trading

Get an order quote

Changed on

Issues a quote for a prospective order. The quote captures the fees and estimated price/quantity that would apply, is persisted, and carries an id and expires_at; pass the id as quote_id at order placement to reference the previewed terms. Placement rejects expired quotes.

post/accounts/{account_id}/order-quotes

Request

  • Base URL
    https://api.engine.usesophic.com
  • Auth
    HTTP bearer

Path parameters

account_idstring required

Request body

instrumentstring required

ID of the instrument to quote.

return_only_feesboolean

Whether to return only applicable fees.

side'buy' | 'sell' required

Response

Successful Response

OR
OR
OR
OR
OR
OR
OR
OR
OR

Example response

{
  "blockers": [
    {
      "code": "trading_rule_violated",
      "context": {
        "actual": "99950.00",
        "required_cash_amount": "100053.00",
        "rule": "buy.min_initial_cash_amount"
      },
      "detail": "Instrument AMC001 requires a minimum initial investment of 100000. Invested amount is 99950.00"
    }
  ],
  "cash_amount": "10000.00",
  "estimate": {
    "fee_breakdown": [
      {
        "amount": "1.00",
        "display_name": "Settlement Fee",
        "label": "settlement_fee"
      }
    ],
    "fees": "1.00",
    "net_cash_amount": "9999.00",
    "price": "703.40",
    "quantity": "14"
  },
  "expires_in": 60,
  "instrument": {
    "about": "Common stock listed on the Nasdaq Global Select Market.",
    "asset_class": [
      {
        "weight": "0.48640000"
      }
    ],
    "days_to_maturity": 182,
    "decimal_precision": 2,
    "exchange": "XNAS",
    "icon_url": "https://storage.googleapis.com/sophic-assets/instrument-icons/in_x7GqT.png",
    "initial_auction_date": "2024-12-30",
    "initial_issue_date": "2025-01-02",
    "isin": "US5949181045",
    "issuer": "United States Department of the Treasury",
    "issuer_country": "US",
    "issuer_credit_rating": "AA+",
    "latest_auction_date": "2025-01-27",
    "latest_issue_date": "2025-01-30",
    "maturity_date": "2025-07-03",
    "name": "Apple Inc.",
    "symbol": "US5949181045",
    "ticker": "AAPL",
    "trading_configuration": {
      "buy": {
        "min_cash_amount": "20000.00000000",
        "min_initial_cash_amount": "100000.00000000",
        "min_initial_quantity": "100.00000000",
        "min_quantity": "10.00000000",
        "modes": [
          "cash"
        ]
      },
      "sell": {
        "min_cash_amount": "1000.00000000",
        "min_quantity": "10.00000000",
        "modes": [
          "quantity"
        ]
      }
    },
    "trading_increment": "0.00010000"
  },
  "reservation": {
    "amount": "1000.00"
  }
}

Changes

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      added the new buy enum value to the / response property for the response status

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    • info

      added subschema #1 subschema #2 to the request property anyOf list

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