Tradebook

Important Links

View Entity View Workbook


📘

PUT Request on Presigned URL

Once the job is successfully created, upload the payload using HTTP PUT method on generated presigned url. Read More

JSON Payload

Tradebook

👍

Click here to learn more about this JSON Payload

{
    "name": "tradebook_workbook",
    "@entity": "workbook",
    "sheets": [
        {
            "name": "client_details_sheet",
            "@entity": "sheet",
            "blocks": [
                {
                    "name": "client_details_list",
                    "@entity": "list",
                    "items": [
                        {
                            "name":
                            "n"
                        },
                        {
                            "pan":
                            "FKFPS2020A"
                        },
                        {
                            "client_id":
                            293932
                        },
                        {
                            "country":
                            "India"
                        }
                    ]
                }
            ]
        },
        {
            "name": "stock_sheet",
            "@entity": "sheet",
            "blocks": [
                {
                    "name": "stock_tradebook_table",
                    "@entity": "table",
                    "header": [
                        "isin",
                        "trade_id",
                        "symbol",
                        "quantity",
                        "date",
                        "price",
                        "transaction_type",
                        "transfer_expenses",
                        "label",
                        "product_type"
                    ],
                    "rows": [
                        [
                            "INE03Q201024",
                            "KZUG2ZMGMH4WFE2C9RMG",
                            "AMAZON",
                            10,
                            1711929600000,
                            55,
                            "buy",
                            7,
                            null,
                            "intraday"
                        ],
                        [
                            "INE767A01016",
                            "ZVQAT2PZ1RSLYWWYZTXP",
                            "APPLE",
                            50,
                            1672531200000,
                            46,
                            "buy",
                            5,
                            null,
                            "delivery"
                        ],
                        [
                            "INE00E101023",
                            "VTHPFZ7KXVG5LMNZNBHT",
                            "ALPHABET",
                            25,
                            1264982400000,
                            160,
                            "buy",
                            16,
                            null,
                            "delivery"
                        ],
                        [
                            "INE462A01022",
                            "SUNMAQYIBRDSM4Y2TVW9",
                            "META",
                            20,
                            1711929600000,
                            280,
                            "buy",
                            21,
                            null,
                            "delivery"
                        ],
                        [
                            "INE002A01018",
                            "CJ1CLC4YCBFEZ4CVDNMH",
                            "AMAZON",
                            10,
                            1711929600000,
                            155,
                            "sell",
                            8,
                            null,
                            "intraday"
                        ],
                        [
                            "INE462A01022",
                            "PEB6U5ERJBDTNFSLPOI2",
                            "APPLE",
                            40,
                            1714521600000,
                            40,
                            "sell",
                            11,
                            null,
                            "delivery"
                        ],
                        [
                            "INE03Q201024",
                            "8BARHLFV3FZVGYTSJ012",
                            "ALPHABET",
                            30,
                            1735516800000,
                            189,
                            "sell",
                            1,
                            null,
                            "delivery"
                        ],
                        [
                            "INE002A01018",
                            "CYX9TQSTWUYK8C9Z7BCE",
                            "META",
                            15,
                            1738368000000,
                            260,
                            "sell",
                            0,
                            null,
                            "delivery"
                        ]
                    ]
                },
                {
                    "name": "reference_data_table",
                    "@entity": "table",
                    "header": [
                        "isin",
                        "symbol",
                        "address",
                        "country",
                        "zip_code",
                        "52_week_high",
                        "closing_value"
                    ],
                    "rows": [
                        [
                            "INE03Q201024",
                            "AMAZON",
                            "x",
                            "USA",
                            12345645,
                            1000,
                            1200
                        ],
                        [
                            "INE767A01016",
                            "APPLE",
                            "x",
                            "USA",
                            12345645,
                            1000,
                            1200
                        ],
                        [
                            "INE00E101023",
                            "ALPHABET",
                            "x",
                            "USA",
                            12345645,
                            1000,
                            1200
                        ],
                        [
                            "INE462A01022",
                            "META",
                            "x",
                            "USA",
                            12345645,
                            1000,
                            1200
                        ]
                    ]
                },
                {
                    "name": "dividend_table",
                    "@entity": "table",
                    "header": [
                        "isin",
                        "symbol",
                        "quantity",
                        "date",
                        "dividend_amount",
                        "currency",
                        "tax_withheld"
                    ],
