trading212-api

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Trading 212 API

Note: The Trading 212 API is currently in beta and under active development. Some endpoints or behaviors may change.

注意： Trading 212 API目前处于beta测试版，正在积极开发中。部分端点或行为可能会发生变化。

Quick Reference

快速参考

Environments

环境

Environment	Base URL	Purpose
Demo	`https://demo.trading212.com/api/v0`	Paper trading - test without real funds
Live	`https://live.trading212.com/api/v0`	Real money trading

环境	基础URL	用途
模拟（Demo）	`https://demo.trading212.com/api/v0`	模拟交易 - 无真实资金测试
实盘（Live）	`https://live.trading212.com/api/v0`	真实资金交易

Order Quantity Convention

订单数量规则

Positive quantity = BUY (e.g.,
```
10
```
buys 10 shares)
Negative quantity = SELL (e.g.,
```
-10
```
sells 10 shares)

正数 = 买入（例如：
```
10
```
表示买入10股）
负数 = 卖出（例如：
```
-10
```
表示卖出10股）

Account Types

账户类型

Only Invest and Stocks ISA accounts are supported.

仅支持Invest和Stocks ISA账户。

Instrument Identifiers

交易工具标识符

Trading 212 uses custom tickers as unique identifiers for instruments. Always search for the Trading 212 ticker before making instrument requests.

Trading 212使用自定义代码（ticker）作为交易工具的唯一标识符。在发起交易工具相关请求前，必须先搜索对应的Trading 212代码。

Authentication

认证

HTTP Basic Auth with API Key (username) and API Secret (password).

使用API Key（用户名）和API Secret（密码）进行HTTP Basic认证。

Check Existing Setup First

先检查现有配置

Before guiding the user through authentication setup, check if credentials are already configured:

Semantic rule: Credentials are configured when at least one complete set is present: a complete set is key + secret for the same account (e.g.

T212_API_KEY

T212_API_SECRET

, or

T212_API_KEY_INVEST

T212_API_SECRET_INVEST

, or

T212_API_KEY_STOCKS_ISA

T212_API_SECRET_STOCKS_ISA

). You do not need all four account-specific vars; having only the Invest pair or only the Stocks ISA pair is enough. Check for any combination that gives at least one usable key+secret pair.

bash

undefined

在引导用户完成认证配置前，先检查是否已配置凭证：

语义规则： 当存在至少一套完整的凭证组时，即视为已配置：一套完整凭证组指同一账户的key+secret（例如

T212_API_KEY

T212_API_SECRET

，或

T212_API_KEY_INVEST

T212_API_SECRET_INVEST

，或

T212_API_KEY_STOCKS_ISA

T212_API_SECRET_STOCKS_ISA

）。无需配置所有四组账户特定变量；仅配置Invest组或仅配置Stocks ISA组即可。检查是否存在任意一组可用的key+secret对。

bash

undefined

Example: configured if any complete credential set exists

示例：如果存在任意完整凭证组，则视为已配置

if [ -n "$T212_AUTH_HEADER" ] && [ -n "$T212_BASE_URL" ]; then echo "Configured (derived vars)" elif [ -n "$T212_API_KEY" ] && [ -n "$T212_API_SECRET" ]; then echo "Configured (single account)" elif [ -n "$T212_API_KEY_INVEST" ] && [ -n "$T212_API_SECRET_INVEST" ]; then echo "Configured (Invest); Stocks ISA also if T212_API_KEY_STOCKS_ISA and T212_API_SECRET_STOCKS_ISA are set" elif [ -n "$T212_API_KEY_STOCKS_ISA" ] && [ -n "$T212_API_SECRET_STOCKS_ISA" ]; then echo "Configured (Stocks ISA); Invest also if T212_API_KEY_INVEST and T212_API_SECRET_INVEST are set" else echo "No complete credential set found" fi


If any complete set is present, skip the full setup and proceed with API calls; when making requests, use the resolution order in "Making Requests" below (pick the pair that matches the user's account context when multiple sets exist). Do not ask the user to run derivation one-liners or merge keys into a header. Only guide users through the full setup process below when no complete credential set exists.

> **Important:** Before making any API calls, always ask the user which environment they want to use: **LIVE** (real money) or **DEMO** (paper trading). Do not assume the environment.

if [ -n "$T212_AUTH_HEADER" ] && [ -n "$T212_BASE_URL" ]; then echo "已配置（衍生变量）" elif [ -n "$T212_API_KEY" ] && [ -n "$T212_API_SECRET" ]; then echo "已配置（单个账户）" elif [ -n "$T212_API_KEY_INVEST" ] && [ -n "$T212_API_SECRET_INVEST" ]; then echo "已配置（Invest账户）；若配置了T212_API_KEY_STOCKS_ISA和T212_API_SECRET_STOCKS_ISA，则同时支持Stocks ISA账户" elif [ -n "$T212_API_KEY_STOCKS_ISA" ] && [ -n "$T212_API_SECRET_STOCKS_ISA" ]; then echo "已配置（Stocks ISA账户）；若配置了T212_API_KEY_INVEST和T212_API_SECRET_INVEST，则同时支持Invest账户" else echo "未找到完整的凭证组" fi


如果存在任意完整凭证组，跳过完整配置流程，直接进行API调用；发起请求时，使用下方“发起请求”中的优先级顺序（当存在多组凭证时，选择与用户账户上下文匹配的组）。无需引导用户运行衍生命令或合并密钥到请求头中。仅当不存在完整凭证组时，才引导用户完成下方的完整配置流程。

> **重要提示：** 在发起任何API调用前，务必询问用户要使用的环境：**实盘（LIVE，真实资金）**还是**模拟（DEMO，纸盘交易）**。不要默认环境。

API Keys Are Environment-Specific

API密钥与环境绑定

API keys are tied to a specific environment and cannot be used across environments.

API Key Created In	Works With	Does NOT Work With
LIVE account	`live.trading212.com`	`demo.trading212.com`
DEMO account	`demo.trading212.com`	`live.trading212.com`

If you get a 401 error, verify that:

You're using the correct API key for the target environment
The API key was generated in the same environment (LIVE or DEMO) you're trying to access

API密钥与特定环境绑定，无法跨环境使用。

API密钥创建环境	可用于	不可用于
实盘（LIVE）账户	`live.trading212.com`	`demo.trading212.com`
模拟（DEMO）账户	`demo.trading212.com`	`live.trading212.com`

如果收到401错误，请验证：

你正在为目标环境使用正确的API密钥
API密钥是在你尝试访问的同一环境（实盘或模拟）中生成的

Get Credentials

获取凭证

Decide which environment to use - LIVE (real money) or DEMO (paper trading)
Open Trading 212 app (mobile or web)
Switch to the correct account - Make sure you're in LIVE or DEMO mode matching your target environment
Navigate to Settings > API
Generate a new API key pair - you'll receive:
- API Key (ID) (e.g.,
```
35839398ZFVKUxpHzPiVsxKdOtZdaDJSrvyPF
```
  )
- API Secret (e.g.,
```
7MOzYJlVJgxoPjdZJCEH3fO9ee7A0NzLylFFD4-3tlo
```
  )
Store the credentials separately for each environment if you use both

确定要使用的环境 - 实盘（真实资金）或模拟（纸盘交易）
打开Trading 212应用（移动端或网页端）
切换到正确的账户 - 确保你处于与目标环境匹配的实盘或模拟模式
导航到设置 > API
生成新的API密钥对 - 你将收到：
- API Key（ID）（例如：
```
35839398ZFVKUxpHzPiVsxKdOtZdaDJSrvyPF
```
  ）
- API Secret（例如：
```
7MOzYJlVJgxoPjdZJCEH3fO9ee7A0NzLylFFD4-3tlo
```
  ）
分别存储各环境的凭证（如果同时使用两个环境）

Building the Auth Header

构建认证请求头

Combine your API Key (ID) and Secret with a colon, base64 encode, and prefix with

Basic

for the Authorization header.

Optional: To precompute the header from key/secret, you can set:

bash

export T212_AUTH_HEADER="Basic $(echo -n "$T212_API_KEY:$T212_API_SECRET" | base64)"

Otherwise, the agent builds the header from

T212_API_KEY

and

T212_API_SECRET

when making requests.

