ManagedClientDTO¶

stonepy.models.ManagedClientDTO.ManagedClientDTO ¶

Bases: ResponseModel

A client managed by a Trading Advisor.

client_account_id: int | None = Field(
    default=None, alias="ClientAccountId"
)

The identifier of the client trading account.

client_code: str | None = Field(
    default=None, alias="ClientCode"
)

The code of the client trading account.

start_date_utc: StoneXDateTime | None = Field(
    default=None, alias="StartDateUtc"
)

The (inclusive) start date from which the client is managed by the Trading Advisor.

end_date_utc: StoneXDateTime | None = Field(
    default=None, alias="EndDateUtc"
)

The (inclusive) end date after which the client is no longer managed by the Trading Advisor.

trading_accounts: list[ManagedTradingAccountDTO] | None = (
    Field(default=None, alias="TradingAccounts")
)

List of the trading accounts held by the client that are eligible for inclusion in Trading Advisor allocation profiles.