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Investing Profile

Attribute

Type

Description

Required

type

string

Type of user document. Default to "INVESTOR_PROFILE_INFO"

✅

data

object

Document object that contains all data for the "INVESTOR_PROFILE_INFO" user document

✅

data.investmentObjectives

string

Investment objectives. Options:

  • "LONG_TERM" – Long–term buy & hold investing
  • "INFREQUENT" – Trading infrequently when I see an opportunity
  • "FREQUENT" – Frequent trader, depending on the market
  • "ACTIVE_DAILY" – Active trader, daily trader
  • "NEW" – New to investing

❌

data.investmentExperience

string

Investment experience. Options:

  • "NONE" – None
  • "YRS_1_2" – 1–2 years
  • "YRS_3_5" – 3–5 years
  • "YRS_5_10" – 5–10 years
  • "YRS_10_" – 10+ years

✅

data.annualIncome

number

Approximate annual income. Number must be USD

✅

data.networthLiquid

number

Liquid net worth. The amount of cash or near cash equivalents of your net worth that can be easily converted into cash and can easily be reinvested. Examples include money market holdings, exchange listed stocks, exchange-traded funds, mutual funds, etc. Number must be USD

❌

data.networthTotal

number

Total net worth. Your assets minus your liabilities. Assets include figures from checking, savings and liquid securities, plus illiquid assets like your home and pension assets. Your liabilities include money owed like mortgage payments, car loans, student loans, taxes, etc. Number must be USD

❌

data.riskTolerance

string

Risk tolerance. Options:

  • "LOW" – Low Risk
  • "MODERATE" – Moderate Risk
  • "SPECULATION" – Speculative Risk
  • "HIGH" – High Risk

✅

📘

Using Ranges

If your application requires a customer to select a range for annualIncome, networthTotal, networthLiquid, please pass through the number at the higher end of the range.

{
  "type": "INVESTOR_PROFILE_INFO",
  "data": {
    "investmentObjectives": "ACTIVE_DAILY",
    "investmentExperience": "NONE",
    "annualIncome": 110000,
    "networthLiquid": 25000,
    "networthTotal": 150000,
    "riskTolerance": "LOW"
  }
}