Jump to Content
Home
Guides
Recipes
API Reference
v1.0
v1.1
Log In
API Reference
Log In
v1.1
Home
Guides
Recipes
API Reference
Authentication
JUMP TO
Login
Login
Refresh JWT token
post
Login with username/password
post
Users
Users
Get user
get
Get user (External Key and System Type)
get
Get user (External Key)
get
Get reports
post
Create consolidated report
post
Get reports (External Key)
post
Get consolidated allocations
get
Create consolidated report (External Key)
post
Get consolidated allocations (External Key)
get
Get consolidated performance
get
Get consolidated holdings
get
Get consolidated holdings statistics
get
Get consolidated performance (External Key)
get
Get consolidated holdings (External Key)
get
Get consolidated holdings statistics (External Key)
get
assets
Market Data
Get FX rate
get
Get FX rate series
get
Get splits
get
Get time series
get
Get price
get
Get dividends
get
Get split series
get
Get time series by identifier
get
Get price by identifier
get
Asset
Get asset by ID
get
GraphQL
GraphQL entry point
post
Investor Accounts
Investor Accounts
Get reports (priveKey)
post
Get reports (externalKey)
post
Create report (priveKey)
post
Create report (externalKey)
post
Create an investor account
post
Recalculate portfolio (priveKey)
post
Portfolio statistics and performance
post
Recalculate portfolio (externalKey)
post
Get account performance (priveKey)
get
Get account breakdown (priveKey)
get
Get account performance (externalKey)
get
Get account breakdown (externalKey)
get
Get holdings (priveKey)
get
Get account breakdown (priveKey)
get
Get holdings (externalKey)
get
Get account breakdown (externalKey)
get
Get an investor account (priveKey)
get
Delete an investor account
del
Get buying power
get
Get sellable units
get
Update an investor account
put
Powered by
