Implement portfolio management and conversion features in Coinbase SDK

- Added methods for listing, creating, editing, and deleting portfolios in CoinbaseRestClient.
- Implemented portfolio breakdown retrieval and fund movement between portfolios.
- Introduced conversion quote creation and trade commitment functionalities.
- Added support for futures operations including balance summary, positions, and sweeps.
- Enhanced awaitable client with corresponding asynchronous methods for portfolio and futures operations.
- Expanded test coverage for new portfolio and futures functionalities, ensuring robustness and correctness.

Author: kzhdev

CHANGELOG.md

@@ -5,10 +5,17 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
-## [unreleased]
+## [0.3.0] - 2026-06-08
 
 ### Added
 - taker_fee_rate and maker_fee_rate in REST api.
+- Portfolios endpoints: `list_portfolios`, `create_portfolio`, `get_portfolio_breakdown`, `move_portfolio_funds`, `edit_portfolio`, `delete_portfolio`
+- Convert endpoints: `create_convert_quote`, `get_convert_trade`, `commit_convert_trade`
+- Payment Methods endpoints: `list_payment_methods`, `get_payment_method`
+- Data API endpoint: `get_api_key_permissions`
+- Futures (CFM) endpoints: `get_futures_balance_summary`, `list_futures_positions`, `get_futures_position`, `schedule_futures_sweep`, `list_futures_sweeps`, `cancel_pending_futures_sweep`, `get_intraday_margin_setting`, `get_current_margin_window`, `set_intraday_margin_setting`
+- Perpetuals (INTX) endpoints: `allocate_portfolio`, `get_perps_portfolio_summary`, `list_perps_positions`, `get_perps_position`, `get_perps_portfolio_balances`, `opt_in_or_out_multi_asset_collateral`
+- Async mirrors of all the above in `CoinbaseAwaitableRestClient`, plus new data model headers (`portfolio.hpp`, `convert.hpp`, `payment_method.hpp`, `key_permissions.hpp`, `futures.hpp`, `perpetuals.hpp`) and `Amount` type in `common.hpp`
 
 ### Changed
 - Change log file opening mode to append for data logging
@@ -23,6 +30,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Fixed
 - `unsubscribe()` now holds a reference to the `unique_ptr` instead of copying it
+- `double_from_json` now handles fields the API returns as raw JSON numbers (not just stringified numbers), fixing parsing of `PortfolioPosition.allocation`/`available_to_trade_fiat`
 
 ## [0.2.2] - 2026-03-05
 

CMakeLists.txt

@@ -3,7 +3,7 @@ cmake_minimum_required(VERSION 3.20)
 set(CMAKE_CXX_STANDARD 20)
 
 project(coinbase-advanced-cpp
-    VERSION 0.2.2
+    VERSION 0.3.0
     LANGUAGES CXX)
 
 if (CMAKE_BUILD_TYPE MATCHES Debug)

README.md

@@ -27,22 +27,29 @@ The SDK is organized into several key components:
 
 ```
 include/coinbase/
-├── account.h          # Account and balance management
-├── auth.h             # Authentication utilities
-├── candle.h           # Candlestick data
-├── common.h           # Common types and enums
-├── fill.h             # Fill data
-├── market_data.h      # Market data structures
-├── order.h            # Order management
-├── position.h         # Position management
-├── price_book.h       # Price book data
-├── product.h          # Product information
-├── rest.h             # REST client implementation
-├── rest_awaitable.h   # Async REST operations
-├── side.h             # Order side definitions
-├── trades.h           # Trade data
-├── utils.h            # Utility functions
-└── websocket.h        # WebSocket client implementation
+├── account.hpp          # Account and balance management
+├── auth.hpp             # Authentication utilities
+├── candle.hpp           # Candlestick data
+├── common.hpp           # Common types and enums
+├── convert.hpp          # Currency conversion (Convert) data models
+├── fill.hpp             # Fill data
+├── futures.hpp          # Futures (CFM) data models
+├── key_permissions.hpp  # API key permissions (Data API) data models
+├── logging.hpp          # Logging utilities
+├── market_data.hpp      # Market data structures
+├── order.hpp            # Order management
+├── payment_method.hpp   # Payment methods data models
+├── perpetuals.hpp       # Perpetuals (INTX) data models
+├── portfolio.hpp        # Portfolios data models
+├── position.hpp         # Position management
+├── price_book.hpp       # Price book data
+├── product.hpp          # Product information
+├── rest.hpp             # REST client implementation
+├── rest_awaitable.hpp   # Async REST operations
+├── side.hpp             # Order side definitions
+├── trades.hpp           # Trade data
+├── utils.hpp            # Utility functions
+└── websocket.hpp        # WebSocket client implementation
 ```
 
