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# Create Evaluation Accounts

POST https://demo.tradovateapi.com/v1/user/createevaluationaccounts
Content-Type: application/json

### Batch create up to 100 simulation accounts at once.

**Available to:** Organization administrators

**Environments:** Demo

**[Rate Limit](/overview/core-concepts/rate-limits):** 100 requests per hour, 1-second back-off, counts failed requests only

This endpoint can help greatly reduce your application's API usage footprint. It batches the functionality of several calls at once for each EvaluationAccount configuration object:

* The `userId` field controls which user will be assigned a Trading Permission for this account once it is created.
* Providing a `preTradeRisk` will allow you to apply `userAccountPositionLimit` and `userAccountRiskParameter` settings directly.
* Providing a `postTradeRisk` will allow you to set the `userAccountAutoLiq` settings directly.

The `name` field for each account must use uppercase letters (A-Z) followed by one or more digits (0-9), with a maximum length of 64 characters. No lowercase letters, spaces, special characters, or underscores are allowed, and letters must come before digits. Valid examples: `TESTACCOUNT123`, `SIMACCOUNT001`. Invalid examples: `abc123`, `ABC_123`, `A1B2C3`.

If the `name` value doesn't match the required format, the API returns `HTTP 400` with a `violations` array:

```json
{
  "violations": [
    {
      "constraint": "name",
      "value": "my_account_1",
      "description": "Account name should follow the next regexp: ([A-Z])+\\d+"
    }
  ]
}
```

Use this endpoint when creating new accounts to minimize API traffic.

***Note***: This endpoint replaces [/user/openDemoAccount](/api/rest-api-endpoints/users/open-demo-account) and [/user/createTradingPermission](/api/rest-api-endpoints/users/create-trading-permission).

Reference: https://partner.tradovate.com/api/rest-api-endpoints/users/create-evaluation-accounts

## Authentication

- `Authorization` header (bearer token, required) — Bearer authentication of the form `Bearer <token>`, where token is your auth token.

## Request

### Body (application/json)

This endpoint expects a CreateEvaluationAccounts.

- `accounts` (list of EvaluationAccount, required)

## Response

### 200

CreateEvaluationAccountsResponse

- `results` (list of CreateEvaluationAccountResponse, required)
- `errorText` (string, optional) — Non-empty if the request failed

## Types

### EvaluationAccount

- `userId` (long, required)
- `templateAccountId` (long, required)
- `name` (string, required)
- `initialBalance` (double, required)
- `preTradeRisk` (list of PreTradeRisk, optional)
- `postTradeRisk` (PostTradeRisk, optional)

### CreateEvaluationAccountResponse

- `errorText` (string, optional)
- `accountId` (long, optional)
- `tradingPermissionId` (long, optional)

### PreTradeRisk

- `active` (boolean, required)
- `totalBy` (enum, required) — Contract, ContractGroup, DiscountGroup, Exchange, FungibleProduct, Overall, Product, ProductType
  - Allowed values: `Contract`, `ContractGroup`, `DiscountGroup`, `Exchange`, `FungibleProduct`, `Overall`, `Product`, `ProductType`
- `parameters` (list of PreTradeRiskParameter, required)
- `contractId` (long, optional)
- `productId` (long, optional)
- `exchangeId` (long, optional)
- `productType` (enum, optional) — CommonStock, Continuous, Cryptocurrency, Futures, MarketInternals, Options, Spread, Swap
  - Allowed values: `CommonStock`, `Continuous`, `Cryptocurrency`, `Futures`, `MarketInternals`, `Options`, `Spread`, `Swap`
- `riskDiscountContractGroupId` (long, optional)
- `productVerificationStatus` (enum, optional) — Inactive, Locked, ReadyForContracts, ReadyToTrade, Verified
  - Allowed values: `Inactive`, `Locked`, `ReadyForContracts`, `ReadyToTrade`, `Verified`
- `contractGroupId` (long, optional)
- `fungibleProductId` (long, optional)
- `riskTimePeriodId` (long, optional)
- `shortLimit` (integer, optional)
- `longLimit` (integer, optional)
- `exposedLimit` (integer, optional)
- `fungibleExposedLimit` (integer, optional)
- `description` (string, optional)

