Upload historical portfolio positions.
Imports a JSON table of position history using a supported file-template convention. Historical snapshot behaviour and best-effort acceptance apply only when the user’s profile permits snapshot imports; otherwise validation failures stop the import. Missing books can optionally be created. The response is returned after validation and any accepted import.
Authorizations
OAuth2 access-token requested from AWS Cognito and provided as a Auth Bearer header
Body
Required non-null Positions JSON row table with column names for the selected template. FileTemplate defaults to DerivitecMixed (0) and accepts Integrata/DerivitecBySecurityType (1) or Eze (2); CreateMissingBooks and UseBestEffort default to false. Dates use the selected template with no action-level time-zone conversion.
Historical portfolio-position table and import options submitted through the legacy upload action; snapshot-history behavior applies only when enabled for the caller.
Derivitec.Web.Core.Positions.ApiPortfolioHistoryUploadRequest, Derivitec.Web.Core Whether the legacy import may create books named by otherwise valid position rows; defaults to false.
Column-layout convention used by portfolio-history upload; the current single-table legacy upload does not consult it. Defaults to derivitec_mixed.
derivitec_mixed, derivitec_by_security_type, eze Whether a snapshot-enabled user requests import of valid rows despite parsing failures; defaults to false.
JSON row table of historical positions using the selected template's columns.
Response
Returns parse details, import status, and errors; IsSuccess is true only for Succeeded or SucceededWithWarnings.
Validation details, import status, and errors returned by a legacy position-table upload.
Derivitec.Web.Core.Positions.ApiPositionDataTableUploadResponse, Derivitec.Web.Core Whether the operation completed successfully. The default is true; error outcomes set it to false.
true
Messages explaining operation-level failures. The collection is empty by default.
Public validation details for a legacy tabular position import.
Final import status; success with warnings counts as aggregate success, while success with retained errors does not.
none, succeeded, succeeded_with_warnings, succeeded_with_errors, failed