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New Services

IAccountService

  • GetAccountBalance

IPortfolioService

  • GetPortfolioOverview

  • GetPortfolioPosition

  • GetPortfolioTransactions

Deleted Services
IOrderCalculatorService

Modified Services

IAllocationService

  • GetPortfolioPosition - Moved to IPortfolioService

  • GetAccountBalance - Moved to IAccountService

  • GetCostInformation

  • GetRiskCheck

IBuyingPowerService

  • GetBuyingPower(BuyingPowerRequest)

  • GetDetailedBuyingPower(BuyingPowerRequest)

  • IsAlive

IBondService

  • CalculateDirtyPrice(string symbol, DateTime settlementDate, double cleanPrice)

ICustomerService

  • GetAgentById

  • GetPortfoliosBuyCustomerId
    M GetCustomerAgents
    M GetCustomerByExternalPortfoliRefId
    M GetCustomerBySSN
    M SaveAgent
    M SearchCustomerAgents

IOrderInstructionService

  • CreateOrderInstructionAsync

  • No labels