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New Services

IAccountService

ADDED: GetAccountBalance

IPortfolioService

ADDED: GetPortfolioOverview

ADDED: GetPortfolioPosition

ADDED: GetPortfolioTransactions

Deleted Services


IOrderCalculatorService

Modified Services

IAllocationService

DELETED: GetPortfolioPosition - Moved to IPortfolioService

DELETED: GetAccountBalance - Moved to IAccountService

DELETED: GetCostInformation

DELETED: GetRiskCheck

IBuyingPowerService

ADDED: GetBuyingPower(BuyingPowerRequest)

ADDED: GetDetailedBuyingPower(BuyingPowerRequest)

ADDED:IsAlive

IBondService

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

ICustomerService

  • GetAgentById

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

IOrderInstructionService

DELETED: CreateOrderInstructionAsync

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