WhaleAPI(Public)
  1. Asset
WhaleAPI(Public)
  • Passthrough Headers
  • Generate signature
  • Account Trade Auth
    • Trade Password Auth(交易密码校验)
    • Trade Password Set(交易密码设置)
    • Trade Password Reset(交易密码修改/重置)
    • Account No. Login Password Auth 证券帐号登录密码校验
  • Accounts
    • Whale Record Agreement(同步签署协议状态)
    • Get Account Trade Permission(获取账户交易权限)
    • Update Account Trade Permission(更新账户权限)
    • Update User Risk Assessment Results(用户风险测评结果更新)
    • Retrieve Account Application Information(获取证券账户开户资料信息)
    • Get Account List(获取用户账户列表)
    • Get Account Request List(获取用户开户申请列表)
    • Get Account Contact Info(获取账户联系方式)
    • Get Account Status(获取账户状态)
    • Get Account Bcan Information(获取账户 Bcan 信息)
    • Query Account List V2(获取账户列表V2)
    • Update Application(修改开户资料)
    • Update Account State/Disable Account(修改账户状态 / 冻结账户)
    • Submit Application V2(提交开户申请资料 V2)
    • Update Application V2(修改开户资料 V2)
    • Close Account(注销账户)
    • Open additional account(增开账户)
    • get account opening application information (开户申请信息获取)
    • Query Account Risk And Pi Info(获取用户风险测评以及Pi信息)
  • Asset
    • Query Total Holdings(查询全量股票持仓)
      GET
    • Query Account Cash Balance(账户现金查询)
      GET
    • Query Company Total Finance Amount(公司级融资额度查询接口)
      POST
    • Account Stock Transfer In(账户股票转入,只支持多头)
      POST
    • Account Stock Freeze(账户股票冻结,只支持多头)
      POST
    • Account Stock Unfreeze(账户股票解冻,只支持多头)
      POST
    • Account Stock Unfreeze Debit(账户股票解冻出账,只支持多头)
      POST
    • Query Total Cash(查询全量现金)
      GET
    • Query Account Position(账户持仓查询)
      GET
    • Account Cash Balance Adjustment(账户资金调账)
      POST
    • Account Position Adjustment(账户持仓调账,只支持股票)
      POST
    • Account Cash Balance Freeze(账户资金冻结)
      POST
    • Account Cash Balance Unfreeze(账户资金解冻)
      POST
    • Account Cash Balance Unfreeze Debit(账户资金解冻扣款)
      POST
    • Account Stock Transaction History(账户股票流水)
      POST
    • Account Cash Transaction History(账户资金流水)
      POST
    • Account Stock Freeze Transaction History(账户股票冻结流水)
      GET
    • Account Cash Freeze Transaction History(账户资金冻结流水)
      GET
    • Query Limited Amount Information(限额信息查询)
      GET
    • Query Buy Power(购买力查询)
      GET
    • Query Short Sellable Quantity(可卖空数量查询)
      GET
    • Query OB Account Cash Balance(账户现金详情查询)【定制非通用】
      POST
    • Query Account Total Asset(账户资产查询)
      POST
    • Query account risk limit config(查询用户限额信息)
      GET
    • Query Account Total Asset OverView(账户资产总览)
      GET
    • Query HashKey Cash List(查询hashkey的现金列表)
      GET
    • Create account risk limit config(创建用户限额信息)
      POST
    • Update account risk limit config(更新用户限额信息)
      POST
    • Temp Adjust 临时调账新增
      POST
    • Temp Adjust Expire 临时调账手动失效
      POST
    • Get All Users Cash Balance (获取所有用户现金信息)
      GET
    • Temporary Adjustment(临时调账)
      POST
  • Billing
    • Fee estimate(费用预估)
  • Cash And Stocks Transfer
    • Add Bank Card
    • Delete Bank Card
    • Region Bank
    • Get User Bank Card List
    • User Card Detail
    • Deposit Detail
    • Submit Deposit Application
    • Deposit Application List
    • Update Bank Card
    • Obtain the deposit information
    • Withdraw Records
    • Withdraw Detail
    • Cancel Withdraw Application
    • Get Exchange
    • Cancel Deposit
    • Submit Withdrawal Applylication
    • Information acquisition before withdrawal v3 (提现前信息获取V3)
    • Update Bank Card
    • Submit Files For Review Withdraw Card
    • Currency List
    • Exchange records(兑换记录)
    • Stock transfer out detail (查看转出详情)
    • Stock transfer out records (查询转出记录)
    • Transfer in detail (查看转入详情)
    • Transfer in records (查询转入记录)
    • Query Stock Transfer Market (查询转仓股票市场)
    • Query Broker List (查询转仓券商列表)
    • Stock Search (转入股票搜索)
    • Apply Stock Transfer In (提交转入申请)
    • Cancel Transfer In Application (取消转入申请)
    • Query Transfer Stock Position (查询可转股票持仓)
    • Apply Stock Transfer Out (提交转出申请)
    • Cancel Transfer Out Application (取消转出申请)
    • User Name Combination List(用户姓名列表)
  • File
    • Get Tenant File Upload URL(获取租户文件上传链接)
  • IPO
    • Get Available IPO List(查詢可申购IPO列表)
    • Get IPO Detail Info(查詢IPO详情)
    • Get IPO Payable List(查詢申购股数单位等限制)
    • Get IPO Margin List(查詢IPO认购方式及费率方案)
    • Get Order List (查询IPO历史订单)
    • Submit New IPO Order(提交IPO申购)
    • Withdraw IPO Order(撤销IPO申请)
    • Amend IPO Order(修改IPO申购订单)
    • Get IPO Order Detail(获取IPO订单的详细信息)
    • Buy Limit (持仓打新购买力获取接口)
  • Member Core
    • Update PI Status
    • Change Member Mobile Phone(修改用户登录手机号)
    • Get Member Information by Mobile Phone(登录手机号查询用户信息)
    • Login (New user registration by default for the first login).(OpenId 注册登录接口,首次登录即注册)
    • Get Member Information by Login Email(登录邮箱查询用户信息)
    • Change Member Login Email(修改用户登录邮箱)
    • Logout By Session ID
  • Trade
    • Trade Websocket Notification
    • Historical Trade Detail Inquiry V2(历史成交明细查询V2)
    • Trade Detail Inquiry V3(成交明细查询V3)
    • Withdraw User Orders (批量撤销用户订单)
    • Batch Replenishment (批量补单)
    • Submit Mutileg Order(委托多腿期权)
    • Historical Order Inquiry (历史订单查询)
    • Place Order (委托下单)
    • Modify Order (修改订单)
    • Withdraw Order (撤销订单)
    • Order Details (订单详情)
    • Today's Order Inquiry (当日订单查询)
    • Estimated Maximum Purchase Quantity (预估最大购买数量)
    • Today's Trade Detail Inquiry (当日成交明细查询)
    • Historical Trade Detail Inquiry (历史成交明细查询)
  • Message
    • Global Push Templates(全局推送模板)
    • Device Logout (设备登出解绑)
  • Search
    • Search Stock
  • Reward Center
    • 奖励中心- 发放奖励
    • 奖励中心 - 查询奖励状态
  • OpenAPI
    • Create Access Key
    • GetAccessKey
    • List Access Keys
    • Update Access Key
    • Disable Access Key
    • Enable Access Key
    • Renew Access Token
    • Revoke Access Token
  • Bind the invitation code for the specified stage (绑定指定阶段的邀请码)
    POST
  1. Asset