Manual (placeholders):

bash

undefined

将API Key（ID）和Secret用冒号连接，进行base64编码，然后在前面添加

Basic

作为Authorization请求头。

可选操作： 要提前从key/secret计算请求头，可以设置：

bash

export T212_AUTH_HEADER="Basic $(echo -n "$T212_API_KEY:$T212_API_SECRET" | base64)"

否则，Agent会在发起请求时从

T212_API_KEY

和

T212_API_SECRET

构建请求头。

手动构建（占位符）：

bash

undefined

Format: T212_AUTH_HEADER = "Basic " + base64(API_KEY_ID:API_SECRET)

格式：T212_AUTH_HEADER = "Basic " + base64(API_KEY_ID:API_SECRET)

export T212_AUTH_HEADER="Basic $(echo -n "<YOUR_API_KEY_ID>:<YOUR_API_SECRET>" | base64)"

export T212_AUTH_HEADER="Basic $(echo -n "<你的API_KEY_ID>:<你的API_SECRET>" | base64)"

Example with sample credentials:

使用示例凭证的例子：

export T212_AUTH_HEADER="Basic $(echo -n "35839398ZFVKUxpHzPiVsxKdOtZdaDJSrvyPF:7MOzYJlVJgxoPjdZJCEH3fO9ee7A0NzLylFFD4-3tlo" | base64)"

undefined

export T212_AUTH_HEADER="Basic $(echo -n "35839398ZFVKUxpHzPiVsxKdOtZdaDJSrvyPF:7MOzYJlVJgxoPjdZJCEH3fO9ee7A0NzLylFFD4-3tlo" | base64)"

undefined

Making Requests

发起请求

When making API calls, use the first option that applies (semantically: pick the credential set that matches the user's account, or the only set present):

If
T212_AUTH_HEADER
and
T212_BASE_URL
are set: use them in requests.
Else if
T212_API_KEY
and
T212_API_SECRET
are set: use this pair (single account). Build header as
```
Basic $(echo -n "$T212_API_KEY:$T212_API_SECRET" | base64)
```
and base URL as
```
https://${T212_ENV:-live}.trading212.com
```
. Do not guide the user to derive or merge; you do it.
Else if both account-specific pairs are set (
```
T212_API_KEY_INVEST
```
/
```
T212_API_SECRET_INVEST
```
and
```
T212_API_KEY_STOCKS_ISA
```
/
```
T212_API_SECRET_STOCKS_ISA
```
): the user must clearly specify which account to target (Invest or Stocks ISA), unless they ask for information for all accounts. Use the Invest pair when the user refers to Invest, and the Stocks ISA pair when the user refers to ISA/Stocks ISA. If the user wants information for all accounts, make multiple API calls—one per account (Invest and Stocks ISA)—and present or aggregate the results for both. If it is not clear from context which account to use (and they did not ask for all accounts), ask for confirmation before making API calls (e.g. "Which account should I use — Invest or Stocks ISA?"). Do not assume. Build the header from the chosen key/secret and base URL as
```
https://${T212_ENV:-live}.trading212.com
```
.
Else if only the Invest pair is set (
```
T212_API_KEY_INVEST
```
and
```
T212_API_SECRET_INVEST
```
): use this pair for requests; if the user asks about Stocks ISA, only the Invest account is configured.
Else if only the Stocks ISA pair is set (
```
T212_API_KEY_STOCKS_ISA
```
and
```
T212_API_SECRET_STOCKS_ISA
```
): use this pair for requests; if the user asks about Invest, only the Stocks ISA account is configured.

Use the

T212_AUTH_HEADER

value in the Authorization header when it is set:

bash

undefined

发起API调用时，使用第一个适用的选项（语义上：选择与用户账户匹配的凭证组，或仅有的一组凭证）：

如果已设置
T212_AUTH_HEADER
和
T212_BASE_URL
：在请求中使用它们。
否则，如果已设置
T212_API_KEY
和
T212_API_SECRET
：使用这组凭证（单个账户）。构建请求头为
```
Basic $(echo -n "$T212_API_KEY:$T212_API_SECRET" | base64)
```
，基础URL为
```
https://${T212_ENV:-live}.trading212.com
```
。无需引导用户衍生或合并；由你自动处理。
否则，如果同时设置了两组账户特定凭证（
```
T212_API_KEY_INVEST
```
/
```
T212_API_SECRET_INVEST
```
和
```
T212_API_KEY_STOCKS_ISA
```
/
```
T212_API_SECRET_STOCKS_ISA
```
）：用户必须明确指定目标账户（Invest或Stocks ISA），除非他们要求获取所有账户的信息。当用户提到Invest时使用Invest组，提到ISA/Stocks ISA时使用Stocks ISA组。如果用户需要所有账户的信息，发起多个API调用——每个账户一个（Invest和Stocks ISA）——并展示或汇总两个账户的结果。 如果上下文无法明确要使用哪个账户（且用户未要求所有账户），在发起API调用前请确认（例如：“我应该使用哪个账户——Invest还是Stocks ISA？”）。不要假设。从选定的key/secret构建请求头，基础URL为
```
https://${T212_ENV:-live}.trading212.com
```
。
否则，如果仅设置了Invest组凭证（
```
T212_API_KEY_INVEST
```
和
```
T212_API_SECRET_INVEST
```
）：使用这组凭证发起请求；如果用户询问Stocks ISA，说明仅配置了Invest账户。
否则，如果仅设置了Stocks ISA组凭证（
```
T212_API_KEY_STOCKS_ISA
```
和
```
T212_API_SECRET_STOCKS_ISA
```
）：使用这组凭证发起请求；如果用户询问Invest，说明仅配置了Stocks ISA账户。

当

T212_AUTH_HEADER

已设置时，在Authorization请求头中使用该值：

bash

undefined

When T212_AUTH_HEADER and T212_BASE_URL are set:

当T212_AUTH_HEADER和T212_BASE_URL已设置时：

curl -H "Authorization: $T212_AUTH_HEADER"
"${T212_BASE_URL}/api/v0/equity/account/summary"


When only primary vars are set, use the inline form in the curl:

```bash

curl -H "Authorization: $T212_AUTH_HEADER"
"${T212_BASE_URL}/api/v0/equity/account/summary"


当仅设置了主变量时，在curl中使用内联形式：

```bash

When only T212_API_KEY, T212_API_SECRET, T212_ENV are set:

当仅设置了T212_API_KEY、T212_API_SECRET、T212_ENV时：

curl -H "Authorization: Basic $(echo -n "$T212_API_KEY:$T212_API_SECRET" | base64)"
"https://${T212_ENV:-live}.trading212.com/api/v0/equity/account/summary"


> **Warning:** `T212_AUTH_HEADER` must be the full header value including the `Basic ` prefix.
>
> ```bash
> # WRONG - raw base64 without "Basic " prefix
> curl -H "Authorization: <base64-only>" ...  # This will NOT work!
>
> # CORRECT - use T212_AUTH_HEADER (contains "Basic <base64>")
> curl -H "Authorization: $T212_AUTH_HEADER" ...  # This works
> ```

curl -H "Authorization: Basic $(echo -n "$T212_API_KEY:$T212_API_SECRET" | base64)"
"https://${T212_ENV:-live}.trading212.com/api/v0/equity/account/summary"


> **警告：** `T212_AUTH_HEADER`必须是包含`Basic `前缀的完整请求头值。
>
> ```bash
> # 错误 - 仅使用base64编码内容，缺少"Basic "前缀
> curl -H "Authorization: <仅base64内容>" ...  # 这将无法生效！
>
> # 正确 - 使用T212_AUTH_HEADER（包含"Basic <base64内容>"）
> curl -H "Authorization: $T212_AUTH_HEADER" ...  # 这将生效
> ```

Environment Variables

环境变量

Single account vs all accounts: API keys are for a single account. One key/secret pair (

T212_API_KEY

T212_API_SECRET

) = one account (Invest or Stocks ISA). To use all accounts (Invest and Stocks ISA), the user must set two sets of key/secret:

T212_API_KEY_INVEST

T212_API_SECRET_INVEST

and

T212_API_KEY_STOCKS_ISA

T212_API_SECRET_STOCKS_ISA

. When both pairs are set, the user must clearly specify which account to target; if it is not clear from context, ask for confirmation (Invest or Stocks ISA) before making API calls.

Primary (single account): Set these for consistent setup with the plugin README:

bash

export T212_API_KEY="your-api-key"       # API Key (ID) from Trading 212
export T212_API_SECRET="your-api-secret"
export T212_ENV="demo"                   # or "live" (defaults to "live" if unset)

Account-specific (Invest and/or Stocks ISA): Set only the pair(s) you use. One complete set (key + secret for the same account) is enough. For example, only Invest:

bash

export T212_API_KEY_INVEST="your-invest-api-key"
export T212_API_SECRET_INVEST="your-invest-api-secret"
export T212_ENV="demo"                   # or "live"

For both accounts, set both pairs:

bash

export T212_API_KEY_INVEST="your-invest-api-key"
export T212_API_SECRET_INVEST="your-invest-api-secret"
export T212_API_KEY_STOCKS_ISA="your-stocks-isa-api-key"
export T212_API_SECRET_STOCKS_ISA="your-stocks-isa-api-secret"
export T212_ENV="demo"                   # or "live" (applies to both)

Optional – precomputed (for scripts or if the user prefers): The user can set the auth header and base URL from the primary vars, but they do not need to; when making API calls you (the agent) must build the header and base URL from primary vars if these are not set.

bash

undefined

单个账户 vs 所有账户： API密钥对应单个账户。一组key/secret对（

T212_API_KEY

T212_API_SECRET

）= 一个账户（Invest或Stocks ISA）。要使用所有账户（Invest和Stocks ISA），用户必须设置两组key/secret：

T212_API_KEY_INVEST

T212_API_SECRET_INVEST

和

T212_API_KEY_STOCKS_ISA

T212_API_SECRET_STOCKS_ISA

。当两组凭证都已设置时，用户必须明确指定目标账户；如果上下文无法明确，在发起API调用前请确认（Invest或Stocks ISA）。

主变量（单个账户）： 设置这些变量以与插件README保持一致的配置：

bash

export T212_API_KEY="你的-api-key"       # 来自Trading 212的API Key（ID）
export T212_API_SECRET="你的-api-secret"
export T212_ENV="demo"                   # 或"live"（如果未设置，默认值为"live"）