                    "rows": [
                        [
                            "INE03Q201024",
                            "AMAZON",
                            1,
                            1711929600000,
                            100,
                            "USD",
                            5
                        ]
                    ]
                }
            ]
        },
        {
            "name": "dr_sheet",
            "@entity": "sheet",
            "blocks": [
                {
                    "name": "dr_tradebook_table",
                    "@entity": "table",
                    "header": [
                        "isin",
                        "trade_id",
                        "symbol",
                        "quantity",
                        "date",
                        "price",
                        "transaction_type",
                        "transfer_expenses",
                        "label",
                        "product_type"
                    ],
                    "rows": [
                        [
                            "INE03Q201024",
                            "KZUG2ZMGMH4WFE2C9RMG",
                            "FACEBOOK",
                            10,
                            1711929600000,
                            640,
                            "buy",
                            7,
                            null,
                            "intraday"
                        ],
                        [
                            "INE767A01016",
                            "ZVQAT2PZ1RSLYWWYZTXP",
                            "BERKSHIRE",
                            50,
                            1672531200000,
                            270,
                            "buy",
                            5,
                            null,
                            "delivery"
                        ],
                        [
                            "INE00E101023",
                            "VTHPFZ7KXVG5LMNZNBHT",
                            "GAMESTOP",
                            25,
                            1264982400000,
                            72,
                            "buy",
                            16,
                            null,
                            "delivery"
                        ],
                        [
                            "INE462A01022",
                            "SUNMAQYIBRDSM4Y2TVW9",
                            "GOOGL",
                            20,
                            1711929600000,
                            45,
                            "buy",
                            21,
                            null,
                            "delivery"
                        ],
                        [
                            "INE002A01018",
                            "CJ1CLC4YCBFEZ4CVDNMH",
                            "FACEBOOK",
                            10,
                            1711929600000,
                            660,
                            "sell",
                            8,
                            null,
                            "intraday"
                        ],
                        [
                            "INE462A01022",
                            "PEB6U5ERJBDTNFSLPOI2",
                            "BERKSHIRE",
                            40,
                            1714521600000,
                            300,
                            "sell",
                            11,
                            null,
                            "delivery"
                        ],
                        [
                            "INE03Q201024",
                            "8BARHLFV3FZVGYTSJ012",
                            "GAMESTOP",
                            30,
                            1735516800000,
                            40,
                            "sell",
                            1,
                            null,
                            "delivery"
                        ],
                        [
                            "INE002A01018",
                            "CYX9TQSTWUYK8C9Z7BCE",
                            "GOOGL",
                            15,
                            1738368000000,
                            54,
                            "sell",
                            0,
                            null,
                            "delivery"
                        ]
                    ]
                },
                {
                    "name": "reference_data_table",
                    "@entity": "table",
                    "header": [
                        "isin",
                        "symbol",
                        "address",
                        "country",
                        "zip_code",
                        "52_week_high",
                        "closing_value"
                    ],
                    "rows": [
                        [
                            "INE03Q201024",
                            "KZUG2ZMGMH4WFE2C9RMG",
                            "x",
                            "USA",
                            12345645,
                            1000,
                            1200
                        ],
                        [
                            "INE767A01016",
                            "ZVQAT2PZ1RSLYWWYZTXP",
                            "x",
                            "USA",
                            12345645,
                            1000,
                            1200
                        ],
                        [
                            "INE00E101023",
                            "VTHPFZ7KXVG5LMNZNBHT",
                            "x",
                            "USA",
                            12345645,
                            1000,
                            1200
                        ],
                        [
                            "INE462A01022",
                            "SUNMAQYIBRDSM4Y2TVW9",
                            "x",
                            "USA",
                            12345645,
                            1000,
                            1200
                        ]
                    ]
                },
                {
                    "name": "dividend_table",
                    "@entity": "table",
                    "header": [
                        "isin",
                        "symbol",
                        "quantity",
                        "date",
                        "dividend_amount",
                        "currency",
                        "tax_withheld"
                    ],
                    "rows": [
                        [
                            "INE03Q201024",
                            "KZUG2ZMGMH4WFE2C9RMG",
                            4,
                            1738368000000,
                            60,
                            "USD",
                            5
                        ]
                    ]
                }
            ]
        },
        {
            "name": "mutual_fund_sheet",
            "@entity": "sheet",
            "blocks": [
                {
                    "name": "mutual_fund_tradebook_table",
                    "@entity": "table",
                    "header": [
                        "isin",
                        "trade_id",
