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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
| Name | Description | Example |
|---|---|---|
id | The id of the securitie. | 3 |
Headers
| Header | Required | Value |
|---|---|---|
Authorization | yes | Bearer <token>: an OAuth access token (vat_…) or a personal access token (vpt_…). Get a token |
If-Match | yes | The ETag of your latest GET of this resource. ETags |
Content-Type | yes | application/json |
Body: SecurityIn
| Field | Type | Required | Description |
|---|---|---|---|
symbol | string | no | Ticker symbol (unique). |
name | string | no | Name. |
sector | string | no | Sector. |
issuer | string | no | Issuer name. |
user_defined | object | no | User-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
| Field | Type | Description |
|---|---|---|
id | id (string) | The record's id (a string of digits). |
symbol | string | Ticker symbol. |
name | string | The security's name. |
isin | string or null | ISIN (check digit validated). |
cusip | string or null | CUSIP (check digit validated). |
sedol | string or null | SEDOL. |
figi | string or null | FIGI. |
sec_type | string | Security type (common, etf, adr…). |
sector | string | Sector. |
industry | string | Industry. |
issuer | string | The issuer's name. |
issuer_code | string or null | The issuer's code. |
country | string | Country (ISO 3166 alpha-2). |
asset_class | string | Asset class, e.g. "Equity". |
market_cap_bucket | string | Market-cap bucket (mega, large, mid, small). |
currency | string | Currency (ISO 4217). |
exchange | string | Exchange code. |
avg_daily_volume | decimal string or null | Average daily volume in shares (used by liquidity rules). |
esg_flags | list of string | ESG flags used by exclusion lists. |
active | boolean | Whether it is in use. |
user_defined | object | User-defined field values by field name. |
created_at | date-time or null | When 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.
| Status | When | Problem codes |
|---|---|---|
| 200 | Success | |
| 400 | The request is malformed | invalid_request invalid_json |
| 401 | No token, or it is invalid or expired | invalid_token |
| 403 | The token lacks the scope, or the person or service account behind it lacks the privilege or account permission | insufficient_scope forbidden ip_not_allowed |
| 404 | Not found, or not visible to you (the API never confirms what you may not see) | not_found |
| 409 | Not possible in the current state | invalid_transition conflict |
| 412 | The resource changed since your GET: get it again and retry with the new ETag | precondition_failed |
| 422 | Validation failed (the detail says which field), or blocked | validation_failed |
| 428 | A required header is missing | precondition_required |
| 429 | Rate limited: wait for Retry-After seconds | rate_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: