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coinexams

v1.3.0

Published

CoinExams Enterprise API SDK gives you access to the Crypto Portfolio Builder and other CoinExams services. Seamless integration with minimal implementation effort.

Readme

CoinExams Enterprise

CoinExams Enterprise APIs enable secure management of cryptocurrency portfolios and coin sets via HMAC-authenticated POST requests, with SDKs for Node.js and browser use. Key features include portfolio creation, updates, deletion, exchange API management, payment processing on blockchain (e.g., BSC), and coin set operations with backtesting.

Docs

SDK - Raw Setup

Change Log

Change Log

Installation

Install using yarn add coinexams or npm install coinexams

OR use in browsers through CDN

<script src="https://cdn.jsdelivr.net/npm/[email protected]/dist/browser/coinexams.min.js"></script>

CoinExams API keys

Start by add api keys using config({ apiKey, hmacKey }) Validate current configuration using getConfig()

Debug

In order to disable console log messages you can update config as follows config({ consoleLogEnabled: false })

Portfolios

Portfolios Data

Latest settings for all portfolios portfolioData(portId) Optional portId can be omitted to get all portfolios

Portfolios Trades

Latest trades for all portfolios portfolioTrades(portId) Optional portId can be omitted to get all portfolios

Error return { e: 'no_trades' | 'access_expired' } For access_expired please contact support to renew API access

Portfolio New

Create a new portfolio and get portfolio ID portfolioNew(portSettings) Optional portSettings can be omitted to use default settings Returns new portId

Portfolio Update

Update an existing portfolio using portfolio ID portfolioUpdate({ portId, portSettings }) Returns portId as confirmation

Portfolio Exchange APIs

Add or update exchange API keys for a given exchange portfolioExchAPI = async ({ portId, exchId, key1, key2 }) Returns ExchangeHoldings as holdings

Error return { e: 'api_renew' | 'api_invalid' } For api_renew user has to check exchange for expired API access

Portfolio Delete

Delete an existing portfolio using portfolio ID portfolioDelete(portId) Returns portId as confirmation

Portfolio Pay Txs

Get payment transactions

config({
    // Your Pay Id number as string
    payId: `12345678`,
    
    // Your Pay Chain, e.g. `BSC`
    payChain: ChainIdsEnum.BSC, 
    
    // Your preferred RPC for your pay chain ex. `https://....`
    // multiple RPC urls can be added in an array for fallbacks
    payRPC: string | string[],
});

const 
    quantity: string = "1", // Optional for number of monthly subscriptions
    res = await payPortfolio(quantity),
    payData = res?.success ? res?.data : {},
    payTx = res?.success ? res?.data?.txs : [];

Portfolio Payment

Optional: After user signs and sends payTxs, validate payment using user wallet address

interface Payment {
    /** Unique identifier for the payment transaction */
    id: string;
    /** Timestamp of when the payment occurred */
    time: string;
    /** Product identifier orEmotional name */
    prod: string;
    /** Ethereum Virtual Machine address of the buyer */
    buyer: EVMAddress;
    /** Ethereum Virtual Machine address of the token used for payment */
    token: EVMAddress;
    /** Total payment amount */
    amount: string;
    /** Quantity of items purchased */
    qty: string;
    /** Amount actually paid */
    paid: string;
    /** Commission or fee associated with the payment */
    comm: string;
};

const 
    res = await payPortfolioValid(userWallet),
    paymentData: Payment | undefined =
         res?.success ? res?.data : undefined;

After payment is done you can mark payment as done

config({ apiKey, hmacKey }); // required if not previously set

const 
    res = await payDone(userWallet, portId),
    paidDuration: number = res?.success ? res?.data : ``;

Coinsets

Coinsets All

All coin sets created coinSetsAll(exchId) Optional exchId can be omitted to get all exchanges

Coinset Options

Get a list of all possible token symbols coinSetsOptions(exchId) Must define exchId since options vary for each exchange

Coinset New

Create a new coin set and get coin set ID coinSetsNew({ exchId, coinSet }) Error return { e: 'symbols_insufficient' | '${symbol} symbol_invalid' }

Coinset Update

Update an existing coin set using coin set ID coinSetsUpdate({ exchId, coinSetId, coinSet }) Error return { e: 'symbols_insufficient' | '${symbol} symbol_invalid' }

Coinset Delete

Delete an existing coin set using coin set ID coinSetsDelete({ exchId, coinSetId }) Returns coinSetId as confirmation

Coinset Backtest

Backtest an existing coin set using coin set array coinSetBackTest(coinSet) Returns CoinSetBackTestResult data Error return {e: 'coinset_backtest_unavailable' }

Coinset All Backtests

Backtest an existing coin set using coin set array coinSetsAllBackTest(exchId) Returns CoinSetBackTestObj data