### PostTradeRisk

- `marginPercentageAlert` (double, optional) — Margin % for an Alert
- `dailyLossPercentageAlert` (double, optional) — Daily Loss % for an Alert
- `dailyLossAlert` (double, optional) — $ Daily Loss for an Alert
- `marginPercentageLiqOnly` (double, optional) — Margin % for an Liq Only
- `dailyLossPercentageLiqOnly` (double, optional) — Daily Loss % for an Liq Only
- `dailyLossLiqOnly` (double, optional) — $ Daily Loss for an Liq Only
- `marginPercentageAutoLiq` (double, optional) — Margin % for an Auto-Liq
- `dailyLossPercentageAutoLiq` (double, optional) — Daily Loss % for an AutoLiq
- `dailyLossAutoLiq` (double, optional) — $ Daily Loss for an Auto-Liq
- `weeklyLossAutoLiq` (double, optional) — $ Weekly Loss for an Auto-Liq
- `flattenTimestamp` (datetime, optional) — Flatten &amp; Cancel
- `trailingMaxDrawdown` (double, optional) — $ Trailing Max Drawdown
- `trailingMaxDrawdownLimit` (double, optional) — $ Trailing Max Drawdown Limit
- `trailingMaxDrawdownMode` (enum, optional) — EOD, RealTime
  - Allowed values: `EOD`, `RealTime`
- `dailyProfitAutoLiq` (double, optional) — $ Daily Profit for an Auto-Liq
- `weeklyProfitAutoLiq` (double, optional) — $ Weekly Profit for an Auto-Liq
- `doNotUnlock` (boolean, optional) — Do not automatically unlock account if triggered
- `changesLocked` (boolean, optional) — Changes Locked

### PreTradeRiskParameter

- `contractId` (long, optional)
- `productId` (long, optional)
- `exchangeId` (long, optional)
- `productType` (enum, optional) — CommonStock, Continuous, Cryptocurrency, Futures, MarketInternals, Options, Spread, Swap
  - Allowed values: `CommonStock`, `Continuous`, `Cryptocurrency`, `Futures`, `MarketInternals`, `Options`, `Spread`, `Swap`
- `riskDiscountContractGroupId` (long, optional)
- `productVerificationStatus` (enum, optional) — Inactive, Locked, ReadyForContracts, ReadyToTrade, Verified
  - Allowed values: `Inactive`, `Locked`, `ReadyForContracts`, `ReadyToTrade`, `Verified`
- `contractGroupId` (long, optional)
- `fungibleProductId` (long, optional)
- `maxOpeningOrderQty` (integer, optional)
- `maxClosingOrderQty` (integer, optional)
- `fungibleMaxOpeningOrderQty` (integer, optional)
- `fungibleMaxClosingOrderQty` (integer, optional)
- `maxBackMonth` (integer, optional)
- `preExpirationDays` (integer, optional)
- `marginPercentage` (double, optional)
- `marginDollarValue` (double, optional)
- `hardLimit` (boolean, optional)

## Examples

**Request**

```json
{
  "accounts": [
    {
      "userId": 12345,
      "templateAccountId": 67890,
      "name": "SIMACCOUNT001",
      "initialBalance": 100000
    }
  ]
}
```

**Response**

```json
{
  "results": [
    {
      "errorText": "",
      "accountId": 98765,
      "tradingPermissionId": 54321
    }
  ],
  "errorText": ""
}
```

