
- "server_name": "string",
- "trading_account_type_name": "string",
- "trading_platform": "MT4"
}查询可用交易账号类型列表-通过token获取用户ID匹配注册流程再查询
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| is_demo | boolean |
| trading_platform required | string Enum: "MT4" "MT5" 交易平台 |
{- "list": [
- {
- "id": 0,
- "leverage_options": [
- {
- "id": 0,
- "value": 0
}
], - "name": "string"
}
], - "total": 0
}查询交易账号列表
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| is_demo | boolean 是否为模拟账户 |
{- "list": [
- {
- "account": "string",
- "balance": "string",
- "credit": "string",
- "currency": "USD",
- "equity": "string",
- "id": 0,
- "is_demo": true,
- "leverage": 0,
- "observe_password": "string",
- "password": "string",
- "server_name": "string",
- "trading_account_type_name": "string",
- "trading_platform": "MT4"
}
], - "total": 0
}更新交易账号密码
| id required | integer 交易账号的业务ID |
| password required | string 密码 |
| type required | string Enum: "observe" "trade" 密码类型:observe表示只读密码,trade表示交易密码 |
{- "id": 0,
- "password": "string",
- "type": "observe"
}{ }{- "agreement_status": "filling",
- "apply_status": "filling",
- "completed_module": [
- "string"
], - "identity_status": "filling",
- "kyc_approved_at": "string",
- "kyc_data": {
- "agreement": [
- {
- "key": "string",
- "name": "string",
- "url": "string"
}
], - "authentication": {
- "driver_license_back": "string",
- "driver_license_front": "string",
- "identification_type": "string",
- "identity_back": "string",
- "identity_front": "string",
- "medical_insurance_card": "string",
- "passport": "string",
- "permanent_card_back": "string",
- "permanent_card_front": "string",
- "residence_permit_back": "string",
- "residence_permit_front": "string"
}, - "authentication_accessory": {
- "address_proof": "string",
- "bank_statement": "string",
- "selfie": "string"
}, - "contact": {
- "contact_phone": "string",
- "mailing_address": "string",
- "postal_code": "string",
- "residence_province": "string",
- "residential_address": "string"
}, - "e_verify": {
- "provider": "string",
- "reason_code": "string",
- "reason_msg": "string",
- "session_id": "string",
- "status": "string",
- "verified_at": "string"
}, - "family": {
- "emergency_contact_name": "string",
- "emergency_contact_phone": "string",
- "emergency_contact_relationship": "string",
- "home_phone": "string",
- "marital_status": "string"
}, - "identity": {
- "birthday": "string",
- "country": "string",
- "first_name": "string",
- "full_name": "string",
- "gender": "male",
- "last_name": "string"
}, - "job": {
- "company_address": "string",
- "company_name": "string",
- "industry_attributes": "string",
- "position": "string"
}, - "questionnaire": [
- {
- "answer": null,
- "component_type": "string",
- "key": "string",
- "question": "string",
- "question_id": 0,
- "questionnaire_id": 0,
- "questionnaire_name": "string"
}
]
}, - "kyc_status": "filling",
- "kyc_way": "string",
- "register_datetime": "string"
}IB的Client列表
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| client_user_id | integer 客户用户ID |
| kyc_status | string Enum: "approved" "disapproved" KYC认证状态: approved: 已验证, disapproved: 未验证 |
| status | string Enum: "enabled" "disabled" 用户状态: enabled: 启用, disabled: 禁用 |
string 邮箱(模糊查询) | |
| client_name | string 姓名(模糊查询) |
{- "list": [
- {
- "account": "string",
- "client_id": 0,
- "client_user_id": 0,
- "created_at": "string",
- "email": "string",
- "first_name": "string",
- "full_name": "string",
- "kyc_status": "string",
- "last_name": "string",
- "latest_trade_time": "string",
- "source": "string",
- "status": "string",
- "updated_at": "string"
}
], - "total": 0
}ib查看返佣记录
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
{- "list": [
- {
- "client_user_id": 0,
- "client_user_name": 0,
- "ib_user_id": 0,
- "ib_user_name": 0,
- "open_time": "string",
- "payment_time": "string",
- "rebate_id": 0,
- "rebate_type": "string",
- "settlement_time": "string",
- "symbol": "string",
- "trade_profit": 0
}
], - "total": 0
}{- "list": [
- {
- "android_download_url": "string",
- "created_at": "string",
- "description": "string",
- "icon_url": "string",
- "id": 0,
- "ios_download_url": "string",
- "logo_url": "string",
- "macos_download_url": "string",
- "name": "string",
- "updated_at": "string",
- "windows_download_url": "string"
}
], - "total": 0
}查询客户交易账户列表
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| user_name | string 姓名 |