账户特定变量（Invest和/或Stocks ISA）： 仅设置你使用的组。一组完整的凭证（同一账户的key + secret）即可。例如，仅设置Invest账户：

bash

export T212_API_KEY_INVEST="你的-invest-api-key"
export T212_API_SECRET_INVEST="你的-invest-api-secret"
export T212_ENV="demo"                   # 或"live"

如果要设置两个账户，同时设置两组变量：

bash

export T212_API_KEY_INVEST="你的-invest-api-key"
export T212_API_SECRET_INVEST="你的-invest-api-secret"
export T212_API_KEY_STOCKS_ISA="你的-stocks-isa-api-key"
export T212_API_SECRET_STOCKS_ISA="你的-stocks-isa-api-secret"
export T212_ENV="demo"                   # 或"live"（对两个账户都生效）

可选 - 预计算变量（适用于脚本或用户偏好）： 用户可以从主变量设置认证请求头和基础URL，但这不是必须的；当发起API调用时，如果这些变量未设置，你（Agent）必须从主变量构建请求头和基础URL。

bash

undefined

Build auth header and base URL from T212_API_KEY, T212_API_SECRET, T212_ENV

从T212_API_KEY、T212_API_SECRET、T212_ENV构建认证请求头和基础URL

export T212_AUTH_HEADER="Basic $(echo -n "$T212_API_KEY:$T212_API_SECRET" | base64)" export T212_BASE_URL="https://${T212_ENV:-live}.trading212.com"


**Alternative (manual):** If you prefer not to store key/secret in env, set derived vars directly. Remember: API keys only work with their matching environment.

```bash

export T212_AUTH_HEADER="Basic $(echo -n "$T212_API_KEY:$T212_API_SECRET" | base64)" export T212_BASE_URL="https://${T212_ENV:-live}.trading212.com"


**替代方案（手动设置）：** 如果你不想在环境变量中存储key/secret，可以直接设置衍生变量。记住：API密钥仅能与匹配的环境一起使用。

```bash

For DEMO (paper trading)

模拟（DEMO）环境（纸盘交易）

export T212_AUTH_HEADER="Basic $(echo -n "<DEMO_API_KEY_ID>:<DEMO_API_SECRET>" | base64)" export T212_BASE_URL="https://demo.trading212.com"

For LIVE (real money) - generate separate credentials in LIVE account

实盘（LIVE）环境（真实资金）- 在实盘账户中生成单独的凭证

export T212_AUTH_HEADER="Basic $(echo -n "<LIVE_API_KEY_ID>:<LIVE_API_SECRET>" | base64)"

export T212_BASE_URL="https://live.trading212.com"


**Tip:** If you use both environments, use separate variable names:

```bash


**提示：** 如果同时使用两个环境，使用不同的变量名：

```bash

Demo credentials

模拟环境凭证

export T212_DEMO_AUTH_HEADER="Basic $(echo -n "<DEMO_KEY_ID>:<DEMO_SECRET>" | base64)"

Live credentials

实盘环境凭证

export T212_LIVE_AUTH_HEADER="Basic $(echo -n "<LIVE_KEY_ID>:<LIVE_SECRET>" | base64)"

undefined

export T212_LIVE_AUTH_HEADER="Basic $(echo -n "<LIVE_KEY_ID>:<LIVE_SECRET>" | base64)"

undefined

Common Auth Errors

常见认证错误

Code	Cause	Solution
401	Invalid credentials	Check API key/secret, ensure no extra whitespace
401	Environment mismatch	LIVE API keys don't work with DEMO and vice versa - verify key matches target environment
403	Missing permissions	Check API permissions in Trading 212 settings
408	Request timed out	Retry the request
429	Rate limit exceeded	Wait for `x-ratelimit-reset` timestamp

错误码	原因	解决方案
401	凭证无效	检查API key/secret，确保没有多余空格
401	环境不匹配	实盘API密钥无法用于模拟环境，反之亦然 - 验证密钥与目标环境匹配
403	缺少权限	在Trading 212设置中检查API权限
408	请求超时	重试请求
429	超出速率限制	等待 `x-ratelimit-reset` 时间戳

Account

账户

Get Account Summary

获取账户摘要

GET /api/v0/equity/account/summary

(1 req/5s)

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/account/summary"

Response Schema:

json

{
  "id": 12345678,
  "currency": "GBP",
  "totalValue": 15250.75,
  "cash": {
    "availableToTrade": 2500.5,
    "reservedForOrders": 150.0,
    "inPies": 500.0
  },
  "investments": {
    "currentValue": 12100.25,
    "totalCost": 10500.0,
    "realizedProfitLoss": 850.5,
    "unrealizedProfitLoss": 1600.25
  }
}

GET /api/v0/equity/account/summary

（限制：1次请求/5秒）

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/account/summary"

响应结构：

json

{
  "id": 12345678,
  "currency": "GBP",
  "totalValue": 15250.75,
  "cash": {
    "availableToTrade": 2500.5,
    "reservedForOrders": 150.0,
    "inPies": 500.0
  },
  "investments": {
    "currentValue": 12100.25,
    "totalCost": 10500.0,
    "realizedProfitLoss": 850.5,
    "unrealizedProfitLoss": 1600.25
  }
}

Account Fields

账户字段

Field	Type	Description
`id`	integer	Primary trading account number
`currency`	string	Primary account currency (ISO 4217)
`totalValue`	number	Total account value in primary currency
`cash.availableToTrade`	number	Funds available for investing
`cash.reservedForOrders`	number	Cash reserved for pending orders
`cash.inPies`	number	Uninvested cash inside pies
`investments.currentValue`	number	Current value of all investments
`investments.totalCost`	number	Cost basis of current investments
`investments.realizedProfitLoss`	number	All-time realized P&L
`investments.unrealizedProfitLoss`	number	Potential P&L if sold now

字段	类型	描述
`id`	integer	主交易账户编号
`currency`	string	账户主货币（ISO 4217标准）
`totalValue`	number	账户总价值（以主货币计）
`cash.availableToTrade`	number	可用于投资的资金
`cash.reservedForOrders`	number	为挂单预留的现金
`cash.inPies`	number	Pies中的未投资现金
`investments.currentValue`	number	所有投资的当前价值
`investments.totalCost`	number	当前投资的成本基准
`investments.realizedProfitLoss`	number	历史已实现盈亏
`investments.unrealizedProfitLoss`	number	若当前卖出的潜在盈亏

Orders

订单

Order Types

订单类型

Type	Endpoint	Availability	Description
Market	`/api/v0/equity/orders/market`	Demo + Live	Execute immediately at best price
Limit	`/api/v0/equity/orders/limit`	Demo + Live	Execute at limit price or better
Stop	`/api/v0/equity/orders/stop`	Demo + Live	Market order when stop price reached
StopLimit	`/api/v0/equity/orders/stop_limit`	Demo + Live	Limit order when stop price reached

类型	端点	可用环境	描述
市价单（Market）	`/api/v0/equity/orders/market`	模拟+实盘	以最优价格立即执行
限价单（Limit）	`/api/v0/equity/orders/limit`	模拟+实盘	以限价或更优价格执行
止损单（Stop）	`/api/v0/equity/orders/stop`	模拟+实盘	当达到止损价格时触发市价单
止损限价单（StopLimit）	`/api/v0/equity/orders/stop_limit`	模拟+实盘	当达到止损价格时触发限价单

Order Statuses

订单状态

Status	Description
`LOCAL`	Order created locally, not yet sent
`UNCONFIRMED`	Sent to exchange, awaiting confirmation
`CONFIRMED`	Confirmed by exchange
`NEW`	Active and awaiting execution
`CANCELLING`	Cancel request in progress
`CANCELLED`	Successfully cancelled
`PARTIALLY_FILLED`	Some shares executed
`FILLED`	Completely executed
`REJECTED`	Rejected by exchange
`REPLACING`	Modification in progress
`REPLACED`	Successfully modified

状态	描述
`LOCAL`	本地创建的订单，尚未发送到交易所
`UNCONFIRMED`	已发送到交易所，等待确认
`CONFIRMED`	已被交易所确认
`NEW`	活跃状态，等待执行
`CANCELLING`	取消请求处理中
`CANCELLED`	已成功取消
`PARTIALLY_FILLED`	部分份额已执行
`FILLED`	全部份额已执行
`REJECTED`	被交易所拒绝
`REPLACING`	修改请求处理中
`REPLACED`	已成功修改

Time Validity

时间有效性

Value	Description
`DAY`	Expires at midnight in exchange timezone
`GOOD_TILL_CANCEL`	Active until filled or cancelled (default)

值	描述
`DAY`	在交易所时区的午夜到期
`GOOD_TILL_CANCEL`	保持活跃直到成交或被取消（默认值）

Order Strategy

订单策略

Value	Description
`QUANTITY`	Order by number of shares (API supported)
`VALUE`	Order by monetary value (not supported via API)

