Fix staged trades

PATCH

/v1/portfolios/{portfolioId}/imports/{importId}/staged-trades

Send the rows to change, each with its id and only the fields to change, at most 200 in one call. Every row is checked against the same rules the review screen applies before anything is written, so a value those rules refuse answers 400 naming the row, the field, the value and what is wrong, and the whole call stores nothing. A field this call does not have is refused the same way rather than ignored. Errors already on a field this call did not send do not refuse it: they come back on the row so the next call can fix them. Rows can only be changed while the import is waiting to be committed; once it has been committed its rows are trades and this call is refused.

Access

OAuth scope: transactions:write

Available on: every plan, including free trials

Request

Authorization

API Key

Add parameter in header

Authorization

Example:

Authorization: ********************

Path Params

Body Params

application/json-patch+json

Example

[
    {
        "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
        "symbol": "string",
        "exchange": "string",
        "tradeDate": "string",
        "tradeType": "string",
        "quantity": "string",
        "price": "string",
        "exchangeRate": "string",
        "brokerage": "string",
        "brokerageCurrencyCode": "string",
        "notes": "string",
        "brokerId": "4e6b4748-ea2b-4825-9e7d-1823e63eb2d1",
        "targetHoldingId": 0
    }
]

Request Code Samples

Shell

JavaScript

Java

Swift

PHP

Python

HTTP

Objective-C

Ruby

OCaml

Dart

curl --location --request PATCH '/v1/portfolios//imports//staged-trades' \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json-patch+json' \
--data '[
    {
        "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
        "symbol": "string",
        "exchange": "string",
        "tradeDate": "string",
        "tradeType": "string",
        "quantity": "string",
        "price": "string",
        "exchangeRate": "string",
        "brokerage": "string",
        "brokerageCurrencyCode": "string",
        "notes": "string",
        "brokerId": "4e6b4748-ea2b-4825-9e7d-1823e63eb2d1",
        "targetHoldingId": 0
    }
]'

Responses

🟢200OK

application/json

The changed rows, validated again

Bodyapplication/json

Example

[
    {
        "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
        "fileId": "a1c6a2ab-4b01-4253-b4c9-70e04b3b48fc",
        "symbol": "string",
        "exchange": "string",
        "tradeDate": "string",
        "tradeType": "string",
        "quantity": "string",
        "price": "string",
        "priceKind": "string",
        "exchangeRate": "string",
        "brokerage": "string",
        "brokerageCurrencyCode": "string",
        "notes": "string",
        "brokerId": "4e6b4748-ea2b-4825-9e7d-1823e63eb2d1",
        "brokerName": "string",
        "targetHoldingId": 0,
        "isValid": true,
        "errors": [
            {
                "columnName": "string",
                "errorMessages": [
                    "string"
                ],
                "severity": "string"
            }
        ]
    }
]

🟠400Bad Request

🟠401Unauthorized

🟠403Forbidden

🟠404Record Not Found

🟠409

🟠429

🔴502Bad Gateway

Modified at 2026-09-29 03:34:01

List an import's staged trades

Commit an import's staged trades