Understanding the table of financial products

The Particeep API allows you to create a financial product and offer it for purchase or sale from your personalized interface.

You can create a financial product from the financial products section.

Once the financial product has been created, it is no longer possible to modify its financial details from the back office. You can modify its description or delete it.

Create a financial product

The creation of the financial product is done in several steps from the financial products section.

Click on the create button
Enter detailed product information

Then enter the financial information related to the product

Integrate the financial product into its user interface

Once the financial product has been created, you can use our API in your user interfaces via our API.

From the financial products section, you have access to product details:

Reference: the unique identifier of the product to administer all operations on the product from your customer interface using our API
Creation date
The name
The risk level of the product
The ISIN code or identification code on the financial center
The price of the product
The number of shares available
The minimum number of units to buy
The availability for sale of the product