值	描述
`QUANTITY`	按份额数下单（API支持）
`VALUE`	按金额下单（API不支持）

Initiated From

发起来源

Value	Description
`API`	Placed via this API
`IOS`	iOS app
`ANDROID`	Android app
`WEB`	Web platform
`SYSTEM`	System-generated
`AUTOINVEST`	Autoinvest feature

值	描述
`API`	通过本API下单
`IOS`	iOS应用
`ANDROID`	Android应用
`WEB`	网页平台
`SYSTEM`	系统生成
`AUTOINVEST`	自动投资功能

Place Market Order

下市价单

POST /api/v0/equity/orders/market

(50 req/min)

bash

undefined

POST /api/v0/equity/orders/market

（限制：50次请求/分钟）

bash

undefined

Buy 5 shares

买入5股

curl -X POST -H "Authorization: $T212_AUTH_HEADER"
-H "Content-Type: application/json"
"$T212_BASE_URL/api/v0/equity/orders/market"
-d '{"ticker": "AAPL_US_EQ", "quantity": 5}'

Sell 3 shares (negative quantity)

卖出3股（负数数量）

curl -X POST -H "Authorization: $T212_AUTH_HEADER"
-H "Content-Type: application/json"
"$T212_BASE_URL/api/v0/equity/orders/market"
-d '{"ticker": "AAPL_US_EQ", "quantity": -3}'

Buy with extended hours enabled

启用盘前盘后交易下单

curl -X POST -H "Authorization: $T212_AUTH_HEADER"
-H "Content-Type: application/json"
"$T212_BASE_URL/api/v0/equity/orders/market"
-d '{"ticker": "AAPL_US_EQ", "quantity": 5, "extendedHours": true}'


**Request Fields:**

| Field           | Type    | Required | Description                                                                                                            |
| --------------- | ------- | -------- | ---------------------------------------------------------------------------------------------------------------------- |
| `ticker`        | string  | Yes      | Instrument ticker (e.g., `AAPL_US_EQ`)                                                                                 |
| `quantity`      | number  | Yes      | Positive for buy, negative for sell                                                                                    |
| `extendedHours` | boolean | No       | Set `true` to allow execution in pre-market (4:00-9:30 ET) and after-hours (16:00-20:00 ET) sessions. Default: `false` |

**Response:**

```json
{
  "id": 123456789,
  "type": "MARKET",
  "ticker": "AAPL_US_EQ",
  "instrument": {
    "ticker": "AAPL_US_EQ",
    "name": "Apple Inc",
    "isin": "US0378331005",
    "currency": "USD"
  },
  "quantity": 5,
  "filledQuantity": 0,
  "status": "NEW",
  "side": "BUY",
  "strategy": "QUANTITY",
  "initiatedFrom": "API",
  "extendedHours": false,
  "createdAt": "2024-01-15T10:30:00Z"
}

curl -X POST -H "Authorization: $T212_AUTH_HEADER"
-H "Content-Type: application/json"
"$T212_BASE_URL/api/v0/equity/orders/market"
-d '{"ticker": "AAPL_US_EQ", "quantity": 5, "extendedHours": true}'


**请求字段：**

| 字段 | 类型 | 是否必填 | 描述 |
| --------------- | ------- | -------- | ---------------------------------------------------------------------------------------------------------------------- |
| `ticker` | string | 是 | 交易工具代码（例如：`AAPL_US_EQ`） |
| `quantity` | number | 是 | 正数表示买入，负数表示卖出 |
| `extendedHours` | boolean | 否 | 设置为`true`以允许在盘前（美国东部时间4:00-9:30）和盘后（美国东部时间16:00-20:00）时段执行。默认值：`false` |

**响应：**

```json
{
  "id": 123456789,
  "type": "MARKET",
  "ticker": "AAPL_US_EQ",
  "instrument": {
    "ticker": "AAPL_US_EQ",
    "name": "Apple Inc",
    "isin": "US0378331005",
    "currency": "USD"
  },
  "quantity": 5,
  "filledQuantity": 0,
  "status": "NEW",
  "side": "BUY",
  "strategy": "QUANTITY",
  "initiatedFrom": "API",
  "extendedHours": false,
  "createdAt": "2024-01-15T10:30:00Z"
}

Place Limit Order

下限价单

POST /api/v0/equity/orders/limit

(1 req/2s)

bash

curl -X POST -H "Authorization: $T212_AUTH_HEADER" \
  -H "Content-Type: application/json" \
  "$T212_BASE_URL/api/v0/equity/orders/limit" \
  -d '{"ticker": "AAPL_US_EQ", "quantity": 5, "limitPrice": 150.00, "timeValidity": "DAY"}'

Request Fields:

Field	Type	Required	Description
`ticker`	string	Yes	Instrument ticker
`quantity`	number	Yes	Positive for buy, negative for sell
`limitPrice`	number	Yes	Maximum price for buy, minimum for sell
`timeValidity`	string	No	`DAY` (default) or `GOOD_TILL_CANCEL`

POST /api/v0/equity/orders/limit

（限制：1次请求/2秒）

bash

curl -X POST -H "Authorization: $T212_AUTH_HEADER" \
  -H "Content-Type: application/json" \
  "$T212_BASE_URL/api/v0/equity/orders/limit" \
  -d '{"ticker": "AAPL_US_EQ", "quantity": 5, "limitPrice": 150.00, "timeValidity": "DAY"}'

请求字段：

字段	类型	是否必填	描述
`ticker`	string	是	交易工具代码
`quantity`	number	是	正数表示买入，负数表示卖出
`limitPrice`	number	是	买入的最高价格，卖出的最低价格
`timeValidity`	string	否	`DAY` （默认值）或 `GOOD_TILL_CANCEL`

Place Stop Order

下止损单

POST /api/v0/equity/orders/stop

(1 req/2s)

bash

curl -X POST -H "Authorization: $T212_AUTH_HEADER" \
  -H "Content-Type: application/json" \
  "$T212_BASE_URL/api/v0/equity/orders/stop" \
  -d '{"ticker": "AAPL_US_EQ", "quantity": -5, "stopPrice": 140.00, "timeValidity": "GOOD_TILL_CANCEL"}'

Request Fields:

Field	Type	Required	Description
`ticker`	string	Yes	Instrument ticker
`quantity`	number	Yes	Positive for buy, negative for sell
`stopPrice`	number	Yes	Trigger price (based on Last Traded Price)
`timeValidity`	string	No	`DAY` (default) or `GOOD_TILL_CANCEL`

POST /api/v0/equity/orders/stop

（限制：1次请求/2秒）

bash

curl -X POST -H "Authorization: $T212_AUTH_HEADER" \
  -H "Content-Type: application/json" \
  "$T212_BASE_URL/api/v0/equity/orders/stop" \
  -d '{"ticker": "AAPL_US_EQ", "quantity": -5, "stopPrice": 140.00, "timeValidity": "GOOD_TILL_CANCEL"}'

请求字段：

字段	类型	是否必填	描述
`ticker`	string	是	交易工具代码
`quantity`	number	是	正数表示买入，负数表示卖出
`stopPrice`	number	是	触发价格（基于最新成交价）
`timeValidity`	string	否	`DAY` （默认值）或 `GOOD_TILL_CANCEL`

Place Stop-Limit Order

下止损限价单

POST /api/v0/equity/orders/stop_limit

(1 req/2s)

bash

curl -X POST -H "Authorization: $T212_AUTH_HEADER" \
  -H "Content-Type: application/json" \
  "$T212_BASE_URL/api/v0/equity/orders/stop_limit" \
  -d '{"ticker": "AAPL_US_EQ", "quantity": -5, "stopPrice": 145.00, "limitPrice": 140.00, "timeValidity": "DAY"}'

Request Fields:

Field	Type	Required	Description
`ticker`	string	Yes	Instrument ticker
`quantity`	number	Yes	Positive for buy, negative for sell
`stopPrice`	number	Yes	Trigger price to activate limit order
`limitPrice`	number	Yes	Limit price for the resulting order
`timeValidity`	string	No	`DAY` (default) or `GOOD_TILL_CANCEL`

POST /api/v0/equity/orders/stop_limit

（限制：1次请求/2秒）

bash

curl -X POST -H "Authorization: $T212_AUTH_HEADER" \
  -H "Content-Type: application/json" \
  "$T212_BASE_URL/api/v0/equity/orders/stop_limit" \
  -d '{"ticker": "AAPL_US_EQ", "quantity": -5, "stopPrice": 145.00, "limitPrice": 140.00, "timeValidity": "DAY"}'

请求字段：

字段	类型	是否必填	描述
`ticker`	string	是	交易工具代码
`quantity`	number	是	正数表示买入，负数表示卖出
`stopPrice`	number	是	触发限价单的价格
`limitPrice`	number	是	最终订单的限价
`timeValidity`	string	否	`DAY` （默认值）或 `GOOD_TILL_CANCEL`

Get Pending Orders

获取挂单

GET /api/v0/equity/orders

(1 req/5s)

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/orders"

Returns array of Order objects with status NEW, PARTIALLY_FILLED, etc.

GET /api/v0/equity/orders

（限制：1次请求/5秒）

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/orders"

返回状态为NEW、PARTIALLY_FILLED等的订单对象数组。

Get Order by ID

通过ID获取订单

GET /api/v0/equity/orders/{id}

(1 req/1s)

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/orders/123456789"

GET /api/v0/equity/orders/{id}

（限制：1次请求/1秒）

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/orders/123456789"

Cancel Order

取消订单

DELETE /api/v0/equity/orders/{id}

(50 req/min)

bash

curl -X DELETE -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/orders/123456789"

Returns 200 OK if cancellation request accepted. Order may already be filled.