 ## Installation
@@ -84,7 +91,7 @@ cmake --build build
 #### REST Client
 
 ```cpp
-#include <coinbase/rest.h>
+#include <coinbase/rest.hpp>
 
 // Create client
 coinbase::CoinbaseRestClient client;
@@ -112,6 +119,34 @@ auto response = client.create_order(
 
 // Cancel order
 auto cancel_response = client.cancel_orders({"order_id_123"});
+
+// Portfolios
+auto portfolios = client.list_portfolios();
+auto breakdown = client.get_portfolio_breakdown(portfolios.front().uuid);
+
+// Convert (quote only - commit_convert_trade executes a real conversion)
+auto quote = client.create_convert_quote(from_account_uuid, to_account_uuid, 10.0);
+
+// Futures (CFM)
+auto balance_summary = client.get_futures_balance_summary();
+auto positions = client.list_futures_positions();
+```
+
+#### Async REST Client
+
+`CoinbaseAwaitableRestClient` mirrors every `CoinbaseRestClient` method as a C++20 coroutine returning `asio::awaitable<T>`, so the same endpoints (including all of the ones listed in [API Endpoints](#api-endpoints)) can be awaited from coroutine-based code:
+
+```cpp
+#include <coinbase/rest_awaitable.hpp>
+
+coinbase::CoinbaseAwaitableRestClient client;
+
+asio::awaitable<void> run() {
+    auto accounts = co_await client.list_accounts();
+    auto portfolios = co_await client.list_portfolios();
+    auto permissions = co_await client.get_api_key_permissions();
+    // ...
+}
 ```
 
 #### WebSocket Client
@@ -125,7 +160,7 @@ The SDK provides two callback mechanisms for handling WebSocket data:
 ##### Using WebsocketCallbacks (WebSocket Thread)
 
 ```cpp
-#include <coinbase/websocket.h>
+#include <coinbase/websocket.hpp>
 
 class MyCallbacks : public coinbase::WebsocketCallbacks {
 public:
@@ -193,7 +228,7 @@ client.stop();
 ##### Using UserThreadWebsocketCallbacks (User Thread)
 
 ```cpp
-#include <coinbase/websocket.h>
+#include <coinbase/websocket.hpp>
 
 class MyCallbacks : public coinbase::UserThreadWebsocketCallbacks {
 public:
@@ -244,8 +279,17 @@ client.stop();
 - **Products**: List products, get product details
 - **Orders**: Create, list, get, modify, and cancel orders
 - **Fills**: List fills
+- **Fees**: Get taker and maker fee rates
 - **Market Data**: Get best bid/ask, price book, market trades, candles
 - **Time**: Get server time
+- **Portfolios**: List portfolios, create/edit/delete a portfolio, get portfolio breakdown, move funds between portfolios
+- **Convert**: Create a convert quote, get a convert trade, commit a convert trade
+- **Payment Methods**: List payment methods, get payment method details
+- **Data API**: Get API key permissions
+- **Futures (CFM)**: Get balance summary, list/get positions, schedule/list/cancel sweeps, get/set intraday margin settings, get current margin window
+- **Perpetuals (INTX)**: Allocate portfolio, get portfolio summary, list/get positions, get portfolio balances, opt in/out of multi-asset collateral
+
+All REST endpoints are available on both the synchronous `CoinbaseRestClient` and the coroutine-based `CoinbaseAwaitableRestClient` (see [Async REST Client](#async-rest-client)).
 