Account Stock Transfer In(账户股票转入,只支持多头)

POST
/v1/whaleapi/asset/stock_transfer_in
Asset
该接口用于向指定证券账号转入股票持仓(多头入账)。转入时校验双向开仓(该标的已有空头持仓则拒绝)及标的存在性。不传 cost_price 时成本按盘中市价填充,成本币种默认跟随标的市场币种。幂等:request_id 为请求维度幂等键(无论成败每个 request_id 仅处理一次,重试须更换);serial_num 为业务单号(业务校验通过并进入记账才占用——双向开仓、账户/标的不存在等业务性失败不占用,可更换 request_id 并沿用同一 serial_num 定期重试,业务单号保持不变)。
Transfers stock into a securities account (long credit). Validates two-way position and symbol existence. If cost_price is omitted, cost uses intraday market price with market currency. Idempotency: request_id is per-request (consumed once regardless of outcome; retry with a new one); serial_num is the business order no (consumed only when accounting starts — business failures such as two-way position do NOT consume it, so callers may retry with a new request_id and the SAME serial_num).

Request

Authorization
Body Params application/json
account_no
string 
required
Account NO(证券账号,例如:L6VQEU00121996)
Example:
L6VQEU00121996
symbol
string 
required
Stock Symbol(股票代码,ticker.region 格式,例如:IBM.US)
Example:
IBM.US
quantity
string 
required
Transfer In Quantity(转入数量,正整数,不支持小数)
Example:
100
cost_price
string 
optional
Cost Price Per Share(每股成本价,最多两位小数,须 ≥0;不传默认盘中市价,币种跟随市场)
Example:
10.50
remark
string 
optional
Remark(备注信息)
Example:
ESOP 股票转入
serial_num
string 
optional
Serial Number(业务单号,写入流水 ref_no,选填;记账后占用保证唯一。业务性失败不占用,重试可沿用同号)
Example:
MP2026082000001
request_id
string 
required
Idempotency ID, keep Global Unique(幂等 id,全局唯一,必填;无论成败仅处理一次,重试须更换)
Example:
req-20260820-0001
Example
{
  "account_no": "L6VQEU00121996",
  "symbol": "IBM.US",
  "quantity": "100",
  "cost_price": "10.50",
  "remark": "ESOP 股票转入",
  "serial_num": "MP2026082000001",
  "request_id": "req-20260820-0001"
}

Responses

🟢200OK
*/*
success
Body
data
object 
required
msg
string 
required
Message (返回信息,success 代表成功)
Example:
success
serial_num
string 
required
Serial Number(业务流水编号)
error_code
string 
required
Error Code(错误码,成功为 SUCCESS。本接口可能返回:INVALID_PARAMETER 参数错误 / REQUEST_DUPLICATED 重复请求(request_id 或 serial_num 重复)/ ACCOUNT_NOT_FOUND 账户不存在 / SYMBOL_NOT_EXIST 标的不存在 / TWO_WAY_POSITION 双向开仓拒绝 / SYSTEM_ERROR 系统错误(含幂等检查失败、记账失败))
code
number 
required
Example
{
  "data": {
    "msg": "success",
    "serial_num": "string",
    "error_code": "string"
  },
  "code": 0
}
Modified at 2026-08-28 16:28:24
Previous
Query Company Total Finance Amount(公司级融资额度查询接口)
Next
Account Stock Freeze(账户股票冻结,只支持多头)