DELETE /api/v0/equity/orders/{id}

（限制：50次请求/分钟）

bash

curl -X DELETE -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/orders/123456789"

如果取消请求被接受，返回200 OK。订单可能已经成交。

Common Order Errors

常见订单错误

Error	Cause	Solution
`InsufficientFreeForStocksBuy`	Not enough cash	Check `cash.availableToTrade`
`SellingEquityNotOwned`	Selling more than owned	Check `quantityAvailableForTrading`
`MarketClosed`	Outside trading hours	Check exchange schedule

错误	原因	解决方案
`InsufficientFreeForStocksBuy`	资金不足	检查 `cash.availableToTrade`
`SellingEquityNotOwned`	卖出份额超过持仓	检查 `quantityAvailableForTrading`
`MarketClosed`	非交易时间	检查交易所时间表

Positions

持仓

Get All Positions

获取所有持仓

GET /api/v0/equity/positions

(1 req/1s)

Query Parameters:

Parameter	Type	Required	Description
`ticker`	string	No	Filter by specific ticker (e.g., `AAPL_US_EQ` )

bash

undefined

GET /api/v0/equity/positions

（限制：1次请求/1秒）

查询参数：

参数	类型	是否必填	描述
`ticker`	string	否	按特定代码过滤（例如： `AAPL_US_EQ` ）

bash

undefined

All positions

所有持仓

curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/positions"

Filter by ticker

按代码过滤

curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/positions?ticker=AAPL_US_EQ"


**Response Schema:**

```json
[
  {
    "instrument": {
      "ticker": "AAPL_US_EQ",
      "name": "Apple Inc",
      "isin": "US0378331005",
      "currency": "USD"
    },
    "quantity": 15.5,
    "quantityAvailableForTrading": 12.5,
    "quantityInPies": 3,
    "currentPrice": 185.5,
    "averagePricePaid": 170.25,
    "createdAt": "2024-01-10T09:15:00Z",
    "walletImpact": {
      "currency": "GBP",
      "totalCost": 2089.45,
      "currentValue": 2275.1,
      "unrealizedProfitLoss": 185.65,
      "fxImpact": 12.3
    }
  }
]

curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/positions?ticker=AAPL_US_EQ"


**响应结构：**

```json
[
  {
    "instrument": {
      "ticker": "AAPL_US_EQ",
      "name": "Apple Inc",
      "isin": "US0378331005",
      "currency": "USD"
    },
    "quantity": 15.5,
    "quantityAvailableForTrading": 12.5,
    "quantityInPies": 3,
    "currentPrice": 185.5,
    "averagePricePaid": 170.25,
    "createdAt": "2024-01-10T09:15:00Z",
    "walletImpact": {
      "currency": "GBP",
      "totalCost": 2089.45,
      "currentValue": 2275.1,
      "unrealizedProfitLoss": 185.65,
      "fxImpact": 12.3
    }
  }
]

Position Fields

持仓字段

Field	Type	Description
`quantity`	number	Total shares owned
`quantityAvailableForTrading`	number	Shares available to sell
`quantityInPies`	number	Shares allocated to pies
`currentPrice`	number	Current price (instrument currency)
`averagePricePaid`	number	Average cost per share
`createdAt`	datetime	Position open date
`walletImpact.currency`	string	Account currency
`walletImpact.totalCost`	number	Total cost in account currency
`walletImpact.currentValue`	number	Current value in account currency
`walletImpact.unrealizedProfitLoss`	number	P&L in account currency
`walletImpact.fxImpact`	number	Currency rate impact on value

字段	类型	描述
`quantity`	number	持有的总份额
`quantityAvailableForTrading`	number	可卖出的份额
`quantityInPies`	number	分配到Pies中的份额
`currentPrice`	number	当前价格（交易工具货币）
`averagePricePaid`	number	每股平均成本
`createdAt`	datetime	持仓开立日期
`walletImpact.currency`	string	账户货币
`walletImpact.totalCost`	number	总成本（账户货币）
`walletImpact.currentValue`	number	当前价值（账户货币）
`walletImpact.unrealizedProfitLoss`	number	盈亏（账户货币）
`walletImpact.fxImpact`	number	汇率对价值的影响

Position Quantity Scenarios

持仓份额场景

Scenario	quantity	quantityAvailableForTrading	quantityInPies
All direct holdings	10	10	0
Some in pie	10	7	3
All in pie	10	0	10

Important: Always check

quantityAvailableForTrading

before placing sell orders.

场景	quantity	quantityAvailableForTrading	quantityInPies
全部为直接持仓	10	10	0
部分在Pies中	10	7	3
全部在Pies中	10	0	10

重要提示： 在下单卖出前，务必检查

quantityAvailableForTrading

。

Instruments

交易工具

Ticker Lookup Workflow

代码查找流程

When users reference instruments by common names (e.g., "SAP", "Apple", "AAPL"), you must look up the exact Trading 212 ticker before making any order, position, or historical data queries. Never construct ticker formats manually.

CACHE FIRST: Always check
/tmp/t212_instruments.json
before calling the API. The instruments endpoint has a 50-second rate limit and returns ~5MB. Only call the API if cache is missing or older than 1 hour.

Generic search: Match the user's search term in the three meaningful fields: ticker, name, or shortName. Use one variable (e.g.

SEARCH_TERM

) with

test($q; "i")

on each field so "TSLA", "Tesla", "TL0", etc. match efficiently. For regional filtering (e.g. "US stocks", "European SAP"), use the ISIN prefix (first 2 characters) for country code or

currencyCode

after the grep.

IMPORTANT: Never auto-select instruments. If multiple options exist, you are required to ask the user for their preference.

bash

undefined

当用户通过通用名称引用交易工具时（例如："SAP"、"Apple"、"AAPL"），你必须在发起任何订单、持仓或历史数据查询前，查找准确的Trading 212代码。永远不要手动构造代码格式。

优先使用缓存： 在调用API前，务必检查
/tmp/t212_instruments.json
。交易工具端点有50秒的速率限制，返回数据约5MB。仅当缓存缺失或超过1小时时，才调用API。

通用搜索： 在三个有意义的字段中匹配用户的搜索词：代码（ticker）、名称（name）或短名称（shortName）。使用一个变量（例如

SEARCH_TERM

），对每个字段使用

test($q; "i")

，这样"TSLA"、"Tesla"、"TL0"等都能高效匹配。对于区域过滤（例如："美国股票"、"欧洲SAP"），使用ISIN前缀（前2个字符作为国家代码）或在grep后使用

currencyCode

。

重要提示： 永远不要自动选择交易工具。如果存在多个选项，你必须询问用户的偏好。

bash

undefined

SEARCH_TERM = user query (e.g. TSLA, Tesla, AAPL, SAP)

SEARCH_TERM = 用户查询词（例如TSLA、Tesla、AAPL、SAP）

SEARCH_TERM="TSLA" CACHE_FILE="/tmp/t212_instruments.json" if [ -f "$CACHE_FILE" ] && [ $(($(date +%s) - $(stat -f %m "$CACHE_FILE" 2>/dev/null || stat -c %Y "$CACHE_FILE"))) -lt 3600 ]; then

Search ticker, name, or shortName fields

jq --arg q "$SEARCH_TERM" '[.[] | select((.ticker // "" | test($q; "i")) or (.name // "" | test($q; "i")) or (.shortName // "" | test($q; "i")))]' "$CACHE_FILE" else curl -s -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/metadata/instruments" > "$CACHE_FILE" fi

undefined

SEARCH_TERM="TSLA" CACHE_FILE="/tmp/t212_instruments.json" if [ -f "$CACHE_FILE" ] && [ $(($(date +%s) - $(stat -f %m "$CACHE_FILE" 2>/dev/null || stat -c %Y "$CACHE_FILE"))) -lt 3600 ]; then

搜索代码、名称或短名字段

undefined

Get All Instruments

获取所有交易工具

GET /api/v0/equity/metadata/instruments

(1 req/50s)

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/metadata/instruments"

Response Schema:

json

[
  {
    "ticker": "AAPL_US_EQ",
    "name": "Apple Inc",
    "shortName": "AAPL",
    "isin": "US0378331005",
    "currencyCode": "USD",
    "type": "STOCK",
    "maxOpenQuantity": 10000,
    "extendedHours": true,
    "workingScheduleId": 123,
    "addedOn": "2020-01-15T00:00:00Z"
  }
]

GET /api/v0/equity/metadata/instruments

（限制：1次请求/50秒）

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/metadata/instruments"

响应结构：

json

[
  {
    "ticker": "AAPL_US_EQ",
    "name": "Apple Inc",
    "shortName": "AAPL",
    "isin": "US0378331005",
    "currencyCode": "USD",
    "type": "STOCK",
    "maxOpenQuantity": 10000,
    "extendedHours": true,
    "workingScheduleId": 123,
    "addedOn": "2020-01-15T00:00:00Z"
  }
]