 ### WebSocket API
 

include/coinbase/common.hpp

@@ -7,6 +7,10 @@
 #include <cstdint>
 #include <string_view>
 #include <string>
+#include <nlohmann/json.hpp>
+#include <coinbase/utils.hpp>
+
+using json = nlohmann::json;
 
 namespace coinbase {
 
@@ -40,6 +44,16 @@ inline std::string to_string(ContractExpiryType cet) {
     return "UNKNOWN_CONTRACT_EXPIRY_TYPE";
 }
 
+struct Amount {
+    double value;
+    std::string currency;
+};
+
+inline void from_json(const json &j, Amount &a) {
+    DOUBLE_FROM_JSON(j, a, value);
+    VARIABLE_FROM_JSON(j, a, currency);
+}
+
 struct Commission {
     double total_commission;
     double gst_commission;

include/coinbase/convert.hpp

@@ -0,0 +1,79 @@
+// SPDX-License-Identifier: MIT
+// Copyright (c) 2025-2026 Slick Quant
+// https://github.com/SlickQuant/slick-socket
+
+#pragma once
+
+#include <string>
+#include <vector>
+#include <nlohmann/json.hpp>
+#include <coinbase/common.hpp>
+#include <coinbase/utils.hpp>
+
+using json = nlohmann::json;
+
+namespace coinbase {
+
+struct ConvertTradePaymentMethod {
+    std::string type;
+    std::string network;
+};
+
+inline void from_json(const json &j, ConvertTradePaymentMethod &m) {
+    VARIABLE_FROM_JSON(j, m, type);
+    VARIABLE_FROM_JSON(j, m, network);
+}
+
+struct Fee {
+    std::string title;
+    std::string description;
+    std::string label;
+    Amount amount;
+};
+
+inline void from_json(const json &j, Fee &f) {
+    VARIABLE_FROM_JSON(j, f, title);
+    VARIABLE_FROM_JSON(j, f, description);
+    VARIABLE_FROM_JSON(j, f, label);
+    STRUCT_FROM_JSON(j, f, amount);
+}
+
+struct ConvertTrade {
+    std::string id;
+    std::string status;
+    std::string user_reference;
+    std::string source_currency;
+    std::string source_id;
+    std::string target_id;
+    Amount user_entered_amount;
+    Amount amount;
+    Amount subtotal;
+    Amount total;
+    Amount total_fee;
+    Amount exchange_rate;
+    Amount fiat_denoted_total;
+    std::vector<Fee> fees;
+    ConvertTradePaymentMethod source;
+    ConvertTradePaymentMethod target;
+};
+
+inline void from_json(const json &j, ConvertTrade &t) {
+    VARIABLE_FROM_JSON(j, t, id);
+    VARIABLE_FROM_JSON(j, t, status);
+    VARIABLE_FROM_JSON(j, t, user_reference);
+    VARIABLE_FROM_JSON(j, t, source_currency);
+    VARIABLE_FROM_JSON(j, t, source_id);
+    VARIABLE_FROM_JSON(j, t, target_id);
+    STRUCT_FROM_JSON(j, t, user_entered_amount);
+    STRUCT_FROM_JSON(j, t, amount);
+    STRUCT_FROM_JSON(j, t, subtotal);
+    STRUCT_FROM_JSON(j, t, total);
+    STRUCT_FROM_JSON(j, t, total_fee);
+    STRUCT_FROM_JSON(j, t, exchange_rate);
+    STRUCT_FROM_JSON(j, t, fiat_denoted_total);
+    STRUCT_FROM_JSON(j, t, fees);
+    STRUCT_FROM_JSON(j, t, source);
+    STRUCT_FROM_JSON(j, t, target);
+}
+
+}   // end namespace coinbase

