The Investors API allows you to manage investor profiles, accounts, and related data within the DeepAlpha platform. This documentation covers the complete lifecycle of investor management including creation, updates, retrieval, and deletion.

Prerequisites

Before creating investors, you must ensure that an advisor exists in the system. The advisor will be the owner of the investor record.

• Check if advisor exists: Call GET /v1/advisor
• If advisor doesn't exist, they must log in to DeepAlpha to create their advisor profile
• Once created, the advisor_id will be available through the advisor list endpoint

Integration Flow

1. Verify Advisor Exists - Call GET /v1/advisor to check if the advisor exists
2. Create/Update Investor - Use POST /v1/investor to create or PATCH /v1/investor/{investor_id} to update
3. Retrieve Frontend URL - The response will include a links key containing the frontend URL for the investor

Frontend Links

When you create or retrieve an investor, the API response includes a links object that contains the URL to the frontend application for that specific investor. This allows integrations to:

• Provide direct links to investor profiles in the UI
• Enable seamless navigation between your integration and the DeepAlpha platform
• Allow advisors to access investor details through the web interface

Investor Management Endpoints