| account_id | string 交易账户在MT4的ID |
| trading_account_type_name | string 交易账号类型名称 |
{- "list": [
- {
- "account_id": "string",
- "balance": "string",
- "credit": "string",
- "equity": "string",
- "id": 0,
- "leverage": 0,
- "margin_level": "string",
- "trading_account_type_name": "string",
- "trading_platform": "string",
- "trading_server_name": "string",
- "user_name": "string"
}
], - "total": 0
}{- "QRCodeURL": "string",
- "ReferralCode": "string",
- "ReferralLink": "string",
- "agreement_status": "filling",
- "apply_status": "filling",
- "completed_module": [
- "string"
], - "identity_status": "filling",
- "kyc_approved_at": "string",
- "kyc_data": {
- "agreement": [
- {
- "key": "string",
- "name": "string",
- "url": "string"
}
], - "authentication": {
- "driver_license_back": "string",
- "driver_license_front": "string",
- "identification_type": "string",
- "identity_back": "string",
- "identity_front": "string",
- "medical_insurance_card": "string",
- "passport": "string",
- "permanent_card_back": "string",
- "permanent_card_front": "string",
- "residence_permit_back": "string",
- "residence_permit_front": "string"
}, - "authentication_accessory": {
- "address_proof": "string",
- "bank_statement": "string",
- "selfie": "string"
}, - "contact": {
- "contact_phone": "string",
- "mailing_address": "string",
- "postal_code": "string",
- "residence_province": "string",
- "residential_address": "string"
}, - "e_verify": {
- "provider": "string",
- "reason_code": "string",
- "reason_msg": "string",
- "session_id": "string",
- "status": "string",
- "verified_at": "string"
}, - "family": {
- "emergency_contact_name": "string",
- "emergency_contact_phone": "string",
- "emergency_contact_relationship": "string",
- "home_phone": "string",
- "marital_status": "string"
}, - "identity": {
- "birthday": "string",
- "country": "string",
- "first_name": "string",
- "full_name": "string",
- "gender": "male",
- "last_name": "string"
}, - "job": {
- "company_address": "string",
- "company_name": "string",
- "industry_attributes": "string",
- "position": "string"
}, - "questionnaire": [
- {
- "answer": null,
- "component_type": "string",
- "key": "string",
- "question": "string",
- "question_id": 0,
- "questionnaire_id": 0,
- "questionnaire_name": "string"
}
]
}, - "kyc_status": "filling",
- "kyc_way": "string",
- "register_datetime": "string"
}导出佣金明细报表
| client_user_name | string 客户用户名 |
| end_time | string 结束日期 (格式: YYYY-MM-DD) |
| rebate_aggregation_id | string |
| start_time | string 开始日期 (格式: YYYY-MM-DD) |
| time_search_type | string Enum: "calculate_at" "grant_at" |
{- "client_user_name": "string",
- "end_time": "string",
- "rebate_aggregation_id": "string",
- "start_time": "string",
- "time_search_type": "calculate_at"
}{- "download_url": "string"
}查询佣金明细报表
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| rebate_aggregation_id | integer |
| time_search_type | string Enum: "calculate_at" "grant_at" |
| start_time | string 开始日期 (格式: YYYY-MM-DD) |
| end_time | string 结束日期 (格式: YYYY-MM-DD) |
| client_user_name | string 客户用户名 |
{- "list": [
- {
- "amount": "string",
- "calculate_at": "string",
- "client_user_name": "string",
- "close_price": "string",
- "currency": "string",
- "grant_at": "string",
- "ib_user_name": "string",
- "mt_order_number": "string",
- "open_price": "string",
- "order_number": "string",
- "profit": "string",
- "sub_ib_user_name": "string",
- "symbol": "string",
- "trigger_event": "string",
- "volume": 0
}
], - "total": 0
}导出佣金报表
| end_time | string 自定义结束时间 (格式: YYYY-MM-DD HH:MM:SS) |
| start_time | string 自定义开始时间 (格式: YYYY-MM-DD HH:MM:SS) |
| time_search_type | string Enum: "calculate_at" "grant_at" |
{- "end_time": "string",
- "start_time": "string",
- "time_search_type": "calculate_at"
}{- "download_url": "string"
}查询佣金报表
| page required | integer Default: 1 页码 |
| size required | integer Default: 20 每页数量 |
| time_search_type | string Enum: "calculate_at" "grant_at" |
| start_time | string 自定义开始时间 (格式: YYYY-MM-DD HH:MM:SS) |
| end_time | string 自定义结束时间 (格式: YYYY-MM-DD HH:MM:SS) |
{- "list": [
- {
- "calculate_at": "string",
- "currency": "string",
- "grant_at": "string",
- "id": 0,
- "login_id": "string",
- "order_number": "string",
- "total_amount": "string",
- "total_orders": 0,
- "user_email": "string",
- "user_name": "string"
}
], - "total": 0
}