Instrument Fields

交易工具字段

Field	Type	Description
`ticker`	string	Unique instrument identifier
`name`	string	Full instrument name
`shortName`	string	Short symbol (e.g., AAPL)
`isin`	string	International Securities ID
`currencyCode`	string	Trading currency (ISO 4217)
`type`	string	Instrument type (see below)
`maxOpenQuantity`	number	Maximum position size allowed
`extendedHours`	boolean	Whether extended hours trading is available
`workingScheduleId`	integer	Reference to exchange schedule
`addedOn`	datetime	When added to platform

字段	类型	描述
`ticker`	string	交易工具唯一标识符
`name`	string	交易工具全名
`shortName`	string	短代码（例如：AAPL）
`isin`	string	国际证券识别码
`currencyCode`	string	交易货币（ISO 4217标准）
`type`	string	交易工具类型（见下文）
`maxOpenQuantity`	number	允许的最大持仓量
`extendedHours`	boolean	是否支持盘前盘后交易
`workingScheduleId`	integer	交易所时间表引用ID
`addedOn`	datetime	上线平台的时间

Instrument Types

交易工具类型

Type	Description
`STOCK`	Common stock
`ETF`	Exchange-traded fund
`CRYPTOCURRENCY`	Cryptocurrency
`CRYPTO`	Crypto asset
`FOREX`	Foreign exchange
`FUTURES`	Futures contract
`INDEX`	Index
`WARRANT`	Warrant
`CVR`	Contingent value right
`CORPACT`	Corporate action

类型	描述
`STOCK`	普通股
`ETF`	交易所交易基金
`CRYPTOCURRENCY`	加密货币
`CRYPTO`	加密资产
`FOREX`	外汇
`FUTURES`	期货合约
`INDEX`	指数
`WARRANT`	权证
`CVR`	或有价值权利
`CORPACT`	公司行动

Ticker Format

代码格式

{SYMBOL}_{EXCHANGE}_{TYPE}

- Examples:

```
AAPL_US_EQ
```
- Apple on US exchange
```
VUSA_LSE_EQ
```
- Vanguard S&P 500 on London
```
BTC_CRYPTO
```
- Bitcoin

{SYMBOL}_{EXCHANGE}_{TYPE}

- 示例：

```
AAPL_US_EQ
```
- 苹果公司（美国交易所）
```
VUSA_LSE_EQ
```
- 标普500先锋基金（伦敦交易所）
```
BTC_CRYPTO
```
- 比特币

Get Exchange Metadata

获取交易所元数据

GET /api/v0/equity/metadata/exchanges

(1 req/30s)

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/metadata/exchanges"

Response Schema:

json

[
  {
    "id": 123,
    "name": "NASDAQ",
    "workingSchedules": [
      {
        "id": 456,
        "timeEvents": [
          { "type": "PRE_MARKET_OPEN", "date": "2024-01-15T09:00:00Z" },
          { "type": "OPEN", "date": "2024-01-15T14:30:00Z" },
          { "type": "CLOSE", "date": "2024-01-15T21:00:00Z" },
          { "type": "AFTER_HOURS_CLOSE", "date": "2024-01-15T01:00:00Z" }
        ]
      }
    ]
  }
]

GET /api/v0/equity/metadata/exchanges

（限制：1次请求/30秒）

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/metadata/exchanges"

响应结构：

json

[
  {
    "id": 123,
    "name": "NASDAQ",
    "workingSchedules": [
      {
        "id": 456,
        "timeEvents": [
          { "type": "PRE_MARKET_OPEN", "date": "2024-01-15T09:00:00Z" },
          { "type": "OPEN", "date": "2024-01-15T14:30:00Z" },
          { "type": "CLOSE", "date": "2024-01-15T21:00:00Z" },
          { "type": "AFTER_HOURS_CLOSE", "date": "2024-01-15T01:00:00Z" }
        ]
      }
    ]
  }
]

Time Event Types

时间事件类型

Type	Description
`PRE_MARKET_OPEN`	Pre-market session starts
`OPEN`	Regular trading starts
`BREAK_START`	Trading break begins
`BREAK_END`	Trading break ends
`CLOSE`	Regular trading ends
`AFTER_HOURS_OPEN`	After-hours session starts
`AFTER_HOURS_CLOSE`	After-hours session ends
`OVERNIGHT_OPEN`	Overnight session starts

类型	描述
`PRE_MARKET_OPEN`	盘前时段开始
`OPEN`	常规交易开始
`BREAK_START`	交易休市开始
`BREAK_END`	交易休市结束
`CLOSE`	常规交易结束
`AFTER_HOURS_OPEN`	盘后时段开始
`AFTER_HOURS_CLOSE`	盘后时段结束
`OVERNIGHT_OPEN`	隔夜时段开始

Historical Data

历史数据

All historical endpoints use cursor-based pagination with

nextPagePath

所有历史端点使用基于游标（cursor）的分页，带有

nextPagePath

。

Pagination Parameters

分页参数

Parameter	Type	Default	Max	Description
`limit`	integer	20	50	Items per page
`cursor`	string/number	-	-	Pagination cursor (used in `nextPagePath` )
`ticker`	string	-	-	Filter by ticker (orders, dividends)
`time`	datetime	-	-	Pagination time (used in `nextPagePath` for transactions)

参数	类型	默认值	最大值	描述
`limit`	integer	20	50	每页条目数
`cursor`	string/number	-	-	分页游标（在 `nextPagePath` 中使用）
`ticker`	string	-	-	按代码过滤（订单、分红）
`time`	datetime	-	-	分页时间（在 `nextPagePath` 中用于交易记录）

Pagination Example

分页示例

bash

#!/bin/bash

bash

#!/bin/bash

Fetch all historical orders with pagination

分页获取所有历史订单

NEXT_PATH="/api/v0/equity/history/orders?limit=50"

while [ -n "$NEXT_PATH" ]; do echo "Fetching: $NEXT_PATH"

RESPONSE=$(curl -s -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL$NEXT_PATH")

Process items (e.g., save to file)

echo "$RESPONSE" | jq '.items[]' >> orders.json

Get next page path (null if no more pages)

NEXT_PATH=$(echo "$RESPONSE" | jq -r '.nextPagePath // empty')

Wait 1 second between requests (50 req/min limit)

if [ -n "$NEXT_PATH" ]; then sleep 1 fi done

echo "Done fetching all orders"

undefined

NEXT_PATH="/api/v0/equity/history/orders?limit=50"

while [ -n "$NEXT_PATH" ]; do echo "正在获取: $NEXT_PATH"

RESPONSE=$(curl -s -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL$NEXT_PATH")

处理条目（例如：保存到文件）

echo "$RESPONSE" | jq '.items[]' >> orders.json

获取下一页路径（如果没有更多页面，返回null）

NEXT_PATH=$(echo "$RESPONSE" | jq -r '.nextPagePath // empty')

请求间隔1秒（限制50次请求/分钟）

if [ -n "$NEXT_PATH" ]; then sleep 1 fi done

echo "已获取所有订单"

undefined

Historical Orders

历史订单

GET /api/v0/equity/history/orders

(50 req/min)

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/history/orders?limit=50"

GET /api/v0/equity/history/orders

（限制：50次请求/分钟）

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/history/orders?limit=50"

Filter by ticker

按代码过滤

curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/history/orders?ticker=AAPL_US_EQ&limit=50"


**Response Schema:**

```json
{
  "items": [
    {
      "order": {
        "id": 123456789,
        "type": "MARKET",
        "ticker": "AAPL_US_EQ",
        "instrument": {
          "ticker": "AAPL_US_EQ",
          "name": "Apple Inc",
          "isin": "US0378331005",
          "currency": "USD"
        },
        "quantity": 5,
        "filledQuantity": 5,
        "status": "FILLED",
        "side": "BUY",
        "createdAt": "2024-01-15T10:30:00Z"
      },
      "fill": {
        "id": 987654321,
        "type": "TRADE",
        "quantity": 5,
        "price": 185.5,
        "filledAt": "2024-01-15T10:30:05Z",
        "tradingMethod": "TOTV",
        "walletImpact": {
          "currency": "GBP",
          "fxRate": 0.79,
          "netValue": 732.72,
          "realisedProfitLoss": 0,
          "taxes": [
            { "name": "STAMP_DUTY", "quantity": 3.66, "currency": "GBP" }
          ]
        }
      }
    }
  ],
  "nextPagePath": "/api/v0/equity/history/orders?limit=50&cursor=1705326600000"
}

curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/history/orders?ticker=AAPL_US_EQ&limit=50"


**响应结构：**

```json
{
  "items": [
    {
      "order": {
        "id": 123456789,
        "type": "MARKET",
        "ticker": "AAPL_US_EQ",
        "instrument": {
          "ticker": "AAPL_US_EQ",
          "name": "Apple Inc",
          "isin": "US0378331005",
          "currency": "USD"
        },
        "quantity": 5,
        "filledQuantity": 5,
        "status": "FILLED",
        "side": "BUY",
        "createdAt": "2024-01-15T10:30:00Z"
      },
      "fill": {
        "id": 987654321,
        "type": "TRADE",
        "quantity": 5,
        "price": 185.5,
        "filledAt": "2024-01-15T10:30:05Z",
        "tradingMethod": "TOTV",
        "walletImpact": {
          "currency": "GBP",
          "fxRate": 0.79,
          "netValue": 732.72,
          "realisedProfitLoss": 0,
          "taxes": [
            { "name": "STAMP_DUTY", "quantity": 3.66, "currency": "GBP" }
          ]
        }
      }
    }
  ],
  "nextPagePath": "/api/v0/equity/history/orders?limit=50&cursor=1705326600000"
}

