Session API

A "session" is an advice session — created for an investor by an advisor, then read/updated as the advice flow progresses.

Base URL: https://api.test.deepalpha.dev
Auth: every call below needs a bearer token. Obtain one first (see below).
Content type: application/json unless noted.

Examples use these placeholders / sample IDs taken from a real flow:

Placeholder	Example value
`$TOKEN`	bearer access token
`session_id` / `advice_id`	`9e93cb47-dec5-4f7b-ae65-53eac0d19909`
`investor_id`	`d66fa907-21f9-481e-bef0-e57564847b86`
`advisor_id`	`634d5c99-11e3-4a38-8cf9-aa5a24ce7647`
`goal_id`	`c31a970f-c4ad-4741-8efa-a0aab87dd5a3`

Create a session

`POST /v1/state_session`

Creates a new advice session for an existing investor.

curl -X POST <https://api.test.deepalpha.dev/v1/state_session> \\\\
  -H "Authorization: Bearer $TOKEN" \\\\
  -H "Content-Type: application/json" \\\\
  -d '{
    "advisor_id": "634d5c99-11e3-4a38-8cf9-aa5a24ce7647",
    "investor_id": "d66fa907-21f9-481e-bef0-e57564847b86",
    "name": "Session for Erik Larsen @ 2026-05-19T09:17:21.549Z",
    "advice_type": "MiFIID II investment Advice"
  }'

{
  "advice_type": "MiFIID II investment Advice",
  "advisor": {
    "advisorId": "634d5c99-11e3-4a38-8cf9-aa5a24ce7647",
    "email": "[email protected]",
    "name": "Bob Bergström"
  },
  "channel": "Advisory channel",
  "created_date": "2026-05-19 09:17:22",
  "external_status": null,
  "investor_id": "d66fa907-21f9-481e-bef0-e57564847b86",
  "last_activity_date": "2026-05-19T09:17:22Z",
  "links": {
    "web": "<https://test.deepalpha.dev/robo-advice/person/d66fa907-21f9-481e-bef0-e57564847b86/9e93cb47-dec5-4f7b-ae65-53eac0d19909/advice-information>"
  },
  "name": "Session for Erik Larsen @ 2026-05-19T09:17:21.549Z",
  "session_id": "9e93cb47-dec5-4f7b-ae65-53eac0d19909",
  "signed": null,
  "status": "open",
  "survey_status": null,
  "survey_status_message": null
}

Sessions (v1)

`GET /v1/session`

List sessions. All query parameters are optional filters.

Param	Description
`status`	`open`
`investor_id`, `advisor_id`	filter by participant
`created_at_from` / `created_at_to`	ISO timestamps
`updated_at_from` / `updated_at_to`	ISO timestamps
`completed_at_from` / `completed_at_to`	ISO timestamps
`page`, `per_page`	pagination

curl -G <https://api.test.deepalpha.dev/v1/session> \\\\
  -H "Authorization: Bearer $TOKEN" \\\\
  --data-urlencode "status=open" \\\\
  --data-urlencode "advisor_id=634d5c99-11e3-4a38-8cf9-aa5a24ce7647" \\\\
  --data-urlencode "per_page=20"

{
  "sessions": [
    {
      "session_id": "9e93cb47-dec5-4f7b-ae65-53eac0d19909",
      "name": "Session for Erik Larsen @ 2026-05-19T09:17:21.549Z",
      "status": "open",
      "investor_id": "d66fa907-21f9-481e-bef0-e57564847b86",
      "advisor_id": "634d5c99-11e3-4a38-8cf9-aa5a24ce7647",
      "created_date": "2026-05-19 09:17:22"
    }
  ],
  "page": 1,
  "per_page": 20
}