**SDK Code**

```python
import requests

url = "https://demo.tradovateapi.com/v1/user/createevaluationaccounts"

payload = { "accounts": [
        {
            "userId": 12345,
            "templateAccountId": 67890,
            "name": "SIMACCOUNT001",
            "initialBalance": 100000
        }
    ] }
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.json())
```

```javascript
const url = 'https://demo.tradovateapi.com/v1/user/createevaluationaccounts';
const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: '{"accounts":[{"userId":12345,"templateAccountId":67890,"name":"SIMACCOUNT001","initialBalance":100000}]}'
};

try {
  const response = await fetch(url, options);
  const data = await response.json();
  console.log(data);
} catch (error) {
  console.error(error);
}
```

```go
package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://demo.tradovateapi.com/v1/user/createevaluationaccounts"

	payload := strings.NewReader("{\n  \"accounts\": [\n    {\n      \"userId\": 12345,\n      \"templateAccountId\": 67890,\n      \"name\": \"SIMACCOUNT001\",\n      \"initialBalance\": 100000\n    }\n  ]\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(res)
	fmt.Println(string(body))

}
```

```ruby
require 'uri'
require 'net/http'

url = URI("https://demo.tradovateapi.com/v1/user/createevaluationaccounts")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"accounts\": [\n    {\n      \"userId\": 12345,\n      \"templateAccountId\": 67890,\n      \"name\": \"SIMACCOUNT001\",\n      \"initialBalance\": 100000\n    }\n  ]\n}"

response = http.request(request)
puts response.read_body
```

```java
import com.mashape.unirest.http.HttpResponse;
import com.mashape.unirest.http.Unirest;

HttpResponse<String> response = Unirest.post("https://demo.tradovateapi.com/v1/user/createevaluationaccounts")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"accounts\": [\n    {\n      \"userId\": 12345,\n      \"templateAccountId\": 67890,\n      \"name\": \"SIMACCOUNT001\",\n      \"initialBalance\": 100000\n    }\n  ]\n}")
  .asString();
```

```php
<?php
require_once('vendor/autoload.php');

$client = new \GuzzleHttp\Client();

$response = $client->request('POST', 'https://demo.tradovateapi.com/v1/user/createevaluationaccounts', [
  'body' => '{
  "accounts": [
    {
      "userId": 12345,
      "templateAccountId": 67890,
      "name": "SIMACCOUNT001",
      "initialBalance": 100000
    }
  ]
}',
  'headers' => [
    'Authorization' => 'Bearer <token>',
    'Content-Type' => 'application/json',
  ],
]);

echo $response->getBody();
```

```csharp
using RestSharp;

var client = new RestClient("https://demo.tradovateapi.com/v1/user/createevaluationaccounts");
var request = new RestRequest(Method.POST);
request.AddHeader("Authorization", "Bearer <token>");
request.AddHeader("Content-Type", "application/json");
request.AddParameter("application/json", "{\n  \"accounts\": [\n    {\n      \"userId\": 12345,\n      \"templateAccountId\": 67890,\n      \"name\": \"SIMACCOUNT001\",\n      \"initialBalance\": 100000\n    }\n  ]\n}", ParameterType.RequestBody);
IRestResponse response = client.Execute(request);
```

```swift
import Foundation

let headers = [
  "Authorization": "Bearer <token>",
  "Content-Type": "application/json"
]
let parameters = ["accounts": [
    [
      "userId": 12345,
      "templateAccountId": 67890,
      "name": "SIMACCOUNT001",
      "initialBalance": 100000
    ]
  ]] as [String : Any]

let postData = JSONSerialization.data(withJSONObject: parameters, options: [])

let request = NSMutableURLRequest(url: NSURL(string: "https://demo.tradovateapi.com/v1/user/createevaluationaccounts")! as URL,
                                        cachePolicy: .useProtocolCachePolicy,
                                    timeoutInterval: 10.0)
request.httpMethod = "POST"
request.allHTTPHeaderFields = headers
request.httpBody = postData as Data

let session = URLSession.shared
let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in
  if (error != nil) {
    print(error as Any)
  } else {
    let httpResponse = response as? HTTPURLResponse
    print(httpResponse)
  }
})

dataTask.resume()
```