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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
Portfolio Allocations
PortfolioAllocation API
Clear suspicious alert for the portfolio allocation switch transaction.
patch
Create a portfolio allocation switch
post
Get portfolio allocation by key
get
/portfolioallocations/1/{tenant}/{key}/generatereport
get
Cancel a portfolio allocation by key
post
PortfolioAllocation API v2
Create a portfolio allocation switch
post
Get portfolio allocation by key
get
Cancel a portfolio allocation by key
post
Get report files by portfolio allocation key
get
risk-profile
Risk Profiles
Update session status
put
Create new session
post
Create/Update Risk Profile Result By Type
post
Create/Update Risk Profile Result By ID
post
Retrieve definition by type
get
Update definition
post
Retrieve Risk Profile
get
Retrieve Risk Profile with latest N sessions
get
List definitions by tenant
get
Retrieve definition by Id
get
b2b
Stress Test
Run stress test scenario
post
Reports
Reports
List reports for user
get
Search reports
post
Search reports by user (External Key)
post
Search reports by user
post
Retrieve report file
get
Delete report
del
Download report
get
Transactions
Transactions
Bulk upload (CSV)
post
Get transactions
get
Update transaction
put
Create transaction
post
Delete transaction
del
Investment Guidelines
Investment Guidelines
Create guideline
post
Calculate guideline
post
Get guideline
get
Update guideline
put
Delete guideline
del
Illustrations
Illustrations
Create a new illustration
post
List illustrations
get
Retrieve an illustration
get
Update a illustration
put
Delete an illustration
del
Cash
Cash / DepositWithdrawalEvent API
Create a cash withdrawal transaction
post
Get deposit withdrawal event by key
get
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