Migration guidelines
This section provides information about UI or backend-level migrations that might be necessary due to new features.
2026-05-11: Introduction of the quoteNotation attribute
Background: Previously, there was only one way to fore the finance manager to consider quotes to be annotated in percent. This was to statically map the investment to type 31_bond. The finance manager would consider everything that was a “bond” as having quotes in percent.
In reality there are other products that bonds, that also denote in percent, the most frequent case being reverse convertibles (Aktienanleihen).
We have now lifted this constraint and introduced the property quoteNotation to the investment and quote (v2) domains. This way, we may indicate that a product denotes in percent, even if it is not a bond.
What do you have to do?
When creating a new investment, that is not a bond, but still denotes in percent, then it is important that you provide the correct quote notation in the future. To do so, send the property quoteNotation with the CreateOrUpdateInvestmentParams.
You will be able to derive the correct quote notation from any quote request.
Obviously, automatic imports via banking API will handle this peculiarity for you.
Guidance based on the wealthAPI Booking wizard
You many use DE000HV4YD58 as an example. DE000HV4YD58 is a certificate that denotes in percent. Retrieve it via the search dialogue.
During the wizard flow, the current quote is retrieved, using /api/v2/quotes. Note the attribute priceUnit in the quotes response.
The wizard show now react to the price unit and display the values in percent instead of currency.
When executing the POST request to create the investment, we now need to include the attribute quoteNotation in the CreateOrUpdateInvestmentParams as shown below.
{
"accountId": 5276699,
"performBackgroundTransactionSync": false,
"autoAssignQuotes": false,
"createDepotSynchronizationLog": false,
"createOrUpdateInvestmentParamsList": [
{
"accountId": 5276699,
"type": "51_certos",
"tickerSymbol": "DE000HV4YD58__USD@STU",
"currency": "USD",
"quoteProvider": "ariva",
"quoteCurrency": "USD",
"quoteNotation": "PERCENT", // <========== PERCENT | CURRENCY
"name": "USD Aktienanleihe Protect auf die Aktie der Advanced Micro Devices Inc.",
"isin": "DE000HV4YD58",
"wkn": "HV4YD5",
"createOrUpdateBookingParamsList": [
{
"numberOfLots": 1000,
"securityPrice": 104.78,
"entryQuote": 104.78,
"date": "2026-05-11",
"exchangeRate": 1.17669,
"type": "buy",
"commission": 0,
"taxAmount": 0,
"comment": "",
"commentVisibility": "nobody",
"notifyFriends": false
}
]
}
]
}