Fill Types

成交类型

Type	Description
`TRADE`	Regular trade execution
`STOCK_SPLIT`	Stock split adjustment
`STOCK_DISTRIBUTION`	Stock distribution
`FOP`	Free of payment transfer
`FOP_CORRECTION`	FOP correction
`CUSTOM_STOCK_DISTRIBUTION`	Custom stock distribution
`EQUITY_RIGHTS`	Equity rights issue

类型	描述
`TRADE`	常规交易执行
`STOCK_SPLIT`	股票拆分调整
`STOCK_DISTRIBUTION`	股票分发
`FOP`	免费转账
`FOP_CORRECTION`	FOP修正
`CUSTOM_STOCK_DISTRIBUTION`	自定义股票分发
`EQUITY_RIGHTS`	股权发行

Trading Methods

交易方式

Method	Description
`TOTV`	Traded on trading venue
`OTC`	Over-the-counter

方式	描述
`TOTV`	在交易场所交易
`OTC`	场外交易

Tax Types (walletImpact.taxes)

税费类型（walletImpact.taxes）

Type	Description
`COMMISSION_TURNOVER`	Commission on turnover
`CURRENCY_CONVERSION_FEE`	FX conversion fee
`FINRA_FEE`	FINRA trading activity fee
`FRENCH_TRANSACTION_TAX`	French FTT
`PTM_LEVY`	Panel on Takeovers levy
`STAMP_DUTY`	UK stamp duty
`STAMP_DUTY_RESERVE_TAX`	UK SDRT
`TRANSACTION_FEE`	General transaction fee

类型	描述
`COMMISSION_TURNOVER`	成交额佣金
`CURRENCY_CONVERSION_FEE`	外汇转换费
`FINRA_FEE`	FINRA交易活动费
`FRENCH_TRANSACTION_TAX`	法国金融交易税
`PTM_LEVY`	收购委员会征费
`STAMP_DUTY`	英国印花税
`STAMP_DUTY_RESERVE_TAX`	英国印花税储备税
`TRANSACTION_FEE`	一般交易费

Historical Dividends

历史分红

GET /api/v0/equity/history/dividends

(50 req/min)

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/history/dividends?limit=50"

GET /api/v0/equity/history/dividends

（限制：50次请求/分钟）

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/history/dividends?limit=50"

Filter by ticker

按代码过滤

curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/history/dividends?ticker=AAPL_US_EQ&limit=50"


**Response Schema:**

```json
{
  "items": [
    {
      "ticker": "AAPL_US_EQ",
      "instrument": {
        "ticker": "AAPL_US_EQ",
        "name": "Apple Inc",
        "isin": "US0378331005",
        "currency": "USD"
      },
      "type": "ORDINARY",
      "amount": 12.5,
      "amountInEuro": 14.7,
      "currency": "GBP",
      "tickerCurrency": "USD",
      "grossAmountPerShare": 0.24,
      "quantity": 65.5,
      "paidOn": "2024-02-15T00:00:00Z",
      "reference": "DIV-123456"
    }
  ],
  "nextPagePath": null
}

curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/history/dividends?ticker=AAPL_US_EQ&limit=50"


**响应结构：**

```json
{
  "items": [
    {
      "ticker": "AAPL_US_EQ",
      "instrument": {
        "ticker": "AAPL_US_EQ",
        "name": "Apple Inc",
        "isin": "US0378331005",
        "currency": "USD"
      },
      "type": "ORDINARY",
      "amount": 12.5,
      "amountInEuro": 14.7,
      "currency": "GBP",
      "tickerCurrency": "USD",
      "grossAmountPerShare": 0.24,
      "quantity": 65.5,
      "paidOn": "2024-02-15T00:00:00Z",
      "reference": "DIV-123456"
    }
  ],
  "nextPagePath": null
}

Dividend Types (Common)

分红类型（常见）

Type	Description
`ORDINARY`	Regular dividend
`BONUS`	Bonus dividend
`INTEREST`	Interest payment
`DIVIDEND`	Generic dividend
`CAPITAL_GAINS`	Capital gains distribution
`RETURN_OF_CAPITAL`	Return of capital
`PROPERTY_INCOME`	Property income (REITs)
`DEMERGER`	Demerger distribution
`QUALIFIED_INVESTMENT_ENTITY`	QIE distribution
`TRUST_DISTRIBUTION`	Trust distribution

Note: Many additional US tax-specific types exist for 1042-S reporting.

类型	描述
`ORDINARY`	常规分红
`BONUS`	红利分红
`INTEREST`	利息支付
`DIVIDEND`	通用分红
`CAPITAL_GAINS`	资本利得分发
`RETURN_OF_CAPITAL`	资本返还
`PROPERTY_INCOME`	物业收入（房地产投资信托）
`DEMERGER`	分拆分发
`QUALIFIED_INVESTMENT_ENTITY`	QIE分发
`TRUST_DISTRIBUTION`	信托分发

注：存在更多美国税务特定类型，用于1042-S报告。

Account Transactions

账户交易记录

GET /api/v0/equity/history/transactions

(50 req/min)

Pagination:

First request: Must use only the
```
limit
```
parameter (no cursor, no timestamp)
Subsequent requests: Use the
```
nextPagePath
```
from the previous response, which includes cursor and timestamp automatically
Time filtering: Transactions cannot be filtered by time - pagination is the only way to navigate through historical data

bash

undefined

GET /api/v0/equity/history/transactions

（限制：50次请求/分钟）

分页规则：

首次请求： 必须仅使用
```
limit
```
参数（无游标，无时间戳）
后续请求： 使用前一次响应中的
```
nextPagePath
```
，其中会自动包含游标和时间戳
时间过滤： 交易记录无法按时间过滤 - 分页是浏览历史数据的唯一方式

bash

undefined

First request - use only limit

首次请求 - 仅使用limit参数

curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/history/transactions?limit=50"


**Response Schema:**

```json
{
  "items": [
    {
      "type": "DEPOSIT",
      "amount": 1000.0,
      "currency": "GBP",
      "dateTime": "2024-01-10T14:30:00Z",
      "reference": "TXN-123456"
    }
  ],
  "nextPagePath": null
}

curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/history/transactions?limit=50"


**响应结构：**

```json
{
  "items": [
    {
      "type": "DEPOSIT",
      "amount": 1000.0,
      "currency": "GBP",
      "dateTime": "2024-01-10T14:30:00Z",
      "reference": "TXN-123456"
    }
  ],
  "nextPagePath": null
}

Transaction Types

交易记录类型

Type	Description
`DEPOSIT`	Funds deposited to account
`WITHDRAW`	Funds withdrawn from account
`FEE`	Fee charged
`TRANSFER`	Internal transfer

类型	描述
`DEPOSIT`	存入资金到账户
`WITHDRAW`	从账户提取资金
`FEE`	收取费用
`TRANSFER`	内部转账

CSV Reports

CSV报告

Request report:

POST /api/v0/equity/history/exports

(1 req/30s)

bash

curl -X POST -H "Authorization: $T212_AUTH_HEADER" \
  -H "Content-Type: application/json" \
  "$T212_BASE_URL/api/v0/equity/history/exports" \
  -d '{
    "dataIncluded": {
      "includeDividends": true,
      "includeInterest": true,
      "includeOrders": true,
      "includeTransactions": true
    },
    "timeFrom": "2024-01-01T00:00:00Z",
    "timeTo": "2024-12-31T23:59:59Z"
  }'

Response:

json

{
  "reportId": 12345
}

Poll for completion:

GET /api/v0/equity/history/exports

(1 req/min)

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/history/exports"

Response:

json

[
  {
    "reportId": 12345,
    "status": "Finished",
    "dataIncluded": {
      "includeDividends": true,
      "includeInterest": true,
      "includeOrders": true,
      "includeTransactions": true
    },
    "timeFrom": "2024-01-01T00:00:00Z",
    "timeTo": "2024-12-31T23:59:59Z",
    "downloadLink": "https://trading212-reports.s3.amazonaws.com/..."
  }
]

Download the report:

bash

undefined

请求报告：

POST /api/v0/equity/history/exports

（限制：1次请求/30秒）

bash

curl -X POST -H "Authorization: $T212_AUTH_HEADER" \
  -H "Content-Type: application/json" \
  "$T212_BASE_URL/api/v0/equity/history/exports" \
  -d '{
    "dataIncluded": {
      "includeDividends": true,
      "includeInterest": true,
      "includeOrders": true,
      "includeTransactions": true
    },
    "timeFrom": "2024-01-01T00:00:00Z",
    "timeTo": "2024-12-31T23:59:59Z"
  }'

响应：

json

{
  "reportId": 12345
}

轮询完成状态：

GET /api/v0/equity/history/exports

（限制：1次请求/分钟）

bash

curl -H "Authorization: $T212_AUTH_HEADER" \
  "$T212_BASE_URL/api/v0/equity/history/exports"

