Wealth – New Features/Enhancements

Custom Symbol Suffix for Crypto Transactions and New isCrypto Attribute

The July Week 3 release adds support for custom cryptocurrency symbol suffixes in investment transactions and introduces a new isCrypto attribute for easier programmatic identification. These enhancements deliver consistent symbol formatting and improve classification accuracy across both holdings and transactions.

Custom Crypto Symbol Suffix

The platform appends a configurable suffix to cryptocurrency transaction symbols (for example, BTC becomes BTC/DA). This behavior applies to new and updated transactions. While custom symbol formatting was previously available only for holdings, this release extends the capability to transactions to ensure consistency across the platform.

• Default suffix: /DA
• Configuration: The platform manages the custom cryptocurrency symbol suffix through specific configuration settings. When enabled, the feature applies a suffix to both holdings and transactions to ensure consistent formatting. 
  The default suffix is /DA, though the platform supports custom strings between two and four characters in length (excluding the forward slash). This feature is disabled by default.

New isCrypto Attribute

A new boolean isCrypto attribute is now introduced in the Get Transactions and Get User Data APIs for the investment transactions. Going forward, this attribute will be correctly populated for all new and updated investment transactions.

• true: The transaction is identified as cryptocurrency (digital asset).
• false: Indicates the transaction is not classified as cryptocurrency.

For historical transactions, the value will default to false. For historical cryptocurrency transactions, the attribute will be updated only when the transaction is updated.

Impacted API Endpoints –

Sample API Response Excerpt -

{
  "transaction": [
    {
      ...
            "symbol": "BTC/DA",
            "price": {
                "amount": 61459.19,
                "currency": "USD"
            },
            "quantity": 100000.10000026789,
            "isCrypto": true,
      ...
    }
  ]
}