                        "scheme_name",
                        "scheme_type",
                        "quantity",
                        "date",
                        "price",
                        "transaction_type",
                        "transfer_expenses",
                        "label"
                    ],
                    "rows": [
                        [
                            "INE03Q201024",
                            "KZUG2ZMGMH4WFE2C9RMG",
                            "Fidelity",
                            "equity",
                            10,
                            1711929600000,
                            640,
                            "buy",
                            4,
                            null
                        ],
                        [
                            "INE767A01016",
                            "ZVQAT2PZ1RSLYWWYZTXP",
                            "Blackrock",
                            "debt",
                            50,
                            1672531200000,
                            270,
                            "buy",
                            1,
                            null
                        ],
                        [
                            "INE002A01018",
                            "CJ1CLC4YCBFEZ4CVDNMH",
                            "Fidelity",
                            "equity",
                            10,
                            1711929600000,
                            660,
                            "sell",
                            0,
                            null
                        ],
                        [
                            "INE462A01022",
                            "PEB6U5ERJBDTNFSLPOI2",
                            "Blackrock",
                            "debt",
                            40,
                            1714521600000,
                            300,
                            "sell",
                            2,
                            null
                        ]
                    ]
                },
                {
                    "name": "reference_data_table",
                    "@entity": "table",
                    "header": [
                        "isin",
                        "symbol",
                        "address",
                        "country",
                        "zip_code",
                        "52_week_high",
                        "closing_value"
                    ],
                    "rows": []
                },
                {
                    "name": "dividend_table",
                    "@entity": "table",
                    "header": [
                        "isin",
                        "symbol",
                        "quantity",
                        "date",
                        "dividend_amount",
                        "currency",
                        "tax_withheld"
                    ],
                    "rows": []
                }
            ]
        },
        {
            "name": "etf_sheet",
            "@entity": "sheet",
            "blocks": [
                {
                    "name": "etf_tradebook_table",
                    "@entity": "table",
                    "header": [
                        "isin",
                        "trade_id",
                        "scheme_name",
                        "scheme_type",
                        "quantity",
                        "date",
                        "price",
                        "transaction_type",
                        "transfer_expenses",
                        "label",
                        "product_type"
                    ],
                    "rows": [
                        [
                            "INE03Q201024",
                            "KZUG2ZMGMH4WFE2C9RMG",
                            "Fidelity",
                            "equity",
                            10,
                            1711929600000,
                            640,
                            "buy",
                            4,
                            null,
                            "intraday"
                        ],
                        [
                            "INE767A01016",
                            "ZVQAT2PZ1RSLYWWYZTXP",
                            "Blackrock",
                            "debt",
                            50,
                            1672531200000,
                            270,
                            "buy",
                            1,
                            null,
                            "delivery"
                        ],
                        [
                            "INE002A01018",
                            "CJ1CLC4YCBFEZ4CVDNMH",
                            "Fidelity",
                            "equity",
                            10,
                            1711929600000,
                            660,
                            "sell",
                            0,
                            null,
                            "intraday"
                        ],
                        [
                            "INE462A01022",
                            "PEB6U5ERJBDTNFSLPOI2",
                            "Blackrock",
                            "debt",
                            40,
                            1714521600000,
                            300,
                            "sell",
                            2,
                            null,
                            "delivery"
                        ]
                    ]
                },
                {
                    "name": "reference_data_table",
                    "@entity": "table",
                    "header": [
                        "isin",
                        "symbol",
                        "address",
                        "country",
                        "zip_code",
                        "52_week_high",
                        "closing_value"
                    ],
                    "rows": []
                },
                {
                    "name": "dividend_table",
                    "@entity": "table",
                    "header": [
                        "isin",
                        "symbol",
                        "quantity",
                        "date",
                        "dividend_amount",
                        "currency",
                        "tax_withheld"
                    ],
                    "rows": []
                }
            ]
        },
            {
      "name": "interest_income_sheet",
      "@entity": "sheet",
      "blocks": [
        {
          "name": "interest_income_table",
          "@entity": "table",
          "header": [
            "description",
            "date",
            "amount",
            "amount_inr",
            "currency",
            "tax_witheld",
            "tax_witheld_inr"
          ],
          "rows": [
            [
              "GG",
              1463356800000,
              8,
              null,
              "USD",
              0.12,
              null
            ],
            [
              "WP",
              1692316800000,
              54,
              null,
              "EUR",
              2,
              null
            ]
          ]
        }
      ]
    }
    ]
}