include/coinbase/futures.hpp

@@ -0,0 +1,104 @@
+// SPDX-License-Identifier: MIT
+// Copyright (c) 2025-2026 Slick Quant
+// https://github.com/SlickQuant/slick-socket
+
+#pragma once
+
+#include <string>
+#include <vector>
+#include <nlohmann/json.hpp>
+#include <coinbase/common.hpp>
+#include <coinbase/side.hpp>
+#include <coinbase/utils.hpp>
+
+using json = nlohmann::json;
+
+namespace coinbase {
+
+struct FCMBalanceSummary {
+    Amount futures_buying_power;
+    Amount total_usd_balance;
+    Amount cbi_usd_balance;
+    Amount cfm_usd_balance;
+    Amount total_open_orders_hold_amount;
+    Amount unrealized_pnl;
+    Amount daily_realized_pnl;
+    Amount initial_margin;
+    Amount available_margin;
+    Amount liquidation_threshold;
+    Amount liquidation_buffer_amount;
+    std::string liquidation_buffer_percentage;
+};
+
+inline void from_json(const json &j, FCMBalanceSummary &b) {
+    STRUCT_FROM_JSON(j, b, futures_buying_power);
+    STRUCT_FROM_JSON(j, b, total_usd_balance);
+    STRUCT_FROM_JSON(j, b, cbi_usd_balance);
+    STRUCT_FROM_JSON(j, b, cfm_usd_balance);
+    STRUCT_FROM_JSON(j, b, total_open_orders_hold_amount);
+    STRUCT_FROM_JSON(j, b, unrealized_pnl);
+    STRUCT_FROM_JSON(j, b, daily_realized_pnl);
+    STRUCT_FROM_JSON(j, b, initial_margin);
+    STRUCT_FROM_JSON(j, b, available_margin);
+    STRUCT_FROM_JSON(j, b, liquidation_threshold);
+    STRUCT_FROM_JSON(j, b, liquidation_buffer_amount);
+    VARIABLE_FROM_JSON(j, b, liquidation_buffer_percentage);
+}
+
+struct FCMPosition {
+    std::string product_id;
+    Side side;
+    double number_of_contracts;
+    double current_price;
+    double avg_entry_price;
+    double unrealized_pnl;
+    double daily_realized_pnl;
+};
+
+inline void from_json(const json &j, FCMPosition &p) {
+    VARIABLE_FROM_JSON(j, p, product_id);
+    ENUM_FROM_JSON(j, p, side);
+    DOUBLE_FROM_JSON(j, p, number_of_contracts);
+    DOUBLE_FROM_JSON(j, p, current_price);
+    DOUBLE_FROM_JSON(j, p, avg_entry_price);
+    DOUBLE_FROM_JSON(j, p, unrealized_pnl);
+    DOUBLE_FROM_JSON(j, p, daily_realized_pnl);
+}
+
+struct MarginWindow {
+    std::string margin_window_type;
+    std::string end_time;
+};
+
+inline void from_json(const json &j, MarginWindow &w) {
+    VARIABLE_FROM_JSON(j, w, margin_window_type);
+    VARIABLE_FROM_JSON(j, w, end_time);
+}
+
+struct FCMSweep {
+    std::string id;
+    std::string status;
+    Amount requested_amount;
+    bool should_sweep_all;
+};
+
+inline void from_json(const json &j, FCMSweep &s) {
+    VARIABLE_FROM_JSON(j, s, id);
+    VARIABLE_FROM_JSON(j, s, status);
+    STRUCT_FROM_JSON(j, s, requested_amount);
+    VARIABLE_FROM_JSON(j, s, should_sweep_all);
+}
+
+struct CurrentMarginWindow {
+    MarginWindow margin_window;
+    bool is_intraday_margin_killswitch_enabled;
+    bool is_intraday_margin_enrollment_killswitch_enabled;
+};
+
+inline void from_json(const json &j, CurrentMarginWindow &w) {
+    STRUCT_FROM_JSON(j, w, margin_window);
+    VARIABLE_FROM_JSON(j, w, is_intraday_margin_killswitch_enabled);
+    VARIABLE_FROM_JSON(j, w, is_intraday_margin_enrollment_killswitch_enabled);
+}
+
+}   // end namespace coinbase