Set Financial Assessment (set_financial_assessment)

This call sets the financial assessment details based on the client’s answers to analyze whether they possess the experience and knowledge to understand the risks involved with binary options trading.

Auth Scope(s): admin

set_financial_assessment(education_level: str, employment_industry: str, estimated_worth: str, income_source: str, net_income: str, occupation: str, account_turnover: Optional[str] = None, binary_options_trading_experience: Optional[str] = None, binary_options_trading_frequency: Optional[str] = None, cfd_trading_experience: Optional[str] = None, cfd_trading_frequency: Optional[str] = None, employment_status: Optional[str] = None, forex_trading_experience: Optional[str] = None, forex_trading_frequency: Optional[str] = None, other_instruments_trading_experience: Optional[str] = None, other_instruments_trading_frequency: Optional[str] = None, source_of_wealth: Optional[str] = None, passthrough: Optional[Any] = None, req_id: Optional[int] = None) → int
Parameters:
  • education_level (str) – Level of Education.
  • employment_industry (str) – Industry of Employment.
  • estimated_worth (str) – Estimated Net Worth.
  • income_source (str) – Income Source.
  • net_income (str) – Net Annual Income.
  • occupation (str) – Occupation.
  • account_turnover (Optional[str]) – [Optional] The anticipated account turnover.
  • binary_options_trading_experience (Optional[str]) – [Optional] Binary options trading experience.
  • binary_options_trading_frequency (Optional[str]) – [Optional] Binary options trading frequency.
  • cfd_trading_experience (Optional[str]) – [Optional] CFDs trading experience.
  • cfd_trading_frequency (Optional[str]) – [Optional] CFDs trading frequency.
  • employment_status (Optional[str]) – [Optional] Employment Status.
  • forex_trading_experience (Optional[str]) – [Optional] Forex trading experience.
  • forex_trading_frequency (Optional[str]) – [Optional] Forex trading frequency.
  • other_instruments_trading_experience (Optional[str]) – [Optional] Trading experience in other financial instruments.
  • other_instruments_trading_frequency (Optional[str]) – [Optional] Trading frequency in other financial instruments.
  • source_of_wealth (Optional[str]) – [Optional] Source of wealth.
  • passthrough (Optional[Any]) – [Optional] Used to pass data through the websocket, which may be retrieved via the echo_req output field.
  • req_id (Optional[int]) – [Optional] Used to map request to response.
Returns:

req_id
Return type:

int

Example

binary.api.set_financial_assessment(
    account_turnover='Less than $25,000'
    binary_options_trading_experience='1-2 years'
    binary_options_trading_frequency='40 transactions or more in the past 12 months'
    cfd_trading_experience='Over 3 years'
    cfd_trading_frequency='6-10 transactions in the past 12 months'
    education_level='Secondary'
    employment_industry='Finance'
    employment_status='Self-Employed'
    estimated_worth='$100,000 - $250,000'
    forex_trading_experience='Over 3 years'
    forex_trading_frequency='0-5 transactions in the past 12 months'
    income_source='Self-Employed'
    net_income='$25,000 - $50,000'
    occupation='Managers'
    other_instruments_trading_experience='Over 3 years'
    other_instruments_trading_frequency='6-10 transactions in the past 12 months'
    source_of_wealth='Company Ownership'
)

See also