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Investors (account)

The investor is Boursa's account analogue. One tenant has many investors; a licensed broker holds each account.

GET /v1/investors/{id}

The investor and their broker identity.

FieldNotes
investor_idinv_…
full_name
statusactive | restricted | closed
broker_account_refthe account at the broker
suitability_recorded / risk_acknowledgedgating flags
shariah_onlyinvestor-elected shariah screen
broker{ name, fra_license_no, contact_email, contact_phone }

vs. Alpaca: maps to GET /v2/account. Boursa is per-investor (many accounts per tenant) and has no margin/buying-power model — EGX is a cash market.

GET /v1/investors/{id}/balances

Cash buckets:

json
{ "cash": [ { "asset": "cash:EGP", "settled": 0, "reserved": 0, "unsettled": 0 } ] }
  • settled — available to trade/withdraw.
  • reserved — held against open orders.
  • unsettled — pending settlement (T+2).

GET /v1/investors/{id}/activities

The ledger-backed activity feed (deposits, withdrawals, executions, fees, dividends). Maps to Alpaca's GET /v2/account/activities.

PUT /v1/investors/{id}/suitability

Record suitability answers + risk acknowledgment (signed-idempotent). Required before trading.

Embedded investing infrastructure for the Egyptian Exchange. Sandbox runs on simulated money.