Submit Position Instructions

$ clear-street v1:positions submit-position-instructions

POST/v1/accounts/{account_id}/positions/instructions

Submit one or more position instructions (Exercise, Do-Not-Exercise, Contrary Exercise Advice) against the account.

Batch semantics:

All rows accepted → 200 OK. Every row is in data with status = SENT.
Partial success → 207 Multi-Status. data contains every row; rejected rows carry status = ENGINE_REJECTED (or REJECTED) and rejection_reason. The top-level error summarizes the batch failure.
All rows rejected → 4xx/5xx error response. The HTTP status reflects the underlying cause: 409 for duplicate instruction_id, 400 for validation failures such as DNE/CEA on a non-expiry day, 503 if the clearing service is unavailable. No data is returned.

Pre-flight validation (unknown instrument_id, unencodable quantity) short-circuits the whole batch with a 4xx before any row is submitted.

ParametersExpand Collapse

--account-id: number

Account identifier

--instruction: array of object { instruction_type, instrument_id, quantity, instruction_id }

ReturnsExpand Collapse

V1PositionSubmitPositionInstructionsResponse: BaseResponse { metadata, error }

data: array of PositionInstruction { id, account_id, instruction_id, 9 more }

id: string

Server-assigned id. Used as the path parameter on cancel.

account_id: number

Account the instruction belongs to.

instruction_id: string

Caller-supplied idempotency key echoed from the submit request; the server-assigned fallback when none was supplied.

instruction_type: "EXERCISE" or "DO_NOT_EXERCISE" or "CONTRARY_EXERCISE"

The action this instruction requests.

"EXERCISE"

"DO_NOT_EXERCISE"

"CONTRARY_EXERCISE"

instrument_id: string

Identifier of the options contract this instruction acts on.

quantity: string

Number of contracts included in the instruction.

status: "SENT" or "ACCEPTED" or "REJECTED" or 5 more

Current lifecycle status.

"SENT"

"ACCEPTED"

"REJECTED"

"ENGINE_REJECTED"

"CANCEL_REQUESTED"

"CANCELLED"

"CANCEL_FAILED"

"UNKNOWN"

symbol: string

Options symbol (OSI) for display.

accepted_quantity: optional string

Number of contracts accepted by the clearing venue. Populated once the instruction reaches ACCEPTED.

created_at: optional string

When the instruction was first accepted by the service.

rejection_reason: optional string

Human-readable explanation populated on any non-success terminal status — REJECTED, ENGINE_REJECTED, or CANCEL_FAILED. On a 207 Multi-Status batch submit the top-level error field summarizes the batch; per-row detail continues to live here.

updated_at: optional string

When the instruction’s lifecycle state last changed.

Submit Position Instructions

clear-street v1:positions submit-position-instructions \
  --api-key 'My API Key' \
  --account-id 0 \
  --instruction "{instruction_type: EXERCISE, instrument_id: 0195f6d0-a1b2-7c3d-8e4f-5a6b7c8d9e02, quantity: '1'}"

{
  "data": [
    {
      "account_id": 122503,
      "id": "0195f6d0-a1b2-7c3d-8e4f-5a6b7c8d9e02",
      "instruction_id": "ui-20260424-001",
      "instruction_type": "EXERCISE",
      "instrument_id": "0195f6d0-a1b2-7c3d-8e4f-5a6b7c8d9e01",
      "quantity": "1",
      "status": "SENT",
      "symbol": "AAPL  280121C00195000"
    }
  ],
  "metadata": {
    "request_id": "0a5c9ebf-a9a7-4f2d-9c7e-f2b5f0b1bd01"
  }
}

{
  "data": [
    {
      "account_id": 122503,
      "id": "0195f6d0-a1b2-7c3d-8e4f-5a6b7c8d9e02",
      "instruction_id": "ui-20260424-001",
      "instruction_type": "EXERCISE",
      "instrument_id": "0195f6d0-a1b2-7c3d-8e4f-5a6b7c8d9e01",
      "quantity": "1",
      "status": "SENT",
      "symbol": "AAPL  280121C00195000"
    },
    {
      "account_id": 122503,
      "id": "00000000-0000-0000-0000-000000000000",
      "instruction_id": "ui-20260424-001",
      "instruction_type": "EXERCISE",
      "instrument_id": "0195f6d0-a1b2-7c3d-8e4f-5a6b7c8d9e01",
      "quantity": "1",
      "rejection_reason": "Duplicate exercise instruction",
      "status": "ENGINE_REJECTED",
      "symbol": "AAPL  280121C00195000"
    }
  ],
  "error": {
    "code": 409,
    "message": "Duplicate exercise instruction"
  },
  "metadata": {
    "request_id": "0a5c9ebf-a9a7-4f2d-9c7e-f2b5f0b1bd02"
  }
}

{
  "error": {
    "code": 400,
    "message": "DO_NOT_EXERCISE must be submitted on the contract's expiration date"
  },
  "metadata": {
    "request_id": "0a5c9ebf-a9a7-4f2d-9c7e-f2b5f0b1bd03"
  }
}

{
  "error": {
    "code": 409,
    "message": "Duplicate exercise instruction"
  },
  "metadata": {
    "request_id": "0a5c9ebf-a9a7-4f2d-9c7e-f2b5f0b1bd04"
  }
}

Returns Examples

{
  "data": [
    {
      "account_id": 122503,
      "id": "0195f6d0-a1b2-7c3d-8e4f-5a6b7c8d9e02",
      "instruction_id": "ui-20260424-001",
      "instruction_type": "EXERCISE",
      "instrument_id": "0195f6d0-a1b2-7c3d-8e4f-5a6b7c8d9e01",
      "quantity": "1",
      "status": "SENT",
      "symbol": "AAPL  280121C00195000"
    }
  ],
  "metadata": {
    "request_id": "0a5c9ebf-a9a7-4f2d-9c7e-f2b5f0b1bd01"
  }
}

{
  "data": [
    {
      "account_id": 122503,
      "id": "0195f6d0-a1b2-7c3d-8e4f-5a6b7c8d9e02",
      "instruction_id": "ui-20260424-001",
      "instruction_type": "EXERCISE",
      "instrument_id": "0195f6d0-a1b2-7c3d-8e4f-5a6b7c8d9e01",
      "quantity": "1",
      "status": "SENT",
      "symbol": "AAPL  280121C00195000"
    },
    {
      "account_id": 122503,
      "id": "00000000-0000-0000-0000-000000000000",
      "instruction_id": "ui-20260424-001",
      "instruction_type": "EXERCISE",
      "instrument_id": "0195f6d0-a1b2-7c3d-8e4f-5a6b7c8d9e01",
      "quantity": "1",
      "rejection_reason": "Duplicate exercise instruction",
      "status": "ENGINE_REJECTED",
      "symbol": "AAPL  280121C00195000"
    }
  ],
  "error": {
    "code": 409,
    "message": "Duplicate exercise instruction"
  },
  "metadata": {
    "request_id": "0a5c9ebf-a9a7-4f2d-9c7e-f2b5f0b1bd02"
  }
}

{
  "error": {
    "code": 400,
    "message": "DO_NOT_EXERCISE must be submitted on the contract's expiration date"
  },
  "metadata": {
    "request_id": "0a5c9ebf-a9a7-4f2d-9c7e-f2b5f0b1bd03"
  }
}

{
  "error": {
    "code": 409,
    "message": "Duplicate exercise instruction"
  },
  "metadata": {
    "request_id": "0a5c9ebf-a9a7-4f2d-9c7e-f2b5f0b1bd04"
  }
}