响应：

json

[
  {
    "reportId": 12345,
    "status": "Finished",
    "dataIncluded": {
      "includeDividends": true,
      "includeInterest": true,
      "includeOrders": true,
      "includeTransactions": true
    },
    "timeFrom": "2024-01-01T00:00:00Z",
    "timeTo": "2024-12-31T23:59:59Z",
    "downloadLink": "https://trading212-reports.s3.amazonaws.com/..."
  }
]

下载报告：

bash

undefined

Get the download link from the response

从响应中获取下载链接

DOWNLOAD_URL=$(curl -s -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/history/exports" | jq -r '.[0].downloadLink')

Download the CSV file

下载CSV文件

curl -o trading212_report.csv "$DOWNLOAD_URL"

undefined

curl -o trading212_report.csv "$DOWNLOAD_URL"

undefined

Report Status Values

报告状态值

Status	Description
`Queued`	Report request received
`Processing`	Report generation started
`Running`	Report actively generating
`Finished`	Complete - downloadLink available
`Canceled`	Report cancelled
`Failed`	Generation failed

状态	描述
`Queued`	已收到报告请求
`Processing`	报告生成已开始
`Running`	报告正在生成中
`Finished`	已完成 - 可获取downloadLink
`Canceled`	报告已取消
`Failed`	生成失败

Pre-Order Validation

下单前验证

Before BUY - Check Available Funds

买入前 - 检查可用资金

bash

#!/bin/bash

bash

#!/bin/bash

Validate funds before placing a buy order

下单买入前验证资金

TICKER="AAPL_US_EQ" QUANTITY=10 ESTIMATED_PRICE=185.00 ESTIMATED_COST=$(echo "$QUANTITY * $ESTIMATED_PRICE" | bc)

Get available funds

获取可用资金

AVAILABLE=$(curl -s -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/account/summary" | jq '.cash.availableToTrade')

echo "Estimated cost: $ESTIMATED_COST" echo "Available funds: $AVAILABLE"

if (( $(echo "$ESTIMATED_COST > $AVAILABLE" | bc -l) )); then echo "ERROR: Insufficient funds" exit 1 fi

echo "OK: Funds available, proceeding with order"

undefined

AVAILABLE=$(curl -s -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/account/summary" | jq '.cash.availableToTrade')

echo "预估成本: $ESTIMATED_COST" echo "可用资金: $AVAILABLE"

if (( $(echo "$ESTIMATED_COST > $AVAILABLE" | bc -l) )); then echo "错误: 资金不足" exit 1 fi

echo "确认: 资金充足，继续下单"

undefined

Before SELL - Check Available Shares

卖出前 - 检查可用份额

bash

#!/bin/bash

bash

#!/bin/bash

Validate position before placing a sell order

下单卖出前验证持仓

TICKER="AAPL_US_EQ" SELL_QUANTITY=5

Get position for the ticker

获取该代码的持仓

POSITION=$(curl -s -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/positions?ticker=$TICKER")

AVAILABLE_QTY=$(echo "$POSITION" | jq '.[0].quantityAvailableForTrading // 0')

echo "Sell quantity: $SELL_QUANTITY" echo "Available to sell: $AVAILABLE_QTY"

if (( $(echo "$SELL_QUANTITY > $AVAILABLE_QTY" | bc -l) )); then echo "ERROR: Insufficient shares (some may be in pies)" exit 1 fi

echo "OK: Shares available, proceeding with order"

---

POSITION=$(curl -s -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/positions?ticker=$TICKER")

AVAILABLE_QTY=$(echo "$POSITION" | jq '.[0].quantityAvailableForTrading // 0')

echo "卖出数量: $SELL_QUANTITY" echo "可卖出数量: $AVAILABLE_QTY"

if (( $(echo "$SELL_QUANTITY > $AVAILABLE_QTY" | bc -l) )); then echo "错误: 份额不足（部分可能在Pies中）" exit 1 fi

echo "确认: 份额充足，继续下单"

---

Rate Limit Handling

速率限制处理

Understanding Rate Limits

理解速率限制

Rate limits are per-account, not per API key or IP address. If you have multiple applications using the same Trading 212 account, they share the same rate limit pool.

速率限制是按账户计算的，不是按API密钥或IP地址。如果你有多个应用使用同一个Trading 212账户，它们共享同一个速率限制池。

Response Headers

响应头

Every API response includes rate limit headers:

Header	Description
`x-ratelimit-limit`	Total requests allowed in period
`x-ratelimit-period`	Time period in seconds
`x-ratelimit-remaining`	Requests remaining
`x-ratelimit-reset`	Unix timestamp when limit resets
`x-ratelimit-used`	Requests already made

每个API响应都包含速率限制头：

响应头	描述
`x-ratelimit-limit`	周期内允许的总请求数
`x-ratelimit-period`	周期时长（秒）
`x-ratelimit-remaining`	剩余请求数
`x-ratelimit-reset`	限制重置的Unix时间戳
`x-ratelimit-used`	已发起的请求数

Avoid Burst Requests to avoid Rate Limiting

避免突发请求以防止速率限制

Do not send requests in bursts. Even if an endpoint allows 50 requests per minute, sending them all at once can trigger rate limiting and degrade performance. Pace your requests evenly, for example, by making one call every 1.2 seconds, ensuring you always stay within the limit.

Bad approach (bursting):

bash

undefined

不要批量发送请求。 即使某个端点允许每分钟50次请求，一次性发送所有请求也可能触发速率限制并降低性能。均匀间隔你的请求，例如，每1.2秒发起一次调用，确保始终在限制范围内。

错误方式（批量请求）：

bash

undefined

DON'T DO THIS - sends all requests at once

不要这样做 - 一次性发送所有请求

for ticker in AAPL_US_EQ MSFT_US_EQ GOOGL_US_EQ; do curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/positions?ticker=$ticker" & done wait


**Good approach (paced):**

```bash

for ticker in AAPL_US_EQ MSFT_US_EQ GOOGL_US_EQ; do curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/positions?ticker=$ticker" & done wait


**正确方式（间隔请求）：**

```bash

DO THIS - space requests evenly

这样做 - 均匀间隔请求

for ticker in AAPL_US_EQ MSFT_US_EQ GOOGL_US_EQ; do curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/positions?ticker=$ticker" sleep 1.2 # 1.2 second between requests for 50 req/m limit done

undefined

for ticker in AAPL_US_EQ MSFT_US_EQ GOOGL_US_EQ; do curl -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/positions?ticker=$ticker" sleep 1.2 # 对于每分钟50次请求的限制，间隔1.2秒

done

undefined

Caching Strategy

缓存策略

For data that doesn't change frequently, cache locally to reduce API calls:

bash

#!/bin/bash

对于不经常变化的数据，本地缓存以减少API调用：

bash

#!/bin/bash

Cache instruments list (changes rarely)

缓存交易工具列表（很少变化）

CACHE_FILE="/tmp/t212_instruments.json" CACHE_MAX_AGE=3600 # 1 hour

if [ -f "$CACHE_FILE" ]; then CACHE_AGE=$(($(date +%s) - $(stat -f %m "$CACHE_FILE"))) if [ "$CACHE_AGE" -lt "$CACHE_MAX_AGE" ]; then cat "$CACHE_FILE" exit 0 fi fi

CACHE_FILE="/tmp/t212_instruments.json" CACHE_MAX_AGE=3600 # 1小时

if [ -f "$CACHE_FILE" ]; then CACHE_AGE=$(($(date +%s) - $(stat -f %m "$CACHE_FILE"))) if [ "$CACHE_AGE" -lt "$CACHE_MAX_AGE" ]; then cat "$CACHE_FILE" exit 0 fi fi

Cache expired or doesn't exist - fetch fresh data

缓存过期或不存在 - 获取最新数据

curl -s -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/metadata/instruments" > "$CACHE_FILE"

cat "$CACHE_FILE"

---

curl -s -H "Authorization: $T212_AUTH_HEADER"
"$T212_BASE_URL/api/v0/equity/metadata/instruments" > "$CACHE_FILE"

cat "$CACHE_FILE"

---

Safety Guidelines

安全指南

Test in demo first - Always validate workflows before live trading
Validate before ordering - Check funds (
```
cash.availableToTrade
```
) before buy, positions (
```
quantityAvailableForTrading
```
) before sell
Confirm destructive actions - Order placement and cancellation are irreversible
API is not idempotent - Duplicate requests may create duplicate orders
Never log credentials - Use environment variables
Respect rate limits - Space requests evenly, never burst
Max 50 pending orders - Per ticker, per account
Cache metadata - Instruments and exchanges change rarely

先在模拟环境测试 - 实盘交易前始终验证工作流程
下单前验证 - 买入前检查资金（
```
cash.availableToTrade
```
），卖出前检查持仓（
```
quantityAvailableForTrading
```
）
确认破坏性操作 - 下单和取消订单是不可逆的
API不是幂等的 - 重复请求可能会创建重复订单
永远不要记录凭证 - 使用环境变量
遵守速率限制 - 均匀间隔请求，不要批量发送
最多50个挂单 - 每个代码，每个账户
缓存元数据 - 交易工具和交易所信息很少变化