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Traders API

A trader is a CRM record: identity, trading accounts, trades, payouts, notes and every interview they took.

The trader object#

FieldTypeDescription
iduuidRubi identifier.
external_idstring | nullYour id, or the provider id for synced traders.
sourceaxcera | custom_api | manual | apiWhere the record comes from.
full_name, email, countrystringIdentity. country is ISO 3166-1 alpha-2.
statusactive | watchlist | blocked | archivedYour team's status.
tagsstring[]Free tags.
risk_levellow | medium | high | nullLatest risk from interviews.
accounts_count, interviews_countnumberCounters.
last_interview_at, last_decisiontimestamp, DecisionLatest interview outcome.
registered_at, last_synced_at, created_attimestampLifecycle.

The detail adds first_name, last_name, phone, metadata, accounts, payouts, notes, interviews and stats (trades_count, win_rate, net_profit, total_payouts).

Endpoints#

GET/v1/traderstraders:read

Returns Page<TraderListItem>

Paginated with page and limit, plus filters such as search.

GET/v1/traders/{id}traders:read

Returns TraderDetail

POST/v1/traderstraders:write

Returns TraderDetail

FieldTypeDescription
full_namestringRequired.
email, external_id, country, phonestring | nullOptional identity fields.
tagsstring[]Optional.
bash
curl https://api.rubikyt.com/v1/traders \
  -H "Authorization: Bearer $RUBI_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "full_name": "Jane Doe", "email": "jane@example.com", "external_id": "cus_18422", "tags": ["vip"] }'

PATCH/v1/traders/{id}traders:write

Returns TraderDetail

Any creation field, plus status.

GET/v1/traders/{id}/tradestraders:read

Returns Page<Trade>

FieldTypeDescription
idnumberRubi trade id.
account_id, external_iduuid, string | nullAccount and ticket.
symbol, sidestring, buy | sellInstrument and direction.
lotsnumber | nullVolume in lots.
open_time, close_timetimestamp | nullClose is null while open.
open_price, close_price, profitnumber | nullNet profit in account currency.
is_openbooleanOpen position.

POST/v1/traders/{id}/notestraders:write

Returns TraderNote

Body { "body": "Called on 23 Sept, confirmed a single device." }.

DELETE/v1/traders/{id}/notes/{noteId}traders:write