Developers › API reference › Reference data

PATCH /api/v1/securities/{id}

Change a security (If-Match).

  • Scope reference:write
  • If-Match
  • operationId referenceUpdateSecurity

The token needs the scope reference:write, and the person or service account behind it needs the matching privileges and account permissions, exactly as on the screens. See Scopes.

If-Match. Send If-Match with the ETag of your latest GET. If someone changed the resource since, you get 412 precondition_failed and nothing changes: GET it again, re-apply your change and retry.

Request

PATCH /api/v1/securities/{id}

Path parameters

NameDescriptionExample
idThe id of the securitie.3

Headers

HeaderRequiredValue
AuthorizationyesBearer <token>: an OAuth access token (vat_…) or a personal access token (vpt_…). Get a token
If-MatchyesThe ETag of your latest GET of this resource. ETags
Content-Typeyesapplication/json

Body: SecurityIn

FieldTypeRequiredDescription
symbolstringnoTicker symbol (unique).
namestringnoName.
sectorstringnoSector.
issuerstringnoIssuer name.
user_definedobjectnoUser-defined values by field name.

Other fields of the resource are accepted too; unknown fields are reported by a validation problem, never ignored silently.

Decimals (money, prices, quantities, percentages) are sent as strings, ids as strings, times as ISO 8601 UTC.

Examples

Keep the token in an environment variable (VESTORIS_TOKEN), never in the script.

curl

curl -X PATCH "https://vestoris.com/api/v1/securities/3" \
  -H "Authorization: Bearer $VESTORIS_TOKEN" \
  -H 'If-Match: "3f1a9c0e5b7d2a4c8e6f0b1d3a5c7e9f"' \
  -H "Content-Type: application/json" \
  -d '{"symbol":"EXMP","name":"Example Corp.","sector":"Industrials","issuer":"Example Corp.","user_defined":{"Internal rating":"BBB"}}'

Python (requests)

import os, requests

r = requests.patch(
    "https://vestoris.com/api/v1/securities/3",
    headers={
        "Authorization": f"Bearer {os.environ['VESTORIS_TOKEN']}",
        "If-Match": "\"3f1a9c0e5b7d2a4c8e6f0b1d3a5c7e9f\"",
    },
    json={
        "symbol": "EXMP",
        "name": "Example Corp.",
        "sector": "Industrials",
        "issuer": "Example Corp.",
        "user_defined": {
            "Internal rating": "BBB"
        }
    },
    timeout=30,
)
r.raise_for_status()  # errors are application/problem+json with a stable "code"
print(r.json())

JavaScript (fetch)

const res = await fetch("https://vestoris.com/api/v1/securities/3", {
  method: "PATCH",
  headers: {
    Authorization: `Bearer ${process.env.VESTORIS_TOKEN}`,
    "If-Match": "\"3f1a9c0e5b7d2a4c8e6f0b1d3a5c7e9f\"",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
      "symbol": "EXMP",
      "name": "Example Corp.",
      "sector": "Industrials",
      "issuer": "Example Corp.",
      "user_defined": {
          "Internal rating": "BBB"
      }
  }),
});
const data = await res.json();
if (!res.ok) throw new Error(`${data.code}: ${data.detail}`); // problem+json
console.log(data);

Response

200 OK, application/json: Security. With an ETag header. Rate-limit headers: RateLimit-Limit, RateLimit-Remaining, RateLimit-Reset.

Response fields
FieldTypeDescription
idid (string)The record's id (a string of digits).
symbolstringTicker symbol.
namestringThe security's name.
isinstring or nullISIN (check digit validated).
cusipstring or nullCUSIP (check digit validated).
sedolstring or nullSEDOL.
figistring or nullFIGI.
sec_typestringSecurity type (common, etf, adr…).
sectorstringSector.
industrystringIndustry.
issuerstringThe issuer's name.
issuer_codestring or nullThe issuer's code.
countrystringCountry (ISO 3166 alpha-2).
asset_classstringAsset class, e.g. "Equity".
market_cap_bucketstringMarket-cap bucket (mega, large, mid, small).
currencystringCurrency (ISO 4217).
exchangestringExchange code.
avg_daily_volumedecimal string or nullAverage daily volume in shares (used by liquidity rules).
esg_flagslist of stringESG flags used by exclusion lists.
activebooleanWhether it is in use.
user_definedobjectUser-defined field values by field name.
created_atdate-time or nullWhen it was created.

Example response

HTTP/1.1 200 OK
Content-Type: application/json
ETag: "3f1a9c0e5b7d2a4c8e6f0b1d3a5c7e9f"

{
    "id": "1042",
    "symbol": "AAPL",
    "name": "Apple Inc.",
    "isin": "US0378331005",
    "cusip": "037833100",
    "sedol": "2046251",
    "figi": "BBG000B9XRY4",
    "sec_type": "common",
    "sector": "Information Technology",
    "industry": "Consumer Electronics",
    "issuer": "Apple Inc.",
    "issuer_code": "AAPL",
    "country": "US",
    "asset_class": "Equity",
    "market_cap_bucket": "mega",
    "currency": "USD",
    "exchange": "XNAS",
    "avg_daily_volume": "58000000",
    "esg_flags": [],
    "active": true,
    "user_defined": {
        "Internal rating": "A"
    },
    "created_at": "2026-10-27T14:30:00Z"
}

Example values. Your values depend on your firm's data; prices, orders and fills are simulated.

Status codes and errors

Errors are application/problem+json (RFC 9457) with a stable code to program against; the detail says what to fix. See Errors.

StatusWhenProblem codes
200Success
400The request is malformedinvalid_request invalid_json
401No token, or it is invalid or expiredinvalid_token
403The token lacks the scope, or the person or service account behind it lacks the privilege or account permissioninsufficient_scope forbidden ip_not_allowed
404Not found, or not visible to you (the API never confirms what you may not see)not_found
409Not possible in the current stateinvalid_transition conflict
412The resource changed since your GET: get it again and retry with the new ETagprecondition_failed
422Validation failed (the detail says which field), or blockedvalidation_failed
428A required header is missingprecondition_required
429Rate limited: wait for Retry-After secondsrate_limited
{
    "type": "https://vestoris.com/developers/errors#validation_failed",
    "title": "Validation failed",
    "status": 422,
    "detail": "Quantity must be greater than zero.",
    "code": "validation_failed",
    "instance": "/api/v1/securities/3"
}

On the screens

The same thing in the app is explained in: