tastytrade.session¶

pydantic model tastytrade.session.Address(*, city: str, country: str, is_domestic: bool, is_foreign: bool, postal_code: str, state_region: str, street_one: str, street_two: str | None = None, street_three: str | None = None)¶

Bases: TastytradeData

Dataclass containing customer address information.

Show JSON schema

{
   "title": "Address",
   "description": "Dataclass containing customer address information.",
   "type": "object",
   "properties": {
      "city": {
         "title": "City",
         "type": "string"
      },
      "country": {
         "title": "Country",
         "type": "string"
      },
      "is-domestic": {
         "title": "Is-Domestic",
         "type": "boolean"
      },
      "is-foreign": {
         "title": "Is-Foreign",
         "type": "boolean"
      },
      "postal-code": {
         "title": "Postal-Code",
         "type": "string"
      },
      "state-region": {
         "title": "State-Region",
         "type": "string"
      },
      "street-one": {
         "title": "Street-One",
         "type": "string"
      },
      "street-two": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Street-Two"
      },
      "street-three": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Street-Three"
      }
   },
   "required": [
      "city",
      "country",
      "is-domestic",
      "is-foreign",
      "postal-code",
      "state-region",
      "street-one"
   ]
}

Fields:¶

• city (str)

• country (str)

• is_domestic (bool)

• is_foreign (bool)

• postal_code (str)

• state_region (str)

• street_one (str)

• street_three (str | None)

• street_two (str | None)

pydantic model tastytrade.session.Customer(*, id: str, first_name: str, first_surname: str, last_name: str, address: Address, customer_suitability: CustomerSuitability, mailing_address: Address, is_foreign: bool, regulatory_domain: str, usa_citizenship_type: str, home_phone_number: str, mobile_phone_number: str, work_phone_number: str, birth_date: date, email: str, external_id: str, tax_number: str, tax_number_type: str, citizenship_country: str, agreed_to_margining: bool, subject_to_tax_withholding: bool, agreed_to_terms: bool, ext_crm_id: str, has_industry_affiliation: bool, has_listed_affiliation: bool, has_political_affiliation: bool, has_delayed_quotes: bool, has_pending_or_approved_application: bool, is_professional: bool, permitted_account_types: list[CustomerAccountType], created_at: datetime, identifiable_type: str, person: CustomerPerson, gender: str | None = None, middle_name: str | None = None, prefix_name: str | None = None, second_surname: str | None = None, suffix_name: str | None = None, foreign_tax_number: str | None = None, birth_country: str | None = None, visa_expiration_date: date | None = None, visa_type: str | None = None, signature_of_agreement: bool | None = None, desk_customer_id: str | None = None, entity: CustomerEntity | None = None, family_member_names: str | None = None, has_institutional_assets: str | None = None, industry_affiliation_firm: str | None = None, is_investment_adviser: bool | None = None, listed_affiliation_symbol: str | None = None, political_organization: str | None = None, user_id: str | None = None)¶

Bases: TastytradeData

Dataclass containing customer information.

Show JSON schema

{
   "title": "Customer",
   "description": "Dataclass containing customer information.",
   "type": "object",
   "properties": {
      "id": {
         "title": "Id",
         "type": "string"
      },
      "first-name": {
         "title": "First-Name",
         "type": "string"
      },
      "first-surname": {
         "title": "First-Surname",
         "type": "string"
      },
      "last-name": {
         "title": "Last-Name",
         "type": "string"
      },
      "address": {
         "$ref": "#/$defs/Address"
      },
      "customer-suitability": {
         "$ref": "#/$defs/CustomerSuitability"
      },
      "mailing-address": {
         "$ref": "#/$defs/Address"
      },
      "is-foreign": {
         "title": "Is-Foreign",
         "type": "boolean"
      },
      "regulatory-domain": {
         "title": "Regulatory-Domain",
         "type": "string"
      },
      "usa-citizenship-type": {
         "title": "Usa-Citizenship-Type",
         "type": "string"
      },
      "home-phone-number": {
         "title": "Home-Phone-Number",
         "type": "string"
      },
      "mobile-phone-number": {
         "title": "Mobile-Phone-Number",
         "type": "string"
      },
      "work-phone-number": {
         "title": "Work-Phone-Number",
         "type": "string"
      },
      "birth-date": {
         "format": "date",
         "title": "Birth-Date",
         "type": "string"
      },
      "email": {
         "title": "Email",
         "type": "string"
      },
      "external-id": {
         "title": "External-Id",
         "type": "string"
      },
      "tax-number": {
         "title": "Tax-Number",
         "type": "string"
      },
      "tax-number-type": {
         "title": "Tax-Number-Type",
         "type": "string"
      },
      "citizenship-country": {
         "title": "Citizenship-Country",
         "type": "string"
      },
      "agreed-to-margining": {
         "title": "Agreed-To-Margining",
         "type": "boolean"
      },
      "subject-to-tax-withholding": {
         "title": "Subject-To-Tax-Withholding",
         "type": "boolean"
      },
      "agreed-to-terms": {
         "title": "Agreed-To-Terms",
         "type": "boolean"
      },
      "ext-crm-id": {
         "title": "Ext-Crm-Id",
         "type": "string"
      },
      "has-industry-affiliation": {
         "title": "Has-Industry-Affiliation",
         "type": "boolean"
      },
      "has-listed-affiliation": {
         "title": "Has-Listed-Affiliation",
         "type": "boolean"
      },
      "has-political-affiliation": {
         "title": "Has-Political-Affiliation",
         "type": "boolean"
      },
      "has-delayed-quotes": {
         "title": "Has-Delayed-Quotes",
         "type": "boolean"
      },
      "has-pending-or-approved-application": {
         "title": "Has-Pending-Or-Approved-Application",
         "type": "boolean"
      },
      "is-professional": {
         "title": "Is-Professional",
         "type": "boolean"
      },
      "permitted-account-types": {
         "items": {
            "$ref": "#/$defs/CustomerAccountType"
         },
         "title": "Permitted-Account-Types",
         "type": "array"
      },
      "created-at": {
         "format": "date-time",
         "title": "Created-At",
         "type": "string"
      },
      "identifiable-type": {
         "title": "Identifiable-Type",
         "type": "string"
      },
      "person": {
         "$ref": "#/$defs/CustomerPerson"
      },
      "gender": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Gender"
      },
      "middle-name": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Middle-Name"
      },
      "prefix-name": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Prefix-Name"
      },
      "second-surname": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Second-Surname"
      },
      "suffix-name": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Suffix-Name"
      },
      "foreign-tax-number": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Foreign-Tax-Number"
      },
      "birth-country": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Birth-Country"
      },
      "visa-expiration-date": {
         "anyOf": [
            {
               "format": "date",
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Visa-Expiration-Date"
      },
      "visa-type": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Visa-Type"
      },
      "signature-of-agreement": {
         "anyOf": [
            {
               "type": "boolean"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Signature-Of-Agreement"
      },
      "desk-customer-id": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Desk-Customer-Id"
      },
      "entity": {
         "anyOf": [
            {
               "$ref": "#/$defs/CustomerEntity"
            },
            {
               "type": "null"
            }
         ],
         "default": null
      },
      "family-member-names": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Family-Member-Names"
      },
      "has-institutional-assets": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Has-Institutional-Assets"
      },
      "industry-affiliation-firm": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Industry-Affiliation-Firm"
      },
      "is-investment-adviser": {
         "anyOf": [
            {
               "type": "boolean"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Is-Investment-Adviser"
      },
      "listed-affiliation-symbol": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Listed-Affiliation-Symbol"
      },
      "political-organization": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "Political-Organization"
      },
      "user-id": {
         "anyOf": [
            {
               "type": "string"
            },
            {
               "type": "null"
            }
         ],
         "default": null,
         "title": "User-Id"
      }
   },
   "$defs": {
      "Address": {
         "description": "Dataclass containing customer address information.",
         "properties": {
            "city": {
               "title": "City",
               "type": "string"
            },
            "country": {
               "title": "Country",
               "type": "string"
            },
            "is-domestic": {
               "title": "Is-Domestic",
               "type": "boolean"
            },
            "is-foreign": {
               "title": "Is-Foreign",
               "type": "boolean"
            },
            "postal-code": {
               "title": "Postal-Code",
               "type": "string"
            },
            "state-region": {
               "title": "State-Region",
               "type": "string"
            },
            "street-one": {
               "title": "Street-One",
               "type": "string"
            },
            "street-two": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Street-Two"
            },
            "street-three": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Street-Three"
            }
         },
         "required": [
            "city",
            "country",
            "is-domestic",
            "is-foreign",
            "postal-code",
            "state-region",
            "street-one"
         ],
         "title": "Address",
         "type": "object"
      },
      "CustomerAccountMarginType": {
         "description": "Dataclass containing margin information for a customer account type.",
         "properties": {
            "name": {
               "title": "Name",
               "type": "string"
            },
            "is-margin": {
               "title": "Is-Margin",
               "type": "boolean"
            }
         },
         "required": [
            "name",
            "is-margin"
         ],
         "title": "CustomerAccountMarginType",
         "type": "object"
      },
      "CustomerAccountType": {
         "description": "Dataclass containing information for a type of customer account.",
         "properties": {
            "name": {
               "title": "Name",
               "type": "string"
            },
            "description": {
               "title": "Description",
               "type": "string"
            },
            "is-tax-advantaged": {
               "title": "Is-Tax-Advantaged",
               "type": "boolean"
            },
            "is-publicly-available": {
               "title": "Is-Publicly-Available",
               "type": "boolean"
            },
            "has-multiple-owners": {
               "title": "Has-Multiple-Owners",
               "type": "boolean"
            },
            "margin-types": {
               "items": {
                  "$ref": "#/$defs/CustomerAccountMarginType"
               },
               "title": "Margin-Types",
               "type": "array"
            }
         },
         "required": [
            "name",
            "description",
            "is-tax-advantaged",
            "is-publicly-available",
            "has-multiple-owners",
            "margin-types"
         ],
         "title": "CustomerAccountType",
         "type": "object"
      },
      "CustomerEntity": {
         "description": "Dataclass containing customer entity information.",
         "properties": {
            "id": {
               "title": "Id",
               "type": "string"
            },
            "address": {
               "$ref": "#/$defs/Address"
            },
            "business-nature": {
               "title": "Business-Nature",
               "type": "string"
            },
            "email": {
               "title": "Email",
               "type": "string"
            },
            "entity-officers": {
               "items": {
                  "$ref": "#/$defs/EntityOfficer"
               },
               "title": "Entity-Officers",
               "type": "array"
            },
            "entity-suitability": {
               "$ref": "#/$defs/EntitySuitability"
            },
            "entity-type": {
               "title": "Entity-Type",
               "type": "string"
            },
            "foreign-institution": {
               "title": "Foreign-Institution",
               "type": "string"
            },
            "grantor-birth-date": {
               "title": "Grantor-Birth-Date",
               "type": "string"
            },
            "grantor-email": {
               "title": "Grantor-Email",
               "type": "string"
            },
            "grantor-first-name": {
               "title": "Grantor-First-Name",
               "type": "string"
            },
            "grantor-last-name": {
               "title": "Grantor-Last-Name",
               "type": "string"
            },
            "grantor-middle-name": {
               "title": "Grantor-Middle-Name",
               "type": "string"
            },
            "grantor-tax-number": {
               "title": "Grantor-Tax-Number",
               "type": "string"
            },
            "has-foreign-bank-affiliation": {
               "title": "Has-Foreign-Bank-Affiliation",
               "type": "string"
            },
            "has-foreign-institution-affiliation": {
               "title": "Has-Foreign-Institution-Affiliation",
               "type": "string"
            },
            "is-domestic": {
               "title": "Is-Domestic",
               "type": "boolean"
            },
            "legal-name": {
               "title": "Legal-Name",
               "type": "string"
            },
            "phone-number": {
               "title": "Phone-Number",
               "type": "string"
            },
            "tax-number": {
               "title": "Tax-Number",
               "type": "string"
            }
         },
         "required": [
            "id",
            "address",
            "business-nature",
            "email",
            "entity-officers",
            "entity-suitability",
            "entity-type",
            "foreign-institution",
            "grantor-birth-date",
            "grantor-email",
            "grantor-first-name",
            "grantor-last-name",
            "grantor-middle-name",
            "grantor-tax-number",
            "has-foreign-bank-affiliation",
            "has-foreign-institution-affiliation",
            "is-domestic",
            "legal-name",
            "phone-number",
            "tax-number"
         ],
         "title": "CustomerEntity",
         "type": "object"
      },
      "CustomerPerson": {
         "description": "Dataclass containing customer person information.",
         "properties": {
            "external-id": {
               "title": "External-Id",
               "type": "string"
            },
            "first-name": {
               "title": "First-Name",
               "type": "string"
            },
            "last-name": {
               "title": "Last-Name",
               "type": "string"
            },
            "citizenship-country": {
               "title": "Citizenship-Country",
               "type": "string"
            },
            "usa-citizenship-type": {
               "title": "Usa-Citizenship-Type",
               "type": "string"
            },
            "employment-status": {
               "title": "Employment-Status",
               "type": "string"
            },
            "marital-status": {
               "title": "Marital-Status",
               "type": "string"
            },
            "number-of-dependents": {
               "title": "Number-Of-Dependents",
               "type": "integer"
            },
            "occupation": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Occupation"
            },
            "middle-name": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Middle-Name"
            },
            "prefix-name": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Prefix-Name"
            },
            "suffix-name": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Suffix-Name"
            },
            "birth-country": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Birth-Country"
            },
            "birth-date": {
               "anyOf": [
                  {
                     "format": "date",
                     "type": "string"
                  },
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Birth-Date"
            },
            "visa-expiration-date": {
               "anyOf": [
                  {
                     "format": "date",
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Visa-Expiration-Date"
            },
            "visa-type": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Visa-Type"
            },
            "employer-name": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Employer-Name"
            },
            "job-title": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Job-Title"
            }
         },
         "required": [
            "external-id",
            "first-name",
            "last-name",
            "citizenship-country",
            "usa-citizenship-type",
            "employment-status",
            "marital-status",
            "number-of-dependents"
         ],
         "title": "CustomerPerson",
         "type": "object"
      },
      "CustomerSuitability": {
         "description": "Dataclass containing customer suitability information.",
         "properties": {
            "id": {
               "title": "Id",
               "type": "integer"
            },
            "annual-net-income": {
               "title": "Annual-Net-Income",
               "type": "integer"
            },
            "covered-options-trading-experience": {
               "title": "Covered-Options-Trading-Experience",
               "type": "string"
            },
            "employment-status": {
               "title": "Employment-Status",
               "type": "string"
            },
            "futures-trading-experience": {
               "title": "Futures-Trading-Experience",
               "type": "string"
            },
            "liquid-net-worth": {
               "title": "Liquid-Net-Worth",
               "type": "integer"
            },
            "marital-status": {
               "title": "Marital-Status",
               "type": "string"
            },
            "net-worth": {
               "title": "Net-Worth",
               "type": "integer"
            },
            "number-of-dependents": {
               "title": "Number-Of-Dependents",
               "type": "integer"
            },
            "stock-trading-experience": {
               "title": "Stock-Trading-Experience",
               "type": "string"
            },
            "uncovered-options-trading-experience": {
               "title": "Uncovered-Options-Trading-Experience",
               "type": "string"
            },
            "customer-id": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Customer-Id"
            },
            "employer-name": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Employer-Name"
            },
            "job-title": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Job-Title"
            },
            "occupation": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Occupation"
            },
            "tax-bracket": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Tax-Bracket"
            }
         },
         "required": [
            "id",
            "annual-net-income",
            "covered-options-trading-experience",
            "employment-status",
            "futures-trading-experience",
            "liquid-net-worth",
            "marital-status",
            "net-worth",
            "number-of-dependents",
            "stock-trading-experience",
            "uncovered-options-trading-experience"
         ],
         "title": "CustomerSuitability",
         "type": "object"
      },
      "EntityOfficer": {
         "description": "Dataclass containing entity officer information.",
         "properties": {
            "id": {
               "title": "Id",
               "type": "string"
            },
            "external-id": {
               "title": "External-Id",
               "type": "string"
            },
            "first-name": {
               "title": "First-Name",
               "type": "string"
            },
            "last-name": {
               "title": "Last-Name",
               "type": "string"
            },
            "middle-name": {
               "title": "Middle-Name",
               "type": "string"
            },
            "prefix-name": {
               "title": "Prefix-Name",
               "type": "string"
            },
            "suffix-name": {
               "title": "Suffix-Name",
               "type": "string"
            },
            "address": {
               "$ref": "#/$defs/Address"
            },
            "birth-country": {
               "title": "Birth-Country",
               "type": "string"
            },
            "birth-date": {
               "format": "date",
               "title": "Birth-Date",
               "type": "string"
            },
            "citizenship-country": {
               "title": "Citizenship-Country",
               "type": "string"
            },
            "email": {
               "title": "Email",
               "type": "string"
            },
            "employer-name": {
               "title": "Employer-Name",
               "type": "string"
            },
            "employment-status": {
               "title": "Employment-Status",
               "type": "string"
            },
            "home-phone-number": {
               "title": "Home-Phone-Number",
               "type": "string"
            },
            "is-foreign": {
               "title": "Is-Foreign",
               "type": "boolean"
            },
            "job-title": {
               "title": "Job-Title",
               "type": "string"
            },
            "marital-status": {
               "title": "Marital-Status",
               "type": "string"
            },
            "mobile-phone-number": {
               "title": "Mobile-Phone-Number",
               "type": "string"
            },
            "number-of-dependents": {
               "title": "Number-Of-Dependents",
               "type": "integer"
            },
            "occupation": {
               "title": "Occupation",
               "type": "string"
            },
            "owner-of-record": {
               "title": "Owner-Of-Record",
               "type": "boolean"
            },
            "relationship-to-entity": {
               "title": "Relationship-To-Entity",
               "type": "string"
            },
            "tax-number": {
               "title": "Tax-Number",
               "type": "string"
            },
            "tax-number-type": {
               "title": "Tax-Number-Type",
               "type": "string"
            },
            "usa-citizenship-type": {
               "title": "Usa-Citizenship-Type",
               "type": "string"
            },
            "visa-expiration-date": {
               "format": "date",
               "title": "Visa-Expiration-Date",
               "type": "string"
            },
            "visa-type": {
               "title": "Visa-Type",
               "type": "string"
            },
            "work-phone-number": {
               "title": "Work-Phone-Number",
               "type": "string"
            }
         },
         "required": [
            "id",
            "external-id",
            "first-name",
            "last-name",
            "middle-name",
            "prefix-name",
            "suffix-name",
            "address",
            "birth-country",
            "birth-date",
            "citizenship-country",
            "email",
            "employer-name",
            "employment-status",
            "home-phone-number",
            "is-foreign",
            "job-title",
            "marital-status",
            "mobile-phone-number",
            "number-of-dependents",
            "occupation",
            "owner-of-record",
            "relationship-to-entity",
            "tax-number",
            "tax-number-type",
            "usa-citizenship-type",
            "visa-expiration-date",
            "visa-type",
            "work-phone-number"
         ],
         "title": "EntityOfficer",
         "type": "object"
      },
      "EntitySuitability": {
         "description": "Dataclass containing entity suitability information.",
         "properties": {
            "id": {
               "title": "Id",
               "type": "string"
            },
            "annual-net-income": {
               "title": "Annual-Net-Income",
               "type": "integer"
            },
            "covered-options-trading-experience": {
               "title": "Covered-Options-Trading-Experience",
               "type": "string"
            },
            "entity-id": {
               "title": "Entity-Id",
               "type": "integer"
            },
            "futures-trading-experience": {
               "title": "Futures-Trading-Experience",
               "type": "string"
            },
            "liquid-net-worth": {
               "title": "Liquid-Net-Worth",
               "type": "integer"
            },
            "net-worth": {
               "title": "Net-Worth",
               "type": "integer"
            },
            "stock-trading-experience": {
               "title": "Stock-Trading-Experience",
               "type": "string"
            },
            "tax-bracket": {
               "title": "Tax-Bracket",
               "type": "string"
            },
            "uncovered-options-trading-experience": {
               "title": "Uncovered-Options-Trading-Experience",
               "type": "string"
            }
         },
         "required": [
            "id",
            "annual-net-income",
            "covered-options-trading-experience",
            "entity-id",
            "futures-trading-experience",
            "liquid-net-worth",
            "net-worth",
            "stock-trading-experience",
            "tax-bracket",
            "uncovered-options-trading-experience"
         ],
         "title": "EntitySuitability",
         "type": "object"
      }
   },
   "required": [
      "id",
      "first-name",
      "first-surname",
      "last-name",
      "address",
      "customer-suitability",
      "mailing-address",
      "is-foreign",
      "regulatory-domain",
      "usa-citizenship-type",
      "home-phone-number",
      "mobile-phone-number",
      "work-phone-number",
      "birth-date",
      "email",
      "external-id",
      "tax-number",
      "tax-number-type",
      "citizenship-country",
      "agreed-to-margining",
      "subject-to-tax-withholding",
      "agreed-to-terms",
      "ext-crm-id",
      "has-industry-affiliation",
      "has-listed-affiliation",
      "has-political-affiliation",
      "has-delayed-quotes",
      "has-pending-or-approved-application",
      "is-professional",
      "permitted-account-types",
      "created-at",
      "identifiable-type",
      "person"
   ]
}

Fields:¶

• address (tastytrade.session.Address)

• agreed_to_margining (bool)

• agreed_to_terms (bool)

• birth_country (str | None)

• birth_date (datetime.date)

• citizenship_country (str)

• created_at (datetime.datetime)

• customer_suitability (tastytrade.session.CustomerSuitability)

• desk_customer_id (str | None)

• email (str)

• entity (tastytrade.session.CustomerEntity | None)

• ext_crm_id (str)

• external_id (str)

• family_member_names (str | None)

• first_name (str)

• first_surname (str)

• foreign_tax_number (str | None)

• gender (str | None)

• has_delayed_quotes (bool)

• has_industry_affiliation (bool)

• has_institutional_assets (str | None)

• has_listed_affiliation (bool)

• has_pending_or_approved_application (bool)

• has_political_affiliation (bool)

• home_phone_number (str)

• id (str)

• identifiable_type (str)

• industry_affiliation_firm (str | None)

• is_foreign (bool)

• is_investment_adviser (bool | None)

• is_professional (bool)

• last_name (str)

• listed_affiliation_symbol (str | None)

• mailing_address (tastytrade.session.Address)

• middle_name (str | None)

• mobile_phone_number (str)

• permitted_account_types (list[tastytrade.session.CustomerAccountType])

• person (tastytrade.session.CustomerPerson)

• political_organization (str | None)

• prefix_name (str | None)

• regulatory_domain (str)

• second_surname (str | None)

• signature_of_agreement (bool | None)

• subject_to_tax_withholding (bool)

• suffix_name (str | None)

• tax_number (str)

• tax_number_type (str)

• usa_citizenship_type (str)

• user_id (str | None)

• visa_expiration_date (datetime.date | None)

• visa_type (str | None)

• work_phone_number (str)

pydantic model tastytrade.session.CustomerAccountMarginType(*, name: str, is_margin: bool)¶

Bases: TastytradeData

Dataclass containing margin information for a customer account type.

Show JSON schema

{
   "title": "CustomerAccountMarginType",
   "description": "Dataclass containing margin information for a customer account type.",
   "type": "object",
   "properties": {
      "name": {
         "title": "Name",
         "type": "string"
      },
      "is-margin": {
         "title": "Is-Margin",
         "type": "boolean"
      }
   },
   "required": [
      "name",
      "is-margin"
   ]
}

Fields:¶

• is_margin (bool)

• name (str)

pydantic model tastytrade.session.CustomerAccountType(*, name: str, description: str, is_tax_advantaged: bool, is_publicly_available: bool, has_multiple_owners: bool, margin_types: list[CustomerAccountMarginType])¶

Bases: TastytradeData

Dataclass containing information for a type of customer account.

Show JSON schema

{
   "title": "CustomerAccountType",
   "description": "Dataclass containing information for a type of customer account.",
   "type": "object",
   "properties": {
      "name": {
         "title": "Name",
         "type": "string"
      },
      "description": {
         "title": "Description",
         "type": "string"
      },
      "is-tax-advantaged": {
         "title": "Is-Tax-Advantaged",
         "type": "boolean"
      },
      "is-publicly-available": {
         "title": "Is-Publicly-Available",
         "type": "boolean"
      },
      "has-multiple-owners": {
         "title": "Has-Multiple-Owners",
         "type": "boolean"
      },
      "margin-types": {
         "items": {
            "$ref": "#/$defs/CustomerAccountMarginType"
         },
         "title": "Margin-Types",
         "type": "array"
      }
   },
   "$defs": {
      "CustomerAccountMarginType": {
         "description": "Dataclass containing margin information for a customer account type.",
         "properties": {
            "name": {
               "title": "Name",
               "type": "string"
            },
            "is-margin": {
               "title": "Is-Margin",
               "type": "boolean"
            }
         },
         "required": [
            "name",
            "is-margin"
         ],
         "title": "CustomerAccountMarginType",
         "type": "object"
      }
   },
   "required": [
      "name",
      "description",
      "is-tax-advantaged",
      "is-publicly-available",
      "has-multiple-owners",
      "margin-types"
   ]
}

Fields:¶

• description (str)

• has_multiple_owners (bool)

• is_publicly_available (bool)

• is_tax_advantaged (bool)

• margin_types (list[tastytrade.session.CustomerAccountMarginType])

• name (str)

pydantic model tastytrade.session.CustomerEntity(*, id: str, address: Address, business_nature: str, email: str, entity_officers: list[EntityOfficer], entity_suitability: EntitySuitability, entity_type: str, foreign_institution: str, grantor_birth_date: str, grantor_email: str, grantor_first_name: str, grantor_last_name: str, grantor_middle_name: str, grantor_tax_number: str, has_foreign_bank_affiliation: str, has_foreign_institution_affiliation: str, is_domestic: bool, legal_name: str, phone_number: str, tax_number: str)¶

Bases: TastytradeData

Dataclass containing customer entity information.

Show JSON schema

{
   "title": "CustomerEntity",
   "description": "Dataclass containing customer entity information.",
   "type": "object",
   "properties": {
      "id": {
         "title": "Id",
         "type": "string"
      },
      "address": {
         "$ref": "#/$defs/Address"
      },
      "business-nature": {
         "title": "Business-Nature",
         "type": "string"
      },
      "email": {
         "title": "Email",
         "type": "string"
      },
      "entity-officers": {
         "items": {
            "$ref": "#/$defs/EntityOfficer"
         },
         "title": "Entity-Officers",
         "type": "array"
      },
      "entity-suitability": {
         "$ref": "#/$defs/EntitySuitability"
      },
      "entity-type": {
         "title": "Entity-Type",
         "type": "string"
      },
      "foreign-institution": {
         "title": "Foreign-Institution",
         "type": "string"
      },
      "grantor-birth-date": {
         "title": "Grantor-Birth-Date",
         "type": "string"
      },
      "grantor-email": {
         "title": "Grantor-Email",
         "type": "string"
      },
      "grantor-first-name": {
         "title": "Grantor-First-Name",
         "type": "string"
      },
      "grantor-last-name": {
         "title": "Grantor-Last-Name",
         "type": "string"
      },
      "grantor-middle-name": {
         "title": "Grantor-Middle-Name",
         "type": "string"
      },
      "grantor-tax-number": {
         "title": "Grantor-Tax-Number",
         "type": "string"
      },
      "has-foreign-bank-affiliation": {
         "title": "Has-Foreign-Bank-Affiliation",
         "type": "string"
      },
      "has-foreign-institution-affiliation": {
         "title": "Has-Foreign-Institution-Affiliation",
         "type": "string"
      },
      "is-domestic": {
         "title": "Is-Domestic",
         "type": "boolean"
      },
      "legal-name": {
         "title": "Legal-Name",
         "type": "string"
      },
      "phone-number": {
         "title": "Phone-Number",
         "type": "string"
      },
      "tax-number": {
         "title": "Tax-Number",
         "type": "string"
      }
   },
   "$defs": {
      "Address": {
         "description": "Dataclass containing customer address information.",
         "properties": {
            "city": {
               "title": "City",
               "type": "string"
            },
            "country": {
               "title": "Country",
               "type": "string"
            },
            "is-domestic": {
               "title": "Is-Domestic",
               "type": "boolean"
            },
            "is-foreign": {
               "title": "Is-Foreign",
               "type": "boolean"
            },
            "postal-code": {
               "title": "Postal-Code",
               "type": "string"
            },
            "state-region": {
               "title": "State-Region",
               "type": "string"
            },
            "street-one": {
               "title": "Street-One",
               "type": "string"
            },
            "street-two": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Street-Two"
            },
            "street-three": {
               "anyOf": [
                  {
                     "type": "string"
                  },
                  {
                     "type": "null"
                  }
               ],
               "default": null,
               "title": "Street-Three"
            }
         },
         "required": [
            "city",
            "country",
            "is-domestic",
            "is-foreign",
            "postal-code",
            "state-region",
            "street-one"
         ],
         "title": "Address",
         "type": "object"
      },
      "EntityOfficer": {
         "description": "Dataclass containing entity officer information.",
         "properties": {
            "id": {
               "title": "Id",
               "type": "string"
            },
            "external-id": {
               "title": "External-Id",
               "type": "string"
            },
            "first-name": {
               "title": "First-Name",
               "type": "string"
            },
            "last-name": {
               "title": "Last-Name",
               "type": "string"
            },
            "middle-name": {
               "title": "Middle-Name",
               "type": "string"
            },
            "prefix-name": {
               "title": "Prefix-Name",
               "type": "string"
            },
            "suffix-name": {
               "title": "Suffix-Name",
               "type": "string"
            },
            "address": {
               "$ref": "#/$defs/Address"
            },
            "birth-country": {
               "title": "Birth-Country",
               "type": "string"
            },
            "birth-date": {
               "format": "date",
               "title": "Birth-Date",
               "type": "string"
            },
            "citizenship-country": {
               "title": "Citizenship-Country",
               "type": "string"
            },
            "email": {
               "title": "Email",
               "type": "string"
            },
            "employer-name": {
               "title": "Employer-Name",
               "type": "string"
            },
            "employment-status": {
               "title": "Employment-Status",
               "type": "string"
            },
            "home-phone-number": {
               "title": "Home-Phone-Number",
               "type": "string"
            },
            "is-foreign": {
               "title": "Is-Foreign",
               "type": "boolean"
            },
            "job-title": {
               "title": "Job-Title",
               "type": "string"
            },
            "marital-status": {
               "title": "Marital-Status",
               "type": "string"
            },
            "mobile-phone-number": {
               "title": "Mobile-Phone-Number",
               "type": "string"
            },
            "number-of-dependents": {
               "title": "Number-Of-Dependents",
               "type": "integer"
            },
            "occupation": {
               "title": "Occupation",
               "type": "string"
            },
            "owner-of-record": {
               "title": "Owner-Of-Record",
               "type": "boolean"
            },
            "relationship-to-entity": {
               "title": "Relationship-To-Entity",
               "type": "string"
            },
            "tax-number": {
               "title": "Tax-Number",
               "type": "string"
            },
            "tax-number-type": {
               "title": "Tax-Number-Type",
               "type": "string"
            },
            "usa-citizenship-type": {
               "title": "Usa-Citizenship-Type",
               "type": "string"
            },
            "visa-expiration-date": {
               "format": "date",
               "title": "Visa-Expiration-Date",
               "type": "string"
            },
            "visa-type": {
               "title": "Visa-Type",
               "type": "string"
            },
            "work-phone-number": {
               "title": "Work-Phone-Number",
               "type": "string"
            }
         },
         "required": [
            "id",
            "external-id",
            "first-name",
            "last-name",
            "middle-name",
            "prefix-name",
            "suffix-name",
            "address",
            "birth-country",
            "birth-date",
            "citizenship-country",
            "email",
            "employer-name",
            "employment-status",
            "home-phone-number",
            "is-foreign",
            "job-title",
            "marital-status",
            "mobile-phone-number",
            "number-of-dependents",
            "occupation",
            "owner-of-record",
            "relationship-to-entity",
            "tax-number",
            "tax-number-type",
            "usa-citizenship-type",
            "visa-expiration-date",
            "visa-type",
            "work-phone-number"
         ],
         "title": "EntityOfficer",
         "type": "object"
      },
      "EntitySuitability": {
         "description": "Dataclass containing entity suitability information.",
         "properties": {
            "id": {
               "title": "Id",
               "type": "string"
            },
            "annual-net-income": {
               "title": "Annual-Net-Income",
               "type": "integer"
            },
            "covered-options-trading-experience": {
               "title": "Covered-Options-Trading-Experience",
               "type": "string"
            },
            "entity-id": {
               "title": "Entity-Id",
               "type": "integer"
            },
            "futures-trading-experience": {
               "title": "Futures-Trading-Experience",
               "type": "string"
            },
            "liquid-net-worth": {
               "title": "Liquid-Net-Worth",
               "type": "integer"
            },
            "net-worth": {
               "title": "Net-Worth",
               "type": "integer"
            },
            "stock-trading-experience": {
               "title": "Stock-Trading-Experience",
               "type": "string"
            },
            "tax-bracket": {
               "title": "Tax-Bracket",
               "type": "string"
            },
            "uncovered-options-trading-experience": {
               "title": "Uncovered-Options-Trading-Experience",
               "type": "string"
            }
         },
         "required": [
            "id",
            "annual-net-income",
            "covered-options-trading-experience",
            "entity-id",
            "futures-trading-experience",
            "liquid-net-worth",
            "net-worth",
            "stock-trading-experience",
            "tax-bracket",
            "uncovered-options-trading-experience"
         ],
         "title": "EntitySuitability",
         "type": "object"
      }
   },
   "required": [
      "id",
      "address",
      "business-nature",
      "email",
      "entity-officers",
      "entity-suitability",
      "entity-type",
      "foreign-institution",
      "grantor-birth-date",
      "grantor-email",
      "grantor-first-name",
      "grantor-last-name",
      "grantor-middle-name",
      "grantor-tax-number",
      "has-foreign-bank-affiliation",
      "has-foreign-institution-affiliation",
      "is-domestic",
      "legal-name",
      "phone-number",
      "tax-number"
   ]
}

Fields:¶

• address (tastytrade.session.Address)

• business_nature (str)

• email (str)

• entity_officers (list[tastytrade.session.EntityOfficer])

• entity_suitability (tastytrade.session.EntitySuitability)

• entity_type (str)

• foreign_institution (str)

• grantor_birth_date (str)

• grantor_email (str)

• grantor_first_name (str)

• grantor_last_name (str)

• grantor_middle_name (str)

• grantor_tax_number (str)

• has_foreign_bank_affiliation (str)

• has_foreign_institution_affiliation (str)

• id (str)

• is_domestic (bool)

• legal_name (str)

• phone_number (str)

• tax_number (str)